Welcome to Swiss Portfolio Management. These terms and conditions (“Terms”) govern your use of our services. By using our services, you agree to be bound by these Terms. If you do not agree to these Terms, you should not use our services.

Services

Swiss Portfolio Management provides financial services, including investment advice and portfolio management. We may also provide access to third-party services.

Account Registration

To use our services, you must register an account with us. You must provide accurate and complete information during the registration process. You are responsible for keeping your account information up to date.

Investment Advice and Management

Our investment advice and management services are provided on a discretionary basis. We may make investment decisions on your behalf without obtaining your prior consent. We may also use third-party managers to manage your portfolio.

Fees

We charge fees for our services, which may be based on a percentage of assets under management or a fixed fee. Our fees may change from time to time. We will provide you with notice of any fee changes.

Risks

Investing involves risks, and there is no guarantee that you will make a profit. The value of your investments may go down as well as up. You should carefully consider your investment objectives, financial situation, and risk tolerance before investing.

Confidentiality

We will maintain the confidentiality of your personal and financial information. We will not disclose your information to third parties without your consent, except as required by law or regulation.

Termination

Either party may terminate this agreement at any time. If you terminate this agreement, we will liquidate your portfolio and return the proceeds to you. If we terminate this agreement, we will provide you with notice and liquidate your portfolio.

Indemnification

You agree to indemnify and hold us harmless from any claims, losses, or damages arising out of your use of our services.

Governing Law

These Terms will be governed by and construed in accordance with the laws of the state in which we are headquartered.

Changes to Terms

We may update these Terms from time to time. We will provide you with notice of any material changes to these Terms.

Contact Us

If you have any questions about these Terms or our services, please contact us at admin@swissportfoliomanagement.com

By using our services, you acknowledge that you have read, understood, and agree to these Terms.