Terms & Conditions

Effective date: 2024-08-01

Welcome to True Wealth Financial CRM ("we," "us," or "our"). By accessing or using our services, you agree to comply with the following Terms and Conditions. Please read them carefully to understand your responsibilities and rights.


I. Agreement to Terms

By utilizing our services, you confirm that you have read, understood, and agreed to these Terms and Conditions, along with any applicable policies or guidelines.


II. Services Overview

True Wealth Financial CRM offers tools, services, and resources for managing client relationships effectively. We reserve the right to alter or discontinue any service at our discretion without prior notice.


III. Your Responsibilities

Provide Accurate Information:You must ensure that all information you submit is truthful and up-to-date.Authorized Use Only:You are responsible for ensuring that your contribution details and login credentials are accessed solely by authorized individuals.Prohibited Uses:You may not engage in unlawful activities or violate any guidelines while using our services.


IV. Contributions

Nature of Contributions:All financial contributions to True Wealth Financial CRM are classified as donations.Authorization for Processing:By providing your payment details, you authorize us to process your contributions.Non-Refundable Contributions:Donations are non-refundable unless explicitly agreed upon in writing.


V. Cancellation of Subscription

You may cancel your subscription at any time by submitting written notice to [email protected]. Upon receiving your request, our team will promptly review and provide you with confirmation and any necessary next steps to complete the cancellation process. Immediate Effect: Once your cancellation request is processed, it will take effect immediately. All access to features, services, and associated benefits will terminate in accordance with the terms of your subscription. We recommend ensuring that you have saved any essential information or completed ongoing tasks prior to cancellation.


VI. Privacy and Data Protection

Data Security:We employ advanced encryption methods to safeguard your personal data.Compliance with Laws:Your information is managed in line with our Privacy Policy and applicable data protection regulations.Limitations of Liability:While we take reasonable precautions, we are not responsible for breaches beyond our control.


VII. Intellectual Property Rights

All materials, including trademarks, logos, and content, provided by True Wealth Financial CRM are protected under intellectual property laws and are the exclusive property of the organization. Unauthorized use is strictly prohibited.



VIII. Disclaimer and Limitation of Liability

Our services are provided \"as is\" without any guarantees or warranties, either express or implied. We are not liable for any indirect, incidental, or consequential damages arising from your use of our services. By using our services, you agree to indemnify and hold us harmless from any claims, losses, or damages resulting from your actions or misuse of our offerings.



VIIII. Changes to Terms

We may update these Terms and Conditions at any time. Changes will take effect immediately upon posting. Your continued use of our services indicates acceptance of the revised terms.



X. Governing Law and Dispute Resolution

These Terms and Conditions are governed by the laws of the State of Ohio. Any legal disputes will be resolved exclusively in the courts located in Columbus, Ohio.


XI. Contact Us

If you have questions or concerns regarding these Terms and Conditions, please reach out to us at:

True Wealth Financial CRM

605 N High ST, Suite 136
Columbus, OH 43215

[email protected]


By using our services, you acknowledge and agree to these Terms and Conditions. Thank you for choosing True Wealth Financial CRM.

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All Rights Reserved.