UNITED WORLD LEADERS SOCIETY MEMBERSHIP PARTICIPATION LEADERSHIP AND ENGAGEMENT TERMS and conditions
Institutional Charter and General Terms for Membership Councils Initiatives Communities Proposals and Other Engagements
Online Acceptance Version October 5 2026
These United World Leaders Society Membership Participation Leadership and Engagement Terms and Conditions (collectively, these “Terms” and, upon acceptance, the “Agreement”) establish the institutional charter and rules for individuals and organizations that apply for or hold membership, join or lead an Initiative, Council, or Community, submit an Impact and Legacy Proposal, accept another approved role, receive or use institutional affiliation or benefits, or otherwise engage with United World Leaders Society, Inc. (“UWL Society,” “UWL,” or the “Institution”) through any process that incorporates these Terms. The person accepting these Terms and, where applicable, each entity that person represents or has authority to bind are collectively the “Representative.”
Different provisions apply according to the nature and circumstances of the Representative’s engagement. Acceptance of these Terms does not imply that every Representative is a member, leader, team member, proposal submitter, or participant in a commercial enterprise. By selecting the required acceptance checkbox or otherwise accepting these Terms through an authorized UWL process, the Representative intentionally signs and accepts them electronically, individually and on behalf of every entity the Representative has authority to bind. Acceptance or submission alone does not constitute approval of membership, a proposal, an appointment, affiliation, funding, authority, or any other status or benefit.
General Online Acceptance and Proposal Record
1.1 Appendix A contains the complete United World Leaders Society Initiative, Council and Membership Participation Charter and Institutional Terms. Appendix A and its Schedule 1 are incorporated into and form an integral part of these Terms as if fully set out in the main body.
1.2 The Submitted Proposal Record includes and incorporates the complete proposal submitted through the UWL portal, as reflected in the automated confirmation email provided to the Representative, together with every proposal and every prior or revised version of any proposal submitted at any time before or with the current submission by or on behalf of the Representative to UWL or to any UWL leader, officer, employee, agent, or representative, whether delivered by email, fax, portal, mail, electronic transmission, or any other means. All such materials are incorporated whether or not they are reproduced, attached, summarized, or specifically identified in these Terms and include every entity, business, fund, venture, initiative, project, plan, activity, representation, and commitment proposed or described in them. No separate proposal appendix, physical attachment, or reproduction of those materials is required for them to form part of the Submitted Proposal Record or these Terms.
1.3 Every version within the Submitted Proposal Record shall be read together and applied cumulatively to the fullest extent reasonably possible. The deletion, omission, modification, or replacement of an item in a later proposal does not withdraw, cancel, limit, or supersede that item as stated in an earlier proposal unless UWL expressly agrees to the withdrawal or replacement in a separate writing signed by an authorized UWL representative. The Submitted Proposal Record describes contemplated activities and enterprises but does not authorize anything prohibited by these Terms, UWL policy, or applicable law.
1.4 If the Submitted Proposal Record or any other submission, communication, guideline, webpage, policy, or material conflicts with these Terms, the following order controls: first, this opening General Online Acceptance and Proposal Record section and the Additional Contract Provisions, with a specific provision controlling a general provision; second, Appendix A and Schedule 1; third, the Submitted Proposal Record; and fourth, other communications or materials. A later written implementation agreement signed by an authorized UWL representative controls only as to the specific matter it expressly modifies.
1.5 By selecting the required checkbox and submitting an Impact and Legacy Proposal, the Representative confirms that the Representative has had access to, has read, understands, accepts, and agrees to be legally bound by every provision of these Terms, including Appendix A, Schedule 1, the Additional Contract Provisions, and the entire Submitted Proposal Record. The selection and submission constitute the Representative’s electronic signature and consent to conduct the transaction electronically.
1.6 The Representative is specifically advised that these Terms include an actual grant and transfer of a nine percent (9%) Protected Economic Interest; a one percent (1%) payment obligation concerning certain capital or other funds where lawful; post-termination restrictions; mediation and arbitration provisions; Florida governing law; authority, disclosure, accounting, further-assurance, and anti-circumvention obligations; and provisions applying to current and future controlled entities and enterprises. This notice highlights material provisions but does not limit or replace their complete operative language.
1.7 These Terms are offered by and entered into solely with United World Leaders Society, Inc., a commercial for-profit entity. The separate nonprofit organization United World Leaders and every other associated, affiliated, related, or commonly branded legal entity are separate and distinct and are not parties, obligors, guarantors, or assumed representatives under these Terms unless expressly identified for a specific right or obligation or made a party through a separate written agreement. A shared name, mission, leader, activity, resource, or relationship does not merge any entity or transfer the debts, liabilities, duties, assets, or obligations of one entity to another. The complete separate-entity and relationship disclosure appears in the Additional Contract Provisions.
1.8 Electronic acceptance binds the Representative upon submission and does not require a countersignature by UWL. UWL retains sole discretion to approve, reject, condition, defer, or request changes to any proposal. No proposal, activity, title, membership, appointment, affiliation, authority, funding, or benefit becomes approved or effective merely because the proposal was submitted or these Terms were accepted.
1.9 UWL Society may approve participation through an Initiative, Council, Community, membership category, or other approved pathway. Every reference in Appendix A or elsewhere in these Terms to an Initiative, Council, Initiative or Council, or IC includes a UWL Society-approved Community and its leaders, members, activities, opportunities, enterprises, intellectual property, funding, and economic relationships, unless the context clearly requires otherwise. Communities are subject to the same approval, governance, compliance, branding, reporting, authority, economic-interest, and other applicable requirements as Initiatives and Councils.
Appendix A
Institutional Terms and Conditions
The following Institutional Terms and Conditions are included in and form part of these electronically accepted Terms.
Institutional Charter and General Terms
Membership Participation Leadership Proposals and Other Engagements
The following provisions form the institutional charter and general terms governing applicable relationships and engagements with UWL Society.
United World Leaders Society, Inc.
45 Rockefeller Plaza, Suite 2000
New York, NY 10111
United States
These Institutional Terms and Participation Charter govern every individual or organization that applies for or holds membership; is nominated, invited, approved, or considered to establish, develop, lead, advise, support, join, participate in, or otherwise associate with an Initiative, Council, Community, program, working group, committee, task force, event, project, or other institutional activity; submits or sponsors an Impact and Legacy Proposal or any other application, registration, nomination, request, or submission; receives or uses UWL affiliation, access, opportunities, or benefits; or otherwise engages with UWL Society through a process that incorporates these Terms.
By submitting an application, registration, nomination, proposal, request, or other applicable submission, by participating or continuing in an applicable engagement after receiving notice of these Terms, or by electronically or otherwise accepting these Terms, the Representative agrees to comply with UWL Society’s institutional framework, mission, governance standards, policies, procedures, and requirements. A Representative need not be a Member, leader, or team member for these Terms to apply.
All Appendices, Schedules, policies, and procedures expressly incorporated herein form part of these Terms.
DEFINITIONS
For purposes of these Terms:
“UWL Society,” “UWL,” or “Institution” means United World Leaders Society, Inc. and, as applicable, its officers, directors, representatives, affiliates, programs, platforms, subsidiaries, and Designated UWL Entities.
“Representative” means any individual or organization that accepts these Terms; submits or sponsors an application, registration, nomination, proposal, request, or other submission; seeks, holds, receives, or uses membership, affiliation, access, opportunities, or benefits; is nominated, invited, approved, or considered to establish, develop, lead, advise, support, join, participate in, or otherwise associate with an IC or other institutional activity; or otherwise engages with UWL through a process that incorporates these Terms. A Representative includes prospective and approved participants and need not be a Member, leader, or team member.
“Initiative or Council,” “Community,” or “IC” means an approved or proposed Initiative, Council, Community, program, working group, committee, task force, or similar institutional activity operating within the UWL ecosystem.
“Affiliation” means recognition by UWL that a Representative or IC participates within the UWL institutional ecosystem.
“Funding” means monetary or non-monetary support provided or proposed in connection with an IC, including sponsorships, donations, grants, membership-related support, charitable contributions, scholarships, fellowships, awards, event underwriting, governmental or institutional support, foundation or corporate funding, crowdfunding proceeds, goods, services, in-kind support, volunteer resources, and other financial or non-financial assistance.
“UWL Intellectual Property” means UWL names, trademarks, logos, branding, institutional materials, platforms, and other intellectual-property rights owned or controlled by UWL.
“IC Institutional Identity” means the approved name, title, description, logo, branding, visual identity, and other identifying attributes of an IC.
“Designated UWL Entity” means UWL Society or any affiliate, holding company, subsidiary, special-purpose vehicle, or other entity designated by UWL to receive, hold, administer, own, transfer, or exercise specified rights, assets, funds, or economic interests.
“UWL-Related Commercial Enterprise” and “Protected Economic Interest” have the meanings provided in Appendix A.
RECITALS
UWL Society functions globally as a leadership and institutional platform convening leaders, governments, institutions, organizations, businesses, academics, philanthropists, scientists, innovators, and other stakeholders to advance cooperation, peace, innovation, social and economic prosperity, and positive impact across the world.
Representatives may apply for membership, accept institutional or advisory roles, participate in existing Initiatives, Councils, Communities, programs, events, and activities, submit or sponsor proposals, or otherwise engage with UWL in ways intended to advance humanitarian, educational, scientific, economic, policy, entrepreneurial, cultural, social, technological, environmental, healthcare, or other mission-aligned objectives.
Accordingly, the parties agree as follows.
1. GENERAL STATUS AND PURPOSE
1.1. Institutional platform
If approved, the IC shall operate within the institutional platform of UWL Society.
Unless UWL expressly establishes otherwise in writing, an IC is not a separate legal entity authorized to bind UWL.
Any use of the institutional designation “Independent Member of United World Leaders Society” is an approved description of institutional affiliation and shall not itself be interpreted as creating a separate legal entity, partnership, agency, franchise, joint venture, or ownership right.
1.2 alignment with mission
All IC activities must remain consistent with UWL’s mission and shall be subject to such UWL review and approval as these Terms and applicable policies require.
UWL’s mission includes advancing peace, cooperation, positive impact, and socioeconomic prosperity worldwide.
1.3 non-political, non-religions and non-divisive conduct
The UWL platform shall not be used to promote partisan political campaigns, political parties, governmental factions, religious advocacy, geopolitical propaganda, influence campaigns, discrimination, hostility, polarization, or divisive agendas.
Representatives and IC participants are expected to respect different cultures, governments, societies, perspectives, and national interests and to pursue constructive dialogue, common ground, cooperation, and positive engagement.
UWL may take appropriate institutional action where conduct or communications are inconsistent with these principles.
1.4 standards of conduct
Representatives and IC participants shall maintain high standards of professionalism, integrity, ethics, judgment, respect, transparency, and conduct consistent with UWL’s mission and reputation.
