Terms and Conditions
Investment Services
Our company provides investment advisory and portfolio management services to clients. We aim to offer personalized investment strategies based on each client's financial goals, risk tolerance, and investment objectives.
Client Responsibility
Clients are responsible for providing accurate and complete information about their financial situation, investment experience, and objectives. They should promptly notify us of any changes in their circumstances that may affect their investment strategies.
Confidentiality
We treat client information with utmost confidentiality and comply with all applicable privacy laws and regulations. Client information is only used for the purpose of providing investment services and is not shared with third parties without explicit consent, except where required by law.
Fees and Compensation
Our fees and compensation structure will be clearly communicated to clients. Fees may include management fees, performance-based fees, and other applicable charges. Clients are responsible for reviewing and understanding the fee structure before engaging our services.
Account Access and Trading
Clients may have online access to their investment accounts and receive regular reports on portfolio performance. Clients authorize us to execute trades on their behalf based on the agreed-upon investment strategies.
Governing Law and Jurisdiction
These terms and conditions are governed by the laws. Any disputes arising from the provision of investment services shall be subject to the exclusive jurisdiction of the courts.