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1.5 Investment Professionals
When signing up for the Services, User shall provide complete and accurate information and
responses to permit Cestrian to determine if User is an Investment Professional.
An "Investment Professional" includes, without limitation, any individual or entity
who:
(i) receives market data for or on behalf of its business or any other entity;
(ii) is registered or qualified with the U.S. Securities and Exchange Commission (SEC),
the U.S. Commodity Futures Trading Commission (CFTC), or any other securities agency,
securities exchange, association or regulatory body, or commodities or futures contract
market, association, or regulatory body, whether within or outside of the United States,
or performs any functions similar to those that require an individual or entity to register
or qualify with any of the foregoing;
(iii) provides or is engaged to provide investment research and/or investment advice to any
other individual or entity;
(iv) is engaged as an asset manager;
(v) uses the capital of any other individual or entity in the conduct of User's trading,
or conducts investing or investment analysis or trading for the benefit of a corporation,
partnership, or other entity;
(vi) has entered into any agreement to share the profit of User's trading activities or
receive compensation for User's trading activities; or
(vii) receives office space, equipment, or other benefits in exchange for User's trading
or work as a financial consultant for any person, firm, or business entity.
User shall keep current its information and responses and shall immediately notify Cestrian
of any changes that do or may result in a determination by Cestrian that User is an Investment
Professional. If Cestrian becomes aware that User is or may be an Investment Professional,
but has not signed up for the Services as an Investment Professional, Cestrian may require
User to upgrade its Services subscription to the appropriate Investment Professional tier,
and/or pay any additional fees that would have become due and payable had User correctly
signed up as an Investment Professional at an appropriate earlier date, in order to continue
using the Services.
Any determination as to whether or not User is an Investment Professional shall be made by
Cestrian and is final and binding. For clarity, any failure by User to provide or maintain
complete and accurate information or responses as required by this Section 1.5 shall be
deemed a material breach of this Agreement, and Cestrian shall be entitled to immediately
suspend User's access to the Services and Content, and/or terminate this Agreement, in
addition to any other remedies that may be available to Cestrian under this Agreement,
at law, or otherwise. For the avoidance of doubt, each Investment Professional subscription
is for a single user only.
If User would like to purchase an Investment Professional subscription for multiple users,
User may contact Cestrian (via email to
minerva@cestriancapital.com or this
contact form) to discuss Cestrian's Enterprise Subscription pricing options.
Cestrian Circle
Alex King
Themes: Tech, ETFs, Elliot Wave
Our introductory tier: Cestrian Circle delivers affordable, twice-weekly research to help investors track markets, earnings, and trades, a streamlined way to experience Cestrian’s edge and methodology with 2 of the below notes delivered to your inbox every week.
Get trusted research at an accessible price, and upgrade to Inner Circle anytime with a special discount for intro tier subscribers to unlock real-time alerts, webinars, and the full community experience.
What You'll Receive:
Get actionable Investment research twice a week. You'll recieve up to 2 articles or reports chosen from the following categories:- Trade Roundups - A weekly digest of our latest trades to help guide your own strategy
- Earnings Reports - Timely insights on market-moving stocks during earnings season
- Weekly Sector Reports - In-depth SPY and QQQ