Boardway Investment Holdings Limited - Terms and Conditions
These Terms and Conditions ("Agreement") are entered into between Boardway Investment Holdings Limited, a Hong Kong-based financial services company ("Boardway Investment," "we," "us," or "our"), and the client ("Client" or "you"). By engaging in any investment advisory services provided by Boardway Investment, you agree to be bound by the following terms and conditions:
1. Services
1.1. Investment Management: Boardway Investment specializes in managing diversified stocks, bonds, and alternative investment portfolios for its clients. We provide investment advisory and management services tailored to your specific financial goals and risk tolerance.
2. Client Responsibilities
2.1. Information: You are responsible for providing accurate and complete information about your financial situation, investment objectives, and risk tolerance to enable us to provide suitable investment advice and portfolio management.
2.2. Review and Consent: You agree to regularly review your investment portfolio and promptly notify us of any changes in your financial circumstances or investment goals. You must provide your consent for any investment decisions made on your behalf.
3. Investment Strategies
3.1. Risk Disclosure: You acknowledge that all investments carry inherent risks, and past performance is not indicative of future results. We will strive to achieve your investment objectives, but there is no guarantee of profit or protection against loss.
3.2. Diversification: Boardway Investment will employ a diversified investment strategy to help mitigate risk. However, you understand that diversification does not eliminate risk entirely.
4. Fees and Compensation
4.1. Fee Structure: You agree to pay fees for our investment management services as outlined in a separate fee schedule provided to you. Our fees may be based on a percentage of assets under management or other mutually agreed-upon terms.
4.2. Expenses: You will be responsible for any transaction costs, custodial fees, and other expenses associated with your investment portfolio.
5. Confidentiality
5.1. Client Information: We will keep your personal and financial information confidential and will not disclose it to third parties unless required by law or with your consent.
6. Termination
6.1. Termination: Either party may terminate this Agreement with written notice. Upon termination, you remain responsible for any fees and expenses incurred up to the date of termination.
7. Compliance
7.1. Regulatory Compliance: Boardway Investment will adhere to all applicable laws and regulations governing the provision of investment advisory services in Hong Kong.
8. Governing Law and Jurisdiction
8.1. Governing Law: This Agreement is governed by the laws of Hong Kong, and any disputes will be subject to the exclusive jurisdiction of the courts in Hong Kong.
9. Amendment
9.1. Amendment: Boardway Investment may amend this Agreement with written notice to you. Continued use of our services following any amendments constitutes your acceptance of the revised terms.
10. Entire Agreement
10.1. Entire Agreement: This Agreement constitutes the entire agreement between you and Boardway Investment regarding the provision of investment advisory services and supersedes all prior agreements and understandings.
By entering into this Agreement, you acknowledge that you have read, understood, and agree to be bound by its terms and conditions. If you have any questions or concerns, please contact us for clarification before proceeding with our services.
Boardway Investment Holdings Limited - Payment Terms and Methods
Payment Terms:
- All payments are due within 30 days from the date of invoice.
- Late payments may be subject to a late fee of 5% of the amount due.
Payment Methods:
- Payments can be made via cash, check, credit card.
- Please make checks payable to Boardway Investment Holdings Limited.
- All prices are listed in Hong Kong Dollar.
- No refund will be made once the invoice was confirmed by the client.