ASCEND PRIME WEALTH LLC

TERMS OF SERVICE & CONDITIONS

Effective Date: March 17, 2026 | Last Updated: March 17, 2026

These Terms of Service and Terms & Conditions ("Terms") govern your access to and use of the websites, funnels, forms, content, communications, programs, products, and services offered by Ascend Prime Wealth LLC ("Ascend Prime Wealth," "Company," "we," "our," or "us").

By using our website, submitting a form, booking a call, purchasing an offer, checking a consent box, or otherwise engaging with our services, you agree to these Terms.

1. Company Information

ASCEND PRIME WEALTH LLC

2909 WAYZATA BLVD STE 1017

MINNEAPOLIS, MN 55405

Email: [email protected]

Website: ascendprimewealth.com

2. Scope of Services

We provide educational, consulting, advisory, implementation, and related business services. Our services may include information, strategy, systems, templates, marketing-related guidance, funding-related education, and other business resources.

Unless expressly stated otherwise in a separate written agreement, our services are provided for general informational and educational purposes only.

If a specific offer includes an order form, checkout terms, refund policy, guarantee terms, or a signed client agreement, those more specific written terms will control for that offer to the extent of any conflict with these Terms.

3. No Professional Advice

We are not your attorney, accountant, tax advisor, lender, broker, financial advisor, or investment advisor unless expressly stated in a separate signed written agreement.

Nothing on our website or in our services constitutes legal, tax, accounting, lending, investment, or financial advice.

Our materials are educational in nature. You are responsible for obtaining advice from qualified, licensed professionals for your specific situation.

We are not a lending institution and do not originate, fund, guarantee, or service any loans. All funding decisions are made solely by third-party lending institutions based on their own independent underwriting criteria. We do not hold or transmit client funds.

4. No Guarantee of Results

We do not guarantee any specific result, including any specific revenue, profit, funding amount, approval, lead volume, marketing performance, business growth result, or credit-related outcome.

Any examples, case studies, testimonials, or client stories are provided for informational purposes only. They are not a promise, guarantee, or representation that you will achieve the same or similar results.

Results depend on many factors outside our control, including your effort, implementation, experience, market conditions, financial profile, compliance, timing, and third-party decisions.

Certain offers may include specific conditional guarantees, satisfaction commitments, or performance-based terms. Where such guarantees exist, they will be set forth in your enrollment agreement, order form, or signed client agreement, and the specific written terms of that guarantee will control. Nothing in these Terms is intended to limit or override any guarantee expressly provided in a signed enrollment agreement.

5. Testimonials & Endorsements

Any testimonials, case studies, or client results shared on our website, social media, advertising, or within our programs represent individual experiences and are not intended to represent or guarantee that anyone will achieve the same or similar results.

Some testimonials may have been provided in exchange for compensation, program credit, or other consideration. Where applicable, material connections will be disclosed in accordance with the Federal Trade Commission's Endorsement Guides (16 CFR Part 255).

6. Purchases, Payments, and Billing

By purchasing a product or service, you agree to pay all fees and charges associated with your purchase. All prices are in U.S. dollars unless otherwise specified.

You authorize us and our third-party payment processors to charge your selected payment method for amounts due under your order, including any payment plan installments selected at checkout.

If you have selected a payment plan, you are responsible for all installment payments regardless of your continued participation in the program or service.

If a payment is declined, reversed, disputed, or not received when due, we may suspend access, delay delivery, require a different payment method, or cancel the applicable order.

We may use third-party payment processors and commerce tools. Their terms, conditions, and privacy policies may also apply to your transaction.

7. Refunds, Cancellations, and Offer-Specific Terms

Refund rights, if any, are governed by the written terms presented for the specific offer you purchase, including the offer page, checkout page, order form, guarantee terms, refund policy, or signed agreement.

If a specific offer includes a refund window, satisfaction period, cancellation right, or conditional guarantee, the exact written terms of that offer will control.

Unless a specific written refund or cancellation right is expressly provided for the applicable offer, fees are non-refundable once we have started providing access, onboarding, strategy, consulting, implementation, coaching, scheduling, or digital delivery, except as required by law.

If you believe a billing error has occurred, please contact us promptly at [email protected] so we can review the matter in good faith.

8. Chargebacks & Payment Disputes

We strongly encourage you to contact us directly at [email protected] to resolve any billing concerns or service-related issues before initiating a chargeback or payment dispute with your bank or payment provider.

If you initiate a chargeback or payment dispute after services have been rendered, you acknowledge that the Company may:

(a) Provide documentation of services delivered to your payment provider or financial institution to contest the dispute;

(b) Suspend or terminate your access to all program materials and services pending resolution;

(c) Pursue recovery of amounts owed, including reasonable administrative costs and fees, to the extent permitted by applicable law.

Filing a chargeback or payment dispute does not relieve you of your payment obligations under your enrollment agreement or order.

9. Client Responsibilities

You agree to provide accurate and current information and to use our website and services lawfully.

You are responsible for your own decisions, actions, implementation, compliance, advertising, data collection, business practices, and use of any recommendations, materials, or strategies we provide.

You agree not to misuse our services, copy or resell our materials without permission, make unlawful or misleading claims, or use our website or services in a way that violates applicable law or the rights of others.

You agree not to misrepresent your identity, credit profile, business information, or any other material facts in connection with funding applications or other activities related to our programs.

The Company reserves the right to refuse service, terminate access, or cancel enrollment of any client who provides false information, engages in fraudulent activity, or violates these Terms.

10. Intellectual Property

All content, materials, frameworks, templates, videos, trainings, graphics, branding, and other materials we provide are owned by Ascend Prime Wealth LLC or licensed to us and are protected by applicable intellectual property laws.

