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Terms &

**1. Introduction**

1.1 [DG Financial], provides financial planning and advisory services. By engaging our services, you acknowledge and accept the following terms and disclaimers.

**2. No Guarantee of Results**

2.1 Financial planning involves uncertainties, and there can be no assurance that any particular investment strategy or financial plan will achieve its intended objectives. Past performance is not indicative of future results.

2.2 We make no guarantees or promises regarding investment outcomes, specific financial goals, or the success of any investment strategy. All recommendations and projections are for informational purposes only.

**3. No Fiduciary Relationship**

3.1 While we strive to act in your best interests, we are not your fiduciary unless explicitly stated in a separate agreement. Our role is to provide advice and recommendations based on the information you provide, but you are ultimately responsible for making financial decisions.

**4. Limited Liability**

4.1 We are not responsible for any financial losses or decisions made based on our advice, recommendations, or financial plans. You are solely responsible for your financial decisions and their consequences.

**5. Information Accuracy**

5.1 We rely on the accuracy and completeness of the information you provide. It is your responsibility to ensure that all information provided is truthful and up to date. We are not responsible for any consequences resulting from inaccurate or incomplete information.

**6. Regulatory Compliance**

6.1 Our services are subject to applicable laws and regulations in your jurisdiction. We make reasonable efforts to stay compliant, but it is your responsibility to ensure that our services and recommendations align with your local regulatory requirements.

**7. Third-Party Products and Services**

7.1 We may recommend third-party financial products or services, but we do not endorse or guarantee the performance of these products or services. You are responsible for conducting your own due diligence before engaging with third-party providers.

**8. Confidentiality**

8.1 We are committed to maintaining the confidentiality of your personal and financial information in accordance with applicable laws and regulations. However, we cannot guarantee the security of electronic communications.

**9. Amendments**

9.1 We reserve the right to amend this legal disclaimer at any time. Any changes will be communicated to you, and continued use of our services will constitute acceptance of the updated disclaimer.

**10. Contact Us**

10.1 For any questions or concerns regarding this legal disclaimer or our services, please contact us at [].

By engaging our financial planning services, you acknowledge that you have read, understood, and agreed to this legal disclaimer.



A legal disclaimer

**1. Introduction**

1.1 These Terms and Conditions ("Terms") govern the relationship between [DG Financial], a ("Company," "We," "Us," or "Our"), and you, the client ("Client," "You," or "Your"), concerning the financial planning services provided by the Company.

**2. Scope of Services**

2.1 The Company agrees to provide financial planning and advisory services to the Client as agreed upon in a separate engagement agreement or proposal.

**3. Client Responsibilities**

3.1 The Client agrees to provide accurate and complete information necessary for the provision of financial planning services.

3.2 The Client acknowledges that financial planning involves inherent risks, and the Company is not responsible for any investment losses or decisions made based on its recommendations.

**4. Compensation**

4.1 The Client agrees to pay the fees and charges as outlined in the separate engagement agreement or proposal.

**5. Confidentiality**

5.1 Both parties agree to maintain the confidentiality of all non-public information disclosed during the engagement, in accordance with applicable laws and regulations.

**6. Privacy Policy**

6.1 The Company's privacy policy, available on our website or upon request, outlines how personal information is collected, used, and protected.

**7. Termination**

7.1 Either party may terminate the engagement by providing written notice to the other party. Any fees or charges owed up to the date of termination shall be payable.

**8. Limitation of Liability**

8.1 The Company's liability for any claim arising from the engagement, including but not limited to negligence, shall be limited to the amount paid by the Client for the services provided.

**9. Governing Law**

9.1 These Terms shall be governed by and construed in accordance with the laws of [Your Jurisdiction].

**10. Dispute Resolution**

10.1 Any disputes arising from the engagement shall be resolved through arbitration or mediation in accordance with the rules of [Arbitration/Mediation Organization] in [Your Jurisdiction].

**11. Amendments**

11.1 The Company reserves the right to amend these Terms at any time, with notice to the Client. Continued use of the Company's services after any amendments shall constitute acceptance of the updated Terms.

**12. Entire Agreement**

12.1 These Terms, along with any separate engagement agreement or proposal, constitute the entire agreement between the parties and supersede any prior agreements or understandings, whether oral or written.

By engaging our financial planning services, you acknowledge that you have read, understood, and agreed to these Terms and Conditions.


Terms & Conditions - the basics

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