Rules and guidelines for using our investment management services
Last updated: January 1, 2024
By accessing and using CristalPoint Management's services, you accept and agree to be bound by the terms and provision of this agreement. If you do not agree to abide by the above, please do not use our services.
CristalPoint Management provides investment management services including but not limited to portfolio management, investment advisory, and financial planning. Specific details about our investment plans are available on our website.
To use our services, you must create an account and provide accurate, complete, and current information. You are responsible for:
All investments involve risk, including the possible loss of principal. You should carefully consider your investment objectives, risk tolerance, and financial situation before investing. Specific risks include:
Our fee structure is outlined in our investment plans. Fees may include management fees, performance fees, and transaction costs. All fees are clearly disclosed before you invest. Payment processing fees may apply to deposits and withdrawals.
Withdrawal requests are processed according to the terms of your selected investment plan. The following applies to all withdrawals:
We may suspend or terminate your account at our sole discretion, without prior notice or liability, for any reason whatsoever, including if you breach the Terms. Upon termination, your right to use the service will cease immediately.
In no event shall CristalPoint Management, its directors, employees, partners, agents, suppliers, or affiliates be liable for any indirect, incidental, special, consequential, or punitive damages, including loss of profits, data, use, goodwill, or other intangible losses, resulting from your use of the services.
These Terms shall be interpreted and governed by the laws of the jurisdiction in which CristalPoint Management operates, without regard to its conflict of law provisions. Any disputes relating to these terms will be subject to the exclusive jurisdiction of the courts in that jurisdiction.
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