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These Terms and Conditions ("Terms") constitute a legally binding agreement between you and CBRE Holdings ("we," "our," or "us") governing your access to and use of our website, investment platform, mobile applications, and related services (collectively, the "Services"). By accessing or using our Services, you acknowledge that you have read, understood, and agree to be bound by these Terms. If you do not agree to these Terms, you must not access or use our Services.
You must be at least 18 years of age and capable of entering into legally binding contracts to use our Services. By registering an account, you represent and warrant that all information you provide is accurate, complete, and current. You agree to maintain and promptly update your account information to ensure its accuracy.
You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You agree to notify us immediately of any unauthorized use of your account or any other breach of security. We reserve the right to suspend or terminate your account if we suspect fraudulent, abusive, or unlawful activity.
We reserve the right to refuse service, terminate accounts, or cancel transactions at our sole discretion, including if we believe you are violating these Terms or applicable laws. We may also impose limits on certain features or restrict your access to parts or all of the Services without notice or liability.
Our Services provide access to various investment products and strategies. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. The value of investments may fluctuate, and you may not recover the amount you originally invested.
You acknowledge that investment decisions are yours alone. We do not provide personalized investment advice, tax advice, or legal advice. Any information provided through our Services is for informational purposes only and should not be construed as a recommendation to buy, sell, or hold any security or investment product.
You are solely responsible for evaluating the merits and risks associated with any investment before making an investment decision. We encourage you to consult with qualified financial, tax, and legal professionals regarding your specific circumstances.
To comply with applicable laws and regulations, including anti-money laundering (AML) and counter-terrorism financing (CTF) requirements, we must verify your identity before you can access certain Services. You agree to provide truthful, accurate, and complete information during our Know Your Customer (KYC) verification process.
You authorize us to verify your information using third-party identity verification services, credit reporting agencies, and publicly available sources. We may request additional documentation at any time to maintain compliance or if we suspect suspicious activity.
Failure to complete verification or provision of false information may result in account suspension, termination, or reporting to relevant authorities. You consent to our retention of verification records for the period required by applicable law.
We charge fees for certain Services, which are disclosed on our website and in your account dashboard. All fees are subject to change upon reasonable notice. You are responsible for reviewing fee schedules regularly.
You agree to pay all applicable fees and charges associated with your use of the Services. Fees are typically deducted from your account balance or charged to your linked payment method. In the event of insufficient funds, we may suspend Services until payment is received.
Third-party financial institutions, payment processors, or custodians may impose additional fees for transactions, currency conversions, or wire transfers. We are not responsible for such third-party fees.
You may request withdrawals of available funds from your account subject to our withdrawal policies and processing times. We reserve the right to impose minimum and maximum withdrawal limits, holding periods, or additional verification requirements.
Withdrawal requests are typically processed within 24 to 48 hours, though processing times may vary depending on the withdrawal method, your verification status, and third-party processing times. We are not liable for delays caused by financial institutions or payment networks.
We reserve the right to delay or refuse withdrawal requests if we suspect fraud, money laundering, or violation of these Terms. In such cases, we may report the activity to appropriate authorities.
All content, features, and functionality on our Services, including text, graphics, logos, icons, images, audio clips, software, and code, are the exclusive property of CBRE Holdings or our licensors and are protected by copyright, trademark, patent, and other intellectual property laws.
You are granted a limited, non-exclusive, non-transferable license to access and use our Services for personal, non-commercial purposes. You may not reproduce, distribute, modify, create derivative works of, publicly display, publicly perform, republish, download, store, or transmit any material from our Services without our prior written consent.
You may not use framing techniques to enclose any trademark, logo, or other proprietary information without our express written consent. You may not use any meta tags or hidden text utilizing our name or trademarks without our written permission.
You agree not to use our Services for any unlawful purpose or in any manner that could damage, disable, overburden, or impair our servers or networks. You may not attempt to gain unauthorized access to any portion of our Services, other accounts, or computer systems through hacking, password mining, or other means.
You may not use any robot, spider, scraper, or other automated means to access our Services for any purpose without our express written permission. You may not interfere with the proper working of our Services or circumvent any measures we use to prevent or restrict access.
You may not use our Services to transmit any viruses, worms, defects, Trojan horses, or other items of a destructive nature. You may not engage in any activity that violates the rights of others or that is fraudulent, threatening, abusive, defamatory, or otherwise objectionable.
Our Services are provided on an "as is" and "as available" basis without warranties of any kind, either express or implied. We disclaim all warranties, including implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement.
We do not warrant that our Services will be uninterrupted, timely, secure, or error-free. We do not warrant that the results obtained from using our Services will be accurate or reliable. You assume all risk for any damage to your computer system or loss of data resulting from your use of our Services.
No advice or information, whether oral or written, obtained from us or through our Services shall create any warranty not expressly stated in these Terms.
To the fullest extent permitted by law, CBRE Holdings and our directors, officers, employees, agents, and affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including lost profits, lost revenue, lost data, or business interruption, arising out of or relating to your use of our Services.
Our total liability to you for all claims arising out of or relating to these Terms or your use of our Services shall not exceed the greater of the amount you paid us in the twelve months preceding the claim or one hundred dollars.
Some jurisdictions do not allow the exclusion or limitation of certain damages, so the above limitations may not apply to you. In such cases, our liability shall be limited to the maximum extent permitted by law.
You agree to defend, indemnify, and hold harmless CBRE Holdings and our directors, officers, employees, agents, and affiliates from and against any claims, liabilities, damages, losses, costs, and expenses, including reasonable attorneys' fees, arising out of or relating to your use of our Services, your violation of these Terms, your violation of any rights of another, or your violation of any applicable law or regulation.
We reserve the right to assume the exclusive defense and control of any matter subject to indemnification by you. You agree to cooperate with our defense of such claims. You may not settle any claim without our prior written consent.
These Terms shall be governed by and construed in accordance with the laws of the jurisdiction in which CBRE Holdings is incorporated, without regard to its conflict of law provisions.
Any dispute arising out of or relating to these Terms or your use of our Services shall first be attempted to be resolved through good faith negotiation. If negotiation fails, the dispute shall be resolved through binding arbitration in accordance with the rules of the applicable arbitration association.
The arbitration shall be conducted in the English language in the jurisdiction where CBRE Holdings is headquartered. The arbitrator's decision shall be final and binding on both parties. Judgment on the award rendered by the arbitrator may be entered in any court of competent jurisdiction.
You agree that any arbitration shall be conducted on an individual basis and not in a class, consolidated, or representative action. You waive any right to participate in class actions or class-wide arbitration.
We may terminate or suspend your access to our Services immediately, without prior notice or liability, for any reason, including if you breach these Terms. Upon termination, your right to use our Services will immediately cease.
All provisions of these Terms which by their nature should survive termination shall survive, including ownership provisions, warranty disclaimers, indemnification, and limitations of liability.
You may terminate your account at any time by contacting us. Termination of your account does not relieve you of any obligations to pay amounts due or any liability arising prior to termination.
We reserve the right to modify these Terms at any time. We will post the updated Terms on our website with a revised effective date. Material changes will be communicated to you through prominent notice on our website or direct notification.
Your continued use of our Services after any changes constitutes acceptance of the updated Terms. If you do not agree to the revised Terms, you must stop using our Services immediately.
We encourage you to review these Terms periodically to stay informed about our policies. The most current version will always be available on our website.
If you have any questions about these Terms, please contact us at:
CBRE Holdings
Last Updated: April 2026