IRA Club Terms

THIS AFFILIATE AGREEMENT (hereinafter “Agreement”) is entered and effective as of the date below by and between IRA Club, LLC and (hereinafter “Affiliate”).

WITNESSETH
WHEREAS, IRA Club, LLC desires to receive customers from the Affiliate’s marketing and promotion efforts and agrees to compensate the Affiliate for certain services.

WHEREAS, the Affiliate desires to market and promote IRA Club, LLC’s self-directed IRA account services.

THEREFORE, for good and valuable consideration, the receipt of which is hereby acknowledged, the parties stipulate and agree as follows:

1. AFFILIATE CUSTOMER. Affiliate’s marketing and promotion efforts may result in a customer engaging IRA Club, LLC for self-directed IRA or other account set-up and services (“Affiliate Customer”).

2. COMPANY OBLIGATIONS. Company shall contact each Affiliate Customer as soon as is reasonably practical and shall be available to update Affiliate on the status of any Affiliate Customer and any Affiliate Customer Fee that may be due hereunder.

3. AFFILIATE PAYMENTS. IRA Club, LLC shall pay Affiliate an Affiliate Customer Fee of $195 per self-directed IRA account that is set up with IRA Club, LLC and funded with at least $500 within the first 90 days of the account set up. The term self-directed IRA is used generally to refer to any IRA, Solo 401(k), checkbook control IRA, and HSA accounts opened with IRA Club, LLC.
Affiliate Fees are due and payable to the Affiliate within 15 days following the month upon which fees for services are received. For example, any Affiliate Customers who paid IRA Club, LLC for services in November 2024 will be paid by December 15, 2024.

Affiliate Fee payments are not due on discounted services and special promotions offered by IRA Club, LLC except where specifically communicated in writing by IRA Club team members to the Affiliate. Affiliate Fee payments are also not due to services when customers engage IRA Club, LLC for services independent of the Affiliate’s promotion, marketing, or efforts. Affiliate fees will also not be due or payable or may be reduced where such payment or payment amount would violate the law. Affiliate Fees are also not due to existing customers of IRA Club, LLC, or to customers already referred by another Affiliate where an Affiliate Fee was already due. Affiliate Fees are also not due in the event of an Affiliate Customer refund. If an Affiliate Fee was already paid for an Affiliate Customer who receives a refund, then that Affiliate Fee paid shall reduce and net against future Affiliate Fees due the Affiliate. Affiliate Fees are also not due for an Affiliate Customer account that invests with the Affiliate or a company owned or managed by the Affiliate. IRA Club Fees and Affiliate fees may be modified from time to time by IRA Club, LLC at IRA Club, LLC’s sole discretion.

4. TRACKING & PROCEDURE. Affiliate agrees to follow IRA Club, LLC’s procedures for tracking Affiliate Customers, which may include a specific point of contact at IRA Club, LLC to direct Affiliate Customers and/or unique Affiliate links/URLs that the Affiliate and IRA Club may use to track Affiliate Customers and prospective customers who may end up engaging IRA Club, LLC for services.
Affiliate agrees to follow IRA Club, LLC policies and procedures for promoting IRA Club, LLC’s services, which include restricting the promise of investment returns or guaranteeing certain performance for someone using IRA Club LLC’s account services.
    
IRA Club, LLC will send a monthly report to Affiliate of Affiliate Customers who paid IRA Club, LLC for services in the prior month. Affiliate desires to have this report sent to the following person and at the following e-mail.
Affiliate’s Primary Contact Name: _______________ Affiliate Phone Number: _______________ Affiliate’s Designated E-mail: _______________
Affiliate agrees to provide IRA Club, LLC with a W-9 for proper accounting and tax reporting. Affiliate agrees to receive Affiliate Fee’s via ACH/electronic payment to the account below.

Bank Routing for Electronic Payments: Bank Account Number:
Name on Bank Account:
Name of Bank:

5. INDEPENDENT CONTRACTORS. No party is the partner, joint venturer, or representative of any other party. Each party is an independent contractor. There is no employment relationship between the parties. No party has the authority to make any representations or warranties or incur any obligations or liabilities on behalf of any other party. Both parties shall have the ability to cancel this contract at any time upon written notice to the other party (which may be via electronic mail).

6. CONFIDENTIAL INFORMATION. All proprietary or confidential information (including without limitation the policies, procedures, operations, strategies, organization, finances, business, trade secrets, ideas, concepts, know-how, techniques, designs, specifications, drawings, diagrams, data, computer programs, marketing plans, pricing information, and consumer lead information) communicated to one party by another party, whether before or after the Effective Date, shall be received in strict confidence and shall be used only for purposes of this Agreement.

7. ASSIGNABILITY & INDEMNIFICATION. Affiliate shall not assign any of its rights or delegate any of its obligations under this Agreement without the prior written consent of IRA Club, LLC, which consent shall not be unreasonably withheld or delayed. Affiliate agrees to indemnify and hold IRA Club, LLC harmless from all claims, losses, expenses, and fees including attorney fees, costs, and judgments that may be asserted against IRA Club, LLC that result from the acts or omissions of Affiliate. IRA Club, LLC agrees to indemnify and hold Affiliate harmless from all claims, losses, expenses, and fees including attorney fees, costs, and judgments that may be asserted against Affiliate that result from the acts or omissions of IRA Club, LLC.

8. SEVERABILITY AND WAIVER. If any provision of this Agreement shall be held to be invalid or unenforceable for any reason, the remaining provisions shall continue to be valid and enforceable. If a court finds that any provision of this Agreement is invalid or unenforceable but that by limiting such provision, it will become valid and enforceable, then such provision shall be deemed to be written, construed, and enforced as so limited. The failure of either party to enforce any provision of this Agreement shall not be construed as a waiver or limitation of that party’s right to subsequently enforce and compel strict compliance with every provision of this Agreement.

9. APPLICABLE LAW. This Agreement shall be governed by the laws of the State of Illinois.