Terms of Service

    Last updated: January 2026

    Agreement to Terms

    By accessing and using the Premier Fund Solutions, Inc. website and services, you agree to be bound by these Terms of Service. If you do not agree with any part of these terms, you may not access our services.

    Description of Services

    Premier Fund Solutions provides mutual fund administration, SEC filing services, SMA to ETF conversion assistance, ETF rebalancing solutions, and related consulting services for Registered Investment Advisors and money managers. Specific services are governed by separate agreements between Premier Fund Solutions and its clients.

    Use of Website

    You agree to use our website only for lawful purposes and in a way that does not:

    • Violate any applicable laws or regulations
    • Infringe upon the rights of others
    • Attempt to gain unauthorized access to our systems
    • Interfere with the proper functioning of the website
    • Transmit any harmful or malicious code

    Intellectual Property

    All content on this website, including text, graphics, logos, and images, is the property of Premier Fund Solutions, Inc. and is protected by copyright and other intellectual property laws. You may not reproduce, distribute, or create derivative works without our express written permission.

    Disclaimer of Warranties

    Our website and services are provided "as is" without warranties of any kind, either express or implied. We do not warrant that the website will be uninterrupted, error-free, or free of viruses or other harmful components. Information provided on this website is for general informational purposes only and should not be considered investment, legal, or tax advice.

    Limitation of Liability

    Premier Fund Solutions, Inc. shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of our website or services. Our total liability shall not exceed the amount paid by you, if any, for accessing our services.

    Indemnification

    You agree to indemnify and hold harmless Premier Fund Solutions, Inc. and its officers, directors, employees, and agents from any claims, damages, or expenses arising from your use of our website or violation of these terms.

    Governing Law

    These Terms of Service shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions.

    Changes to Terms

    We reserve the right to modify these Terms of Service at any time. Changes will be effective immediately upon posting to the website. Your continued use of our services after any changes constitutes acceptance of the new terms.

    Contact Us

    If you have questions about these Terms of Service, please contact us at:

    Premier Fund Solutions, Inc.

    1939 Friendship Drive, Suite C

    El Cajon, CA 92020

    Email: jeff@pfsfunds.com

    Phone: 619-588-9700 X101