Terms and Conditions
Last updated: February 2024
1. Service Agreement
By engaging our services, you agree to:
- Provide accurate and complete information
- Follow our investment recommendations responsibly
- Maintain confidentiality of our advice
- Pay agreed-upon fees for services rendered
2. Financial Advice Disclaimer
Understanding our service limitations:
- Advice is based on provided information
- Past performance doesn't guarantee future results
- Investment involves inherent risks
- Independent verification is recommended
3. Client Responsibilities
As our client, you must:
- Regularly review your investment portfolio
- Promptly inform us of any changes in circumstances
- Maintain required minimum account balances
- Comply with all applicable laws and regulations
4. Fee Structure
Our fee policy includes:
- Transparent pricing for all services
- Regular billing cycles
- Additional charges for special services
- Payment terms and conditions
5. Confidentiality
We maintain strict confidentiality regarding:
- Client personal information
- Investment strategies and portfolios
- Financial records and transactions
- Business relationships
6. Termination of Services
Service termination may occur due to:
- Written notice from either party
- Breach of agreement terms
- Non-payment of fees
- Regulatory requirements
7. Intellectual Property
Protection of our intellectual property:
- Proprietary investment strategies
- Research and analysis materials
- Marketing and educational content
- Brand assets and trademarks
8. Dispute Resolution
In case of disputes:
- Initial informal resolution attempt
- Mediation process
- Arbitration procedures
- Applicable jurisdiction and venue
9. Amendments
Terms may be modified:
- With prior notice to clients
- Due to regulatory changes
- For service improvements
- As required by law