IARD# 338169
301 Mission St.
San Francisco, CA 94105
Website: www.parrotfinance.io
Email: hello@parrotfinance.io
Version Date: November 24, 2025
This Consent to Receive Electronic Disclosures” (the “Consent”) is provided by (CLIENT NAME)
(the “Client”) to Parrot Finance, Inc. (the “Adviser”) an investment adviser registered with the
securities and exchange commission (SEC). By signing this Consent, the Client agrees to
receive certain disclosures and communications electronically as described below.
1. Purpose of Consent
This Consent Authorizes the Adviser to deliver to the Client certain documents, disclosures, and
communications electronically. These electronic communications may include, but are not
limited to, investment advisory agreements, disclosures required by the Securities and
Exchange Commission, periodic reports, account statements, performance updates, and any
other information related to the Client’s investment advisory services (collectively “Electronic
Disclosures”)
2. Scope of Electronic Disclosures
The Client agrees to receive Electronic Disclosures that are typically provided in paper form.
This includes, but not is limited to:
● Investment Advisory Agreements: Documents outlining the terms and conditions of the
investment advisory relationship.
● Form ADV Part 2A and Part 2B: Disclosures required by the SEc providing information
about the Adviser’s services, fees, and business practices.
● Account Statements: Periodic statements summarizing the account activity, holdings,
and performance.
● Performance Reports: Regular updates on the performance of the Client’s investments
● Regulatory Notices: Communications required by regulatory authorities
● Other Communications: Any other documents or notices related to the investment
advisory services provided.
3. Delivery of Electronic Disclosures
Electronic Disclosures will be delivered to the Client via email or other electronic means. The
Adviser will use the email address provided by the Client or an alternative electronic address as
specified by the Client.
4. Client Responsibilities
The Client agrees to:
Maintain a Valid Email Address: The Client must provide and maintain a valid email address
with the Adviser.Regularly Check Email: The Client should regularly check their email, including spam or junk folders, for Electronic Disclosures from the Adviser. Notify of Changes: The Client must promptly inform the Adviser of any changes to their email
address or other electronic contact information.
5. Technology Requirements
To receive Electronic Disclosures, the Client must have access to a computer or mobile device
with internet access, an email account for receiving emails from the Adviser, and a compatible
email application.
6. Right to Withdraw Consent
The Client may withdraw their consent to receive Electronic Disclosures at any time by providing
written notice to the Adviser. Withdrawal of consent may result in the Adviser reverting to
sending paper copies of documents and disclosures, which may incur additional fees or charges. If the Client chooses to withdraw consent to receive Electronic Disclosures the Adviser reserves the right, at its discretion, to cease providing advisory services to Client.
7. Consequences of Withdrawal
If the Client withdraws consent, the Adviser will provide the required disclosures and
communications in paper form. The Adviser will notify the Client of any changes to the delivery
method and any associated fees or impacts resulting from the withdrawal of consent.
8. Acknowledgment of Understanding
By signing this Consent, the Client acknowledges and confirms:
● That the Client has the necessary technology to receive Electronic Disclosures.
● That the Client understands the scope of the Electronic Disclosures to be provided electronically.
● That the Client has the right to withdraw consent at any time, as described above.
● That the Adviser will provide a paper copy of any Electronic Disclosure upon request.
9. Contact Information
For any questions or issues related to Electronic Disclosures, or to request a paper copy of any
Electronic Disclosure, the Client may contact the Adviser at:Parrot Finance, Inc.
301 Mission Street
San Francisco, CA 94105
hello@parrotfinance.io
(707) 343-8594
10. Acceptance
By signing below, the Client agrees to the terms and conditions outlined in this Consent to
Receive Electronic Disclosures.
CLIENT
Name: _________________________
Date: _________________________
Parrot Finance, Inc.
By: ___________________________
Nikki Varanasi
Chief Compliance OfficerDate: _________________________