Terms of Service
Terms of service and user agreement for AdvisorWiz platform.
Welcome to AdvisorWiz! These Terms and Conditions outline the rules and regulations for using our platform. By accessing or using AdvisorWiz, you agree to comply with these terms. If you do not agree with any part of these terms, please do not use our services.
1. Definitions
Platform
AdvisorWiz website, services, and tools
User
Any individual or entity using our platform
Consumer
Individuals seeking financial advice
Financial Advisor
Professionals offering advisory services
Services
All features and functionalities provided
2. Eligibility
Age Requirement
Users must be at least 18 years old to access our platform.
Advisor Requirements
Financial Advisors must be licensed, qualified, and compliant with applicable laws and regulations.
3. Services Provided
Connection Platform
We facilitate connections between consumers and advisors
No Direct Advice
We don't provide financial advice or investment services
Consultation Booking
Schedule free or paid consultations through our platform
4. User Responsibilities
CFor Consumers
- • Financial decisions are your sole responsibility
- • We don't guarantee investment outcomes or success
- • Conduct due diligence on advisor recommendations
AFor Financial Advisors
- • Provide accurate qualification information
- • Comply with legal and ethical standards
- • Take responsibility for advice given to clients
5. Payments & Subscriptions
For Financial Advisors
- • Subscription required for platform access
- • Fees are generally non-refundable
- • We reserve the right to modify pricing
Account Management
- • Accounts may be cancelled for violations
- • Cancel anytime from account settings
- • Access continues until end of billing period
6. Disclaimers & Limitations
Important Disclaimers
- • We don't endorse or guarantee advisor services
- • Platform uptime is not guaranteed
- • Liability is limited to subscription fees paid
7. Governing Law
Canadian Jurisdiction
Ontario, Canada
These Terms & Conditions are governed by the laws of Canada. Any legal disputes shall be resolved in the courts of Ontario, Canada.
8. Contact Us
For any questions regarding these Terms & Conditions, please contact us:
By using AdvisorWiz, you acknowledge and agree to these terms. Thank you for being part of our community!