Terms and Conditions of Service
Understanding the terms of our service relationship is paramount at Adviset Capital Partners. These terms and conditions establish the legal framework for your use of our website and engagement with our comprehensive financial services, ensuring clarity, transparency, and protection for all parties involved.
Welcome to Adviset Capital Partners. By accessing or using our Toronto-based website and engaging with any of our financial advisory, investment management, or wealth planning services, you signify your unreserved agreement to comply with and be bound by the following terms and conditions of service. These terms apply to all visitors, users, and others who access or use the Service.
Scope and Acceptance
These terms comprehensively cover both your usage of the Adviset Capital Partners website (adviset.sbs) and the professional financial services we render. Your continued use of the website or initiation of service engagement constitutes your full and unequivocal acceptance of these terms. If you disagree with any part of the terms, please do not use our website or services.
Updates and Modifications
Adviset Capital Partners reserves the right, at our sole discretion, to update, change, or replace any part of these Terms and Conditions by posting updates and changes to our website. It is your responsibility to check our website periodically for changes. Your continued use of or access to our website or services following the posting of any changes to these Terms and Conditions constitutes acceptance of those changes.
Contact for Clarification
Should you have any questions or require clarification regarding any aspect of these terms and conditions, please do not hesitate to contact our dedicated team. We are committed to ensuring our clients feel fully informed and confident in their partnership with Adviset Capital Partners. Reach us at [email protected] or call us at +1 416-555-0188.
Website Use and Intellectual Property
Our website serves as a valuable resource designed to inform and educate. To maintain the integrity and security of our digital presence, specific guidelines govern its use and the protection of our intellectual assets.
Permitted and Prohibited Uses
The content provided on this website, including articles, market insights, and service descriptions, is for general informational purposes only. You are permitted to view, download for caching purposes only, and print pages from the website for your own personal and non-commercial use. Any unauthorized use, including but not limited to reproduction, distribution, display, or transmission of any content for commercial purposes, is strictly prohibited.
Prohibited activities include: systematic retrieval of data, attempting to gain unauthorized access to our systems, interfering with website functionality, or using the website for any unlawful purpose.
Intellectual Property Rights
All content on this site, including text, graphics, logos, icons, images, audio clips, digital downloads, data compilations, and software, is the exclusive property of Adviset Capital Partners or its content suppliers and is protected by Canadian and international copyright laws. The compilation of all content on this site is the exclusive property of Adviset Capital Partners.
The trademarks, service marks, graphics, and logos used in connection with the website are trademarks or registered trademarks of Adviset Capital Partners or third-party licensors. You are granted no right or license concerning any of these trademarks or intellectual property.
Third-Party Links and Disclaimers
Our website may contain links to third-party websites or services that are not owned or controlled by Adviset Capital Partners. We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party websites or services. You further acknowledge and agree that Adviset Capital Partners shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of or reliance on any such content, goods, or services available on or through any such websites or services. We strongly advise you to read the terms and conditions and privacy policies of any third-party websites or services that you visit.
Financial Services Terms and Conditions
When you choose Adviset Capital Partners for your financial journey, you engage with a rigorous framework designed to protect your interests while defining mutual responsibilities.
Investment Advisory and Wealth Management
Adviset Capital Partners provides investment advisory and wealth management services based on a discretionary or non-discretionary model, as outlined in your specific client agreement. All recommendations are tailored to your stated financial goals, risk tolerance, and investment horizon. Performance results historical or projected, are not guarantees of future returns.
Client Responsibilities
Clients are responsible for providing accurate and complete financial information, promptly updating Adviset Capital Partners of any material changes to their financial situation or investment objectives, and reviewing all statements and communications received from us or third-party custodians in a timely manner. Your active participation is key to a successful partnership.
Fee Structure and Payments
Our fee structure for financial services is clearly detailed in your Letter of Engagement or client agreement. Fees are typically asset-based, flat, or hourly, and transparency is a cornerstone of our practice. Payment terms and invoicing schedules will be outlined prior to commencement of services.
Limitation of Liability and Termination
Adviset Capital Partners exercises due diligence and professional care in performing our services. However, we are not liable for market fluctuations or economic downturns. Our liability is limited as specified in your client agreement. Either party may terminate the advisory relationship, subject to the notice periods and final account settlement procedures outlined in the agreement.
Legal Jurisdiction and Dispute Resolution
Establishing clear legal parameters and dispute resolution mechanisms reinforces the trustworthiness and professionalism that Adviset Capital Partners embodies.
Governing Law and Jurisdiction
These Terms and Conditions and any separate agreements whereby we provide you Services shall be governed by and construed in accordance with the laws of the Province of Ontario, Canada, without regard to its conflict of law provisions. You irrevocably agree that the courts of Toronto, Ontario, Canada, shall have exclusive jurisdiction to settle any dispute which may arise out of or in connection with these Terms and Conditions or the provision of services.
Unless prohibited by applicable law, all claims, controversies, and disputes between you and Adviset Capital Partners arising out of or relating to these Terms or the services provided hereunder shall be resolved exclusively by binding arbitration in Toronto, Ontario, in accordance with the rules of the Canadian Arbitration Association.
Regulatory Oversight and Complaints
Adviset Capital Partners is registered and operates under the regulatory framework of the applicable Canadian and Ontario financial authorities. We adhere to stringent compliance standards. For any concerns or complaints regarding our services, we encourage you to follow our formal complaint procedures, designed to address issues promptly and fairly. Details of this process are available upon request.
Have questions about our terms or services?
Contact Us for ClarificationOur team is ready to provide the detailed explanations you need.