Terms of Mandate

1. Nature of Engagement

Park Harvest Capital operates exclusively via **closed mandate**. Our engagement constitutes an Independent Governance Mandate (IGM) focused on decision-discipline, structural analysis, and capital governance frameworks. This is not a public offering or an open-access advisory service.

2. Exclusion of Financial Services

To preserve absolute independence, Park Harvest Capital strictly prohibits the following activities:

• No Asset Management: We do not take custody of capital, execute trades, or manage investment portfolios.
• No Investment Advice: We do not provide personalized investment recommendations, valuation analysis, or price targets.
• No Commercial Merit Assessment: Our review focuses on structural integrity, governance frameworks, and incentive alignment. We do not assess the underlying commercial merits or expected performance of any asset.
• No Financial Audit: Our governance reviews do not constitute an audit within the meaning of financial reporting standards.

3. Fee Structure & Independence

All mandates operate on a flat-fee retainer basis. We do not accept assets under management (AUM) fees, transactional commissions, or referral placement compensation. This structure ensures our governance verdicts remain objective and uncompromised by the outcome of your investment commitment.

4. Data Governance & Security

Confidentiality is the baseline of our mandate. We adhere to rigorous data handling protocols:

• NIST Standards: All document exchanges occur within NIST-standard encrypted data rooms.
• Data Destruction: Upon conclusion of a specific review or mandate period, all Principal-provided materials are purged according to NIST data destruction standards.
• Certificate of Destruction: A formal record of data purging will be provided to the Principal upon request.

5. The Wealth Constitution

The Family Wealth Constitution prepared under this mandate is a governance document designed to articulate decision frameworks and alignment principles. It is intended to institutionalize the Principal’s discipline for the purpose of multi-generational continuity. The Principal retains final decision authority at all times.