Terms & Conditions

Last updated: September 28, 2026

These terms govern use of the Site operated by [Legal entity name] (“Primary Insight,” “we,” “us,” or “our”). By using the Site, you agree to these terms.

If you do not agree, do not use the Site.

The Site is information only

The Site describes Primary Insight and lets you request a trial. It is not an offer of investment advice, legal advice, or an expert consultation. Submitting a form does not create a client relationship and does not start an expert call, meeting, event, or survey.

Any consultation is governed by a separate client agreement, compliance rules, and expert terms. Those documents control if they conflict with these terms.

Who may use the Site

The Site is for business use by adults. You represent that you have authority to submit information for yourself and, if applicable, your firm.

Trial requests

When you request a trial you agree that:

• The information you submit is accurate

• You will not include MNPI, confidential deal files, or data you are not allowed to share

• We may contact you at the email you provide

• We may decline or not pursue a request

We do not guarantee that a particular expert, timeline, or outcome will follow a form submit.

Acceptable use

You may not:

• Scrape, crawl, or copy the Site in bulk

• Probe or disrupt the Site

• Upload malware

• Misrepresent who you are

• Use the Site to solicit experts outside a Primary Insight engagement

• Use Site content to train models or build a competing product without our written consent

Intellectual property

The Site, including text, design, graphics, logos, and layout, is owned by Primary Insight or its licensors. The name Primary Insight and related marks are used under the rights held by the firm.

You may not copy, modify, or republish Site materials except for ordinary viewing or a short quotation with credit.

Third-party links

The Site may link to other sites. We are not responsible for them.

Disclaimer

THE SITE IS PROVIDED “AS IS.” WE DISCLAIM ALL WARRANTIES, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT, TO THE FULLEST EXTENT ALLOWED BY LAW.

We do not warrant that the Site will be uninterrupted, error-free, or secure.

Nothing on the Site is a recommendation to buy, sell, or hold any security or to enter any transaction.

Limitation of liability

TO THE FULLEST EXTENT ALLOWED BY LAW, PRIMARY INSIGHT AND ITS PEOPLE WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, DATA, OR BUSINESS, ARISING FROM THE SITE OR THESE TERMS.

OUR TOTAL LIABILITY FOR SITE USE WILL NOT EXCEED ONE HUNDRED U.S. DOLLARS ($100).

Some places do not allow certain limits. In those places, our liability is limited to the maximum permitted.

Indemnity

You will defend and indemnify Primary Insight against claims arising from your misuse of the Site or your violation of these terms.

Privacy

Our Privacy Policy and Cookies Policy explain how we handle information.

Changes

We may change the Site or these terms. The “Last updated” date will change. Continued use after a change means you accept the new terms.

Termination

We may suspend or stop access to the Site at any time. Sections that should survive, including intellectual property, disclaimers, liability limits, and indemnity, will survive.