Terms & Conditions
01. Acceptance of Terms
By accessing our services, you agree to be bound by these Terms and Conditions, our Privacy Policy, and any applicable advisory agreements. If you do not agree with any provision, you must discontinue use of our services immediately. Your continued engagement constitutes ongoing acceptance of all stated terms.
02. Service Description
Wealth Fusion Finance provides registered investment advisory, wealth management, financial planning, and related services. Specific offerings, minimums, and deliverables are detailed in individual advisory agreements. We do not provide legal or tax advice and recommend consulting qualified professionals for such matters.
03. Eligibility Requirements
Services are available to individuals and entities meeting minimum investment thresholds and suitability standards. Clients must be of legal age, possess requisite authority, and accurately represent their financial situation. We reserve the right to decline or terminate engagements based on regulatory, compliance, or risk criteria.
04. Account Responsibilities
Client must maintain accurate account information, safeguard credentials, and promptly report unauthorized access or suspicious activity. You are responsible for all activities under your account. Multi-factor authentication is mandatory for all transactional activities and platform access without exception.
05. Fees and Billing
Advisory fees are calculated quarterly in advance based on assets under management, with rates specified in your advisory agreement. Fees are automatically deducted from custodied accounts unless alternative arrangements are made. Late payments may incur charges of 1.5% monthly and may result in service suspension.
06. Investment Risk Disclosure
All investments involve risk including possible loss of principal. Past performance does not guarantee future results. We do not promise specific returns. Clients should carefully review offering documents, prospectuses, and risk disclosures before making investment decisions. Diversification does not ensure profit or guarantee against loss.
07. Intellectual Property
All content, software, trademarks, and proprietary methodologies remain the exclusive property of Wealth Fusion Finance. Clients receive a limited, non-transferable license to access and use materials for personal financial purposes. Unauthorized reproduction, distribution, or commercial use of any content is strictly prohibited.
08. Limitation of Liability
To the maximum extent permitted by law, Wealth Fusion Finance shall not be liable for indirect, incidental, consequential, or punitive damages. Aggregate liability is limited to fees paid in the preceding twelve months. This limitation does not apply to damages caused by gross negligence, willful misconduct, or regulatory violations.
09. Termination
Either party may terminate services with thirty days written notice. Upon termination, we will assist with account transfers, provide final performance reports, and settle outstanding fees. Surviving provisions include confidentiality, liability limitations, and indemnification obligations as stated in advisory agreements.
10. Governing Law
These Terms and Conditions shall be governed by and interpreted in accordance with the applicable laws and regulations of the jurisdiction in which our services are provided. Any disputes arising from the use of our website or services will be addressed through appropriate legal procedures in accordance with applicable laws.