Terms and Conditions

Terms of Use
By accessing and using this website, you are accepting and agreeing to be bound by and comply with the Terms of Use (the “Terms”) in effect on the date(s) the website is accessed by you. If you do not agree to these Terms, please refrain from accessing or using the website. The Terms may be changed from time to time, without prior notice. The amended Terms shall automatically become effective immediately after they are posted.  You should review the most current version of the Terms each time you visit the website.

Use of the Web site
This website does not, and it is not intended to, provide any financial, investment, retirement planning, insurance, legal, accounting, or tax advice. The website should not be used or relied upon by you as a substitute for your independent research or professional advice. Nothing in this website constitutes an offer to sell or a solicitation of an offer to buy any security or any investment product or service. All products and services are subject to the terms and conditions of the applicable agreements.  Certain investment planning tools available on the websites may provide general investment education based on your input. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your legal or tax professional regarding your specific situation.  Past performance is not an indicator of future returns and references to performance on this website are provided as historical benchmarks only.

Your use of the website shall be on an "as is" basis entirely at your risk. None of Eaton Vance Corp., Eaton Vance Management, nor any of their affiliated companies (collectively, “Eaton Vance”), nor any officer, director, or employee thereof, nor any other person associated with the creation of the website or its contents, shall be liable or responsible to any person for any harm, loss or damage that may arise in any connection with your use of the website, including without limitation any direct, indirect, special, third party, or consequential damages.

TO THE FULLEST EXTENT PERMISSIBLE PURSUANT TO APPLICABLE LAW, EATON VANCE DISCLAIMS ALL WARRANTIES, INCLUDING, BUT NOT LIMITED TO, ANY WARRANTY OF NON-INFRINGEMENT OF THIRD-PARTY RIGHTS AND ANY IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. EATON VANCE DOES NOT WARRANT, EITHER EXPRESSLY OR IMPLIEDLY, THE ACCURACY OR COMPLETENESS OF THE INFORMATION, TEXT, GRAPHICS, LINKS OR OTHER ITEMS CONTAINED ON THIS WEBSITE AND EXPRESSLY DISCLAIMS ALL LIABILITY FOR ERRORS AND OMISSIONS IN THESE MATERIALS AND FOR THE USE OR INTERPRETATION BY OTHERS OF INFORMATION CONTAINED ON THE WEBSITE. 

Website content
The information contained on the pages of this website is subject to modification and update from time to time without notice. All content is presented as of the date published or indicated, and may be superseded by subsequent market events or for other reasons.  Although Eaton Vance makes every attempt to provide accurate and timely information, Eaton Vance does not guarantee or ensure the accuracy, completeness, currency or authenticity of any website content or functionality, or transmission of any website content from the website to you.

Links to Other Websites
By clicking on a link from the Eaton Vance website to a third-party website, you will leave the Eaton Vance website. Eaton Vance is not responsible for the content of any such third-party website or the products or services offered on such site. The availability of links to third-party sites does not constitute an endorsement of, or representation or warranty by, Eaton Vance of such sites or their sponsors, contents or offered products or services. You should read the terms and conditions of such sites carefully, including provisions relating to privacy and customer information practices. Eaton Vance disclaims responsibility for the privacy and customer information practices of such third-party sites.

Means of Access
Certain parts of the website are protected by passwords or require a login. You may not obtain or attempt to obtain unauthorized access to such parts of the website, or to any other protected materials or information, through any means not intentionally made available by Eaton Vance for your specific use.

Information for Foreign Investors
The website is intended to be made available only to individuals in the United States, and the information on the website is only for such persons. Nothing on the websites shall be considered a solicitation to buy or an offer to sell a security, or any other product or service, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction.

Persons outside of the United States should go to the Non-U.S. Investor page of the website, which will direct them to the international website.

Prohibited Uses
Except as otherwise stated in these Terms or as expressly authorized by Eaton Vance in writing, you may not:

  • Use this website in any manner that could damage or overburden any Eaton Vance server, or any network connected to any Eaton Vance server, as all servers have limited capacity and are used by many people;

  • Use this website in any manner that would interfere with another party's use of the website;

  • Use this website or its contents in any manner that could create impression of affiliation, sponsorship or endorsement by Eaton Vance.


Waiver
No waiver by Eaton Vance of any right under or term or provision of these Terms will be deemed a waiver of any other right, term, or provision of these Terms at that time or a waiver of that or any other right, term, or provision of these Terms at any other time.

Indemnity
As a condition of your use of the website, you agree to indemnify and hold Eaton Vance harmless from and against any and all claims, losses, liability, costs and expenses (including but not limited to attorneys' fees) arising from your use of the website, or from your violation of these Terms. This provision may not apply to participants in certain employer-sponsored workplace savings plans.

Governing Laws
This website is based in Boston, Massachusetts, and the laws of the Commonwealth of Massachusetts and the federal laws of the United States of America shall govern as to the interpretation, validity and effect of these Terms and any use of the website. The courts of the Commonwealth of Massachusetts shall have exclusive jurisdiction in any action or proceeding instituted under or related to these terms or your use of the website. The products and services referred to on this website are available only in jurisdictions where they may be lawfully offered for sale, and not all Eaton Vance products and services are available in all geographic regions/states.

Miscellaneous Source Information
BofA Merrill Lynch Indices: Source - BofA Merrill Lynch, used with permission. BOFA MERRILL LYNCH IS LICENSING THE BOFA MERRILL LYNCH INDICES "AS IS," MAKES NO WARRANTIES REGARDING SAME, DOES NOT GUARANTEE THE SUITABILITY, QUALITY, ACCURACY, TIMELINESS, AND/OR COMPLETENESS OF THE BOFA MERRILL LYNCH INDICES OR ANY DATA INCLUDED IN, RELATED TO, OR DERIVED THEREFROM, ASSUMES NO LIABILITY IN CONNECTION WITH THEIR USE, AND DOES NOT SPONSOR, ENDORSE, OR RECOMMEND EATON VANCE OR ANY OF ITS PRODUCTS OR SERVICES.

 

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