Legal Center

Last Updated: June 27, 2026

Terms of Service

Acceptance of Terms

By accessing or using the Evergreen Global Market website, brokerage accounts, retirement planning tools, investment plans, and wealth management services, you agree to these Terms of Service. If you do not agree, you must discontinue use of our platform.

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Investment Risk Disclosure

Investing in securities—including stocks, ETFs, bonds, mutual funds, and real estate-related instruments—involves risk of loss. The value of your investments can go up or down, and you may receive back less than you originally invested. Past performance is not a guarantee of future results.

Market Volatility

Financial markets are inherently unpredictable. Evergreen Global Market provides tools to help you plan, but does not guarantee performance or eliminate market risk.

Stocks & ETFs: Subject to equity market risks, sector downturns, and company-specific failures.
Real Estate & Alternatives: May have lower liquidity and distinct valuation methodologies.
Retirement Accounts: Subject to IRS rules on contributions, distributions, and penalties.

Account Responsibilities

Security

Users are responsible for maintaining the confidentiality of login credentials and multi-factor authentication devices.

Accuracy

All information provided during onboarding must be truthful, accurate, and kept up-to-date at all times.

Suitability

Users must assess if the financial products offered align with their personal risk tolerance and financial goals.

Unauthorized Activity

Any suspicious activity must be reported immediately to our security desk.

Regulatory Information

Evergreen Global Market maintains policies against fraud, market manipulation, money laundering, and unauthorized account access. We verify identity and monitor transactions in accordance with applicable Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements.

Privacy Policy

Your privacy is paramount. This policy describes how Evergreen Global Market collects, uses, and shares your personal information.

Information Collection

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Identity & Financial Data

Full name, tax identification numbers, bank account details, investment history, and net worth assessments for KYC/AML compliance.

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Planning & Technical Data

IP addresses, browser types, retirement goals, risk tolerance responses, and platform interaction data.

security Data Protection

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AES-256 Encryption

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Access Controls

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24/7 Monitoring

Cookies & Tracking

We use essential cookies to maintain secure sessions and remember preferences. Analytics cookies help us improve our investing and planning pages. You may manage cookies through your browser settings.

User Rights

Under applicable data protection laws, you have the right to access, rectify, or erase your personal data where legal and regulatory obligations permit. To exercise these rights, contact us at legal@bloombit.com.

Risk Disclosures

Before investing through Evergreen Global Market, you should understand the following material risks associated with stocks, ETFs, retirement accounts, and real estate-related investments.

Stocks, ETFs & Brokerage Products

When you trade or hold stocks and ETFs, you are subject to market risk, sector concentration, currency exposure, dividend changes, and ETF tracking error. Options and derivatives, if available, carry additional risks including total loss of premium.

Real Estate & Alternative Investments

Real estate exposure—through REITs, funds, or related instruments—may be illiquid. Property values can decline due to interest rates, vacancy, maintenance costs, or regulatory changes. Projected income or appreciation is not assured.

Retirement & Planning Tools

Retirement calculators, investment plans, and projections provide estimates only—not promises of performance. Evergreen Global Market is not a tax advisor. Consult a qualified professional regarding IRA, Roth, and brokerage tax treatment.

Important: Nothing on this platform constitutes personalized financial, legal, or investment advice unless provided under a separate written advisory agreement. You should only invest money you can afford to lose without compromising essential living expenses.

Need legal assistance?

Our compliance and support teams are available to answer your questions regarding our policies and disclosures.

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