Legal & Compliance
The agreements behind the Advisory.
Every term that governs membership, payment, confidentiality and data handling is published here in full. Nothing important is buried.
These documents are current working versions pending final review by outside counsel. They are provided for transparency and are not legal advice. Where a signed membership agreement exists, that signed agreement controls.
Terms of UseRules governing use of the website, application, member portal and community.v1 · Effective August 9, 2026Privacy PolicyWhat information is collected, how it is used, how it is shared, and your privacy rights.v1 · Effective August 9, 2026Membership AgreementThe contract governing paid membership. Affirmative acceptance is required before payment.v1 · Effective August 9, 2026Recurring Billing DisclosurePlain-language explanation of recurring charges shown before payment.v1 · Effective August 9, 2026Refund PolicyRefund terms, displayed before purchase.v1 · Effective August 9, 2026Cookie PolicyHow cookies and similar technologies are used, and how to control them.v1 · Effective August 9, 2026Community GuidelinesHow the private Slack community and member interactions work.v1 · Effective August 9, 2026Legal & Professional Services DisclaimerWhat the Advisory is — and what it is not.v1 · Effective August 9, 2026Independence & Outside Interests DisclosureThe Modern Agent Advisory is an independent advisory business. This disclosure explains outside interests and the limits of any recommendation.v1 · Effective August 9, 2026Accessibility StatementOur commitment to an accessible experience and how to report barriers.v1 · Effective August 9, 2026
Questions about any of these documents, or a privacy rights request? Reach us through the contact page.