Social Media Policy - SZC Group

Social Media Guidelines

Terms and Conditions

Welcome! We are glad you are following us on social media. While you’re here, we want to give you information that’s relevant to you that we hope will inform and protect you while you are participating on our advisors’ social media pages.

To best serve the interests of our social media audiences, we have established some guidelines designed to keep you focused on what’s most important. These guidelines are not only important to us but also to you because they help protect you, your privacy and your rights.

Here are the guidelines:

1. We’re listening to what’s being said on our advisors’ Firm recognized social media pages. What we learn from you will help us shape our communications.
2. We know sometimes you need help. Maybe you have questions about your statement, you’re having a technical problem with our website, or you just don’t like the service you’re getting. Here are some ways you can contact us for assistance.
3. To make sure the conversation is useful, respectful of diverse viewpoints, and lawful, we’ll review all comments and, if we feel it’s appropriate, block or remove any that are or include:
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   • Off topic.If it’s not related to what our advisors are talking about, we’re not going to include it. If you have topics that you’d like to talk about, want to provide feedback, or would like to contact us directly, you can get in touch with us through one of our customer service channels.
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   • If a user-posted comment is selling a product or service or links to another website for personal, political or monetary gain, we’re going to remove it.
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   • Personal attacks.If you disagree with the content on our social media pages, we’d like to hear from you. However, we do ask that you refrain from personal attacks and being disrespectful of others. If your comments are malicious and not fit for civil conversation, we won’t share them.
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   • We follow all laws that govern the use of copyrights, trade secrets, etc.
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   • Offensive language.We do not tolerate and will exclude all comments that include, but are not limited to, profane or provocative language. That includes hateful, racially or ethnically offensive, and derogatory content as well as threats and obscene or sexually explicit language.
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   • Private or confidential information.To protect yourself and others, do not provide any of your specific account information (or the personal or account information of others). If you need help with your account, call us. Also, please read our privacy policy.
   • Due to our industry regulations, we ask that you not post testimonials about how well you’ve done with us or your experience with our associates, products or services – but we do hope your experiences have been positive.
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   • Specific investment advice or information related to specific stocks, funds or other investments.Our social media pages are not intended as a forum to discuss these topics. These topics are best discussed in a one-on-one setting. SZC does not trade or engage directly in securities. Any such dealings may be done with parties with whom we have agreements with and you may check such when engaged on Finra’s Broker check.
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6. Communications via social media constitute neither an offer to sell nor a solicitation of an offer to buy any investment product or participate in any trading strategy. Sale of investment products in any state in which such offer, solicitation or sale would be unlawful prior to such registration or qualification under the securities or insurance laws of any such state is not permitted.
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8. SZC is not responsible for and does not endorse any content, advertising, advice, opinions, recommendations or other information from third parties, including those from the social network.
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10. Please read and familiarize yourself with the network’s terms and conditions and privacy policy as they apply to your communications.
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12. Opinions and comments expressed by members of the social network are those of the person(s) submitting them and do/may not necessarily represent the views of the creator of this profile or the firm.
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14. We do not endorse or approve content submitted by third parties or endorse individuals or organizations by using any features on this site.
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16. The “Favorite” and “like” feature.“Favoriting” or “liking” a social media post or page is not an indication of any endorsement for the products or services offered through us or any of our affiliates. SZC and its advisors do not solicit testimonials or endorsements on their social media feeds, and, in particular, when related to our business. Third-party posts do not reflect the views of SZC or any of its affiliates, and they have not been reviewed by us for completeness or accuracy. Positive feedback may not be representative of the experience of all clients, does not guarantee future performance or success, and should not be considered a recommendation by us for any specific product.
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18. Claims of copyright infringement.If you believe in good faith that materials available on our social media pages infringe upon your copyright, you (or your agent) may send us or affiliates a notice requesting us to remove the material or block access to it.
19. We reserve the right to change these guidelines at any time.

Thanks for reading.

Sincerely, SZC Group