We grant you a limited, revocable, non-exclusive, non-transferable, non-sublicensable license to use purchased materials for your own internal business use only, unless we expressly state otherwise in writing.

You may not copy, reproduce, republish, distribute, resell, sublicense, share login credentials, or create derivative works from our materials without our prior written consent.

Any unauthorized use, reproduction, or distribution of program materials may result in immediate termination of your access and may subject you to civil and criminal liability.

11. Communications and Consent

By submitting your contact information to us, you agree that we may send you service-related, administrative, transactional, and, where permitted by law, marketing communications by email, phone, and text message.

Text Messages (SMS/MMS)

You must be 18 years of age or older to use this SMS service.

Carriers (including but not limited to T-Mobile, AT&T, Verizon, and others) are not liable for delayed or undelivered messages.

By providing your mobile phone number, you consent to receive periodic SMS or MMS messages from Ascend Prime Wealth LLC, including but not limited to account notifications, program updates, and promotional offers. Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP to any message. Reply HELP for assistance. Consent to receive text messages is not a condition of purchase.

Email:

Marketing emails include an unsubscribe option. Unsubscribing from marketing emails will not affect transactional or account-related communications.

Phone:

By providing your phone number, you consent to receive calls from the Company regarding your account, enrollment, and program-related matters. Calls may be recorded for quality assurance and training purposes.

Your use of our website and services is also subject to our Privacy Policy, available at ascendprimewealth.com/privacy.

12. Third-Party Platforms and Services

Our website or services may involve third-party tools, platforms, software, payment processors, CRMs, communications providers, or advertising platforms.

We are not responsible for the availability, performance, security, content, or policies of third-party services. Your use of third-party services is subject to their own terms and policies.

13. Disclaimer and Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, OUR WEBSITE, CONTENT, AND SERVICES ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS. WE MAKE NO WARRANTIES, EXPRESS OR IMPLIED, REGARDING AVAILABILITY, ACCURACY, RELIABILITY, SUITABILITY, OR FITNESS FOR A PARTICULAR PURPOSE.

TO THE FULLEST EXTENT PERMITTED BY LAW, ASCEND PRIME WEALTH LLC AND ITS OFFICERS, MEMBERS, EMPLOYEES, CONTRACTORS, AND AFFILIATES WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, REVENUE, DATA, BUSINESS OPPORTUNITIES, OR GOODWILL, ARISING OUT OF OR RELATED TO YOUR USE OF OUR WEBSITE, CONTENT, OR SERVICES, REGARDLESS OF THE THEORY OF LIABILITY.

TO THE FULLEST EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATED TO A SPECIFIC PRODUCT OR SERVICE WILL NOT EXCEED THE TOTAL AMOUNT YOU PAID US FOR THAT SPECIFIC PRODUCT OR SERVICE.

Nothing in these Terms excludes liability that cannot lawfully be excluded. Some jurisdictions do not allow the limitation or exclusion of certain damages; in such jurisdictions, our liability shall be limited to the maximum extent permitted by law.

14. Indemnification

You agree to defend, indemnify, and hold harmless the Company, its officers, members, employees, contractors, and affiliates from and against any and all claims, demands, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to:

(a) Your breach of these Terms or any enrollment agreement;

(b) Your use or misuse of strategies, information, or materials provided through any program;

(d) Your violation of any applicable law, rule, or regulation.

15. Confidentiality

Both parties agree to maintain the confidentiality of proprietary information shared during the course of any program. You agree not to disclose, publish, or share any confidential or proprietary program materials with any third party without the prior written consent of the Company.

This obligation does not apply to information that: (a) is or becomes publicly available through no fault of the receiving party; (b) was known to the receiving party prior to disclosure; (c) is independently developed without use of confidential information; or (d) is required to be disclosed by law, regulation, or court order.

16. Disputes and Governing Law

If you have a concern or dispute, you agree to contact us first at [email protected] and give us a reasonable opportunity to resolve the matter informally.

These Terms are governed by the laws of the State of Minnesota, without regard to conflict of law principles.

Unless a more specific written agreement states otherwise, any dispute arising out of or related to these Terms or your use of our website or services shall be brought in the state or federal courts located in or serving Hennepin County, Minnesota.

17. Force Majeure

The Company shall not be liable for any delay or failure in performance resulting from causes beyond its reasonable control, including but not limited to acts of God, natural disasters, pandemics, government actions, labor disputes, internet or technology failures, or other events beyond reasonable control. In such events, the Company will make reasonable efforts to resume performance as soon as practicable.

18. Severability

If any provision of these Terms is found to be invalid, illegal, or unenforceable by a court of competent jurisdiction, such provision shall be modified to the minimum extent necessary to make it valid and enforceable, or if modification is not possible, severed. The remaining provisions shall continue in full force and effect.

19. Assignment

You may not assign, transfer, or delegate any of your rights or obligations under these Terms without the prior written consent of the Company. The Company may assign its rights and obligations under these Terms without restriction.

20. Entire Agreement

These Terms, together with any enrollment agreement, client service agreement, Privacy Policy, and other written agreements between you and the Company, constitute the entire agreement between the parties regarding the subject matter hereof and supersede all prior or contemporaneous oral or written understandings.

No waiver of any provision shall be deemed a further or continuing waiver. The Company's failure to enforce any right or provision shall not constitute a waiver of such right or provision.

21. Changes to These Terms

We may update these Terms from time to time. The version posted on our website will control as of its stated effective date. Your continued use of our website or services after updated Terms are posted constitutes acceptance of the revised Terms.

22. Contact

ASCEND PRIME WEALTH LLC

2909 WAYZATA BLVD STE 1017

MINNEAPOLIS, MN 55405

Email: [email protected]

Website: ascendprimewealth.com