This analysis describes what Betterment's agreement states, permits, or reserves. It does not constitute a legal determination about enforceability. Regulatory applicability and practical outcomes may vary by jurisdiction, enforcement context, and individual circumstances. Read our methodology
Form ADV Part 2 is a regulatory disclosure document investment advisers are required to provide; its inclusion signals that Betterment's advisory services are subject to formal regulatory disclosure obligations.
Interpretive note: The excerpt is a label only and does not include an explicit directive requiring review; the primary reading is that this is a required disclosure document, but the excerpt does not state a specific obligation with a verb.
You are required to review Betterment's Form ADV Part 2 products and services disclosures.
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prevent or detect violations of our Terms or fraud or abuse of Strava or its users; or (4) protect our operations or our property or other legal rights, including in connection with actual or potential litigation.
the Receiving Party shall (other than to the extent prohibited by law) provide prior written notice to the Disclosing Party and reasonably cooperate...with any efforts by the Disclosing Party to contest or limit such disclosure requirement
Recipient may disclose Discloser's Confidential Information: (i) to the extent that such disclosure is required by applicable law or by the order of a court...provided that...the Recipient promptly notifies the Discloser in writing of such required disclosure...
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"Form ADV Part 2 Products and services disclosures— Excerpt from Betterment's Betterment Terms of Use
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Form ADV Part 2 is a regulatory disclosure document investment advisers are required to provide; its inclusion signals that Betterment's advisory services are subject to formal regulatory disclosure obligations.
You are required to review Betterment's Form ADV Part 2 products and services disclosures.
ConductAtlas has identified this type of provision across 276 platforms. See the full comparison.
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