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DealFlowOne services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body that have elected to participate in our platform based on information gathered from users through our online questionnaire. DealFlowOne does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments.

We do not manage client funds or hold custody of assets; we help users connect with relevant financial advisors. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal.

Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

DealFlowOne is not intended to provide legal advice, tax advice, accounting advice or financial advice (other than referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body).

DealFlowOne is not a financial planner, broker, or tax adviser. The service is intended only to assist you in your understanding of financial organization and decision-making and is broad in scope. Your personal financial situation is unique, and any information and investing strategies obtained through DealFlowOne may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your accountant or other financial advisers who are fully aware of your individual circumstances.