Terms and Conditions

The Certified Executor Advisor (CEA) designation is provided conditional on acceptance of the terms and conditions of use set out below by the Canadian Institute of Certified Executor Advisors (CICEA).  By making use of this site and the CEA designation, you agree to be bound by these Terms and Conditions.  If you do not wish to be bound by the Terms and Conditions, you are not permitted to use the CEA Designation or to access the CICEA member’s site.

Authority to use CEA Designation

In order to be authorized to use the CEA designation, candidates must complete the CEA curriculum; successfully pass the examination as required for membership in the Canadian Institute of Certified Executor Advisors, maintain the required continuing education noted below and adhere to the CICEA Code of Conduct also located on this site.

Continuing Education Requirements

CICEA requires 15 hours of continuing education (CE) each year starting in their second year of membership to ensure CEAs remain current.  Continuing education should be in the areas of executor issues, estate planning and federal and provincial legislative changes.  CEAs will be asked to confirm completion of at least 15 hours of CE at renewal.  Failure to comply will result in immediate suspension until such time as the outstanding CE have been completed.  Continued failure to comply will result in revocation of the designation and termination of membership.

Discipline

In the event of client complaints or any observation of activities contravening either of these Terms and Conditions, or the Code of Conduct, CICEA will investigate the matter and, if necessary, refer it to the disciplinary committee.  The disciplinary committee has a responsibility to investigate the facts from all involved parties and has the right to reprimand, suspend or terminate membership. 

Jurisdiction

CICEA shall have exclusive jurisdiction over all such discipline, contravention matters, relating, in any way to your use (as a member only of CICEA) of the CICEA, CICEA Site members' areas and the CEA Designation. All such legal jurisdiction shall be in the courts of the province of Ontario. Please note there is no waiver of any of these Terms and Conditions unless in writing with the properly signed authorization from CICEA.

Indemnity

As a CEA, you agree to defend, indemnify and hold CICEA  officers, directors, employees, agents, suppliers harmless from and against any claims, actions or demands, liabilities without limitation, reasonable legal and accounting fees, resulting from any breach of these Terms and Conditions and The Code of Conduct.

Members only authorization

Authorization for the use of terms: Certified Executor Advisor or CEA and use of the CICEA members' only site areas, beyond the use as set out above in "Authority to use CEA Designation" shall not be permitted without the prior written consent from The CICEA.

No warranties or representations

You hereby agree, as a CEA, to make no express or implied warranties other than the scope of the information contained in the CEA Course and Curriculum.

Members & General Public Report of Abuse

The CICEA, as a self-regulating body, acknowledges that it is very important that CEA members act in a professional, ethical and competent manner at all times. If you feel that the service that you have received from a CEA member, or that the actions of a fellow CEA, have been unprofessional, unethical or incompetent, it is not only your right to report but also your duty as a CEA.

  The Canadian Institute of Certified Executor Advisors
  #4 – 2131 Williams Parkway
  Brampton Ontario L6S 5Z4

  Telephone & Fax: 647-258-9668 E: info@cicea.ca

Privacy:

There is no information provided to any third parties without your prior consent unless we, by law, are required to disclose such information.

Reproduction of CICEA logo and Use

Reproduction of the logo mark shall be from original artwork requested by you and direct from CICEA: info@cicea.ca.  The CICEA logo shall not be altered in any form or for any use whatsoever. Use of the CICEA name or logo or either: Certified Executor Advisor or CEA, shall be by members only. The CICEA shall regulate logo and terms and be the final authority as to granting permission for use.

Revocation of Use of Designation

Failure to complete the required continuing education (see above), reported or noted abuse of the use of CEA Designation and / or the CICEA and / or contravention of the Code of Conduct will be dealt with by Disciplinary Actions that CICEA will take at its sole discretion. CICEA has the absolute authority to revoke any rights that you have to use the CEA Designation on findings of any failure to comply with these standards.

Complete Agreement

These Terms and Conditions constitute the entire agreement between you and The Canadian Institute of Certified Executor Advisors (CICEA) with respect to use of The CICEA, the CEA Designation, the CICEA website and content. 

Questions or comments should be directed by email: info@cicea.ca  or via mail to: The CICEA, #4 - 2131 Williams Parkway, Brampton, Ontario, L6S 5Z4

SITE USAGE

Restrictions on Use of Materials

CICEA Websites and their contents are the property of CICEA Inc. or its licensors and are protected, without limitation, pursuant to Canadian and foreign copyright and trademark laws.

