1. Referral Eligibility

To qualify as a “Referral,” the referred individual must:

• Sign up for a new AssetView account (no duplicate or previously registered accounts).
• Create a portfolio (not a Sandbox).
• Create at least one account containing a minimum of five (5) assets.
• Sign in to AssetView at least twelve (12) times within the first six (6) months of registration as measured by AssetView's internal system logs.
• Provide a testimonial that AssetView may use, edit, and display in marketing materials; testimonials are anonymous unless the provider of the testimonial specifically requests to be named and AssetView opts to display the provider's name or part thereof (e.g. Mark S.)
• Maintain a paid subscription in good standing for at least four (4) consecutive months after any free trial period.

2. Referrer Eligibility

To qualify for referral rewards, the Referrer must:

• Be an active AssetView customer in good standing at the time the Referral meets all criteria (including customers using a coupon or promotional offer).
• Provide a testimonial that AssetView may use, edit, and display in marketing materials; testimonials are anonymous unless the provider of the testimonial specifically requests to be named and AssetView opts to display the provider's name or part thereof (e.g. Mark S.)
• Ensure that the Referral enters the Referrer's name at the time of account creation or as otherwise verified by AssetView in its discretion.

Referrers are independent participants in the Program and are not employees, agents, joint venturers, or representatives of AssetView. Nothing in these Terms shall be construed to create any partnership, agency, or employment relationship between AssetView and any Referrer.

3. Referrer Rewards & Payment

• Reward Amount: $100 License fee credit ("Reward") per qualified Referral.
• Credit Timing: Reward is granted to the Referrer within thirty (30) days after the Referral satisfies all criteria.
• Application of Credit: Rewards are applied to the Referrer's future AssetView License fees and are non-transferable, non-redeemable for cash, and have no cash value outside of this Program.
• Reward Cap: Each Referrer may earn Rewards for up to ten (10) qualified Referrals. AssetView may, in its sole discretion and with prior written approval, increase this cap for any Referrer.
• Misuse: AssetView reserves the right in its sole discretion to withhold or revoke Rewards in the event of suspected fraud, abuse, conduct inconsistent with the intent of the Program, or violation of these Terms.
• Tax Obligations: Referrers are solely responsible for reporting Reward credit as taxable income if applicable. AssetView may issue IRS Form 1099 for any Referrer whose total Rewards meet or exceed reporting thresholds.
• Right to Terminate: AssetView may suspend or terminate a Referrer's participation at any time, for any reason, with notice by text, email, or communication through assetview.com.

4. Guidelines for Referral Communications

All Referrers must comply with the following guidelines for Referral Communications:

• Clear and Conspicuous Disclosures: Disclose your relationship with AssetView in a way visible to ordinary consumers (i.e. “AssetView Referrer”).
• No Claims: Do not make claims about the software's performance, fitness, or suitability. You may refer the potential user to assetview.com for information.
• No Investment Advice: Do not provide financial, investment, or tax advice. Communications must be limited to a referral.

5. Confidentiality

Referrers must maintain the confidentiality of any non-public information relating to AssetView, its business operations, or referred users. Such information may not be disclosed to any third party except as required by law or with prior written consent from AssetView.