FindInvestPartners. Terms of Use Agreement

Last Updated: July 2024

 


1. Description of Our Services

FindInvestPartners (“we,” “us,” or “our”) is an intermediary that connects users with licensed financial advisors and service providers. We operate the website at www.findinvestpartners.com (the “Website”) and one or more mobile applications (the “App” and, together with the Website, the “Dashboard”).

Our services (the “Services”) include matching users with financial advisors based on information provided through the Dashboard. If you elect to proceed, we facilitate introductory meetings or calls with these advisors. Certain support related to the Services may be provided outside the Dashboard.

Important: FindInvestPartners does not provide investment, financial, legal, or tax advice. All advisory services are provided exclusively by the licensed financial advisors with whom we connect you.


2. Agreement and Acceptance of Terms

These Terms of Use (together with any exhibits, disclosures, addendums, or amendments, as amended from time to time, the “Agreement”) govern your use of the Dashboard and Services.

By accessing or using the Dashboard or Services, you agree that:

  • You have read and understand these Terms;
  • You are legally capable of entering into binding agreements;
  • You will comply with all provisions of this Agreement;
  • You accept that any disputes will be resolved through binding arbitration (see Section 18).

If you do not agree to these Terms, you may not use the Dashboard or Services.


3. Disclaimers

By using the Services, you acknowledge and agree:

  • Investment outcomes or financial results from third-party advisors cannot be guaranteed;
  • All investments involve risk, including potential loss of principal;
  • Financial information provided via the Dashboard is general and should not be construed as advice;
  • You should consult a licensed advisor before making financial or investment decisions.

4. User Accounts

To use certain features, you may need to create an account (“Account”). You agree to:

  • Provide accurate, complete, and current information;
  • Maintain the confidentiality of your login credentials;
  • Notify us immediately of any unauthorized access;
  • Be responsible for all activity under your Account.

5. Electronic Communications

By registering for the Dashboard, you consent to receive communications electronically. Electronic communications are considered “in writing” and effective upon posting or sending. You are responsible for providing accurate contact information and retaining copies for your records.


6. Cost of Services

Use of the Dashboard and basic Services is free. Additional services provided by licensed advisors may involve fees, which are disclosed by the advisors directly. FindInvestPartners may receive referral or marketing compensation from these advisors.


7. Data and Technical Integrity

While we aim to provide accurate and timely information:

  • We rely on data from third-party providers and cannot guarantee accuracy or timeliness;
  • Technical issues may occur that affect service performance;
  • You should verify critical information directly with the relevant advisor or institution.

8. Acceptable Use

You agree not to:

  • Use the Services for unlawful purposes;
  • Share login credentials or access accounts of others;
  • Reverse engineer, decompile, or interfere with software;
  • Use bots, scrapers, or automated systems without written consent;
  • Upload viruses, malware, or harmful code;
  • Resell or commercially exploit the Dashboard or Services.

9. Confidentiality and Feedback

Any feedback you provide becomes FindInvestPartners’ confidential information. You agree not to disclose confidential information without prior written consent.


10. Third-Party Services

Use of third-party websites, software, or advisors is governed by their terms and privacy policies. FindInvestPartners is not responsible for content, policies, or performance of third parties.


11. Intellectual Property

All content, software, logos, and materials on the Dashboard are owned or licensed by FindInvestPartners and protected by intellectual property laws. You may use the Dashboard solely for personal, non-commercial purposes.


12. Disclaimer of Liability

The Dashboard and Services are provided “as is” and “as available.” FindInvestPartners makes no warranties of any kind. Use of the Services is at your own risk. We are not liable for any direct, indirect, incidental, or consequential damages, including those resulting from third-party advisors or services.


13. Limitation of Liability

To the maximum extent permitted by law, FindInvestPartners’ liability to you shall not exceed $100 USD. We are not liable for lost profits, goodwill, data, or other intangible losses arising from your use of the Dashboard or Services.


14. Termination

We may suspend or terminate your access at any time. You may terminate by closing your Account. Termination does not affect obligations or liabilities incurred prior to termination.


15. Governing Law and Venue

These Terms are governed by the laws of the jurisdiction in which FindInvestPartners operates, without regard to conflict-of-law rules.


16. Arbitration

Any dispute arising from these Terms or the Services will be resolved by binding arbitration. Arbitration is final and binding, and you waive your right to a jury trial or class action.


17. Copyright and Trademark

All Dashboard content is copyrighted or trademarked by FindInvestPartners or its licensors. Unauthorized use, reproduction, or distribution is prohibited.


18. Changes to Terms

We may update these Terms at any time. Continued use of the Services constitutes acceptance of any changes.


19. Indemnification

You agree to indemnify and hold FindInvestPartners harmless from claims, damages, or expenses arising from:

  • Your use of the Dashboard or Services;
  • Your violation of these Terms;
  • Your interactions with third-party advisors.

20. Not a Legal or Tax Advisor

FindInvestPartners does not provide legal, tax, or investment advice. You should consult a qualified professional before making financial or legal decisions.


21. Waiver and Severability

If any provision is found invalid or unenforceable, other provisions remain in effect.


22. Section Headings

Section headings are for convenience and do not affect interpretation.


23. English Language Controls

English language definitions and interpretations govern. Any translations are for convenience only.


24. Entire Agreement

This Agreement, along with the Privacy Policy and any referenced documents, represents the full understanding between you and FindInvestPartners regarding the Services.


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