Términos y Condiciones
Aviso legal
Daniel Barrera offers talks and workshops to STEM enthusiasts, empowering them to apply their scientific mindset in conjunction with soft skills to life in general and to investments specifically so that they can enjoy a more fulfilling life.
Terms and Conditions
In the financial consultancy field, Terms and Conditions (‘T&C’) play a crucial role in defining the legal framework governing the relationship between financial consultants and their clients. These T&C are tailored to address the specific needs and nature of financial consultancy services provided. They provide the necessary legal protection and guidelines for both the consultant and the clients, ensuring a transparent and secure business interaction.
Key Inclusions in Financial Consultancy Terms and Conditions
Typically, the Terms and Conditions in financial consultancy cover aspects such as the scope of services offered, fee structure, confidentiality of client information, disclaimers, and the consultant’s right to modify services in the future. It also addresses matters related to conflicts of interest, regulatory compliance, and the termination of the consultancy agreement. For detailed insights, refer to our article on Crafting Effective Terms and Conditions for Financial Consultancy.