条款和条件
1. 介绍
Welcome to Present By Limited. These terms and conditions govern your use of our services, including but not limited to portfolio management, investment advisory, trading solutions, and educational resources. By accessing or using our services, you agree to comply with these terms. Please read them carefully.
2. Client Responsibilities
You agree to provide accurate and complete information about your financial situation, investment goals, and risk tolerance.
You are responsible for maintaining the confidentiality of your account information and login credentials.
You agree to notify us promptly of any unauthorized use of your account or any other security breach.
3. Services Offered
We offer portfolio management, market analysis, trading solutions, investment advisory, wealth planning, retirement solutions, education, and institutional services.
Our services are tailored to meet your individual needs and preferences, based on the information you provide and our assessment of your financial situation.
4. Investment Risks
Investing involves risks, including the potential loss of principal. Past performance is not indicative of future results.
You acknowledge and accept the risks associated with investing in financial markets and understand that market conditions can fluctuate unpredictably.
5. Fees and Charges
Details of our fees and charges are provided in our fee schedule or client agreement.
You agree to pay all applicable fees and charges associated with our services as outlined in our agreement.
6. Confidentiality and Privacy
We are committed to protecting your privacy and confidentiality. We adhere to strict confidentiality policies and safeguard your personal and financial information.
We may collect, use, and disclose your information as described in our privacy policy, which forms part of these terms and conditions.
7. Termination of Services
Either party may terminate our services by providing written notice in accordance with the terms specified in our client agreement.
Upon termination, you remain responsible for any fees or obligations incurred prior to the termination date.