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Terms and Conditions

Updated: 10.06.2025

General

  • These Terms and Conditions (hereinafter referred to as the "Terms") govern access to and use of the website, platforms, and services provided by [Your Company Name] (hereinafter referred to as the "Firm", "we", "our", or "us").
  • By accessing or using our website located at [YourWebsite.com] and/or engaging our investment advisory, financial consulting, or auditing services, you agree to be legally bound by these Terms.
  • If you do not agree with any provision of these Terms, you must not use our services.

Definitions

  • Client — any individual or legal entity that engages the Firm for investment, financial consulting, or auditing services.
  • Services — investment advisory services, financial audits, compliance reviews, risk assessments, financial reporting, and related consulting services.
  • Confidential Information — any non-public financial, business, technical, or personal information disclosed in connection with the Services.
  • Applicable Law — laws and regulations of [Jurisdiction] governing financial services, auditing, and compliance obligations.

Scope of Services

  • The Firm provides professional financial auditing, investment advisory, and related consulting services as agreed in a separate engagement letter or service agreement.
  • All Services are provided subject to regulatory requirements and professional standards applicable in the relevant jurisdiction.
  • The Firm reserves the right to refuse or discontinue Services where regulatory, compliance, or risk concerns arise.

Client Obligations

  • Clients must provide accurate, complete, and up-to-date information necessary for the provision of Services.
  • Clients are responsible for ensuring that all financial records and disclosures supplied to the Firm are truthful and not misleading.
  • Clients agree to comply with all applicable laws, including anti-money laundering (AML) and counter-terrorism financing regulations.
  • Clients must not use the Firm’s Services for unlawful, fraudulent, or unethical purposes.

Regulatory Compliance

  • The Firm may conduct identity verification (KYC), AML checks, and ongoing monitoring as required by law.
  • We may request additional documentation or suspend Services where legally required.
  • Information may be disclosed to competent authorities where mandated under Applicable Law.

Fees and Payment

  • Fees for Services are set out in the applicable engagement letter or service agreement.
  • Unless otherwise agreed, invoices must be paid within the stated payment period.
  • The Firm reserves the right to suspend or terminate Services in the event of non-payment.
  • All fees are exclusive of applicable taxes unless otherwise stated.

Confidentiality

  • The Firm will treat all Confidential Information in accordance with professional and legal confidentiality obligations.
  • Confidential Information may be disclosed to employees, contractors, or professional advisers strictly on a need-to-know basis.
  • Confidentiality obligations do not apply where disclosure is required by law or regulatory authority.

Limitation of Liability

  • The Firm’s liability is limited to the maximum extent permitted by law.
  • We shall not be liable for indirect, incidental, special, or consequential losses, including loss of profit, revenue, or business opportunity.
  • The Firm is not responsible for losses resulting from inaccurate, incomplete, or misleading information provided by the Client.
  • Nothing in these Terms excludes liability that cannot be limited or excluded under Applicable Law.

Investment Risk Disclosure

  • Investment activities carry inherent risks, including the risk of capital loss.
  • Past performance does not guarantee future results.
  • The Firm does not guarantee specific investment outcomes unless expressly agreed in writing.

Intellectual Property

  • All materials, reports, methodologies, and content provided by the Firm remain the intellectual property of the Firm unless otherwise agreed in writing.
  • Clients may not reproduce, distribute, or modify Firm materials without prior written consent.

Termination

  • Either party may terminate the engagement in accordance with the terms set out in the applicable service agreement.
  • The Firm may terminate Services immediately in cases of regulatory breach, unlawful conduct, or material violation of these Terms.
  • Termination does not affect accrued rights, obligations, or outstanding payment liabilities.

Force Majeure

  • The Firm shall not be liable for failure or delay in performance due to events beyond its reasonable control, including natural disasters, cyber incidents, regulatory changes, or acts of government.

Governing Law and Dispute Resolution

  • These Terms shall be governed by and construed in accordance with the laws of [Jurisdiction].
  • Any disputes arising out of or in connection with these Terms shall be subject to the exclusive jurisdiction of the courts of [Jurisdiction], unless otherwise agreed.

Amendments

  • The Firm reserves the right to amend these Terms at any time.
  • Updated Terms will be published on the website with the effective date indicated.

Contact Information

  • For questions regarding these Terms, please contact: legal@crixprime.com

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