01 · Who may become a member
BrainTrust membership is intended for financial firms and the personnel who run their compliance, technology, and executive functions — including SEC-registered investment advisers, broker-dealers, hedge funds, family offices, and institutional asset managers — for use within their own compliance program.
Membership is not licensed to consultants, advisers, resellers, or service providers who intend to use, repackage, or redistribute BrainTrust materials in the course of delivering paid services to third parties. If your purpose is to obtain MTradecraft materials in order to resell, white-label, or build a competing or derivative offering, you are not eligible to register.
02 · What your membership includes
Your membership grants access to the materials made available under your tier — the documents, templates, guides, and commentary published to BrainTrust Free or BrainTrust Premium, as applicable. These materials are licensed to you, not sold. MTradecraft LLC retains all ownership and intellectual property rights in them.
03 · What you may do
Within your own firm, and for your own firm’s internal compliance program, you may:
- Download, use, and retain copies of the materials available under your tier.
- Adapt the templates and policies to reflect your firm’s actual practices and obligations.
- Use the adapted documents internally and present them to your regulators, auditors, and examiners as your firm’s own records.
The license is single-firm and internal. It covers the firm that holds the membership and that firm’s employees.
04 · What you may not do
You may not, without MTradecraft’s prior written permission:
- Resell, sublicense, rent, or otherwise distribute the materials for value.
- Republish, post publicly, or share the materials outside your firm.
- Repackage, white-label, or incorporate the materials into a product or service you offer to third parties.
- Use the materials to deliver paid compliance, consulting, or advisory services to clients other than your own firm.
- Share your account credentials with anyone outside your firm, or use a single membership to serve multiple unaffiliated firms.
- Remove or alter attribution, notices, or identifying marks in the materials.
05 · No professional relationship
BrainTrust materials are reference templates and educational resources. Membership does not create an attorney–client relationship, a formal compliance-consulting engagement, or any fiduciary or advisory duty between you and MTradecraft. The materials are not legal advice, and accessing them does not make MTradecraft your firm’s compliance officer, counsel, or CISO.
You are responsible for reviewing every document with qualified professionals and adapting it to your firm’s specific facts and obligations before relying on it.
06 · No warranty
The materials are provided “as is.” Regulations, guidance, and enforcement priorities change, and a template that was accurate when published may not reflect current requirements. MTradecraft makes no warranty that the materials are complete, current, or suitable for your firm’s situation, and disclaims liability for how the materials are used. Verifying current applicability is your responsibility.
07 · Termination
Any breach of this policy — particularly the resale and redistribution restrictions in Section 04 — terminates your license immediately. MTradecraft may suspend or revoke access at its discretion and reserves all rights and remedies available to it. The restrictions in Sections 04 through 06 survive termination of your membership.
08 · Changes to this policy
MTradecraft may update this policy from time to time. The current version, and the date it took effect, will always appear at the top of this page. Your continued use of BrainTrust materials after a change takes effect constitutes acceptance of the updated policy.
09 · Governing law
This policy is governed by the laws of the State of Texas, without regard to its conflict-of-laws provisions.
10 · Contact
Questions about this policy can be directed to support@mtradecraft.com.