1.1 By accessing and utilizing the services provided by Innovacia Wealth Nexus ("the Company"), you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions. If you do not agree with any part of these terms, you may not use our services.
1.2 The Company reserves the right to modify, update, or revise these terms at its discretion. Clients will be notified of any changes, and continued use of our services implies acceptance of the updated terms.
2.1 The Company may provide personalized investment advice, financial planning, and related services based on the information provided by clients. Such advice is contingent on the accuracy and completeness of the information provided.
2.2 Clients acknowledge that all investments carry inherent risks, and the value of investments can fluctuate. Past performance is not indicative of future results. The Company does not guarantee the success or profitability of any investment decisions.
2.3 The Company may, at its discretion, use various investment strategies and vehicles to achieve client objectives. Clients should be aware that different strategies involve varying degrees of risk.
3.1 Clients are responsible for providing accurate and up-to-date information about their financial situation, investment goals, risk tolerance, and any changes in circumstances that may impact their investment strategy.
3.2 Clients acknowledge that the Company's advice is based on the information available at the time of analysis and may be subject to change. It is the client's responsibility to inform the Company promptly of any changes that may affect their investment strategy.
3.3 Clients are encouraged to perform their own due diligence and consult with their own legal, tax, and financial advisors before making any investment decisions based on the advice provided by the Company.
4.1 The Company is committed to maintaining the confidentiality and privacy of client information in accordance with applicable laws and regulations.
4.2 Clients acknowledge that, to provide effective services, the Company may need to disclose certain information to third parties, including but not limited to custodians, service providers, and regulatory authorities, as required by law.
4.3 The Company will take reasonable steps to ensure the security of client information and protect it from unauthorized access.
5.1 Clients agree to pay the fees for the services provided by the Company as outlined in the fee schedule. The fee schedule may include management fees, performance fees, and other charges as agreed upon.
5.2 The Company reserves the right to modify its fee schedule with prior notice to clients. Any changes will be communicated in writing, and clients will have the option to terminate the agreement if they do not agree with the updated fee structure.
5.3 Fees are generally calculated based on the value of assets under management (AUM) and are subject to periodic billing.
5.4 Clients agree to promptly settle all invoices and payments as specified by the Company.
6.1 Either party may terminate the services provided by the Company with written notice. The Company reserves the right to terminate services immediately under certain circumstances, including but not limited to non-payment of fees, violation of these terms, or material changes in the client's financial situation.
6.2 Upon termination, clients remain responsible for any fees or expenses incurred before the termination date.
6.3 In the event of termination, the Company will promptly return any remaining assets to the client, subject to any outstanding fees or obligations.
7.1 The Company is not liable for any losses, damages, or expenses incurred by clients, except in cases of willful misconduct or gross negligence.
7.2 The Company is not responsible for events beyond its control, including but not limited to market fluctuations, economic conditions, geopolitical events, natural disasters, or acts of terrorism.
7.3 Clients acknowledge the inherent risks associated with investing, and the Company shall not be held responsible for the performance of individual investments or overall market conditions.
8.1 These Terms and Conditions are governed by and construed in accordance with the laws of [Your Jurisdiction]. Any disputes arising out of these terms will be subject to the exclusive jurisdiction of the courts in [Your Jurisdiction].
8.2 Clients agree to engage in good faith efforts to resolve any disputes through mediation or arbitration before pursuing legal action.
9.1 The Company reserves the right to amend these Terms and Conditions at any time. Clients will be notified of any changes, and continued use of our services implies acceptance of the updated terms.
9.2 Clients are encouraged to review the terms regularly to stay informed about any changes that may affect their relationship with the Company.