2. APPROVAL, OPERATION AND INSTITUTIONAL GOVERNANCE
2.1 activities limited to approved proposal
An IC may conduct only activities included within its approved proposal or subsequently approved by UWL.
New, materially expanded, or materially modified activities require UWL approval where required by UWL.
Approval of a proposal does not authorize activity prohibited by these Terms or other UWL policies.
If an approved proposal conflicts with these Terms, the Terms control.
2.2 compliance
The IC shall operate consistently with:
- its approved proposal;
- these Terms;
- incorporated Appendices and Schedules;
- UWL policies and procedures; and
- applicable law.
2.3 INSTITUTIONAL CONTROLAND PLATFORM PROTECTION
The Representative acknowledges UWL’s continuing responsibility to protect the integrity, reputation, mission, governance, and effective operation of its institutional ecosystem.
UWL may, as reasonably determined appropriate:
- modify or restructure an IC;
- combine, merge, consolidate, separate, rename, or reorganize ICs;
- appoint additional leaders or co-leaders;
- alter leadership responsibilities;
- appoint replacement leadership;
- remove individuals from leadership or participation;
- suspend an IC;
- place an IC on inactive status;
- discontinue or cancel an IC;
- withdraw affiliation or approval; or
- take other reasonable institutional measures.
Grounds may include insufficient activity or impact, failure to advance objectives, noncompliance, reputational or legal concerns, governance issues, inappropriate conduct, a desire by UWL not to continue the IC, or other reasonable and justifiable institutional considerations.
Leadership of an IC is an institutional appointment and does not create an ownership interest, franchise, vested right, permanent entitlement, or irrevocable right to continue serving.
2.4 INSTITUTIONAL REVIEW AND APPEALS
An affected Representative may request internal review by UWL’s Institutional Review and Appeals Committee within thirty (30) days after notice of the applicable institutional decision.
The Committee may affirm, modify, or reverse the decision.
Its determination constitutes UWL’s final internal determination.
3. AMENDMENTS TO TERMS, POLICIES AND PROCEDURES
UWL may amend, supplement, revise, replace, or update these Terms and its institutional policies, procedures, operational requirements, forms, portals, nomination methods, and participation processes from time to time, to the fullest extent permitted by law.
Unless UWL provides otherwise, an amendment or update may become effective when published through UWL’s official website, delivered by email, posted through an authorized portal, or communicated through another reasonable authorized method.
Representatives are responsible for reviewing and following the current applicable Terms, policies, procedures, forms, submission methods, and operational requirements.
Continued participation, use of UWL affiliation, or use of UWL benefits following an effective amendment constitutes acceptance to the extent permitted by law.
The most recently applicable Terms shall control over inconsistent prior proposals, guidelines, communications, policies, publications, or other materials, except where UWL has expressly agreed otherwise in a specific written agreement.
4. IC FORMATION, APPROVAL AND LEADERSHIP ADVANCEMENT
Upon approval of an Impact & Legacy Proposal, the proposed IC ordinarily receives Interim Approval.
The approved individual may be appointed IC Formation Coordinator.
The Formation Coordinator is responsible for developing the IC, identifying and recommending appropriate individuals and organizations, developing the strategic structure of the IC, and undertaking other reasonable formation activities.
All proposed Members, advisors, organizations, leaders, and participants remain subject to UWL review and approval.
UWL may require each proposed Member, advisor, organization, leader, participant, or stakeholder to submit an application, nomination, disclosure, due-diligence form, consent, or other information through the method then designated by UWL. UWL may also require the Representative to submit a separate introduction, nomination, sponsorship, or verification form concerning each proposed party. No invitation, nomination, application, or submission creates membership, appointment, participation, affiliation, or authority unless UWL approves it.
Unless UWL determines otherwise, approximately three (3) months may generally be provided for formation.
If UWL determines that the IC has developed an appropriate membership and satisfies applicable requirements, it may receive Formal Approval, and the Formation Coordinator may be appointed Director.
After sustained meaningful activities and accomplishments, a Director may be appointed Executive Director.
Following demonstrated meaningful impact, an Executive Director may be appointed Chair.
UWL retains discretion concerning approval, extensions, appointments, advancement, continuation, restructuring, or termination.
No status, appointment, title, extension, or advancement is automatic.
4.1 INSTITUTIONAL ORIENTATION AND ALIGNMENT MEETINGS
Upon UWL’s request, the Representative shall organize one or more virtual or in-person meetings involving approved IC leaders and/or Members.
Meetings shall be scheduled at times reasonably convenient for UWL’s representative while reasonably considering participant availability.
Such meetings may address UWL’s mission, policies, opportunities, expectations, IC objectives, responsibilities, governance, institutional alignment, and questions from participants.
The Representative shall make reasonable efforts to encourage participation by approved leaders and Members.
5. BENEFITS, MEMBERSHIP AND LIMITATIONS
At UWL’s discretion, an approved IC may receive benefits including:
- listing or recognition through UWL;
- institutional affiliation;
- invitations to selected events;
- exposure through UWL communications;
- opportunities to participate in programs and engagements;
- opportunities to engage with members of the UWL ecosystem; and
- other institutional benefits determined by UWL.
UWL makes no guarantee regarding funding, sponsorship, investors, introductions, partnerships, attendance, commercial results, political access, governmental participation, program outcomes, or any other specific result.
UWL may offer different paid membership categories and benefits. Current Global Impact Council paid membership benefits are described at https://unitedworldleaders.org/membership/
Eligibility, availability, and the benefits then offered remain subject to UWL approval and current UWL policies.
An IC remains responsible for developing its activities, participants, strategic relationships, supporters, and stakeholders.
Participation by a government, company, university, nonprofit, individual leader, or other institution does not itself constitute endorsement, sponsorship, partnership, agency, or legal representation by UWL.
Opinions expressed by participants remain their own unless expressly identified as official UWL positions.
6. BRANDING, TITLES, ASSOCIATION AND USE OF THE UWL NAME
6.1 LIMITED LICENSE
Subject to continuing compliance, UWL grants approved Representatives a temporary, revocable, non-exclusive, non-transferable, non-sublicensable license to identify their approved affiliation and use authorized UWL intellectual property solely as permitted by UWL.
6.2 REVOCATION
UWL may suspend, restrict, or revoke such license in connection with suspension, termination, noncompliance, institutional restructuring, reputational or legal concerns, or other reasonable institutional grounds.
6.3 OFFICIAL IDENTIFICATION REQUIREMENT
Where UWL requires the designation, an approved IC shall identify itself substantially as:
[Name of IC]Independent Member of United World Leaders Society
The designation must be displayed prominently on materials referencing the UWL affiliation.
Unless UWL approves another format, “Independent Member of United World Leaders Society” shall appear in close proximity to the IC name and in a type size no smaller than approximately eighty percent (80%) of the IC name.
The UWL logo shall also be displayed as required by UWL and shall not be visually minimized in a manner that obscures the relationship.
This requirement applies, where relevant, to websites, printed and electronic materials, brochures, banners, presentations, reports, promotional materials, public communications, and similar materials.
Applicable branding updates shall ordinarily be implemented within ten (10) business days after approval or instruction by UWL.
Where UWL identifies noncompliant branding or communications, the Representative shall promptly correct the materials and, where requested, cease further distribution of the noncompliant version within one (1) business day after notice.
Alternative descriptions of UWL affiliation require UWL approval.
6.5 TITLE AND ASSOCIATION USAGE
Approved leaders and Members are expected, where appropriate, to identify their UWL title, membership, Council or Initiative leadership role, or other approved association in relevant professional biographies, articles, presentations, speaking appearances, profiles, institutional materials, websites, and other suitable professional contexts.
Any such use must be accurate, consistent with UWL instructions, and immediately modified or discontinued when a person’s status changes or terminates.
6.5 INITIAL COMMUNICATIONS AND PUBLICATIONS
The Representative shall provide UWL for review and approval such initial letters, communications, public documents, marketing materials, and promotional materials issued on behalf of or in connection with the IC as UWL reasonably requests.
Following the initial review process, the Representative shall provide UWL, for institutional records, copies of or access to relevant:
- websites;
- landing pages;
- newsletters;
- social-media accounts and content;
- presentations;
- brochures;
- advertisements;
- videos;
- press releases;
- reports;
- publications;
- event materials; and
- other material public communications
created or used in connection with the IC.
UWL may require reasonable modifications to protect institutional policies, branding, mission, legal interests, or reputation.
6.6 REQUIRED DISCLAIMER
Communications referencing UWL shall contain the Required Institutional Disclaimer in Schedule 1 or such substitute language as UWL approves.
7. INTELLECTUAL PROPERTY, BRANDING AND LICENSES
7.1 PRE-EXISTING AND INDEPENDENT INTELLECTUAL PROPERTY
Except as expressly provided in these Terms, including Appendix A, acceptance of these Terms does not automatically transfer to UWL intellectual property demonstrably owned by a Representative or other party independently of the applicable IC or UWL relationship.
7.2 UWL INTELLECTUAL PROPERTY
All UWL names, trademarks, logos, institutional branding, platforms, and other UWL Intellectual Property remain owned or controlled by UWL.
No Representative receives any ownership interest in UWL Intellectual Property.
Licenses are limited, revocable, and restricted to authorized uses.
7.3 OWNERSHIP OF IC INSTITUTIONAL IDENTITY
Upon UWL approval of an IC, its official name, title, approved description, branding, logos, visual identity, and other institutional identifying attributes shall become and remain UWL property.
UWL may use, reproduce, publish, archive, modify, distribute, promote, or otherwise use such institutional identity and related materials for lawful institutional purposes.
7.4 INSTITUTIONAL RIGHTS REGARDING IC ACTIVITIES AND MATERIALS
The Representative grants UWL a perpetual, worldwide, royalty-free, fully paid-up, transferable, sublicensable, non-exclusive license to record, reproduce, publish, archive, display, distribute, edit, translate, create derivative works from, and otherwise use IC-related meetings, webinars, conferences, presentations, reports, recordings, photographs, videos, publications, communications, promotional materials, impact reports, and similar materials for lawful institutional purposes.
These rights survive termination.
7.5 COMMERCIAL AND INDEPENDENTLY DEVELOPED INTELLECTUAL PROPERTY
Intellectual property that constitutes or forms part of a qualifying UWL-Related Commercial Enterprise is subject to Appendix A.
Qualifying intellectual property may include inventions, ideas to the extent legally protectable or contractually owned, solutions, technologies, treatments, processes, methods, formulas, software, know-how, trade secrets, patents, patent applications, patents pending, copyrights, designs, data rights, commercialization rights, licensing rights, and other IP assets.
7.6 FURTHER ASSURANCES
Representatives shall execute and, to the extent reasonably within their control, cause applicable parties and entities to execute documents reasonably necessary to establish, confirm, preserve, register, perfect, or implement UWL rights created under these Terms.
