Terms & Conditions

Please carefully read the following Terms and Conditions ("Terms") governing the use of services provided by Strathaven Holdings Limited ("Strathaven Holdings Limited" or "Advisor"). By accessing or using our services, you agree to be bound by these Terms. If you do not agree with any part of these Terms, please do not use our services.

Provision of Services

Strathaven Holdings Limited provides investment management services primarily for personal, family, or household purposes. These services are subject to the terms outlined herein.

Privacy Policy

The use of our services is also governed by our Privacy Policy. By using our services, you consent to the collection, use, and disclosure of your information as described in the Privacy Policy.

Client Responsibilities

Clients are responsible for providing accurate and complete information necessary for the provision of investment management services. This includes information provided through client agreements, tax returns, and other relevant channels.

Information Security

Strathaven Holdings Limited employs physical, electronic, and procedural safeguards to protect the confidentiality and security of client information. Clients are encouraged to notify the firm promptly if they believe any information about them is inaccurate.

Disclosure of Information

Strathaven Holdings Limited may disclose nonpublic client information to third parties under specific circumstances, as outlined in our Privacy Policy. Clients have the right to opt-out of certain disclosures, and the firm will provide advance notice if there is a need to disclose client personal information in a manner inconsistent with the Privacy Policy.

Changes to Terms

Strathaven Holdings Limited reserves the right to modify these Terms at any time. Any changes will be effective immediately upon posting on our website. It is the responsibility of clients to review these Terms periodically for updates.

Termination of Services

Strathaven Holdings Limited reserves the right to terminate or suspend services to any client at our discretion. Clients are advised that opting out of certain disclosures, as outlined in the Privacy Policy, may result in the termination of the management agreement.

Governing Law

These Terms are governed by and construed in accordance with the laws of [Jurisdiction], without regard to its conflict of law principles.

Contact Information

For questions or concerns regarding these Terms or our services, please contact us at info@strathavenwealthmanagement.com.

By using our services, you acknowledge that you have read, understood, and agree to abide by these Terms and our Privacy Policy. Strathaven Holdings Limited is dedicated to providing quality services while maintaining the privacy and security of client information.