Terms & Conditions
A clear understanding,
from the beginning.
Draft website terms. The advisory agreement will define the advisory relationship.
Requires adviser and legal/compliance approval before use.
Website information
General website information is educational and introductory. It is not a personalised investment recommendation.
Advisory relationship
Submitting an enquiry does not create an advisory relationship. Applicable onboarding, agreement, risk profiling and suitability steps must be completed.
Fees and cancellation
Actual services, charges, advance payments, refunds and termination terms must be clearly recorded in the approved client agreement.
External links
External resources operate under their own terms and policies. Verify that you are using the official platform.
Intellectual property and permitted use
Ownership and permitted use provisions are awaiting legal review.
Applicable law and disputes
Governing law, jurisdiction and applicable investor grievance mechanisms must be confirmed; these terms must not curtail statutory investor rights.