8. GOVERNANCE, COMMUNICATION, REPORTING AND IMPACT
8.1 CONTINUING IMPACT EXPECTATIONS
The Representative acknowledges that ICs are intended to create meaningful and demonstrable impact consistent with UWL’s mission.
UWL may consider the IC’s activity, engagement, progress, contribution, and impact in determining continuing approval, leadership appointments, advancement, restructuring, or continuation.
8.2 ADVANCE NOTICE OF EVENTS AND UWL PARTICIPATION
The Representative shall promptly notify UWL of planned IC-related events, meetings, forums, programs, initiatives, conferences, workshops, roundtables, summits, webinars, speaking engagements, or other significant activities.
The Representative shall provide UWL sufficient available information regarding the activity and, where reasonably appropriate, provide UWL an opportunity to attend, participate, support, promote, or provide welcoming, keynote, closing, or other remarks.
8.3 FORMATION AND ONGOING REPORTING
During the formation stage, the Representative shall provide at least monthly updates concerning formation, outreach, proposed participants, significant strategic relationships, and progress toward establishment of the IC.
After Formal Approval, UWL may continue to require periodic operational reports and may request monthly or other reporting where appropriate.
In addition, the IC shall provide a comprehensive written Impact Report at least once every three (3) months, or more frequently if requested.
Impact Reports may address:
- activities and programs;
- objectives;
- outcomes;
- measurable results;
- participants and stakeholders;
- jurisdictions and geographic impact;
- partnerships and collaborations;
- economic, educational, humanitarian, scientific, technological, environmental, health, policy, governance, social, or other impact;
- media and publications;
- supporting documentation;
- future initiatives; and
- additional information reasonably requested by UWL.
The IC shall maintain adequate records supporting its reports.
UWL may summarize, edit, compile, publish, distribute, present, or otherwise use reported impact for institutional, governance, public-relations, fundraising, media, educational, governmental, philanthropic, strategic, and other lawful purposes, subject to expressly agreed confidentiality obligations.
Material failure to report, or submission of materially inaccurate, misleading, unsupported, or incomplete information, may constitute a material breach.
9. HONORARY CHAIRS, PATRONS AND ADVISORY LEADERS
UWL may appoint members of IC who are , in its sole discretion, distinguished individuals as Honorary Chairs, Patrons, Advisors, or similar participants.
Unless otherwise expressly agreed, such appointments are honorary or advisory and do not create operational responsibility, agency, fiduciary responsibility, or liability.
10. AUTHORITY, EXTERNAL ENGAGEMENTS, OVERSIGHT AND RESPONSIBILITY
10.1 NO AUTHORITY TO BIND UWL
Neither an IC nor any Representative may bind UWL, create obligations for UWL, or represent that the person has authority to bind UWL unless expressly authorized in writing.
10.2 INDEPENDENT RESPONSIBILITY
The IC and its leadership are responsible for their activities and compliance with applicable laws, regulations, policies, and standards.
UWL may promote the IC or facilitate engagement within its ecosystem, but the IC shall not assume or rely upon UWL being responsible for sourcing participants, partners, sponsors, investors, supporters, or other stakeholders.
10.3 NO EMPLOYMENT, AGENCY, PARTNERSHIP OR JOINT VENTURE
Except where expressly established in writing, nothing in these Terms creates employment, agency, partnership, joint venture, fiduciary relationship, franchise, or authority to act on behalf of UWL.
The economic-interest provisions of Appendix A do not, by themselves, create operational control, investment-management responsibility, or agency.
10.4 RESTRICTION ASSOCIATION AND REPRESENTATION
The Representative shall not use UWL or IC names, identities, logos, or branding in a manner reasonably likely to suggest an unauthorized affiliation, endorsement, sponsorship, partnership, or other association.
The Representative shall exercise reasonable care regarding parties with whom UWL or IC branding is publicly associated.
10.5 MANDATORY PRE-APPROVAL OR EXISTING ENGAGEMENTS AND COMMUNICATIONS
The IC shall obtain prior written UWL approval for external engagements, relationships, collaborations, communications, or representations where UWL requires approval or where the activity may reasonably be perceived as establishing or announcing a formal relationship, endorsement, partnership, sponsorship, or institutional association.
Such matters may include:
- formal partnerships;
- joint initiatives;
- co-branded materials;
- significant public announcements;
- major events;
- speaking arrangements;
- media appearances;
- sponsorship arrangements;
- formal institutional collaborations; and
- other activities reasonably designated by UWL.
Requests shall provide sufficient information for UWL to evaluate the proposed engagement.
UWL may approve, decline, or condition an engagement.
10.6 MONITORING, REPORTING AND AUDIT RIGHTS
UWL may reasonably monitor, review, and audit activities, records, communications, materials, operations, and relevant documentation associated with an IC to verify compliance.
The IC shall maintain adequate records and cooperate with reasonable information and documentation requests.
These institutional oversight rights are separate from the commercial-enterprise information and accounting rights contained in Appendix A.
10.7 MANDATORY SELF-REPORTING OF VIOLATIONS
If a Representative becomes aware of conduct that constitutes or reasonably may constitute a material violation of these Terms, the Representative shall promptly notify UWL and provide reasonably available information regarding:
- the conduct;
- relevant dates and circumstances;
- involved parties;
- financial or non-financial elements; and
- known or reasonably anticipated consequences.
10.8 MANDATORY REMEDIATION
Where UWL determines corrective action is appropriate, the Representative shall reasonably cooperate in remediation, which may include:
- correcting communications;
- notifying affected parties;
- clarifying the absence of unauthorized UWL endorsement or involvement;
- withdrawing noncompliant materials;
- discontinuing unauthorized activity;
- returning or redirecting improperly obtained funds where legally appropriate; and
- providing confirmation of remedial steps.
Failure to report or reasonably remediate a material violation may constitute an additional material breach.
10.9 LIABILITY, LEADERSHIP RESPONSIBILITY AND INDEMNIFICATION
IC leadership is responsible for authorized and unauthorized acts, representations, communications, and omissions undertaken through the IC to the extent provided by law.
To the fullest extent permitted by applicable law, responsible Representatives shall indemnify, defend, and hold harmless UWL and its applicable officers, directors, representatives, Members, and affiliates against claims, liabilities, losses, damages, costs, and reasonable legal expenses arising from:
- material breach of these Terms;
- unauthorized fundraising;
- unauthorized commercial or financial activity;
- misleading representation of UWL affiliation or endorsement;
- failure to obtain required approvals;
- violation of applicable law;
- knowing misconduct;
- gross negligence; or
- other acts for which indemnification is legally permitted and appropriate.
Individuals exercising material leadership or decision-making authority have a responsibility to exercise reasonable oversight regarding compliance.
UWL assumes no liability for unauthorized obligations, commitments, representations, or activities undertaken by IC leadership or Members.
11. IC FINANCIAL ACTIVITIES, FUNDING AND FISCAL ADMINISTRATION
11.1 PURPOSE AND SEPARATION FROM OUTSIDE COMMERICAL ENTERPRISES
This Section governs funds, sponsorships, donations, membership-related funding, grants, and other financial or non-financial support associated with the IC itself.
It is separate from Appendix A.
There are therefore two distinct regimes:
IC-related Funding and cashflows: governed by this Section and existing UWL financial policies.
Outside commercial enterprises: governed by Appendix A when the applicable nexus exists.
Nothing in Appendix A authorizes commercial activity within an IC.
Nothing in this Section eliminates an otherwise applicable Protected Economic Interest in an outside enterprise.
11.2 NO COMMERICAL ACTIVITIES WITHIN AN IC
Except where UWL expressly authorizes otherwise in advance in writing, an IC shall not itself conduct or operate:
- a commercial business;
- investment fund;
- investment activity;
- trading enterprise;
- commercial venture;
- revenue-generating business; or
- other independent commercial operation.
No Representative may represent that UWL endorses, operates, manages, or participates in an outside commercial enterprise without express written UWL authorization.
11.3 PERMITTED IC FUNDING
Subject to UWL approval and applicable policies, an IC may seek and receive support including:
- sponsorships;
- donations;
- grants;
- membership-related funding;
- institutional contributions;
- event sponsorships;
- event underwriting;
- philanthropic support;
- governmental or intergovernmental support;
- foundation support;
- corporate support;
- scholarships or fellowships;
- approved crowdfunding;
- goods or services;
- in-kind contributions; and
- other approved Funding.
Such Funding remains IC-related Funding and is not an outside commercial enterprise merely because funds are received.
11.4 NO INDEPENDENT FUNDRAISING OR COLLECTION
A Representative or IC may not independently solicit, receive, collect, process, hold, administer, or distribute IC-related Funding without UWL’s required prior approval.
The IC shall not be used to raise Funding for a private business, fund, nonprofit, political body, individual, or other third party without express UWL approval.
IC-related Funding may not be diverted into a Representative’s private company, nonprofit, fund, bank account, payment processor, wallet, affiliate, or other vehicle to avoid UWL policies.
11.5 PRIOR APPROVAL
IC-related fundraising and Funding activity must receive UWL’s prior approval before such steps as UWL requires, which may include before:
- approaching a prospective funding source;
- making funding commitments or representations;
- publicly announcing the opportunity; or
- accepting Funding.
UWL may approve, condition, postpone, or decline proposed Funding.
11.6 FISCAL ADMINISTRATION THROUGH UWL
Unless UWL expressly authorizes another arrangement in writing, approved IC Funding shall be received, administered, and disbursed through financial accounts designated by UWL Society or another Designated UWL Entity.
Representatives shall not establish or use separate bank accounts, crowdfunding accounts, payment processors, digital wallets, cryptocurrency wallets, or similar mechanisms to administer IC Funding without approval.
11.7 DUE DILIGENCE ON FUNDING SOURCES
UWL may require information and documentation concerning donors, sponsors, grantors, Members, institutional supporters, or other funding sources.
Such information may include:
- identity;
- legal and organizational status;
- beneficial ownership;
- contact information;
- funding amount;
- intended use;
- source of funds;
- financial or institutional background;
- references;
- sanctions information;
- AML/KYC documentation;
- anti-bribery or anti-corruption certifications; and
- other reasonably requested information.
UWL may also require meetings, interviews, calls, certifications, or other due-diligence procedures.
11.8 REQUIRED FUNDING, SPONSORSHIP AND ENGAGEMENT AGREEMENTS
As a condition of proceeding with Funding, UWL may require one or more separate agreements among, as appropriate:
- UWL or a Designated UWL Entity;
- the Representative or IC leader; and
- the sponsor, donor, grantor, Member, funding source, or other participating party.
Such documentation may address funding terms, sponsorship, compliance, indemnification, source of funds, use of UWL branding, deliverables, approvals, accounting, restrictions, and other relevant terms.
