- Welcome to Pure Private Wealth
Last Updated: 1st July 2023
1. Introduction
At Pure Private Wealth, we are committed to providing high-quality financial advice and planning services to our valued clients. We understand that sometimes circumstances may change, and you might need to cancel our services. This policy outlines our cancellation procedures and fees.
2. Cancellation Timeframe
We value your engagement with Pure Private Wealth and understand that circumstances can change. To provide clarity, we have established a cancellation timeframe following the signing of the agreement:
– You may cancel the agreement within 72 hours after signing it without incurring any cancellation fees. We appreciate your trust in our services, and this period allows you to reconsider your decision if needed.
– If you choose to cancel the agreement after the specified timeframe, a cancellation fee of 50% of the initial fee will be applicable. This fee is a reflection of the time, effort, and resources invested in providing you with our financial advice and planning services.
3. How to Cancel
If you decide to cancel the agreement within the allowable timeframe, please contact us via email or phone to initiate the cancellation process. Our team will guide you through the necessary steps.
4. Refunds
If you have made any payments, a refund of the appropriate amount will be processed according to our payment terms and conditions.
5. Changes to Your Services
If you would like to make changes to your services rather than a complete cancellation, please contact us, and we will work with you to accommodate your needs.
6. Contact Us
For any questions or concerns regarding this cancellation policy, please don’t hesitate to reach out to us. Your satisfaction is essential to us, and we are here to assist you.
We thank you for choosing Pure Private Wealth for your financial advisory needs and appreciate the opportunity to serve you.
This cancellation policy is subject to change. Please review it periodically for updates. Last Updated: 01st July 2023
Last Updated: 1st July 2023
1. Introduction
At Pure Private Wealth, we are committed to delivering top-quality financial advisory and planning services to our esteemed clients. We understand that evolving circumstances can lead to changes in your service needs. This policy outlines our procedures and fees related to the cancellation of ongoing management fees.
2. Cancellation Policy
Upon signing the authority to proceed or your ongoing service agreement, you have the flexibility to cancel your ongoing management fees at any time. You can do this by notifying us via email or any other communication method you find convenient. The fees will be promptly discontinued within a reasonable period.
3. Refunds
If you have made any payments, an appropriate refund will be processed by our payment terms and conditions.
4. Alterations to Your Services
If you prefer to make changes to your services rather than cancel them altogether, please contact us, and we will collaborate with you to meet your evolving needs.
5. Contact Us
For any queries or concerns regarding this cancellation policy, please don’t hesitate to reach out to us. Your satisfaction is our top priority, and we are here to support you.
We appreciate your selection of Pure Private Wealth for your financial advisory requirements and are grateful for the opportunity to serve you.
Please note that this cancellation policy is subject to revisions. Kindly review it periodically for any updates. Last Updated: 1st July 2023.