Lilac Solutions IPO - Investing Pre-IPO (2024)

© 2023 Forge Global, Inc. (“Forge”) | The services and information described on this site are provided to you “as is” and “as available” without warranties of any kind | Neither Forge nor any of its affiliates will be liable for any damages caused in any way from the use of its services or reliance on the information provided on this site | Forge offers certain financial services through its wholly owned broker-dealer subsidiary, Forge Securities LLC (Member FINRA/SIPC.), its wholly owned registered investment advisor subsidiary, Forge Global Advisors LLC, its wholly owned trust company subsidiary, Forge Trust Co., and its wholly owned lending subsidiary, Forge Lending LLC | Investing in private company securities is not suitable for all investors, is highly speculative, is high risk, and you should be prepared to withstand a total loss of your investment. Private company securities are highly illiquid and there is no guarantee that a market will develop for such securities. Each investment carries its own risks, and you should conduct your own due diligence regarding the investment, including obtaining independent professional advice | Reference to company names or use of third-party trademarks or logos does not imply any affiliation between Forge or its affiliates and any company, any endorsem*nt or sponsorship of Forge or its affiliates by any company or vice versa, or any partnership, joint venture or other commercial relationship between Forge or its affiliates and any company. Rights with respect to any company marks referred to herein are, as between Forge and its affiliates and such company, owned by the company. | Refer to additional important disclosures found here.

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As an expert in finance and investment, I can confidently dissect the concepts mentioned in the disclaimer from Forge Global, Inc. Let's break down the key points:

  1. Disclaimer and Service Provision: Forge Global, Inc. provides services and information "as is" and "as available," without any warranties. This disclaimer shields the company from liability arising from the use of its services or reliance on the information provided.

  2. Financial Services Offered: Forge Global, Inc. operates through several wholly-owned subsidiaries, including Forge Securities LLC (a broker-dealer member of FINRA/SIPC), Forge Global Advisors LLC (a registered investment advisor), Forge Trust Co. (a trust company), and Forge Lending LLC (a lending subsidiary). These entities collectively offer a range of financial services.

  3. Risk Associated with Private Company Securities: Investing in private company securities is highlighted as unsuitable for all investors due to high speculation and risk. It warns investors to be prepared for a total loss as these securities are highly illiquid, lacking a guaranteed market.

  4. Individual Investment Risks: Each investment carries its own risks, necessitating thorough due diligence on the part of investors. Seeking independent professional advice is encouraged to understand the risks associated with specific investments.

  5. Disclaimer Regarding Company Affiliation: Mentioning company names or third-party trademarks doesn't imply any affiliation between Forge or its affiliates and those companies. It clarifies that the use of these trademarks doesn't indicate endorsem*nt, sponsorship, partnership, or any commercial relationship between Forge and the mentioned companies.

  6. Rights to Company Marks: Forge respects the ownership of company marks referred to in their materials, acknowledging that such rights belong to the respective companies.

This disclaimer essentially covers the legal and risk aspects of investing through Forge Global, ensuring users understand the potential risks associated with private company securities and clarifying the limitations of their services and affiliations.

Understanding disclaimers and the legal jargon within them is crucial for investors to make informed decisions while navigating the complexities of the financial world.

Lilac Solutions IPO - Investing Pre-IPO (2024)
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