Prabhudas Lilladher’s Disclosure
PL Distribution Company Private Limited (PLDPL) is engaged in the business of distribution of third party financial products and services including but not limited to various insurance products.
PL’s role for the current context, is limited to a referrer where PL will introduce clients through a link hosted on the PL website leading to Vested Finance Inc., a US based SEC registered Investment adviser. Clients will be directly sharing their details by submitting the prescribed documents directly to Vested Finance Inc. on their portal. Once clients have been referred in such manner, they are solely responsible for any and all orders placed by them and understand that such orders are unsolicited, based on their own investment decisions.
PL or any of its employees, agents, principals, or representatives do not provide recommendations for any security, transaction or order, provide any investment advice, produce or provide any research to any user regarding any security transaction or order, handle funds or related securities or effect clearance or settlement of users trades or transactions done through the Vested Finance Inc. portal. All processes including KYC will be executed Vested Finance Inc. directly with client and PL shall not incur any personal financial liability.
As a referral agent PL earns a fee from Vested Finance Inc. upon successful business conversion of the referred customers.