Terms and Conditions

Terms and Conditions

Welcome to Arbis Wealth! By engaging with our services, you agree to the following terms and conditions. Please read them carefully.

General Information

Arbis Wealth provides a wide range of financial planning services to help individuals meet their financial goals. We are committed to delivering effective and personalized services tailored to your needs.

Services Provided

We offer a variety of financial planning services, including:

Client Responsibilities

  • Accurate Information: Clients must provide accurate and complete information to help us deliver effective financial strategies.
  • Payment for Services: Timely payment is required to ensure continuity of services.
  • Approval of Plans: Clients are expected to review and approve financial plans, strategies, and other deliverables in a timely manner.

Project Timeline

We strive to meet all agreed timelines. However, timelines may be adjusted based on client feedback, material availability, or other factors. Any changes will be communicated promptly.

Confidentiality

We respect the confidentiality of client data. Your personal and financial information will not be shared with third parties unless required by law.

Payment Terms

Payments for our services must be made according to the terms outlined in your agreement. Non-payment may result in service suspension or termination.

Liability

While we aim to provide quality financial planning services, we are not liable for any losses or damages arising from decisions made based on the information provided.

Termination of Services

Either party can terminate the agreement by providing written notice. Clients will be required to pay for services rendered up to the point of termination.

Amendments

We reserve the right to update these Terms and Conditions from time to time. Clients will be notified of any significant changes. It is the client’s responsibility to review these terms periodically.

Governing Law

These Terms and Conditions are governed by the laws of [Jurisdiction]. Any disputes will be resolved in the competent courts of 

By engaging with our services, you acknowledge and accept these Terms and Conditions. If you have any questions, please contact us.