Terms and conditions
Last modified: November 15, 2024
Our services
Acceptance of Terms: These Terms and Conditions (“Terms”) govern your use of the financial planning and related services (“Services”) provided by Finanschell. By accessing or using my Services, you agree to comply with and be bound by these Terms.
Services: Finanschell provides comprehensive financial planning services, including but not limited to:
- Financial Planning: Personalized financial plans tailored to your specific needs and goals.
- Investment Advice: Guidance on investment strategies to help you grow your wealth.
- Retirement Planning: Strategies to secure your financial future.
- Estate Planning: Legal and financial planning for the transfer of assets.
- Tax Planning: Minimizing your tax liability.
Client Obligations:
- Accurate Information: You agree to provide accurate and complete information about your financial situation.
- Fees: You agree to pay all fees associated with the Services as outlined in our fee schedule.
- Confidentiality: You understand that all information shared with Finanschell will be kept confidential.
Obligations
Client obligations:
- Accurate Information: You agree to provide accurate and complete information about your financial situation.
- Fees: You agree to pay all fees associated with the Services as outlined in our fee schedule.
- Confidentiality: You understand that all information shared with Finanschell will be kept confidential
Company obligations:
- Professional Standards: Finanschell will adhere to all applicable laws, regulations, and industry standards in providing its services.
- Best Interests: I will act in your best interests at all times.
- Confidentiality: I will maintain the confidentiality of your personal and financial information.
Disclaimer
While I strive to provide accurate and reliable information, I cannot guarantee the relevance accuracy or completeness of the information provided on this site. The information provided is not intended as financial, legal, or tax advice. You should consult with a qualified professional for advice tailored to your specific situation.
Legal, disputes & termination
Governing Law: These Terms shall be governed by and construed in accordance with the laws of the Commonwealth of The Bahamas.
Dispute Resolution: Any dispute arising out of or in connection with these Terms shall be resolved via the mutually agreed alternate dispute resolution option.
Changes to Terms: Finanschell may update these Terms from time to time. It is your responsibility to review the Terms periodically. Your continued use of the Services after any changes to these Terms constitutes acceptance of those changes.
Termination Either party may terminate this agreement upon formal written notice at least sixty (60) days prior to elected termination date.
Contact information
If you have any questions or concerns about these Terms and Conditions, please Contact Us.
By using my Services, you agree to abide by these Terms and Conditions, as well as our Privacy Policy, which is incorporated herein by reference.