Terms of Service
The legal framework for using this site and our services.
Last updated: October 15, 2026
1. Definitions
1.1 "Cook Direct Trade" refers to Cook Direct Trade, a registered Exempt Market Dealer operating from 379 Gilmour Street, Ottawa, Ontario K2P 1Y2, OSC Registration No. EMD-2010-4827.
1.2 "Services" refers to all direct investment advisory, due diligence, portfolio management, and related services offered by Cook Direct Trade.
1.3 "Website" refers to cdqtrade.com and all associated subdomains.
1.4 "User" refers to any individual or entity accessing the Website.
2. Acceptance of Terms
2.1 By accessing the Website, you agree to be bound by these Terms of Service.
2.2 If you do not agree, discontinue use immediately.
3. Nature of Services
3.1 Cook Direct Trade provides direct investment advisory services to accredited investors as defined under National Instrument 45-106 — Prospectus Exemptions.
3.2 Information on this Website does not constitute an offer to sell or a solicitation to buy any security.
3.3 All investment opportunities are offered exclusively through proper documentation (offering memoranda, subscription agreements) provided to qualified individuals.
4. No Guarantee of Returns
4.1 Past performance is not indicative of future results.
4.2 Investing in private markets involves risk, including the possible loss of principal.
4.3 Historical returns, metrics, and case studies referenced on this Website reflect specific past outcomes and do not guarantee comparable future results.
5. Accredited Investor Requirement
5.1 Advisory services are available only to individuals or entities meeting the accredited investor definition under applicable Canadian securities legislation.
5.2 Cook Direct Trade reserves the right to verify accredited investor status before engagement.
6. Intellectual Property
6.1 All content, including research, analysis, methodologies, and proprietary frameworks, is the property of Cook Direct Trade.
6.2 No content may be reproduced, distributed, transmitted, cached, or otherwise used without the prior written consent of Cook Direct Trade.
7. Limitation of Liability
7.1 Cook Direct Trade shall not be liable for investment losses arising from client decisions.
7.2 Maximum aggregate liability shall not exceed fees paid by the claimant in the 12-month period preceding the claim.
8. Privacy
8.1 Collection and use of personal data is governed by our Privacy Policy.
9. Regulatory Compliance
9.1 Cook Direct Trade is registered with the Ontario Securities Commission as an Exempt Market Dealer, Registration No. EMD-2010-4827.
9.2 All services are subject to KYC and AML compliance under Canadian securities regulation.
9.3 Form 13F institutional holdings disclosures are filed as required by applicable regulatory authorities.
10. Governing Law
10.1 These Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein.
11. Amendments
11.1 Cook Direct Trade reserves the right to amend these Terms at any time.
11.2 Material amendments will be communicated via email to active clients. Continued use of the Website after amendments constitutes acceptance of the revised Terms.
12. Contact
12.1 Questions regarding these Terms may be directed to contact@cdqtrade.com or (213) 384-6272.
12.2 Cook Direct Trade, 379 Gilmour Street, Ottawa, Ontario K2P 1Y2.
Important Disclosures
Past performance is not indicative of future results. All investment returns referenced on this site are historical and do not guarantee future performance.
Investing involves risk, including the possible loss of principal. Direct investments in private markets are illiquid and may result in partial or total loss of capital.
Cook Direct Trade is registered as an Exempt Market Dealer with the Ontario Securities Commission (OSC), Registration No. EMD-2010-4827. Member of the Mutual Fund Dealers Association of Canada (MFDA), Member No. 7493. FINRA broker-dealer cross-border advisory reference No. BD-2014-0312. SEC-registered investment adviser under Form ADV, File No. 801-79431. All advisory services subject to KYC and AML compliance programs under Canadian securities regulation.