Terms of Use
By accessing this website (“Site”) and the products, services, information, tools, and material contained or described herein, you agree to the following terms of use, including the waiver of warranty and liability.
This Site is the website of Confidencce Wealth. If you do not agree to these Terms of Use, you must not proceed further. For the purposes of these Terms of Use:
- “Confidencce Wealth” refers to the platform and its services.
- “Site” refers to www.confidenccewealth.com.
- “Local Site” refers to any other page or website made available by entities associated with Confidencce Wealth.
- “You”, “your”, and “yours” refer to the person(s) accessing the Site or any Local Site.
- “We”, “us”, and “our” refer to Confidencce Wealth and its associated entities.
This Site is not intended for distribution or use in jurisdictions where such distribution or use would be contrary to applicable law or regulation or subject Confidencce Wealth to any registration or licensing requirement. The Site should not be considered as an invitation to engage in financial activities or an offer to buy or sell any securities or other instruments.
About Confidencce Wealth
Confidencce Wealth connects clients with financial professionals and provides information about their services. The Site serves as a gateway to specific business units and associated companies.
Ownership of Site, Trademarks, and Copyrights
All contents on the Site are under copyright to Confidencce Wealth and/or its subsidiaries. Reproduction, distribution, or modification of this material requires the express written consent of Confidencce Wealth.
Local Sites
Use of any Local Site shall be governed by both these Terms of Use and the terms of the Local Site. Where conflicts arise, the terms of the Local Site shall prevail.
Restrictions on Offer and Solicitation
Nothing on this Site constitutes an offer or solicitation to buy or sell any products or services. Users should seek independent financial advice before making investment decisions based on the information contained herein.
Disclaimers and Cautionary Statement Regarding Forward-Looking Information
All opinions and estimates on this Site are for informational purposes and do not constitute investment, legal, tax, or accounting advice. Confidencce Wealth makes no representation as to the accuracy or completeness of this information and reserves the right to modify it without notice.
Risk Considerations
Investing entails risks, including possible loss of principal. Past performance is not indicative of future results. Certain investments are subject to high volatility and may not be readily realizable.
Data Protection and Privacy
Refer to our Cookie Policy for information on how Confidencce Wealth uses cookies.
Changes
Content and information on the Site may change at any time without notice. Terms of Use may also be updated without prior notice.
No Warranty and No Liability
The information on this Site is provided “as is”. Confidencce Wealth disclaims all warranties and does not guarantee the accuracy, timeliness, or completeness of the Site. We exclude any liability for damages arising from the use of this Site.
Links to Other Websites
Confidencce Wealth is not responsible for the content of any external websites linked from this Site. Use of such links is at your own risk.
Disclaimer
Confidencce Wealth is not a financial service provider. We do not offer financial advice or manage investments. Our platform is designed to connect individuals with experienced financial professionals who provide these services. All financial planning, wealth management, tax optimization, and other advisory services are conducted by the independent professionals within our network. Clients should perform their own due diligence before engaging with any advisor. Confidencce Wealth is not responsible for any actions taken based on the advice provided by the connected professionals.
Governing Law
These Terms of Use are governed by the laws of Luxembourg, and the courts of Luxembourg will have exclusive jurisdiction over any disputes.
Disclaimer
When you provide your contact information through our site, Confidencce Wealth will introduce you to a vetted financial professional qualified to offer advice on various finance topics. Each professional has entered into an agreement with Confidencce Wealth, paying a combination of fees, including a flat monthly membership fee and fees for client referrals.
The fees paid by professionals to Confidencce Wealth are irrespective of whether you become their client. However, all professionals available through Confidencce Wealth participate in the program by paying fees, which vary based on factors like investable assets and household income.
It is your responsibility to interview the professional and decide whether to hire them. If you choose to hire a professional, you will enter into an agreement directly with that professional. Confidencce Wealth is not affiliated with the professionals, nor does it provide investment advice or act on behalf of a professional. Confidencce Wealth and its affiliates do not offer investment advice or recommendations regarding the selection or retention of any professional.
No investment advisory agreement with a professional will become effective until accepted by that professional. Confidencce Wealth does not warrant any services of any professional and makes no claim or promise of any result or success by retaining a professional. Your use of Confidencce Wealth, including the decision to retain a professional’s services, is at your sole discretion and risk. Any services rendered by a professional are solely that of the professional. Each professional has signed a Referral Arrangement Agreement, agreeing to certain general conduct principles. However, Confidencce Wealth does not monitor or control the investment services provided by the professionals.
Confidencce Wealth is not a financial service provider. We do not offer financial advice or manage investments. Our platform is designed to connect individuals with experienced financial professionals who provide these services. All financial planning, wealth management, tax optimization, and other advisory services are conducted by the independent professionals within our network. Clients should perform their own due diligence before engaging with any advisor. Confidencce Wealth is not responsible for any actions taken based on the advice provided by the connected professionals.
