SHIFT MEMBERSHIP TERMS & AGREEMENT

This Membership Agreement, hereinafter referred to as "Agreement," is entered into and made by and between the following parties: Rebel Rock Wealth ("Organization"), a limited liability company, organized under the laws of the state of Florida , having its principal place of business at the following address: 10524 Moss Park Road, Suite 204-171, Orlando, FL 32832.

 and

 all current and future members of the Organization, specifically here the member

("Member"), the current individual agreeing to the terms of this Agreement, having a residence at the

address and email address are provided on the SHIFT form.

Organization and Member may be referred to individually as "Party" and collectively as the "Parties."

RECITALS:

 

WHEREAS, Organization is designed for the following purpose, elaborated on more fully below.

WHEREAS, Member would like to join Organization and acknowledges and agrees to be bound by the terms and conditions listed herein;

NOW, therefore, in consideration of the promises and covenants contained herein, as well as other good and valuable consideration (the receipt and sufficiency of which is hereby acknowledged), the Parties do agree as follows:

 

This Agreement forms a legally binding agreement between Member and Organization and governs the Member's access and use of the Organization's services (the "Membership Services"). This Agreement also covers the Organization's provision of services (the "Membership Services"). Hereinafter, "you" and other third-person pronouns will refer to Member.

BY ACCESSING OR USING ANY OF THE MEMBERSHIP SERVICES, YOU AGREE TO BE BOUND AND ABIDE BY THIS AGREEMENT AND ANY AMENDMENTS THERETO.

 

MEMBERSHIP SERVICES

The Membership Services provided by Organization are as follows:

  • 12 months of Priority Access

  • Access to Strategic Partners.

  • Monthly Masterclasses with Lesley

  • Monthly Masterclasses with Other Experts

  • Monthly Happy Hour Q&As.

  • Kick-off Workshop 

  • Current Analysis of Your Finances

  • Personalized Holistic Wealth Strategy

  • Secure Client Portal

  • Member Portal

 

Article 1 – MEMBERSHIP FEES

The Membership Fee is $24,995.

You are opting into Flex Pay — 1st payment: $7,500.00.

Then $7,500.00 per month for 3 payments

*The Flex Pay option allows you to split your payment into four easy installments, with just a 20% interest fee.

Your membership fee is fully refundable up to 5 days after payment. There are NO refunds after 5 days.

 Article 2 – MEMBERSHIP

(a) **All Memberships have an initial term of twelve (12) months, regardless of whether the Membership fee is paid annually or in installments. Beginning November 30, 2023, all new Accounts will be annual memberships, and will automatically renew monthly, at then-current rates.

(b) If Members would like to cancel their Membership within the first 7 days following their Membership Start Date, Members may cancel their Membership and be refunded any money that was paid to us by the Member. Notice of cancellation for this purpose may be given by email to clientservices@rebelrockwealth.com. This notice must be submitted within the first 7 days following the Membership Start Date to be eligible for a refund. 

 Members can cancel anytime after the initial 12-month term. Notice of cancellation for this purpose may be given by email to clientservices@rebelrockwealth.com. . This notice must be submitted by the 23rd day of the month to cancel the Membership on the last day of that month. If it is submitted after the 23rd day of the month, the Membership fee might be processed for the following month and therefore will be canceled on the last day of the following month.

Members in their initial 12-month term will receive notice of their upcoming renewal no later than 11 months after their Membership Start Date. If a Member does not notify Rebel Rock Wealth that they are cancelling their subscription, prior to the anniversary of their Membership Start Date, the subscription will automatically renew monthly. If a Member pays for a Subscription by credit card, we will automatically charge the credit card for the next billing period approximately 3 days prior to their Membership Start Date. If the credit card information provided is no longer valid, we will use commercially reasonable efforts to notify the Member and request such person to pay manually with a valid credit card. You agree that upon termination, we may, but are not required to, delete all information related to your Account. 

 (c) Members may upgrade their Membership to a higher priced Service if available, at any time. In such an event, the Membership Start Date for the new Service will be reset to the date of the change in service. We will credit the unexpired portion of the current Membership fee toward the annual fee for the new Service, and the Member agrees to pay us the remaining balance in lump sum or installments, as applicable. Member may only downgrade their Membership to a lower priced Service on the annual renewal date after the Initial Term. 

(d) You agree to provide accurate and complete information when prompted to do so by any registration form, and to maintain and update such information (including credit card information) so it remains accurate and complete. 

(e) You agree that we may, but are not required to, use the e-mail address you have provided to send you notices concerning the Service and your use thereof. These notices may include information regarding updates to the Service or information pertaining to your Membership, including information about onboarding, training, renewal, and Membership fees that may be due. If you are a Member, you agree to accept all electronic communications from us at the email address you provide in your Account. If your email address changes, you are solely responsible for updating your Account information. 

(f) Your right to use any Third-Party Service shall be coterminous with our right to provide access thereto. We will provide you with reasonable notice of the impending unavailability of any Third-Party Service., and any fees paid in consideration for future access to such Third Party Service, if applicable, will be refunded pro rata, based upon the percent of the intended period of access during which access is no longer permissible. 

(j) If you are a Member, you agree to be financially responsible for your use of the Service as well as for the use of your Account by others, whether authorized or unauthorized (including use by any minors living with you), and to comply with your responsibilities and obligations as stated in these Terms of Service. 

Article 3 – MEMBERSHIP CONSENT

Member agrees to hold the Organization, its owners, affiliates, and representatives, harmless from any damage, whether tangible or intangible, that may happen to Member while participating in the Membership Services.

Member agrees that the Organization offers its membership program with no guarantee of results of any kind. Member agrees that any results that occur during their membership, whether positive or negative, are the effects of Member's own personal choices.

Member agrees and verifies that all of the information they have given the Organization and its representatives is accurate, up to date, and without the omission of any requested information.

Member agrees and verifies that even if they have omitted any necessary personal information, whether knowingly or unknowingly, they will hold the Organization harmless against all liability for any damages that may occur to Member or others because of Member's actions or inactions.

Member agrees to notify the Organization Membership Group of any changes or upcoming changes concerning their personal information.

Member agrees and understands that their participation in the Membership Services may involve risks. These risks may cause a decrease in your finances. There are no guarantees promised in this program and past performance is not indicative of future results. Member agrees that these risks may result not only from their own actions but also from the actions of others. With the knowledge and understanding of these risks, Member chooses, of their own will and volition, to continue participating in the Membership Services.

 

Article 4 – LIMITED LICENSE

Member acknowledges and agrees that the Organization's name, services, and any logos, designs, text, graphics, software, content, files, materials, and any other intellectual property rights contained therein, including without limitation, any copyrights, patents, trademarks, proprietary or other rights arising thereof, are owned by the Organization or its affiliates, licensors, or suppliers.

Member acknowledges and agrees that the source and object code of certain Membership Services and the format, directories, queries, algorithms, structure, and organization of the same are the intellectual property, proprietary, and confidential information of Organization and its affiliates, licensors, and suppliers.

Member expressly agrees not to do anything inconsistent with Organization's ownership of all of the intellectual property discussed herein. Member further agrees that there are no rights, title, or interest in or to any Membership Services, except as stated in this Agreement. In addition, except as expressly set forth in this Agreement, Member is not conveyed any right or license by implication, estoppel, or otherwise in or under any patent, trademark, copyright, or other proprietary rights of Organization or any third party.