Terms and Conditions

Introduction

Welcome to Fidelity Matters Consulting. By accessing or using our website, services, and any related content, you agree to comply with and be bound by the following terms and conditions. Please read this page carefully. If you do not agree to these terms, you must refrain from using our website and services. These Terms and Conditions govern the use of our website, services, and any transactions or interactions with Fidelity Matters Consulting.

1. Services

Fidelity Matters Consulting offers operational and administrative support services to financial advisers, planners, and wealth management firms. Our services include, but are not limited to, performance review reports, invoice creation, compliance document preparation, and other financial services tailored to your needs.

By using our services, you agree to provide accurate, complete, and up-to-date information as required for the provision of services.

2. Use of Website

Personal Use: The content and materials provided on our website are for personal, non-commercial use only. You agree not to reproduce, modify, distribute, or create derivative works based on the website or its content without express written permission from Fidelity Matters Consulting.

Prohibited Activities: You agree not to engage in any activity that:

• o Violates any law, regulation, or third-party right.
• o Interferes with or disrupts the website, services, or any networks connected to the website.
• o Involves the transmission of any malicious code or harmful material.

3. Intellectual Property

All content, including but not limited to logos, text, graphics, and website design, are the property of Fidelity Matters Consulting or its content suppliers and are protected by copyright, trademark, and other intellectual property laws. You may not use any part of the website’s content without prior written consent from Fidelity Matters Consulting.

4. Payment and Fees

Charges: Certain services provided by Fidelity Matters Consulting may require payment. All fees will be outlined in the specific service agreement or contract.

Invoice and Payment Terms: Invoices will be issued for the services rendered. Payments must be made promptly as per the agreed terms. If a payment is overdue, we reserve the right to suspend or terminate services until payment is received.

5. Privacy and Data Protection

At Fidelity Matters Consulting, we value your privacy and are committed to protecting your personal information. Our Privacy Policy, which outlines how we collect, use, and protect your data, is incorporated into these Terms and Conditions by reference. By using our services, you agree to the terms outlined in our Privacy Policy and consent to the collection, use, and sharing of your information as described.

6. Third-Party Links

Our website may contain links to third-party websites or resources for your convenience. These links do not signify that we endorse the third-party sites or are responsible for their content or policies. Fidelity Matters Consulting is not responsible for any third-party websites, services, or content that may be accessed through our website.

7. Limitation of Liability

Fidelity Matters Consulting will not be liable for any loss, damage, or inconvenience caused by the use of or reliance on any information or services provided through our website or services. This includes, but is not limited to, direct, indirect, incidental, or consequential damages. We make no warranties or representations regarding the accuracy, completeness, or reliability of the information provided on our website or through our services. You use the website and services at your own risk.

8. Governing Law

These Terms and Conditions shall be governed by and construed in accordance with the laws of India. Any disputes arising under or in connection with these terms shall be subject to the exclusive jurisdiction of the courts in Bengaluru, India.

9. Amendments to Terms and Conditions

We reserve the right to modify, update, or amend these Terms and Conditions at any time without prior notice. Any changes will be posted on this page with an updated date. It is your responsibility to regularly check this page for updates. Your continued use of our services after any changes to these terms constitutes acceptance of the new Terms and Conditions.

10. Termination

We reserve the right to suspend or terminate your access to our website or services at our sole discretion, without notice, for any reason, including if you violate these Terms and Conditions. Upon termination, all rights granted to you under these terms will cease, and you must immediately cease all use of our services.