The below are shared as an example. Once you consider the engagement, the Letter of Engagement will be issued with detailed and concurrent Disclaimer & Disclosure.
1. The ‘rights of entry’ are reserved.
2. We make financial plan based on the information that you provide us and goals that you set for yourself. The results will depend on execution of our recommendations and true up of our assumptions.
3. Tax assumptions currently made may undergo a substantial change based on regulatory policies in force from time to time.
4. Please do not treat our plan as a legal or accounting advice. You should discuss this plan with your Lawyer and Chartered Accountant.
5. The numbers in the plan are ball park estimates. The actual situation may not be same, depending on the various factors from time to time. There is no warranty on accuracy & we do not accept any liability for any error, omission or any loss in this regard.
6. While we have tried our best to be as reasonably accurate as possible, we cannot assure you regarding the financial outcome of your investments. This is due to dynamic nature of our economic and tax environment.
7. If the information you have provided is incorrect, the plan’s outcome will reflect that. Please carefully review that the information you have provided to us is good.
8. Assumptions made by us in good faith may impact in a negative or a positive way. Please review all assumptions at your end.
9. Plan should be reviewed regularly, at least once in a year, and updated with the progress, current status and changes in future requirements.
10. Past performance does not guarantee about future outcome.
11. Our advice or recommendations are not insured in any manner.
12. Errors & Omissions expected (E&OE).
13. We reserve the right to amend the offerings, terms & conditions and other details without prior intimation.
14. Verbal discussions with your planner are not considered as an advice by your planner. Clients are required to make a written request asking for advice. We are responsible to respond to you in writing.
15. Our prices are subject to change without prior intimation.
16. Your feedback on our services may be used for our marketing & promotional purposes at places like our Website, Facebook, Linkedin, Twitter, flyers, brochures, presentations, conferences & seminars and prospect meetings etc.
17. We do not commit any Service Level Assurance (SLA) for any of our services.
18. We use a proprietary model for preparing Financial Plans. We do not share soft copy of these workings with clients.
19. We reserve the Intellectual Property rights on all reports we present you, including the financial plan.
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