Reproduction, duplication, or distribution of CICEA Websites and/or all or any part of their contents for anything other than your personal, non-commercial use is a violation not only of these Terms and Conditions but also of copyright and trademark laws (unless you have written permission from CICEA). The content on CICEA Websites is made available to you for non-commercial, personal, or educational purposes only. The content may not be modified in any manner and the intellectual property notice must be included on every display and copy of the content. No other use is permitted. Nothing contained herein shall be construed as conferring any right under any copyright of CICEA or any other person who owns the copyright in the content provided on CICEA Websites.

All trademarks and trade names are trademarks or registered trademarks of CICEA or its affiliates or are the trademarks of their respective owners. The display of trademarks or trade names on each of the Websites does not convey or create any license or other rights in these marks or names. Any unauthorized use of these trademarks and trade names is strictly prohibited.

Jurisdiction and Governing Law

CICEA Websites are controlled and operated by CICEA. Its offices are located in Ontario, Canada. If you choose to access these Websites from another location, you are responsible for compliance with local laws, if and to the extent local laws are applicable.

These Terms and Conditions shall be governed by and construed in accordance with the laws of Ontario, Canada, without giving effect to any principles of conflicts of law. You agree that any action at law or in equity arising out of or in connection with these Terms and Conditions or CICEA Websites shall be filed only in the provincial or federal courts located in Ontario, Canada and hereby submit to the nonexclusive jurisdiction of such courts. You also agree that regardless of any statute or law to the contrary, any claim or cause of action arising out of or related to use of CICEA Websites or the Terms and Conditions must be filed within one (1) year after such claim or cause of action arose or be forever barred.

Except where prohibited by applicable law, you agree to waive any right you may have to commence or participate in any class action against us related to any claim and, where applicable, you also agree to opt out of any class proceedings against us.

User Conduct, Indemnification and License Granted

Postings created by users on any part of CICEA Websites, including but not limited to its Comment forums, ("Postings") are the responsibility of the user creating the Postings. CICEA HAS NO RESPONSIBILITY FOR POSTINGS. However, CICEA retains the right, which it may or may not exercise, in its sole discretion, to review, edit, refuse or delete any Postings for any reason whatsoever.  CICEA will not be liable to you or any third-party for any modification or discontinuance of your Postings.

You acknowledge and agree that CICEA may preserve Postings and may also disclose any information as necessary to satisfy any law, regulation or governmental request, comply with legal process, enforce these Terms and Conditions or to protect itself, its users and/or the public.

You hereby represent and warrant that you have all necessary rights in and to all Postings you provide and that such Postings shall not infringe any proprietary or other rights of third parties or contain any libelous, tortious, or otherwise unlawful information.  Without limiting the generality of the foregoing, you agree not to:

•Infringe any proprietary or other rights of third parties, including any copyright, trademark, patents, trade secrets, privacy or other proprietary or property right; Contain any libelous, tortious or otherwise unlawful information;

•Defame, abuse, stalk, harass, threaten or otherwise violate the legal rights of others, including, without limitation, rights relating to privacy and publicity;

•Are inappropriate, profane, defamatory, infringing, obscene, indecent or unlawful;

•Denigrate a class of people because of their race, religion, country of origin, sexual orientation or gender;

•Depict violent or criminal acts, or seek to incite violence or crime;

•Relate or pertain to any "hate group," for example, groups that are organized in part to promote the oppression of or assert the supremacy of any class of people;

•Include a photograph of another person or personal information of another person or use that person's correspondence, diaries or personal documents without that person's consent;

•Post, transmit, link to, or otherwise distribute any Postings that involve or promote commercial activities or seek solicitations on behalf of charities or donations of any kind, including but not limited to, promoting any contests, sweepstakes, barter, advertising or franchise, pyramid scheme, multi-level marketing opportunity, "club membership", distributorship or sales representative agency arrangement or other business opportunity.

•Further or promote any criminal activity or enterprise or provide instructional information about illegal activities including, but not limited to, making or buying illegal weapons, violating someone's privacy, or providing or creating computer viruses;

•Could constitute a criminal offence, give rise to civil liability or otherwise violate any applicable law.