The Representative shall cooperate in obtaining and complying with required documentation.
11.9 Institutional Administration and Platform Support Fee — 9%
Unless UWL expressly agrees to a different arrangement in writing or applicable law or binding funding restrictions require otherwise, UWL shall retain an Institutional Administration and Platform Support Fee equal to nine percent (9%) of approved IC-related Funding.
The 9% standard shall apply across applicable approved categories of IC-related cashflow and Funding, including sponsorship, membership-related support, grants, donations, and other approved sources, subject to legal and contractual restrictions.
The fee may be deducted before disbursement.
The fee supports, among other matters:
- financial administration;
- accounting and bookkeeping;
- banking and payment processing;
- governance;
- compliance;
- insurance;
- technology;
- cybersecurity;
- communications;
- institutional infrastructure;
- platform development; and
- UWL’s continuing capacity to support and expand its Members, Councils, Initiatives, and global impact.
11.10 ADMINISTRATION AND DISBURSEMENT
Approved Funding shall be administered according to:
- applicable funding agreements;
- approved purposes;
- applicable restrictions;
- applicable law;
- these Terms; and
- UWL policies.
UWL may generally make payments directly to approved vendors, service providers, venues, consultants, scholarship recipients, beneficiaries, or other approved payees.
Representatives shall provide invoices, contracts, receipts, certifications, payment requests, reports, or supporting documentation reasonably requested by UWL.
UWL is not required to make a payment that it reasonably determines would violate law, applicable restrictions, UWL policy, funding documentation, or UWL’s mission.
11.11 FINANCIAL OVERSIGHT
Representatives shall cooperate with UWL’s reasonable accounting, financial reporting, compliance, audit, and oversight requirements associated with IC Funding.
11.12 RESERVATION OF RIGHTS
UWL may decline, suspend, return, refuse to administer, or discontinue Funding where UWL reasonably determines that doing so is necessary or appropriate due to legal, financial, tax, regulatory, operational, ethical, reputational, governance, or mission-related concerns.
12. CONFIDENTIALITY AND NON-DISPARAGEMENT
Representatives shall protect confidential UWL information and shall not knowingly make false or defamatory statements concerning UWL, its leadership, Members, programs, or affiliated parties.
Confidentiality obligations survive termination where applicable.
13. ANNUAL AFFILIATION VALUE, FEE WAIVER AND INSTITUTIONAL SUSTAINABILITY
The Representative acknowledges that significant institutional resources, reputation, visibility, infrastructure, platform access, and opportunities may be provided through UWL.
UWL presently waives what would otherwise be a $1,000,000 annual institutional affiliation fee for the exposure, promotion, and limited rights provided under these Terms when such benefits are used consistently with UWL requirements.
The Representative acknowledges the importance of UWL’s financial independence and long-term sustainability.
Nothing in this Section modifies either:
- the 9% Institutional Administration and Platform Support Fee applicable under Section 11; or
- the separate 9% Protected Economic Interest applicable to qualifying outside commercial enterprises under Appendix A.
14. COMPLIANCE, LEGAL MATTERS AND CONDUCT
To the extent lawful, the Representative represents that the Representative has disclosed to UWL material criminal matters, pending criminal charges, significant legal proceedings, regulatory proceedings, or comparable matters that could reasonably affect UWL’s decision regarding participation.
The Representative shall notify UWL promptly, and where reasonably practicable within one (1) business day after becoming aware, of material criminal proceedings, significant lawsuits, regulatory matters, or material reputational risks involving the Representative, IC leadership, or the IC that could reasonably affect UWL.
UWL may request additional information reasonably necessary to evaluate the circumstances.
15. GLOBAL INSTITUTIONAL INTEGRITY
UWL may suspend, restructure, restrict, or terminate an IC, membership, appointment, or affiliation where continued association creates or may reasonably create material legal, regulatory, reputational, ethical, operational, governance, security, financial, or institutional concerns.
16. REASONABLE DUE DILIGENCE AND DUTY OF DISCLOSURE
Representatives share responsibility for helping protect the integrity and reputation of the UWL ecosystem.
16.1 DUE DILIGENCE BEFORE INTRODUCTION
Before introducing, nominating, recommending, inviting, or materially facilitating engagement of an individual, organization, institution, business, governmental representative, or other party with UWL or an IC, a Representative shall undertake reasonable due diligence appropriate to the circumstances.
Such review may include publicly available professional information, background, credentials, affiliations, significant reported legal or regulatory matters, and material reputational concerns.
No professional investigation is required unless specifically requested by UWL.
16.2 DISCLOSURE OF MATERIAL CONCERNS
A Representative shall promptly notify UWL of known circumstances that could reasonably present material legal, regulatory, reputational, ethical, financial, security, operational, or other risk.
The obligation continues after an introduction has been made.
16.3 PARTIES INTRODUCED BY OTHERS
The disclosure obligation also applies to relevant parties encountered through UWL even where the Representative did not originally introduce them.
A Representative is not generally required to independently investigate such parties unless requested, but shall not knowingly disregard material adverse information that comes to the Representative’s attention.
16.4 INDEPENDENT UWL APPROVAL
A Representative’s due diligence or recommendation does not constitute approval by UWL.
UWL retains independent discretion regarding participation and engagement.
17. NON-COMPETING AND CONFUSINGLY SIMILAR INITIATIVES
During the Representative’s UWL relationship and, to the extent permitted and enforceable under applicable law, for five (5) years following termination, the Representative shall not misuse UWL’s confidential information, IC Institutional Identity, UWL Intellectual Property, relationships, or institutional platform to establish, promote, or operate an initiative confusingly similar to or improperly derived from the applicable IC or UWL platform. If the five-year period is held invalid or unenforceable in a particular jurisdiction, the post-termination period shall automatically be two (2) years in that jurisdiction. If a two-year period is also held invalid or unenforceable, the restriction shall apply for the longest shorter period permitted by applicable law.
This provision is intended to protect legitimate UWL institutional, confidential-information, relationship, goodwill, and intellectual-property interests. Its duration, territory, activities, and scope shall be reformed only to the minimum extent necessary to make it enforceable where applicable law permits reformation.
This Section does not replace or diminish the Protected Economic Interest provisions applicable to qualifying commercial enterprises under Appendix A.
18. PAY THE OPPORTUNITY FORWARD — EMPOWER OTHERS AND CREATE GREATER IMPACT AND LEGACY
UWL’s global community is strengthened through trusted introductions, peer endorsements, and recommendations of qualified leaders.
Representatives are encouraged, both during the application process and during their ongoing relationship with UWL, to identify and nominate individuals whom they believe possess the integrity, expertise, credibility, vision, and leadership capacity to contribute meaningfully to UWL’s mission.
Recommendations may include individuals capable of leading or participating in humanitarian, educational, scientific, environmental, economic, entrepreneurial, policy, technological, cultural, social, healthcare, or other impact-oriented activities.
Where reasonably available, nominations may include:
- full name;
- country of residence;
- email;
- telephone;
- LinkedIn profile or biography;
- principal area of expertise; and
- other information relevant to evaluation.
Introductions and nominations are encouraged but are not guaranteed to result in acceptance, membership, appointment, leadership, or participation.
UWL may consider the quality, relevance, and resulting engagement of introductions, together with many other factors, when considering participation, appointments, advancement, opportunities, committees, publications, programs, and other institutional relationships.
All nominations remain subject to UWL review and discretion.
19. TERMINATION, CANCELLATION AND STAKEHOLDER COMMUNICATIONS
19.1 TERMINATION OR CANCELLATION
A Representative’s UWL relationship, membership, appointment, leadership status, or IC affiliation may end because of resignation, voluntary cancellation, UWL action, IC discontinuation, expiration, restructuring, or other circumstances permitted by these Terms.
19.2 MANDATORY NOTIFICATION BY REPRESENTATIVE
Upon termination, cancellation, suspension, discontinuation, or material change in the Representative’s UWL or IC relationship, whether initiated by UWL or the Representative, the Representative shall promptly notify relevant:
- IC Members;
- leaders;
- participants;
- stakeholders;
- partners;
- collaborators;
- sponsors or supporters, where appropriate; and
- other materially affected parties
of the change in status.
The communication shall be accurate and shall not state or imply continuing authority, appointment, leadership, affiliation, or authority to represent UWL where none exists.
19.3 UWL’S INDEPENDENT COMMUNICATION RIGHT
UWL independently reserves the right, but not the obligation, to notify any Member, participant, stakeholder, partner, governmental contact, institutional contact, sponsor, donor, supporter, collaborator, or other relevant party concerning:
- termination;
- cancellation;
- suspension;
- leadership change;
- status change;
- restructuring;
- discontinuation; or
- continuation of an IC under different leadership.
UWL may correct or clarify inaccurate or misleading representations regarding the Representative’s status or the IC.
19.4 CESSATION OF USE OF UWL IDENTITY
Upon termination or suspension, the Representative shall promptly discontinue unauthorized use of:
- UWL titles;
- IC leadership titles;
- UWL names and logos;
- UWL email identities;
- IC representations;
- institutional affiliations; and
- other indicia of continuing authority.
19.5 ACCRUED AND SURVIVING RIGHTS
Termination does not extinguish rights and obligations intended to survive, including:
- UWL Intellectual Property rights;
- IC Institutional Identity rights;
- accrued financial obligations;
- Protected Economic Interests;
- confidentiality;
- indemnification;
- anti-circumvention protections;
- applicable economic anti-dilution protections;
- accounting and information rights;
- further-assurance obligations;
- applicable reporting obligations;
- dispute-resolution provisions; and
- rights arising from qualifying activities, opportunities, enterprises, assets, or intellectual property developed during the relationship.
20. LEGAL PROVISIONS
20.1 GOVERNING LAW
These Terms shall be governed by the laws of the State of Florida, except where applicable law requires otherwise.
20.2 MEDIATION
Required mediation shall occur in Miami-Dade County, Florida, unless UWL and the applicable party agree otherwise in writing.
20.3 ARBITRATION
Where arbitration is required, proceedings shall be conducted under the applicable rules of the American Arbitration Association, unless otherwise agreed.
20.4 ENTIRE AGREEMENT
These Terms, incorporated Appendices and Schedules, applicable incorporated UWL policies, and applicable transaction-specific agreements constitute the agreement concerning the subjects they address.
20.5 SPECIFIC AGREEMENTS AND MOFICIATIONS
UWL may enter into a separate written agreement that modifies a provision for a specific Representative, IC, business, fund, transaction, or circumstance.
A different percentage, economic arrangement, or other modification shall be effective only where expressly agreed in writing by an authorized UWL representative.
A specific written modification supersedes these Terms only with respect to the matter expressly modified.
No waiver of a UWL right shall be inferred merely from silence, delay, informal discussions, or failure to exercise a right immediately.
