Terms and Conditions of Use

 

These Terms and Conditions (“Terms”) govern the use of the financial consulting services and website offered by [Your Company Name]. By accessing or using our services, you agree to comply with and be bound by these Terms.

 

1. Our Services

 

We offer personalized financial consulting and planning services. Our services include the analysis of financial data, strategic recommendations, and the development of action plans.

Limitation: You acknowledge that [Your Company Name] is a consulting firm and not a financial institution, asset manager, or brokerage. We do not directly manage your money or execute transactions or investments on your behalf. Our recommendations are based on the information you provide to us.

 

2. Responsibility and Disclaimer of Warranties

 

Financial consulting involves risk. We do not guarantee profits, specific financial outcomes, or the future performance of any investment or strategy. The success of any plan depends on your adherence to it and on market factors that are beyond our control.

 

3. Client Obligations

 

By using our services, you agree to:

  • Provide complete, accurate, and up-to-date financial information as requested by our consulting team.

  • Pay all agreed-upon service fees within the established deadlines.

  • Maintain the confidentiality of any passwords or access information we may provide.

 

4. Intellectual Property

 

All content on our website (text, graphics, logos) and consulting materials (reports, spreadsheets, presentations) are the property of [Your Company Name] and are protected by copyright laws. You may not reproduce, distribute, or use these materials for commercial purposes without our express written consent.

 

5. Confidentiality

 

We treat all your financial and personal information with the utmost confidentiality, as detailed in our Privacy Policy. You agree that we cannot be held responsible for data breaches that occur outside of our reasonable control (e.g., cyberattacks or third-party security failures).

 

6. Termination

 

We may terminate or suspend your access to our services immediately, without prior notice, in the event of a breach of these Terms or if your conduct is harmful to our company or other clients.

 

7. Governing Law

 

These Terms shall be governed by and construed in accordance with the laws of [Your Country/State/Primary Jurisdiction].

 

8. Changes to the Terms

 

We reserve the right to modify these Terms at any time. Any changes will become effective immediately upon posting on our website. It is your responsibility to periodically review this page to be aware of any modifications.

 

Questions?

 

If you have any questions about these Terms and Conditions, please contact us through our official email.