Terms of Use

Consent to Conditions

This Service Agreement governs your utilization of our financial advisory offerings. By engaging our services, you acknowledge and accept these conditions. We urge you to review them thoroughly.

Accessing or utilizing our services signifies your agreement to be bound by this Service Agreement and our Data Protection Policy. Should you disagree with these terms, kindly refrain from using our services.

Scope of Services

We provide an array of financial advisory solutions, including but not limited to wealth management, investment guidance, and asset allocation strategies. Comprehensive details of our service offerings are available on our digital platform.

Client Profile

Certain services may necessitate the creation of a client profile. You commit to furnishing precise, up-to-date, and comprehensive information during the registration process and to maintain its accuracy. You bear responsibility for safeguarding your profile credentials and for all activities conducted under your profile.

Digital Platform Usage

You pledge to utilize our services exclusively for legitimate purposes and in compliance with this Service Agreement. You agree to abstain from:

1. Misrepresenting your identity or affiliations.

2. Participating in any fraudulent or misleading activities.

3. Employing the services in a manner that could impede, disrupt, negatively impact, or inhibit other users from fully benefiting from the services.

4. Introducing any malicious software, including viruses, trojans, or other harmful elements.

Charges and Remuneration

Select services may incur fees. All charges are non-refundable unless explicitly stated otherwise. You agree to provide current, complete, and accurate billing details. In the event of payment failure, we reserve the right to suspend your access to the services.

Intellectual Property Protections

All content, encompassing but not limited to text, graphics, logos, images, audio clips, digital downloads, data compilations, and software, is the property of our company or its content providers and is safeguarded by international copyright legislation. The compilation of all content on this platform is the exclusive property of our company and protected by international copyright laws.

User Obligations

You commit to using the digital platform solely for lawful purposes. You are prohibited from posting or transmitting any material that:

1. Is unlawful, harmful, threatening, abusive, harassing, defamatory, vulgar, obscene, sexually explicit, profane, hateful, or racially, ethnically, or otherwise objectionable.

2. Promotes conduct that would constitute a criminal offense, give rise to civil liability, or otherwise violate any law.

Proprietary Rights

All content and resources available on our digital platform and through our services, including but not limited to text, graphics, logos, and software, are the property of our company or its licensors and are protected by intellectual property laws. You are granted a limited, non-exclusive, non-transferable license to access and use the services for your personal or internal business purposes only.

Warranty Disclaimers

Our services are provided on an "as is" and "as available" basis. Our company makes no representations or warranties of any kind, express or implied, regarding the operation of our services or the information, content, or materials included therein. You expressly agree that your use of our services is at your sole risk.

Liability Constraints

Our company shall not be liable for any damages of any kind arising from the use of this platform, including, but not limited to, direct, indirect, incidental, punitive, and consequential damages.

Data Privacy

We prioritize your privacy and take the protection of your personal information seriously. Any data you provide to us will be handled in accordance with our Data Protection Policy.

Indemnity Clause

You agree to indemnify, defend, and hold harmless our company, its officers, directors, employees, agents, licensors, and suppliers from and against all losses, expenses, damages, and costs, including reasonable attorneys' fees, resulting from any violation of these terms or any activity related to your account (including negligent or wrongful conduct) by you or any other person accessing the platform using your Internet account.

External Resource Links

Our digital platform may contain links to third-party websites or services that are not owned or controlled by our company. We are not responsible for the content or practices of these third-party websites. By using our platform, you acknowledge and agree that our company is not responsible for any damages or losses caused by your use of these third-party websites. You agree to defend, indemnify, and hold harmless our company, its affiliates, and their respective officers, directors, employees, agents, service providers, licensors, and suppliers from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys' fees) arising out of or relating to your violation of this Service Agreement or your use of our services.

Service Termination

We reserve the right to terminate or suspend your access to our services, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Service Agreement.

Comprehensive Agreement

This Service Agreement constitutes the entire agreement between you and our company regarding the use of our services and supersedes any prior agreements or understandings, whether written or oral, relating to such use.

Data Protection Policy

Your use of the digital platform is also governed by our Data Protection Policy, which is incorporated by reference into this Service Agreement.

Contact Details

For any inquiries regarding this Service Agreement, please reach out to us at: [email protected].