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UpperMark Assurance 
 UpperMark study packages are developed to provide 
comprehensive and effective study materials so that you pass your CAIA exams the 
first time. Thousands of CAIA candidates attest to this. 
However, we recognize that work or life commitments or the odd bad day may prevent 
you from taking a scheduled exam or may require you to retake your exam. Therefore, 
if you purchased a Suite study package and need to defer or retake your registered exam, we will provide you with extended 
access to our online study portal with curriculum updates. 
UpperMark Assurance provides qualifying retake and deferral clients extended access or a discount 
based on their purchase as indicated in the table below.  
|  PURCHASE | 
 DISPENSATION  | 
 PERIOD  | 
 
| Platinum Suite | 
Free access to the online study portal for same-Level exam as many times as needed. | 
Two years from exam period of purchase | 
 
| Suite, Premium Suite, or Diamond Suite | 
Free access to the online study portal for same-Level exam. | 
One additional exam | 
 
| TestBank and/or Complete Course Set | 
50% off full retail price of same product for same-Level exam. | 
No limit | 
 
 
Terms and Conditions for Qualifying Clients 
-  You must have registered for a CAIA exam, deferred or failed 
that exam, and registered for a same-level exam in a subsequent exam period. 
 
-  Email verification of your retake exam registration for the current exam period to 
info@uppermark.com, with the subject line 
"UpperMark Assurance". 
Eligible documentation includes a screenshot of your account history from the CAIA website
 that shows your registration is for a RETAKE exam, or shows both your past and current
 exam registrations for the same-level exam.   
 
 This offer applies only to the retail value of UpperMark™ products; does not include 
shipping, international duties, and/or customs or fees; and cannot be combined with 
any other UpperMark offers or discounts.
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