Level Up Quest Comprehensive Membership Agreement
Effective Date: April 28, 2025
This Comprehensive Membership Agreement ("Agreement") is entered into by and between Mastermind Advisors, Inc., dba Level Up Quest ("Provider," "we," "us," or "our") and the individual or entity accepting this Agreement ("Member," "you," or "your"). By registering for, accessing, or using any Level Up Quest service, you acknowledge that you have read, understood, and agree to be bound by the terms below and by our Privacy Policy.
1. Definitions
| Term | Meaning |
|---|---|
| Platform | The Level Up Quest website, Thinkific portal, community forums, Zoom rooms, and any other online environment we operate. |
| Services | Collectively, the Online Training Courses, Community Forums, Group Workshops, Group Mentorship sessions, and any related resources described in § 3. |
| Materials | All videos, visuals, slides, infographics, games, worksheets, exercises, recordings (audio or video), emails, attachments, and any other content we create or provide. |
| User‑Generated Content | Any post, comment, submission, or file uploaded by Members inside the Platform. |
2. Eligibility & Account Security
You must be at least 18 years old to join.
All registration information you supply must be accurate, complete, and current.
Keep your login credentials confidential. You are responsible for all activity under your account. Notify us immediately of unauthorized use.
3. Scope of Services
Online Training Courses – Self‑paced, on‑demand lessons for educational purposes only.
Community Forums – Peer discussion spaces moderated by Provider.
Group Workshops – Live, interactive online sessions that may include exercises, games, and discussions.
Group Mentorship – Live round‑table meetings to train and support tax professionals. All sessions are in a group setting; no one‑to‑one services are promised.
Important: All Services and Materials are provided solely for training and informational purposes and do not constitute professional tax, legal, or financial advice. Provider does not prepare, sign, or file tax returns.
4. Fees, Payment & Refunds
Membership Fees – Recurring fees (monthly or annual) grant access to the Services listed above.
Additional Fees – We may offer optional add‑ons (e.g., onboarding, accountability partners) for a one‑time fee.
Payment Processing – All payments are processed securely through Thinkific; we do not store your full payment data.
Refund Policy – You may cancel at any time inside your account settings. Refunds are granted at our sole discretion. If you cancel mid‑billing cycle, access continues until the end of the paid period; no proration.
5. Cancellation & Termination
By Member – Cancel any time in your Thinkific account.
By Provider – We may suspend or terminate your access (with or without notice) for misuse, non‑payment, or violation of this Agreement.
Effect – Upon termination, your license to the Materials ends immediately (§ 9.4). Sections that by their nature should survive (e.g., ownership, disclaimers, limitation of liability, dispute resolution) will remain in force.
6. Provider Commitment & Scheduling
We will employ reasonable professional skill to deliver engaging, informative sessions and will post schedules in the member portal.
We reserve the right to re‑package or re‑price any Service in the future. Existing Members will receive reasonable notice of substantive changes.
7. Code of Conduct & Prohibited Activities
Members must:
Treat others with respect; no harassment, hate speech, or aggressive behavior.
Comply with all laws and refrain from providing illegal advice.
Not spam, advertise, or solicit within the community.
Not reproduce, sell, redistribute, or create derivative works from our Materials (§ 9).
Not reach out to other users for business purposes without their explicit permission.
Provider may, at its discretion, remove posts or eject Members who violate this Code.
8. Technology Disclaimer
We rely on third‑party platforms (e.g., Thinkific, Google Meet, Zoom, Loom, etc). We are not liable for outages, breaches, or data loss originating from those services.
Sessions may be delayed or interrupted by factors beyond our control.
9. Intellectual Property & License
Ownership of Materials – All Materials are the exclusive property of Provider and are protected by copyright and other laws.
Limited License – While your membership is active and fully paid, we grant you a non‑exclusive, non‑transferable, revocable license to access and use the Materials for your own professional development only.
Restrictions – You may not sell, share, distribute, publish, record, screenshot, or create derivative works from the Materials without prior written consent.
License Termination – The license ends automatically if your membership lapses, is cancelled, or is terminated. Upon request, you must delete or destroy all stored copies within 30 days.
9.1 User‑Generated Content
By posting inside the Platform, you grant us a perpetual, royalty‑free license to use, reproduce, modify, and display that content for marketing or other lawful purposes.
All user‑generated content becomes the property of Provider; no opt‑out is available.
9.2 Recordings & Consent
Live group sessions may be recorded and shared inside the Platform. By attending, you consent to being recorded and waive any expectation of privacy.
10. Disclaimers & Limitation of Liability
Educational Use Only – Content is for informational purposes; no professional‑client relationship is formed.
No Warranties – The Platform and Services are provided “as is” without warranties of any kind.
Limitation – To the maximum extent permitted by law, Provider’s total liability for any claim will not exceed the membership fees you paid during the twelve (12) months preceding the event.
11. Indemnification
You agree to indemnify and hold harmless Provider, its officers, directors, employees, and agents from any claims, damages, or expenses arising from your use of the Platform or violation of this Agreement.
12. Confidentiality & Data Protection
Provider will take reasonable safeguards to protect sensitive information shared during sessions.
We are not liable for unauthorized disclosure resulting from factors beyond our control; share sensitive data with caution.
13. Testimonials & Marketing Release
You grant Provider permission to use anonymized feedback or testimonials for marketing. No identifying details will be disclosed without separate written consent.
14. Dispute Resolution & Arbitration
Negotiation First – The parties will attempt to resolve disputes in good faith.
Binding Arbitration – Unresolved disputes shall be submitted to binding arbitration under the American Arbitration Association rules in California. The arbitrator’s decision is final, and the parties waive the right to jury trial or class action.
15. Governing Law
This Agreement is governed by the laws of the State of California, without regard to its conflict‑of‑law principles.
16. Modifications & Regulatory Changes
We may update this Agreement to reflect changes in Services or legal requirements. We will notify Members by email or Platform announcement. Continued use after notice constitutes acceptance.
17. Miscellaneous
Entire Agreement – This document supersedes all prior agreements related to membership and mentorship.
Severability – If any provision is held unenforceable, the remaining provisions remain in force.
No Waiver – Our failure to enforce any provision is not a waiver of future enforcement.
Assignment – You may not assign your rights or obligations without our written consent.
Contact – Email [email protected] or mail 107 S. B St. #300, San Mateo, CA 94401.
18. Acknowledgment & Acceptance
By checking the “I Agree” box, clicking “Accept,” or otherwise indicating assent electronically, you acknowledge that you have read, understood, and agree to be bound by this Agreement.