Safavi_financial_Firm

Safavi Financial Firm Terms of Service

Effective Date: August 2024

Welcome to Safavi Financial Firm. These Terms of Service (“Terms”) govern your access to and use of our website, products, and services. By accessing or using our website or services, you agree to comply with and be bound by these Terms. If you do not agree with these Terms, please do not use our services.

1. Acceptance of Terms

By accessing or using any part of our website or services, you agree to be bound by these Terms. If you are entering into these Terms on behalf of a company or other legal entity, you represent that you have the authority to bind such entity to these Terms.

2. Services Provided

Safavi Financial Firm offers a range of financial services, including but not limited to:

  • Wealth Management
  • Insurance Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Group Planning
  • Immigrant Financial Integration Services

The specific terms and conditions for each service may be governed by separate agreements in addition to these Terms.

3. Use of Our Website and Services

Eligibility: To use our services, you must be at least 18 years old and have the legal capacity to enter into a binding contract.

Account Registration: You may be required to create an account to access certain features of our services. You are responsible for maintaining the confidentiality of your account information and for all activities that occur under your account.

Prohibited Uses: You agree not to use our services for any unlawful purpose or in any way that could harm, disable, or impair our operations. Prohibited activities include but are not limited to:

  • Using our services to distribute malware or other harmful code
  • Engaging in any form of automated access, such as bots or scrapers, without our prior consent
  • Attempting to gain unauthorized access to our systems or other users’ accounts
  • Engaging in any activity that violates the intellectual property rights of others

4. Fees and Payment

Service Fees: Certain services provided by Safavi Financial Firm may be subject to fees. The applicable fees and payment terms will be disclosed to you prior to the provision of services.

Payment Terms: Payments for services are due upon receipt of the invoice unless otherwise agreed in writing. We accept payment via [insert payment methods, e.g., credit card, bank transfer].

Late Payments: Late payments may incur interest at a rate of  1.5% per month or the maximum rate allowed by law, whichever is lower. We reserve the right to suspend or terminate services if payments are not made timely.

5. Intellectual Property

Ownership: All content, features, and functionality on our website, including text, graphics, logos, and software, are the exclusive property of Safavi Financial Firm or its licensors and are protected by international copyright, trademark, patent, trade secret, and other intellectual property laws.

License: We grant you a limited, non-exclusive, non-transferable license to access and use our website and services for your personal or internal business use. This license is subject to these Terms and does not allow you to download, modify, or redistribute our content without our prior written consent.

6. Confidentiality

Client Information: We take the confidentiality of client information seriously. All non-public information you provide to us will be kept confidential and will not be disclosed to third parties except as necessary to provide our services or as required by law.

Non-Disclosure: You agree not to disclose any proprietary or confidential information obtained from Safavi Financial Firm during the course of our relationship without our prior written consent.

7. Disclaimers and Limitation of Liability

No Warranty: Our website and services are provided “as is” and “as available” without any warranties of any kind, either express or implied. Safavi Financial Firm does not warrant that our services will be uninterrupted, error-free, or secure.

Limitation of Liability: To the fullest extent permitted by law, Safavi Financial Firm shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to lost profits, loss of data, or loss of goodwill, arising out of or in connection with your use of our website or services.

8. Indemnification

You agree to indemnify, defend, and hold harmless Safavi Financial Firm and its affiliates, officers, directors, employees, and agents from any claims, liabilities, damages, and expenses, including reasonable attorneys’ fees, arising out of your use of our services, your breach of these Terms, or your violation of any rights of another.

9. Termination

Termination by You: You may terminate your account and discontinue your use of our services at any time by notifying us in writing.

Termination by Us: We reserve the right to suspend or terminate your access to our services at our sole discretion, without notice, for conduct that we believe violates these Terms or is harmful to other users or third parties.

10. Governing Law and Dispute Resolution

These Terms are governed by and construed in accordance with the laws of the Province of Ontario, Canada, without regard to its conflict of law principles.

Dispute Resolution: Any disputes arising out of or related to these Terms or our services shall be resolved through binding arbitration in Toronto, Ontario. The arbitration shall be conducted in English and in accordance with the rules of  the Canadian Arbitration Association.

11. Changes to These Terms

We may update these Terms from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any significant changes by posting the new Terms on our website and updating the effective date.

12. Contact Us

If you have any questions or concerns about these Terms or our services, please contact us at:

Safavi Financial Firm
(+1) 514-931-4242
info@safavifinancial.com