20.6 SEVERABILITY
If any provision, sentence, clause, phrase, percentage, duration, territory, remedy, application, or portion of these Terms is held invalid, illegal, prohibited, or unenforceable by a court, arbitrator, regulator, or other tribunal in any jurisdiction, that determination affects only the specific portion and jurisdiction addressed. Every remaining provision and every lawful application of the affected provision remains in full force and effect. Where permitted, the affected portion shall be reformed and enforced to the maximum lawful extent; where reformation is unavailable, only the invalid portion shall be severed.
20.7 FURTHER ASSURANCES
Representatives shall execute and reasonably cause controlled entities to execute documents and take actions reasonably necessary to implement obligations and interests already established under these Terms.
20.8 SURVIVAL
Intellectual-property rights, indemnification, confidentiality, Protected Economic Interests, accrued financial rights, anti-circumvention obligations, applicable information/accounting rights, further-assurance duties, and dispute-resolution provisions survive termination to the extent applicable.
21. INCORPORATION OF APPENDICES AND SCHEDULES
Each Appendix and Schedule referenced in these Terms is incorporated into and constitutes an integral part of these Terms.
By accepting these Terms, the Representative agrees to all Appendices and Schedules whether or not the circumstances addressed by a particular Appendix or Schedule exist or are contemplated when the Representative accepts the Terms.
A provision addressing a future activity, business, transaction, fund, intellectual-property asset, or other circumstance becomes operative automatically when the applicable contractual conditions arise.
No additional acceptance is required for the fundamental rights and obligations established by these Terms.
A subsequent implementation agreement may clarify, document, perfect, or administer such rights but, unless expressly stated otherwise by UWL, shall not be a condition to their existence.
Failure or refusal to execute a requested supplemental or implementation agreement shall not extinguish, reduce, postpone, waive, or otherwise prejudice a UWL right or Protected Economic Interest already arising under these Terms.
22. ELECTRONIC ACCEPTANCE AND BINDING AGREEMENT
By submitting a proposal, application, membership registration, or other applicable submission through a UWL website or platform and selecting an option indicating agreement, the Representative acknowledges that the action constitutes legally binding electronic acceptance to the fullest extent permitted by law.
The Representative confirms that:
- the Representative has read and understood these Terms;
- the Representative has had the opportunity to seek independent legal, tax, financial, or other advice;
- the Representative has authority to accept the Terms; and
- electronic acceptance may be relied upon as evidence of agreement.
23. ELECTRONIC ACCEPTANCE AND SUBMISSION RECORDS
23.1 These Terms, including the Institutional Charter and General Terms, Appendix A, Schedule A-1, Schedule 1, the Additional Contract Provisions, and any applicable Submitted Proposal Record, form one integrated agreement. References to these Terms or this Agreement include all such components as if fully set out together in the main body.
23.2 For a Representative that has submitted or sponsored an Impact and Legacy Proposal or any other proposal, the “Submitted Proposal Record” includes and incorporates the complete proposal submitted through the UWL portal, as reflected in the automated confirmation email provided to the Representative, together with every proposal and every prior or revised version of any proposal submitted at any time before or with the current submission by or on behalf of the Representative to UWL or to any UWL leader, officer, employee, agent, or representative, whether delivered by email, fax, portal, mail, electronic transmission, or any other means. All such materials are incorporated whether or not they are reproduced, attached, summarized, or specifically identified in these Terms and include every entity, business, fund, venture, initiative, project, plan, activity, representation, and commitment proposed or described in them. No separate proposal appendix, physical attachment, or reproduction of those materials is required for them to form part of the Submitted Proposal Record or these Terms. This Section applies only where a proposal has been submitted or sponsored and does not imply that every Representative is a proposal submitter.
23.3 Every version within the Submitted Proposal Record shall be read together and applied cumulatively to the fullest extent reasonably possible. The deletion, omission, modification, or replacement of an item in a later proposal does not withdraw, cancel, limit, or supersede that item as stated in an earlier proposal unless UWL expressly agrees to the withdrawal or replacement in a separate writing signed by an authorized UWL representative. The Submitted Proposal Record describes contemplated activities and enterprises but does not authorize anything prohibited by these Terms, UWL policy, or applicable law.
23.4 If the Submitted Proposal Record or any other submission, communication, guideline, webpage, policy, or material conflicts with these Terms, the following order controls: first, this Section 23 and the Additional Contract Provisions, with a specific provision controlling a general provision; second, the Institutional Charter and General Terms, Appendix A, Schedule A-1, and Schedule 1; third, the Submitted Proposal Record; and fourth, other communications or materials. A later written implementation agreement signed by an authorized UWL representative controls only as to the specific matter it expressly modifies.
23.5 By selecting the required checkbox and submitting an applicable application, registration, nomination, proposal, request, or other engagement submission, or by completing another authorized acceptance action, the Representative confirms that the Representative has had access to, has read, understands, accepts, and agrees to be legally bound by every provision of these Terms, including the Institutional Charter and General Terms, Appendix A, Schedule A-1, Schedule 1, the Additional Contract Provisions, and any applicable Submitted Proposal Record. The acceptance action constitutes the Representative’s electronic signature and consent to conduct the transaction electronically. “Acceptance Date” means the date and time recorded by UWL’s portal or another authorized electronic system when the Representative completes the applicable acceptance action.
23.6 The Representative is specifically advised that these Terms include, when applicable, an actual grant and transfer of a nine percent (9%) Protected Economic Interest; a one percent (1%) payment obligation concerning certain capital or other funds where lawful; post-termination restrictions; mediation and arbitration provisions; Florida governing law; authority, disclosure, accounting, further-assurance, and anti-circumvention obligations; and provisions applying to current and future controlled entities and enterprises. This notice highlights material provisions but does not limit or replace their complete operative language.
23.7 These Terms are offered by and entered into solely with United World Leaders Society, Inc., a commercial for-profit entity. The nonprofit United World Leaders, the nonprofit Peace and Prosperity Foundation, Inc., and every other associated, affiliated, related, or commonly branded legal entity are separate and distinct and are not parties, obligors, guarantors, or assumed representatives under these Terms unless expressly identified for a specific right or obligation or made a party through a separate written agreement. A shared name, mission, leader, activity, resource, support purpose, or relationship does not merge any entity or transfer the debts, liabilities, duties, assets, or obligations of one entity to another. The complete separate-entity and relationship disclosure appears in the Additional Contract Provisions.
23.8 Electronic acceptance binds the Representative upon the applicable acceptance action and does not require a countersignature by UWL. UWL provides access to its applicable submission and engagement processes and may evaluate or act upon a submission or requested engagement in reliance on that acceptance. UWL retains sole discretion to approve, reject, condition, defer, or request changes to any application, registration, nomination, proposal, request, participation, role, or other engagement. No proposal, activity, title, membership, appointment, affiliation, authority, funding, or benefit becomes approved or effective merely because a submission was made or these Terms were accepted.
23.9 UWL Society may approve an engagement through an Initiative, Council, Community, membership category, program, event, project, advisory role, or other approved pathway. Every reference in these Terms to an Initiative, Council, Initiative or Council, or IC includes a UWL Society-approved Community and its leaders, members, participants, activities, opportunities, enterprises, intellectual property, funding, and economic relationships, unless the context clearly requires otherwise. Communities are subject to the same approval, governance, compliance, branding, reporting, authority, economic-interest, and other applicable requirements as Initiatives and Councils.
Applicability of Commerical Enterprise Provisions
UWL Initiatives and Councils are institutional and impact-oriented platforms and, except where UWL expressly provides otherwise in writing, are not vehicles through which Members independently operate businesses, investment funds, or other commercial enterprises.
Members may separately establish, own, participate in, or develop legally and operationally independent businesses, funds, intellectual-property ventures, and other commercial enterprises outside UWL and outside an IC. Where such an enterprise satisfies the nexus standards established in Appendix A, the Protected Economic Interest provisions of these Terms shall apply.
APPENDIX A
UWL-RELATED COMMERCIAL ENTERPRISES AND PROTECTED ECONOMIC INTEREST
A.1 PURPOSE
This Appendix addresses businesses, investment funds, intellectual-property ventures, and other commercial or revenue-generating enterprises that exist outside UWL and outside an IC.
It does not authorize an IC itself to conduct commercial activity.
IC Funding remains governed by Section 11.
A.2 IMPORTANT LIMITATION
UWL does not obtain an interest in every business owned or created by a Member merely because that person is associated with UWL.
This Appendix applies only when the applicable business, fund, asset, opportunity, or enterprise satisfies the UWL nexus described below.
A.3 UWL-RELATED COMMERICAL ENTERPRISE
A UWL-Related Commercial Enterprise is a business, fund, investment vehicle, commercial opportunity, intellectual-property asset or venture, product, service, or other revenue-generating enterprise satisfying either or both of the following tests:
a.3.1 council/initiative nexus
The enterprise is created, acquired, sponsored, launched, commercialized, materially developed, materially enhanced, or materially expanded by a Representative or Related Party and focuses upon, is substantially similar to, is connected with, complements, derives from, or commercially exploits the subject matter, activities, objectives, relationships, work, opportunities, solutions, technologies, or focus of an IC or other material UWL association.
Examples include, without limitation:
- a healthcare or longevity fund created by members of a Healthcare & Longevity Council;
- a healthcare technology business;
- a supplement or wellness business;
- a diet, nutrition, health or longevity consulting business;
- a healthcare clinic or services company;
- intellectual property, treatments, technologies, or products associated with the same or substantially connected focus; or
- another commercial enterprise materially related to opportunities or subject matter developed through the IC.
A 3.2 UWL BENEFIT NEXUS
An enterprise may also constitute a UWL-Related Commercial Enterprise even if its business focus differs from that of the applicable IC where the enterprise materially benefits, directly or indirectly, from the UWL ecosystem or platform.
Relevant benefits may include:
- UWL institutional standing;
- name;
- reputation;
- credibility;
- affiliation;
- relationships;
- Members;
- introductions;
- contacts;
- meetings;
- events;
- strategic access;
- information;
- opportunities;
- visibility;
- intellectual property;
- resources;
- platform;
- goodwill; or
- other benefits derived materially through UWL or a UWL-related relationship.
A.4 COVERED PERSONS AND STRUCTURES
The Appendix may apply where a qualifying enterprise is established, controlled, materially developed, sponsored, beneficially owned, or economically participated in directly or indirectly by:
- a Representative;
- Member;
- IC leader;
- entity controlled by such person;
- affiliated entity through which such person receives economic benefit;
- sponsor entity;
- management company;
- GP or managing-member entity;
- holding company;
- SPV;
- intellectual-property holding company;
- successor entity;
- nominee structure; or
- other substantially equivalent arrangement.
