Edith Atibay Properties

Terms of Service

Last Updated: September 28, 2024

  1. Acceptance of Terms

    By accessing or using Edith Atibay Properties' services, you agree to be bound by these Terms of Service. If you disagree with any part of these terms, you may not access our services.

  2. Services Description

    Our services include, but are not limited to:

    • Financial consulting and advisory services
    • Asset review and portfolio analysis
    • Strategic planning and risk assessment
    • Investment recommendations
    • Tax efficiency consulting
    • Retirement planning

  3. Client Responsibilities

    As our client, you agree to:

    • Provide accurate and complete information
    • Update information promptly when changes occur
    • Maintain confidentiality of any provided materials
    • Use our services in compliance with applicable laws
    • Pay agreed-upon fees according to schedule
    • Actively participate in the consulting process

  4. Fees and Payment Terms

    Our fee structure includes:

    • Consultation fees as specified in service agreements
    • Additional charges for specialized services
    • Payment terms as outlined in individual contracts
    • Late payment penalties where applicable

  5. Intellectual Property Rights

    All materials, reports, and documents provided remain our intellectual property. Clients receive a limited license to use these materials for personal financial planning purposes only.

  6. Confidentiality and Privacy

    We maintain strict confidentiality of all client information according to:

    • Industry regulations and standards
    • Professional ethics guidelines
    • Applicable privacy laws
    • Internal data protection policies

  7. Limitation of Liability

    Our liability is limited to:

    • Direct damages up to fees paid
    • Exclusion of indirect or consequential damages
    • No warranty for market performance
    • Force majeure circumstances

  8. Termination of Services

    Either party may terminate services:

    • With written notice as specified in agreements
    • For material breach of terms
    • Due to force majeure events
    • Subject to final payment obligations

  9. Dispute Resolution

    Any disputes shall be resolved through:

    • Initial good faith negotiations
    • Mediation if necessary
    • Binding arbitration as last resort
    • Jurisdiction of Pennsylvania courts

  10. Contact Information

    For questions about these terms, please contact us: