Terms and Conditions
Welcome to Elysium Wealth Advisors
Thank you for choosing Elysium Wealth Advisors for your wealth management and financial planning needs. These Terms and Conditions govern the use of our services and the relationship between you and Elysium Wealth Advisors. By engaging our services, you agree to be bound by these terms.
1. Services Provided
Elysium Wealth Advisors offers a range of financial services, including but not limited to:
- Wealth Management
- Financial Planning
- Portfolio Management
- Tax Planning
- Estate Planning
- Insurance Solutions
We strive to provide personalized and expert advice tailored to your financial goals and circumstances.
2. Engagement and Agreement
2.1 Engagement
Our services are engaged through a formal agreement between you and Elysium Wealth Advisors. This agreement outlines the scope of services, fees, and other relevant terms.
2.2 Initial Consultation
We offer an initial consultation to assess your financial situation and discuss potential services. This consultation does not create a binding agreement.
2.3 Contract Formation
A contract is formed once you accept our proposal in writing. The contract will detail the specific services to be provided, the fees, and any other relevant terms.
3. Fees and Payments
3.1 Fees
Our fees are outlined in the agreement and may include:
- Initial consultation fees
- Ongoing service fees
- Performance-based fees (if applicable)
3.2 Payment Terms
Payments are due as specified in the agreement. Late payments may incur interest at a rate of 2% per annum.
3.3 Invoicing
Invoices will be issued for services rendered. Payment is due within 30 days of the invoice date.
4. Client Responsibilities
4.1 Accuracy of Information
You agree to provide accurate and complete information necessary for us to provide our services. Any inaccuracies may affect the quality and reliability of our advice.
4.2 Timely Responses
You agree to respond promptly to our requests for information or clarification to ensure timely delivery of services.
4.3 Compliance with Laws
You agree to comply with all applicable laws and regulations in your jurisdiction.
5. Confidentiality and Data Protection
5.1 Confidentiality
We are committed to maintaining the confidentiality of your personal and financial information. We will not disclose your information to third parties except as necessary to provide our services or as required by law.
5.2 Data Protection
We adhere to strict data protection standards to safeguard your information. Our Privacy Policy, which is incorporated into these Terms and Conditions, outlines our data handling practices.
6. Limitation of Liability
6.1 Liability
Our liability for any loss or damage arising from our services is limited to the fees paid for the specific service in question. We are not liable for indirect or consequential losses unless caused by our gross negligence or willful misconduct.
6.2 Indemnification
You agree to indemnify and hold us harmless from any claims, losses, or expenses arising from your breach of these Terms and Conditions or any applicable laws.
7. Termination
7.1 Termination by Either Party
Either party may terminate the agreement upon 60 days’ written notice. Termination will not affect any outstanding fees or obligations.
7.2 Early Termination
Early termination may be subject to additional fees as outlined in the agreement.
8. Intellectual Property
8.1 Ownership
All intellectual property rights in any materials provided by us remain our property. You are granted a limited license to use these materials for the purpose of receiving our services.
8.2 Confidentiality of Materials
You agree to maintain the confidentiality of any proprietary materials provided by us and not to disclose them to third parties.
9. Dispute Resolution
9.1 Mediation
Any disputes arising from these Terms and Conditions will be resolved through mediation. If mediation fails, the dispute may be referred to arbitration or litigation as agreed by both parties.
9.2 Governing Law
These Terms and Conditions are governed by the laws of the European Union. Any legal proceedings will be conducted in the courts of the member state where the client resides, unless otherwise agreed by both parties.
10. Miscellaneous
10.1 Entire Agreement
These Terms and Conditions constitute the entire agreement between you and Elysium Wealth Advisors and supersede any prior agreements or understandings.
10.2 Amendments
We reserve the right to amend these Terms and Conditions at any time. Any changes will be communicated to you in writing.
10.3 Waiver
Failure to enforce any provision of these Terms and Conditions does not constitute a waiver of that provision.
10.4 Severability
If any part of these Terms and Conditions is found to be invalid or unenforceable, the remaining provisions will continue to be valid and enforceable.
Last Updated
These Terms and Conditions were last updated on February 20, 2025.
Contact Information
For any inquiries or concerns regarding these Terms and Conditions, please contact us at:
Elysium Wealth Advisors
Contact Email: gary@elysiumwealthadvisors.com
Administration Office: Avenir 6, Barcelona 08006, Spain