Application shall depend upon the economic and commercial substance of the arrangement rather than merely the names of the entities used.
a.5 nine percent (9%) protected interest
Unless UWL expressly agrees in writing to a different percentage or economic arrangement, a Designated UWL Entity shall be entitled to a nine percent (9%) Protected Economic Interest when a UWL-Related Commercial Enterprise is created, acquired, launched, materially developed, materially enhanced, or commercialized within the scope of this Appendix.
Where legally and structurally practicable, UWL’s interest shall be implemented as actual ownership, including equity, membership interests, partnership interests, profits interests, sponsor interests, GP interests, carried-interest rights, intellectual-property interests, or equivalent ownership or economic rights.
The intent is that the Designated UWL Entity receive the substantive economics attributable to a protected 9% ownership position.
A.6 PROTECTED ECONOMICS; NO ARTIFICIAL EXPENSE EROSION
UWL’s 9% economics shall be determined so that they cannot be materially or disproportionately reduced through discretionary or easily manipulated expenses or structural arrangements.
The calculation of protected economics may disregard or appropriately adjust for:
- excessive or discretionary owner compensation;
- principal payroll or bonuses used to divert ownership economics;
- distributions characterized as expenses;
- non-arm’s-length affiliate charges;
- related-party management or consulting fees;
- artificial overhead allocations;
- transfers below fair value;
- diversion of revenue to another controlled entity;
- preferential arrangements designed to strip economics from the entity in which UWL participates; or
- substantially equivalent methods of avoiding UWL’s participation.
Bona fide, reasonable, arm’s-length operating expenses may be recognized as appropriate.
The objective is not to prevent a business from paying legitimate expenses. The objective is to prevent UWL’s 9% economic ownership from being reduced through manipulable deductions or diversion of value.
A.7 ONE 9% ECONOMIC INTEREST – NO DOABLE RECOVERY
The Protected Economic Interest represents one protected 9% economic participation.
It is not intended to create a duplicative 9% + 9% + 9% claim against the same underlying proceeds.
If UWL receives 9% of protected management-fee economics or 9% of carried-interest economics, amounts representing those same underlying economics shall be appropriately credited against otherwise duplicative distributions attributable to UWL’s ownership.
However, genuinely separate economic proceeds shall not be offset merely because they arise from the same business.
a.8 INTELLECTUAL PROPERTY
The Protected Economic Interest may apply to qualifying intellectual property satisfying the nexus requirements of this Appendix.
Such intellectual property may include:
- inventions;
- legally protectable concepts or solutions;
- technologies;
- treatments;
- processes;
- methods;
- formulas;
- know-how;
- trade secrets;
- patents;
- patent applications;
- patents pending;
- copyrights;
- software;
- designs;
- databases;
- data rights;
- commercialization rights;
- licensing rights;
- royalty rights; and
- other intellectual-property or proprietary rights.
Where applicable, UWL’s 9% participation may extend to ownership of the qualifying IP itself and/or the economic rights arising from it, including:
- royalties;
- licensing income;
- milestone payments;
- commercialization proceeds;
- sale proceeds;
- assignments;
- sublicensing proceeds; and
- other monetization.
A party may not avoid an otherwise applicable UWL interest merely by placing IP into a separate holding or licensing company.
a.9 PRE-EXISTING BUSINESS AND INTELLECTUAL PROPERTY
A bona fide business, fund, or intellectual-property asset demonstrably existing independently before the relevant UWL relationship does not automatically become subject to the 9% Protected Economic Interest merely because its owner later joins UWL.
Representatives should disclose materially relevant pre-existing enterprises or intellectual property where reasonably necessary to avoid ambiguity.
If a pre-existing enterprise or IP asset is later materially developed, enhanced, expanded, commercialized, or economically benefited through the UWL nexus described in this Appendix, UWL’s rights concerning the UWL-related development, enhancement, economics, opportunity, or resulting enterprise shall be determined under this Appendix.
A.10 ANTI-CIRCUMVENTION
No Representative shall directly or indirectly structure, restructure, transfer, divert, allocate, relocate, rename, reorganize, or conduct a qualifying enterprise or its economics for the purpose or material effect of avoiding, reducing, or defeating UWL’s Protected Economic Interest.
This includes use of:
- affiliates;
- nominees;
- related entities;
- successor entities;
- alternative management companies;
- IP holding companies;
- alternative GP entities;
- carry vehicles;
- SPVs;
- parallel structures;
- asset transfers; or
- other structures having substantially equivalent economic effect.
Substance shall prevail over form.
a.11 anti-dilution and protection against economic inpairment
UWL’s Protected Economic Interest shall not be disproportionately diluted, subordinated, economically impaired, or circumvented through:
- insider securities issuances;
- affiliate issuances;
- artificially low valuations;
- preferential securities;
- non-arm’s-length transactions;
- restructurings;
- diversion of material assets;
- diversion of revenues;
- transfer of opportunities;
- successor structures;
- excessive related-party compensation; or
- similar transactions materially impairing UWL’s economic participation.
Bona fide third-party financing may result in legitimate proportionate dilution where similarly situated owners are treated on substantially equivalent economic terms, subject to any additional preemptive or participation rights agreed in an Implementation Agreement.
A.12 ISUCCESSOR AND AFFILIATED BUSINESSES
Where material business activities, economics, intellectual property, assets, opportunities, management rights, or revenues of a qualifying enterprise are continued, transferred, or reorganized through another entity or structure, the applicable UWL Protected Economic Interest shall continue with respect to the qualifying economics to the fullest extent contemplated by these Terms.
a.13 disclosure obligation
The Representative shall promptly disclose any proposed, contemplated, formed, acquired, launched, or materially developed enterprise that reasonably may constitute a UWL-Related Commercial Enterprise.
The Representative shall provide information reasonably necessary for UWL to evaluate the relationship.
Failure to disclose does not extinguish an otherwise applicable UWL interest.
a.14 Information, accounting and verification
Where a Protected Economic Interest exists, UWL or its Designated UWL Entity shall receive information reasonably necessary to understand, value, verify, administer, and protect its interest.
- organizational documents;
- capitalization tables;
- financial statements;
- distributions;
- ownership changes;
- material financings;
- related-party transactions;
- management-fee calculations;
- carry calculations;
- royalty and licensing statements;
- material asset transfers;
- valuation information; and
- reasonably necessary supporting records.
Reasonable inspection, audit, or independent verification procedures may be required.
A.15 actual issuance and further assurances
The Representative shall execute and, to the extent within the Representative’s control, cause applicable entities to execute documents and take actions reasonably required to evidence, issue, perfect, protect, and implement UWL’s Protected Economic Interest.
Where practicable, applicable ownership interests should be issued before substantial commercial exploitation of a UWL-related opportunity occurs.
a.16 Implementation agreements
UWL may require an Implementation Agreement addressing the detailed legal and economic mechanics of a qualifying enterprise.
Such an agreement may address:
- applicable entities;
- ownership instruments;
- capitalization;
- security classes;
- voting or non-voting status;
- distribution rights;
- tax distributions;
- reporting;
- valuation;
- transfer restrictions;
- preemptive rights;
- dilution;
- liquidity;
- accounting;
- audit rights; and
- other transaction-specific matters.
An Implementation Agreement ordinarily implements rights already created by these Terms rather than creating UWL’s underlying entitlement for the first time.
a.17 refusal to executive implementation agreement
The Protected Economic Interest, anti-circumvention obligations, applicable economic anti-dilution protections, disclosure obligations, accounting rights, and other substantive protections contained in these Terms do not depend upon the Representative voluntarily signing another agreement later.
Failure or refusal to execute documents reasonably required to implement existing obligations:
- does not extinguish or reduce UWL’s underlying rights;
- may constitute a material breach;
- may result in suspension or termination of leadership, membership, or affiliation; and
- does not eliminate UWL’s accrued economic interests.
a.18 transfer, assigment and monetization by uwl
Subject to applicable law and enforceable transaction-specific restrictions expressly accepted by UWL, a Designated UWL Entity may:
- retain;
- sell;
- assign;
- transfer;
- contribute;
- exchange;
- pledge;
- encumber;
- aggregate;
- syndicate;
- securitize;
- place into an investment or holding vehicle; or
- otherwise monetize
all or any part of its Protected Economic Interest.
UWL may aggregate interests in multiple businesses, funds, intellectual-property assets, or other holdings into one or more holding companies, investment vehicles, portfolios, or other structures.
Transfers among UWL-designated or controlled entities may be made without Representative approval except where applicable law or an express written agreement requires otherwise.
A.19 sale, asset transfer and other liquidity events
UWL’s Protected Economic Interest shall be appropriately recognized upon:
- sale;
- merger;
- recapitalization;
- refinancing;
- IPO;
- liquidation;
- partial disposition;
- change of control;
- sale of substantially all assets;
- sale of material intellectual property; or
- other substantially equivalent monetization event.
A qualifying enterprise may not transfer substantially all value elsewhere while leaving UWL holding an interest in an economically depleted entity for the purpose or material effect of defeating UWL’s rights.
a.20 no automatic endorsement of commercial enterprise
UWL’s economic or ownership participation in an outside enterprise does not automatically authorize the enterprise to describe itself as:
- “United World Leaders Society Fund”;
- “UWL Fund”;
- “UWL-backed”;
- “endorsed by United World Leaders Society”;
- “recommended by United World Leaders Society”; or
- similar language.
Commercial use of UWL’s name, logo, endorsement, institutional identity, or branding requires separate express written authorization.
a.21 Independent commercial management and liability
Outside commercial enterprises are independently operated and remain responsible for their:
- operations;
- management;
- employees;
- business decisions;
- investment decisions;
- securities offerings;
- investor relations;
- regulatory compliance;
- customer relationships;
- taxes;
- liabilities;
- disclosures; and
- legal obligations.
UWL’s ownership or economic participation does not by itself obligate UWL to:
- manage the enterprise;
- manage investments;
- act as an investment adviser;
- solicit securities;
- raise capital;
- introduce investors;
- guarantee investments;
- guarantee performance; or
- assume operating liabilities.
a.22 survival
Protected Economic Interests and associated rights concerning anti-circumvention, applicable anti-dilution, disclosure, information, accounting, transfer, implementation, enforcement, and monetization survive termination to the extent they relate to enterprises, opportunities, assets, IP, or economics to which UWL’s rights attached during the applicable relationship or contractual survival period.
SCHEDULE A-1
ADDITIONAL PROVISIONS FOR INVESTMENT FUNDS AND INVESTMENT-RELATED ENTERPRISES
a 1.1 application
This Schedule applies where the UWL-Related Commercial Enterprise consists of or includes:
- an investment fund;
- private fund;
- venture-capital fund;
- private-equity fund;
- hedge fund;
- real-estate or infrastructure fund;
- investment partnership;
- investment platform;
- sponsor;
- general partner;
- managing member;
- investment adviser;
- carry vehicle; or
- substantially similar investment enterprise.
a 1.2 sponsor, gp and management structure
The UWL Protected Economic Interest shall be implemented based upon the substantive economic structure of the fund business.
