Terms and Conditions
Last Updated:
Nov 20, 2024
Welcome to PlanEdge Consultancy! By using our services, you agree to the terms and conditions outlined below. Please read these carefully to ensure transparency and mutual understanding.
Service Agreement
PlanEdge Consultancy provides financial advisory services tailored to individual and business needs.
Our recommendations are based on the information provided by the client; therefore, the accuracy and completeness of that information are critical.
All services will be delivered as per the agreed scope and timelines outlined in the client agreement.
Confidentiality and Data Protection
All client information is handled with the utmost confidentiality and in compliance with applicable data protection laws.
Your personal and financial information will not be shared with third parties without prior written consent unless required by law.
For more details on how we handle your data, please refer to our Privacy Policy.
Advisory Limitations and Risk Disclosure
Our financial advice is based on current market conditions and should not be considered as a guarantee of specific outcomes.
Financial markets are subject to risks and fluctuations, and clients should be prepared for potential variations in results.
PlanEdge Consultancy is not responsible for decisions made by the client based on our advice without prior consultation.
Fees and Payment Terms
Service fees are clearly outlined in the client agreement and must be paid according to the specified terms and conditions.
Payments are typically non-refundable unless explicitly stated otherwise.
Late payments may result in additional charges or suspension of services.
Termination of Services
Either party may terminate the service agreement with a 30-day written notice.
Upon termination, clients are required to settle any outstanding fees within 14 days.
In the case of incomplete services at the time of termination, a prorated fee will be applied.
Liability Disclaimer
PlanEdge Consultancy will not be held liable for any loss or damages resulting from market risks, inaccurate information provided by the client, or external factors beyond our control.
It is the client’s responsibility to seek additional legal, accounting, or other professional advice if necessary for the action.
Use of Website and Resources
Clients accessing resources, tools, or calculators on our website agree to use them at their own discretion and risk.
PlanEdge Consultancy does not guarantee the accuracy or applicability of such resources for specific circumstances.
Dispute Resolution
Any disputes arising from our services shall be resolved amicably. If a resolution cannot be reached, disputes will be subject to the governing laws of the jurisdiction in which we operates.
Clients agree to first attempt mediation before pursuing legal action.
Contact Us
If you have any questions about this Privacy Policy, please contact us at:
Email: info@planedge.com
Phone: +(555) 123-4567
Address: 2345 Onk Drive, Los Angeles, California 90001
By continuing to use our website, you acknowledge and agree to the terms and conditions.
Welcome to PlanEdge Consultancy! By using our services, you agree to the terms and conditions outlined below. Please read these carefully to ensure transparency and mutual understanding.
Service Agreement
PlanEdge Consultancy provides financial advisory services tailored to individual and business needs.
Our recommendations are based on the information provided by the client; therefore, the accuracy and completeness of that information are critical.
All services will be delivered as per the agreed scope and timelines outlined in the client agreement.
Confidentiality and Data Protection
All client information is handled with the utmost confidentiality and in compliance with applicable data protection laws.
Your personal and financial information will not be shared with third parties without prior written consent unless required by law.
For more details on how we handle your data, please refer to our Privacy Policy.
Advisory Limitations and Risk Disclosure
Our financial advice is based on current market conditions and should not be considered as a guarantee of specific outcomes.
Financial markets are subject to risks and fluctuations, and clients should be prepared for potential variations in results.
PlanEdge Consultancy is not responsible for decisions made by the client based on our advice without prior consultation.
Fees and Payment Terms
Service fees are clearly outlined in the client agreement and must be paid according to the specified terms and conditions.
Payments are typically non-refundable unless explicitly stated otherwise.
Late payments may result in additional charges or suspension of services.
Termination of Services
Either party may terminate the service agreement with a 30-day written notice.
Upon termination, clients are required to settle any outstanding fees within 14 days.
In the case of incomplete services at the time of termination, a prorated fee will be applied.
Liability Disclaimer
PlanEdge Consultancy will not be held liable for any loss or damages resulting from market risks, inaccurate information provided by the client, or external factors beyond our control.
It is the client’s responsibility to seek additional legal, accounting, or other professional advice if necessary for the action.
Use of Website and Resources
Clients accessing resources, tools, or calculators on our website agree to use them at their own discretion and risk.
PlanEdge Consultancy does not guarantee the accuracy or applicability of such resources for specific circumstances.
Dispute Resolution
Any disputes arising from our services shall be resolved amicably. If a resolution cannot be reached, disputes will be subject to the governing laws of the jurisdiction in which we operates.
Clients agree to first attempt mediation before pursuing legal action.
Contact Us
If you have any questions about this Privacy Policy, please contact us at:
Email: info@planedge.com
Phone: +(555) 123-4567
Address: 2345 Onk Drive, Los Angeles, California 90001
By continuing to use our website, you acknowledge and agree to the terms and conditions.
Welcome to PlanEdge Consultancy! By using our services, you agree to the terms and conditions outlined below. Please read these carefully to ensure transparency and mutual understanding.
Service Agreement
PlanEdge Consultancy provides financial advisory services tailored to individual and business needs.
Our recommendations are based on the information provided by the client; therefore, the accuracy and completeness of that information are critical.
All services will be delivered as per the agreed scope and timelines outlined in the client agreement.
Confidentiality and Data Protection
All client information is handled with the utmost confidentiality and in compliance with applicable data protection laws.
Your personal and financial information will not be shared with third parties without prior written consent unless required by law.
For more details on how we handle your data, please refer to our Privacy Policy.
Advisory Limitations and Risk Disclosure
Our financial advice is based on current market conditions and should not be considered as a guarantee of specific outcomes.
Financial markets are subject to risks and fluctuations, and clients should be prepared for potential variations in results.
PlanEdge Consultancy is not responsible for decisions made by the client based on our advice without prior consultation.
Fees and Payment Terms
Service fees are clearly outlined in the client agreement and must be paid according to the specified terms and conditions.
Payments are typically non-refundable unless explicitly stated otherwise.
Late payments may result in additional charges or suspension of services.
Termination of Services
Either party may terminate the service agreement with a 30-day written notice.
Upon termination, clients are required to settle any outstanding fees within 14 days.
In the case of incomplete services at the time of termination, a prorated fee will be applied.
Liability Disclaimer
PlanEdge Consultancy will not be held liable for any loss or damages resulting from market risks, inaccurate information provided by the client, or external factors beyond our control.
It is the client’s responsibility to seek additional legal, accounting, or other professional advice if necessary for the action.
Use of Website and Resources
Clients accessing resources, tools, or calculators on our website agree to use them at their own discretion and risk.
PlanEdge Consultancy does not guarantee the accuracy or applicability of such resources for specific circumstances.
Dispute Resolution
Any disputes arising from our services shall be resolved amicably. If a resolution cannot be reached, disputes will be subject to the governing laws of the jurisdiction in which we operates.
Clients agree to first attempt mediation before pursuing legal action.
Contact Us
If you have any questions about this Privacy Policy, please contact us at:
Email: info@planedge.com
Phone: +(555) 123-4567
Address: 2345 Onk Drive, Los Angeles, California 90001
By continuing to use our website, you acknowledge and agree to the terms and conditions.