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Below is the sample “Terms and Conditions” template for
Glasson Private Wealth
.
Please note that this sample is provided for general informational purposes only and does not constitute legal advice.
It is strongly recommended that you have a qualified attorney review and customize this document to ensure it meets your specific needs, complies with applicable laws and regulations, and accurately reflects your business practices.
Glasson Private Wealth – Terms and ConditionsLast Updated: January 31, 20251. Acceptance of Terms
By accessing and using the Glasson Private Wealth website (the “Site”), you agree to be bound by these Terms and Conditions (“Terms”), including any additional guidelines or rules that may be posted on the Site from time to time. If you do not agree with these Terms, please do not use the Site.
2. Financial Advisory Disclaimer
Not Investment Advice: The content on this Site is provided for informational purposes only and is not intended to serve as, nor should it be construed as, personalized investment or financial advice. You should not rely solely on this information for any financial decision-making.Consult a Professional: Always consult with a qualified financial advisor, tax advisor, or legal professional before making any financial or investment decisions.No Client-Advisor Relationship: Use of this Site does not create a client-advisor relationship between you and Glasson Private Wealth or any of its representatives.
3. Use of the Site
Eligibility: You must be at least 18 years old or of legal age in your jurisdiction to use this Site.Permitted Use: You agree to use the Site only for lawful purposes and in a manner that does not infringe the rights of, restrict, or inhibit anyone else’s use and enjoyment of the Site.Prohibited Conduct: You agree not to engage in any activity that interferes with or disrupts the functioning of the Site, including transmitting any harmful or malicious code or content.
4. Intellectual Property Rights
All content, design, logos, graphics, and written materials on this Site are the intellectual property of Glasson Private Wealth or its licensors, unless otherwise stated. You are granted a limited, non-exclusive, non-transferable license to access and use the Site for your personal, non-commercial use, provided you do not modify, reproduce, distribute, or create derivative works based on the Site’s content.
5. Third-Party Links and Content
The Site may contain links to third-party websites or resources. These links are provided for your convenience only.Glasson Private Wealth does not control, endorse, or assume responsibility for the content, products, or services on any third-party sites.Your use of any third-party websites is at your own risk and subject to the terms and conditions of those sites.
6. Disclaimers and Limitation of Liability
General Disclaimer: The information provided on the Site is provided “as is” without warranties of any kind, either express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, or non-infringement.No Guarantee of Accuracy: While we strive to provide accurate and timely information, Glasson Private Wealth does not guarantee that the information on the Site is complete, accurate, or current.Limitation of Liability: In no event shall Glasson Private Wealth, its directors, employees, affiliates, or agents be liable for any direct, indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, whether incurred directly or indirectly, or any loss of data, use, goodwill, or other intangible losses resulting from (a) your access to or use of or inability to access or use the Site; (b) any conduct or content of any third party on the Site; or (c) unauthorized access, use, or alteration of your transmissions or content.
7. Indemnification
You agree to indemnify, defend, and hold harmless Glasson Private Wealth, its affiliates, officers, directors, employees, and agents from and against any and all claims, liabilities, damages, losses, or expenses (including reasonable attorneys’ fees) arising out of or in any way connected with your access to or use of the Site, your violation of these Terms, or your infringement of any rights of another.
8. Modifications to the Terms
Glasson Private Wealth reserves the right to update or modify these Terms at any time without prior notice.Your continued use of the Site after any changes constitutes your acceptance of the revised Terms.It is your responsibility to review these Terms periodically.
9. Termination
Glasson Private Wealth may terminate or suspend your access to the Site immediately, without prior notice or liability, if you breach any of these Terms or for any other reason.Upon termination, your right to use the Site will immediately cease.