The applicable interest may therefore attach to one or more of:
- GP;
- carry entity;
- adviser;
- sponsor holding company;
- other entities receiving management, sponsor, GP, carry, or comparable economics.
The purpose is to provide UWL with a protected 9% economic ownership position in the relevant sponsor-level fund business.
Nothing requires UWL to contribute 9% of investor capital merely because the underlying investment vehicle is a fund.
a 1.3 protected management-fee economics
Unless UWL expressly agrees otherwise, the Designated UWL Entity shall be entitled to the economics corresponding to 9% of the applicable protected management-fee economics.
The protected base shall be determined before deductions for owner/principal payroll, discretionary owner compensation, owner bonuses, distributions disguised as expenses, artificial related-party charges, manipulable overhead allocations, or similar items capable of shifting the economics otherwise attributable to UWL’s ownership.
Legitimate arm’s-length third-party and operating expenses may be taken into account as appropriately defined.
The objective is that UWL receives the economics to which a protected 9% owner would be entitled before deductions capable of being easily manipulated by controlling owners.
a 1.4 carried interest
The Designated UWL Entity shall be entitled to 9% of the applicable sponsor/GP carried-interest economics, subject to the no-double-recovery provisions below.
The calculation shall occur after legitimate fund-level computations under governing fund documents but before improper diversion of sponsor-level carry through related-party payments, compensation structures, affiliates, or circumvention mechanisms.
a 1.5 no double counting of sponsor economics
Management-fee participation and carry participation are mechanisms for protecting and distributing the economics associated with UWL’s 9% ownership position.
UWL does not receive a duplicative 9% of the same management/carry proceeds again solely because it is also an owner of the Sponsor, Management Company, or GP.
Amounts received by UWL from protected management-fee economics and carried-interest economics shall be credited against distributions otherwise attributable to its ownership to the extent, and only to the extent, they represent the same underlying economic proceeds.
The intended result is:
UWL receives the full economics attributable to its protected 9% ownership position without deduction for improperly manipulable expenses, but does not receive the same economics twice.
a 1.6 fund families and related vehicles
Where the applicable UWL nexus continues, UWL’s Protected Economic Interest may extend to qualifying:
- successor funds;
- Fund II, Fund III, and subsequent funds;
- parallel funds;
- feeder vehicles;
- continuation funds or vehicles;
- co-investment vehicles;
- successor sponsors;
- successor managers;
- successor GP entities;
- carry vehicles; and
- substantially equivalent structures.
Changing an entity name or establishing a new GP, Manager, fund number, or related vehicle shall not itself eliminate UWL’s interest where the qualifying UWL-related commercial platform and economics substantially continue.
a 1.7 known or contemplated funds
Where a Representative informs UWL before or during IC approval that the Representative intends or reasonably expects to establish a related investment fund or fund platform, UWL may require a detailed Fund Implementation Agreement before:
- Formal Approval;
- activation of specified IC privileges;
- authorization to use UWL affiliation in connection with the contemplated commercial opportunity; or
- material commercial development using UWL-related opportunities.
The Representative remains subject to the same underlying Terms applicable to all other Members.
a 1.8 find complementation agreement
A Fund Implementation Agreement may address:
- Sponsor ownership;
- Management Company ownership;
- GP ownership;
- carry participation;
- carried-interest calculations;
- expense definitions;
- distribution waterfalls;
- voting/non-voting status;
- valuations;
- transfers;
- regulatory matters;
- disclosure obligations;
- information rights;
- tax matters; and
- other fund-specific provisions.
Unless UWL expressly agrees otherwise, refusal to sign such an agreement does not extinguish rights already arising under these Terms.
SCHEDULE 1
REQUIRED INSTITUTIONAL DISCLAIMER
Unless UWL expressly approves other language, applicable communications shall include substantially the following:
UWL Society exercises no operational control over and assumes no responsibility for the independently conducted activities of [Name of IC], except to the extent expressly established under applicable written agreements. The IC and its Representatives are not authorized to legally bind UWL Society or any of its representatives.
This disclaimer does not:
- diminish UWL’s institutional governance rights;
- alter ownership of IC Institutional Identity;
- alter UWL Intellectual Property rights;
- affect UWL’s administration of IC-related Funding; or
- diminish any Protected Economic Interest arising under Appendix A.
Additional Contract Provisions
The following provisions supplement Appendix A and apply to the Representative, every Covered Enterprise, and the complete Submitted Proposal Record incorporated under Section 23.2
Control Authority and Additional Controlling Parties
2.1 The Representative represents, warrants, and covenants that the Representative presently has, and will have when each future entity is formed, acquired, financed, launched, or used, the legal and beneficial control, ownership rights, corporate power, contractual authority, and required consents necessary to bind every applicable entity, business, fund, investment vehicle, sponsor, manager, general partner, carry vehicle, intellectual-property venture, holding company, special-purpose vehicle, or other enterprise subject to these Terms and to cause every grant, transfer, issuance, payment, disclosure, record entry, and other required performance. The Representative further represents that accepting and performing these Terms does not violate any organizational document, agreement, fiduciary duty, consent right, veto right, or legal restriction applicable to the Representative or any such enterprise.
2.2 If any partner, co-owner, investor, manager, director, officer, trustee, beneficiary, or other individual or entity has or later obtains shared control, a material ownership interest, or a consent or veto right relevant to performance of this Agreement, the Representative shall promptly provide UWL Society by email with that party’s full legal name, telephone number, email address, controlling or owned entity, ownership percentage if known, and nature of control. The Representative shall ensure that each such party signs this Agreement, an approved joinder, or a substantially similar agreement approved by UWL Society before the applicable enterprise is formed, launched, financed, acquired, receives material UWL-related support, or is materially developed. If the Representative learns of the other party’s rights later, the required signature must be obtained promptly and before further material activity.
2.3 The Representative remains bound and responsible for the Representative’s own representations, covenants, and obligations even if another party has control, refuses to sign, or is required to sign. The Representative shall not use another owner, partner, controller, nominee, affiliate, or structure to avoid or impair UWL Society’s rights. The authority representations in this Section are repeated when each Covered Enterprise is formed, acquired, financed, launched, materially developed, or first receives a material UWL-related benefit.
Covered Enterprises and Incorporated Proposal
3.1 Each business, fund, investment vehicle, sponsor, management company, general partner, carry vehicle, intellectual-property venture, holding company, special-purpose vehicle, or other commercial or revenue-generating enterprise named, referenced, described, proposed, contemplated, or reasonably necessary to implement any proposal or version within the Submitted Proposal Record is a Covered Enterprise subject to these Terms.
3.2 Covered Enterprises also include any future enterprise, successor, affiliate, parallel vehicle, feeder vehicle, continuation vehicle, replacement structure, renamed or reorganized entity, intellectual-property holding company, or other arrangement that satisfies the Council, Initiative, or Community nexus, UWL benefit nexus, anti-circumvention, successor, or related-enterprise provisions of Appendix A, whether or not it was specifically named in the Submitted Proposal Record when these Terms were accepted.
Present Grant and Transfer of Nine Percent Interest
4.1 For valuable consideration, the Representative hereby irrevocably grants, assigns, transfers, and conveys to UWL Society or a holding company, affiliate, subsidiary, special-purpose vehicle, or other entity designated in writing by UWL Society (the “Designated Holder”) a nine percent (9%) Protected Economic Interest in every Covered Enterprise and in the related sponsor-level, management, carried-interest, intellectual-property, licensing, royalty, profit, distribution, sale, and other economic rights, subject to the no-double-recovery principle in Appendix A.
4.2 For a Covered Enterprise existing on the Acceptance Date, the transfer is effective immediately to the fullest extent legally possible. For a Covered Enterprise formed or acquired later, this provision constitutes a present assignment of the future interest and an irrevocable obligation to issue and deliver the applicable ownership interest automatically upon formation or acquisition, without any further bargain, approval, or acceptance by the Representative.
4.3 The Representative shall cause each applicable entity to record the Designated Holder on its capitalization table, register, ledger, operating agreement, partnership agreement, or equivalent records promptly after formation and before material commercial activity. If immediate legal issuance is not possible, the Representative shall hold the applicable interest and proceeds in trust for the Designated Holder and complete the lawful equivalent structure that most closely preserves the intended economics.
4.4 The Representative shall execute and shall cause each controlled entity to execute all certificates, assignments, joinders, consents, amended organizational documents, capitalization records, tax forms, and other instruments reasonably requested to evidence, perfect, protect, or administer rights already granted under this Agreement. Failure to execute a later document does not extinguish or postpone those rights.
Non Voting Status and Economic Rights
5.1 Unless UWL Society elects otherwise in a signed writing where lawful, the interest issued to the Designated Holder shall be non-voting. If an issued security carries voting rights that cannot be removed, the Designated Holder assigns or delegates those voting rights back to the applicable Covered Enterprise or its designated voting holder for so long as doing so is lawful and does not impair the Designated Holder’s economic, information, inspection, protective, consent, transfer, or enforcement rights.
5.2 The non-voting arrangement does not reduce the Designated Holder’s 9% economic participation, distributions, proceeds, tax distributions, information and accounting rights, anti-circumvention protections, proportionate treatment in liquidity events, or rights necessary to prevent disproportionate dilution or economic impairment.
5.3 UWL Society and the Designated Holder do not assume management duties, fiduciary duties, operating obligations, investment-adviser responsibilities, capital-contribution obligations, or liabilities of a Covered Enterprise merely by holding the interest.
One Percent Global Capital Participation
6.1 UWL Society functions globally, and laws governing percentage-based payments vary by jurisdiction and transaction. Subject to Sections 6.4 and 6.5, in every jurisdiction and for every transaction in which the payment is lawful, the Representative and each applicable Covered Enterprise shall pay UWL Society or the Designated Holder an amount equal to one percent (1%) of the gross amount of capital or other funds: (a) raised, obtained, received, or committed for or through a Covered Enterprise; or (b) deployed or invested by a Covered Enterprise when it acts as an investor, sponsor, principal, allocator, or funding source.
6.2 The 1% amount is due at each closing, funding, receipt, or deployment and shall be paid within five (5) business days. If the same dollars are both raised and deployed in the same integrated transaction, they shall be counted once using the larger applicable base, unless the Parties expressly agree otherwise in writing. Separate rounds, closings, commitments, deployments, reinvestments, or transactions are separately measured.
6.3 The Representative shall provide closing statements, wire confirmations, capitalization records, subscription data, deployment records, and other information reasonably necessary to verify the calculation. The 1% amount is separate from the 9% Protected Economic Interest and from approved Initiative, Council, or Community administration fees, except that UWL Society may agree in writing to a credit to avoid unintended duplication. All amounts received under this Section shall be applied toward supporting UWL Society’s institutional efforts, including its efforts to advance social and economic prosperity and peace across the world and to support mission-aligned initiatives and impact.