YOU AGREE TO INDEMNIFY AND HOLD HARMLESS CICEA , ITS AFFILIATES, AND RELATED COMPANIES AND THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES AND AGENTS FROM AND AGAINST ANY AND ALL CLAIMS, ACTIONS OR DEMANDS, INCLUDING WITHOUT LIMITATION REASONABLE LEGAL AND ACCOUNTING FEES RESULTING FROM OR RELATED TO ANY BREACH OF THESE TERMS AND CONDITIONS, YOUR ACCESS TO OR USE OF CICEA WEBSITES OR YOUR USE OF OR RELIANCE ON OR PUBLICATION, COMMUNICATION OR DISTRIBUTION OF ANYTHING FROM THE CICEA WEBSITES. You shall use your best efforts to cooperate with us in the defence of any claim. We reserve the right, at our own expense, to assume the exclusive control of any matter otherwise subject to indemnification by you.

By contributing Postings to CICEA Websites, you give (or warrant that the owner of such rights has expressly given) to CICEA  and its affiliates a worldwide, royalty-free, perpetual, irrevocable and nonexclusive right and license to use, reproduce, modify, edit, adapt, publish, translate, broadcast, create derivative works from, distribute, perform, display and publicize such content anywhere, for any purpose and in any form, media or technology now known or later developed, without any compensation to you. In addition, you acknowledge and agree that you have waived any moral rights in your Postings. You further agree that CICEA is free to use any ideas, concepts, know-how, or techniques contained in any of the Postings for any purpose whatsoever including, but not limited to, developing, manufacturing and marketing products using such information, without compensation to you.

Links to Third Party Sites

Users may, through hypertext or other computer "links," gain access to other sites on the Internet which are not part of CICEA Websites and which are not controlled by CICEA. CICEA is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement by CICEA of the site. CICEA ASSUMES NO RESPONSIBILITY FOR ANY MATERIAL OUTSIDE OF CICEA WEBSITES WHICH MAY BE ACCESSED THROUGH ANY SUCH LINK.

Unless otherwise indicated on a Website, CICEA is not sponsored by or affiliated with the linked sites, and trademarks used in connection with linked sites are not trademarks of CICEA.

DISCLAIMER OF WARRANTIES AND LIMITATION OF LIABILITY

TO THE FULLEST EXTENT PERMITTED BY LAW, CICEA IS PROVIDING THE CICEA WEBSITES ON AN "AS IS" AND “AS AVAILABLE” BASIS AND MAKES NO WARRANTIES OR REPRESENTATIONS, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, IN ANY CONNECTION WITH THE CICEA WEBSITES, THEIR CONTENTS, OR ANY WEB SITE OR CONTENTS WITH WHICH IT IS LINKED.  CICEA DOES NOT WARRANT THAT THE FUNCTION OF CICEA WEBSITES OR THEIR CONTENTS WILL BE UNINTERRUPTED OR ERROR FREE, THAT DEFECTS WILL BE CORRECTED, OR THAT CICEA WEBSITES OR THE SERVERS THAT MAKE IT AVAILABLE ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.

TO THE FULLEST EXTENT PERMITTED BY LAW, UNDER NO CIRCUMSTANCES, INCLUDING, BUT NOT LIMITED TO, NEGLIGENCE, SHALL CICEA  BE LIABLE FOR ANY LOSS OF USE, LOSS OF DATA, LOSS OF INCOME OR PROFIT, LOSS OF OR DAMAGE TO PROPERTY, OR FOR ANY DAMAGES OF ANY KIND OR CHARACTER (INCLUDING WITHOUT LIMITATION ANY COMPENSATORY, INCIDENTAL, DIRECT, INDIRECT, SPECIAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES), EVEN IF CICEA  HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR LOSSES, ARISING OUT OF OR IN CONNECTION WITH THE USE OF CICEA WEBSITES, THEIR CONTENTS, OR ANY WEBSITE OR CONTENTS WITH WHICH IT IS LINKED. IN NO EVENT SHALL CICEA ’S TOTAL LIABILITY FOR ALL DAMAGES, LOSSES, AND CAUSES OF ACTION, WHETHER IN CONTRACT, TORT (INCLUDING, BUT NOT LIMITED TO, NEGLIGENCE), OR OTHERWISE, EXCEED THE AMOUNT PAID BY YOU FOR ACCESSING THIS SITE.

Medical/Health Information Disclaimer

Some of the CICEA Websites may contain medical and health information.  Such information is for informational purposes only and is not to be used or construed as a substitute for professional medical advice, diagnosis or treatment.

Termination of Access

You agree that CICEA, in its sole discretion, may suspend or terminate your password, account, or use of CICEA Websites and remove and discard any Postings at its convenience or for any reason. You agree that any suspension and/or termination of your access to CICEA Websites may be effected without prior notice and that CICEA will not be liable to you or to any other person as a result of any such suspension or termination.