6.4 The 1% capital-participation provisions are conditioned upon full compliance with all laws and regulations applicable in each relevant jurisdiction. UWL Society and any Designated Holder shall neither accept, earn, receive, retain, nor enforce a 1% amount, and no Representative or Covered Enterprise shall be required to pay it, to the extent the payment would be unlawful or would require a registration, license, qualification, exemption, approval, or regulatory status that the applicable recipient or actor does not hold, including status as a broker, dealer, finder, placement agent, investment adviser, investment company, commodity trading adviser, municipal adviser, fundraising professional, or other regulated person. This Agreement does not authorize any person or entity to solicit securities, effect or facilitate securities transactions, provide regulated investment or fundraising services, or perform any other regulated activity without every required authorization.
6.5 If the 1% capital-participation provisions are illegal, prohibited, or noncompliant as applied to any transaction, fund, activity, person, or jurisdiction, they are automatically null and void ab initio solely as to that prohibited application, no payment obligation arises or accrues for that prohibited application, and no substitute payment is implied. If only part of the payment is lawful, the 1% obligation applies only to the lawful portion. A restriction in one jurisdiction or transaction does not invalidate a lawful 1% obligation in another jurisdiction or transaction and does not affect the remaining Agreement, including the 9% Protected Economic Interest to the extent independently lawful.
6.6 A Representative or Covered Enterprise claiming that Section 6 is prohibited as applied shall promptly notify UWL Society in writing and provide reasonable supporting information identifying the relevant jurisdiction, transaction, and legal restriction. No party may rely on this Section to avoid a payment that is lawful, and no transaction may be routed, recharacterized, or divided primarily to evade an otherwise lawful 1% obligation.
Invitations Nominations and Authority
7.1 The Representative shall invite, nominate, recommend, sponsor, or introduce a prospective member, leader, advisor, organization, participant, or stakeholder only through the link, portal, form, email process, or other method then approved by UWL Society. UWL Society may require the proposed party to submit an application, consent, disclosure, due-diligence form, or other information and may separately require the Representative to submit an introduction, nomination, sponsorship, verification, or recommendation form for that party. The Representative and proposed party shall follow the policies, procedures, forms, and submission methods then established by UWL Society. No invitation, title, appointment, membership, participation, affiliation, or authority becomes effective unless UWL Society provides approval.
7.2 The Representative is not an agent, employee, partner, joint venturer, franchisee, fiduciary, or legal representative of UWL Society and has no authority to bind, obligate, commit, represent, contract for, incur liability for, raise funds for, or make warranties on behalf of UWL Society, United World Leaders, Peace and Prosperity Foundation, Inc., or any affiliated or designated entity.
Payment Default and Remedies
8.1 All amounts shall be paid when due without setoff, counterclaim, or deduction except as required by law. An overdue amount accrues interest at the lesser of one and one-half percent (1.5%) per month or the maximum lawful rate.
8.2 The Parties acknowledge that concealment, diversion, non-issuance, or nonpayment can cause losses that are difficult to determine. For a willful failure to disclose, issue, transfer, preserve, or pay an interest or amount due, the breaching party shall pay, as liquidated damages and not as a penalty, an additional amount equal to two times the unpaid or withheld amount or, for a withheld ownership interest, two times the fair value of that interest when damages are determined. This amount is in addition to delivery of the underlying interest or amount due, interest, and reasonable enforcement costs, but shall be reduced to the maximum enforceable amount and shall not create duplicative recovery for the same loss.
8.3 UWL Society may seek specific performance, constructive trust, accounting, injunctive relief, damages, recovery of distributions or proceeds, and reasonable attorneys’ fees and costs where permitted. Remedies are cumulative, subject to the rule against duplicative recovery.
Post Termination Restriction and Lawful Reformation
9.1 Each five-year post-termination restriction in this Agreement applies only to the maximum lawful duration, territory, activities, and scope. If a five-year restriction is invalid or unenforceable in a jurisdiction, it automatically becomes a two-year restriction in that jurisdiction. If two years is also invalid or unenforceable, the restriction shall be reformed to the longest shorter lawful period and the narrowest other changes necessary for enforcement, to the extent applicable law permits. If reformation is unavailable, only the prohibited portion is severed.
Separate Entity and Relationship Disclosure
10.1 United World Leaders Society, Inc. is a commercial for-profit entity and is not a nonprofit or charitable organization. United World Leaders is a separate nonprofit organization. Peace and Prosperity Foundation, Inc. is also a separate nonprofit organization, separately governed and under separate management from UWL Society and United World Leaders. UWL Society, United World Leaders, and Peace and Prosperity Foundation, Inc. are separate and distinct legal entities, each with its own legal identity, governance, management, decision-making, assets, liabilities, contracts, accounts, books and records, operations, and obligations.
10.2 UWL Society was created in part to support the initiatives and impact that the separate nonprofit United World Leaders seeks to create, including through lawful commercial activities, institutional services, collaboration, and financial or nonfinancial support approved by the applicable entity. Peace and Prosperity Foundation, Inc. was also created in part to support the initiatives and impact that United World Leaders seeks to create, subject to its own independent nonprofit governance, management, charitable purposes, approvals, and legal obligations. These mission-related support purposes do not merge any of the entities, create common ownership of their assets, make any entity an alter ego, agent, partner, joint venturer, or guarantor of another, or authorize any entity to bind another.
10.3 Any grant, contribution, sponsorship, service, shared resource, license, personnel arrangement, event collaboration, or other financial or nonfinancial support between or among UWL Society, United World Leaders, and Peace and Prosperity Foundation, Inc. must be separately reviewed and approved under each applicable entity’s governance and conflict-of-interest procedures, properly documented, conducted on terms consistent with applicable law and each nonprofit’s charitable purposes where applicable, and recorded in the books and records of each applicable entity. No funding, asset transfer, liability, or other support is automatic merely because the entities have related or aligned missions, overlapping leaders, collaborative activities, or a support relationship.
10.4 This Agreement is with UWL Society, not with the nonprofit United World Leaders or the nonprofit Peace and Prosperity Foundation, Inc., unless the applicable nonprofit separately signs a written agreement. No act, obligation, debt, representation, ownership interest, or liability of one entity is automatically an act, obligation, debt, representation, ownership interest, or liability of another.
10.5 The Representative acknowledges this entity and relationship disclosure and shall not state or imply that UWL Society, United World Leaders, and Peace and Prosperity Foundation, Inc. are the same entity or that any one of them automatically controls, owns, guarantees, represents, or assumes the obligations of another. Any actual or potential related-party conflict shall be addressed through each applicable entity’s independent approval, disclosure, recusal, documentation, and conflict-of-interest procedures.
Future Institutional Updates
11.1 UWL Society may update institutional policies, procedures, operational rules, forms, portals, diligence requirements, invitation methods, nomination processes, and participant-onboarding requirements as its platform evolves. The Representative shall periodically review the current Terms and Conditions at https://unitedworldleaders.org/proposal-terms/ and shall follow the current authorized procedures communicated by UWL Society. A future update applies prospectively after publication or other reasonable notice and the Representative’s continued participation, use of affiliation, or receipt of benefits, to the fullest extent permitted by law. No future online update may retroactively reduce a vested right, materially increase an existing economic obligation, or amend the version of these Terms previously accepted by the Representative unless the Representative separately assents in a legally sufficient manner.
Notices
12.1 Notices to the Representative shall be sent to the street address or email address submitted through the portal, included in the Submitted Proposal Record, or later designated by the Representative in writing. Notices to UWL Society shall be sent to 45 Rockefeller Plaza, Suite 2000, New York, New York 10111 and to any email address UWL Society designates in writing. Email notice is effective upon transmission absent a delivery failure; courier notice is effective upon delivery.
Governing Law Disputes and General Provisions
13.1 This Agreement is governed by the laws of the State of Florida, without regard to conflict-of-laws rules. Required mediation and any arbitration shall occur in Miami-Dade County, Florida, as further provided in Appendix A.
13.2 If any provision, sentence, clause, phrase, percentage, duration, territory, remedy, application, or portion of this Agreement is held invalid, illegal, prohibited, or unenforceable by any court, arbitrator, regulator, or other tribunal in any jurisdiction, the decision affects only the specific portion and jurisdiction addressed. All other provisions and lawful applications remain effective. The affected portion shall be reformed and enforced to the maximum lawful extent where permitted; if reformation is unavailable, only that portion is severed. No finding of invalidity concerning the 1% capital-participation provision, a post-termination restriction, or any other provision invalidates the 9% Protected Economic Interest or any other independently lawful right or obligation.
13.3 The Representative consents to conduct the applicable transaction or engagement electronically. Selecting the required acceptance checkbox and submitting an application, registration, nomination, proposal, request, or other engagement submission, or completing another authorized acceptance action, constitutes the Representative’s electronic signature, has the same force and effect as a handwritten signature, and creates a binding electronic record to the fullest extent permitted by law. UWL may rely on the applicable Terms version, submission contents, date and time, email account, internet protocol address, confirmation communications, and other portal or system records to establish acceptance and attribution.
13.4 These Terms shall be presented in a form that the Representative can print or save before accepting. The Representative is encouraged to retain the Terms, any automated submission or acceptance confirmation, and all submitted materials. UWL may retain and reproduce the accepted Terms, any Submitted Proposal Record, related confirmations, and acceptance records for evidentiary, compliance, operational, and enforcement purposes.
13.5 An additional controlling party, co-owner, or other required person may join and become bound by accepting the same Terms through an authorized UWL portal, signing an electronic or written joinder, or using another method approved by UWL. The Representative remains responsible for obtaining every acceptance, signature, consent, and authorization required under these Terms.
13.6 The Representative acknowledges having sufficient time and opportunity to review these Terms and consult independent legal, tax, financial, investment, and other professional advisers before acceptance. The Representative either has obtained such advice or has knowingly chosen not to do so, is not relying on UWL or its representatives for professional advice, and accepts these Terms knowingly, voluntarily, and without coercion or undue pressure.
Portal Acceptance
Required Checkbox Statement
I have accessed, read, and agree to the United World Leaders Society Membership Participation Leadership and Engagement Terms and Conditions. I understand that, when applicable, they include an actual grant and transfer of a nine percent (9%) Protected Economic Interest, a lawful one percent (1%) capital-participation payment, post-termination restrictions, mediation and arbitration provisions, and obligations applying to current and future controlled entities. I consent to electronic records and intend my selection of this checkbox and my applicable submission, participation, or other acceptance action to serve as my electronic signature for myself and every entity I am authorized to bind.
If the Representative does not agree to every provision of these Terms, the Representative must not select the acceptance checkbox, submit an application, registration, nomination, proposal, request, or other engagement submission, or continue with an engagement that requires acceptance of these Terms.