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OFFSHORE BROKER

TERMS OF USE

Please read these Terms of Use (“Terms”, “Terms of Use”) carefully before using the Offshore Broker website https://offshorebroker.com (the “Service”) operated by Wealth Web Marketing Limited T/A Offshore Broker (“us”, “we”, or “our”).

Your access to and use of the Service is conditioned on your acceptance of and compliance with these Terms. These Terms apply to all visitors, users, and others who access or use the Service. By accessing or using the Service you agree to be bound by these Terms. If you disagree with any part of the terms then you may not access the Service.

Accounts

In this clause, a Client (“Client”, “you”, “your”, or “user”) is defined as an individual who creates an account with Offshore Broker through use of the Service. To be considered a Client, the individual must meet the following criteria:

When you create an account with us, you must provide us information that is accurate, complete, and current at all times, and you must be over the age of 18 years old. By creating an account, you confirm that you meet the age requirement, and you agree to furnish accurate and up-to-date information. The term “Client” is hereby used to refer to individuals who fulfill these criteria.

Failure to provide accurate and up-to-date information or meet the age requirement constitutes a breach of the Terms, which may result in immediate termination of your account on our Service.

As a Client, you are responsible for safeguarding the password that you use to access the Service and for any activities or actions under your password, whether your password is with our Service or a third-party service. Additionally, you agree not to disclose your password to any third party. You must notify us immediately upon becoming aware of any breach of security or unauthorized use of your account.

Relationship Disclosure

Offshore Broker is a broker that collaborates with global financial service providers, including trustee companies, banks, asset managers, accountants and lawyers (collectively referred to as “Vendors”). When you engage with our Service, you acknowledge and agree that Offshore Broker may facilitate the onboarding of Clients directly with these Vendors, subject to the Vendors’ client onboarding processes and procedures. You further acknowledge that Offshore Broker may in some cases be paid a fee directly by these Vendors.

It is important to note that Offshore Broker does not directly accept or manage Client cash deposits or assets of any kind. The payment of Offshore Broker fees for the services provided to Clients is the only financial transaction directly involving Offshore Broker.

Once the Client or user of the Service is successfully onboarded with our Vendor, any cash deposit or any other type of financial asset paid to that Vendor is done so under the terms and conditions stipulated by the Vendor. Offshore Broker explicitly disclaims any responsibility or liability for any amount in relation to any transaction conducted with the Vendor. Client and Users are urged to carefully review and adhere to the terms and conditions established by the respective Vendor, as Offshore Broker cannot be held liable for any consequences arising from the users’ interactions with the Vendor.

By utilizing our Service, you expressly understand and agree to this clarification regarding financial transactions with Vendors.

External Advice and No-Liability Disclaimer

Offshore Broker highly recommends that all Clients and users of the Service seek independent advice (including but not limited to legal, taxation, investment and accounting) regarding the services offered by Offshore Broker. It is essential for clients and users to evaluate whether the services align with their individual needs and are in their best interest. Engaging with the Service should not be considered a substitute for obtaining personalized legal advice tailored to the users’ specific circumstances.

While Offshore Broker strives to provide accurate and reliable information, it does not constitute legal or other professional advice. Users are encouraged to consult with qualified legal professionals to assess the applicability of the services to their unique situation.

Additionally, Clients and users expressly acknowledge and agree that Offshore Broker cannot be held liable for any financial loss incurred as a result of using the Service. By utilizing our Service, users accept full responsibility for their decisions and actions, understanding that Offshore Broker disclaims any and all liability for any direct, indirect, incidental, or consequential loss or damages that may arise.

It is strongly advised that Client and users exercise due diligence and carefully assess the risks associated with the services provided. Offshore Broker shall not be held responsible for any adverse consequences arising from the use of the Service.

Pricing and Ongoing Client Support

Offshore Broker fees are one-time payments designed to facilitate the onboarding of Clients directly with Offshore Broker Vendors. Ongoing Client support is provided at Offshore Broker’s discretion unless Offshore Broker is contractually obliged to provide ongoing client support following the successful onboarding at Offshore Broker Vendors. A copy of Offshore Broker fees schedule can be provided upon request or is available on our website.

Clients should be aware that any renewal fees or ongoing costs associated with maintaining the services provided will be charged by the Vendor directly. Offshore Broker holds no liability for any further fees charged to the Client by a Vendor for services beyond the initial onboarding facilitated by Offshore Broker.

It is the responsibility of the Client to review and understand the terms and conditions outlined by the respective Vendor regarding any ongoing costs, renewals, or additional charges associated with the services provided. Offshore Broker strives to provide transparent information about its one-time fees, and Clients are encouraged to reach out to our support team for any clarification or assistance regarding the payment structure.

By engaging with Offshore Broker Services, Clients acknowledge and agree to the aforementioned pricing model and the understanding that any additional fees from Vendors are beyond the control and liability of Offshore Broker.

Service Delivery and Invoicing Clause

Upon successful onboarding with Offshore Broker Vendor, the client will be invoiced for the services provided. The invoice will detail the agreed-upon fees for the established services.

Upon receipt of full payment from the client, Offshore Broker will promptly issue the client with all relevant documentation pertaining to the services established for the client at Offshore Broker‘s Vendor. This documentation may include but is not limited to, account details, service agreements, entity registration certificates, and any other pertinent information essential to the client’s engagement with the Vendor.

Additionally, where applicable, Offshore Broker will facilitate the introduction of the client to their designated account manager at the Vendor. This introduction aims to establish clear lines of communication and foster a positive client-vendor relationship.

It is crucial for the client to review the provided documentation thoroughly and reach out to their designated account manager for any necessary clarifications or assistance.

If you have any questions or concerns about the delivery of services, invoicing, or the introduction to your designated account manager, please contact us.

Refund of Fees Policy

Offshore Broker is committed to providing transparent and fair fee practices. We strive to collect fees only for services that are approved and successfully facilitated with our Vendors. Our refund policy is designed to address specific scenarios where fees have been collected but successful onboarding cannot be achieved.

  1. Refund Eligibility: Offshore Broker will provide a full refund of fees collected in instances where the service cannot be successfully onboarded with one of our Vendors. This refund is applicable if, for any reason, Offshore Broker is unable to complete the Client onboarding process with the chosen Vendor.
  2. Non-Refundable Scenarios: Offshore Broker will not provide refunds in the following scenarios:
    • If services have been canceled by the Client after Offshore Broker has successfully onboarded the client at the Vendor.
    • If the Vendor terminates the services due to the actions of the Client or inaccurate information provided by the Client at the time of onboarding.
    • Any other reason not deemed to be due to Offshore Broker willful negligence.
  3. Conditions for Refund: To initiate a refund, Clients must notify Offshore Broker in writing of the unsuccessful onboarding within a reasonable timeframe. The refund will be processed promptly upon verification of the stated circumstances.
  4. Willful Negligence Exclusion: Refunds will not be provided in cases where the failure to onboard is a result of the Client’s willful negligence, intentional misconduct, or violation of the terms and conditions outlined during the onboarding process.

By engaging with our Service and paying fees, Clients acknowledge and agree to the terms of this refund policy. Offshore Broker reserves the right to amend or update this policy as necessary.

Intellectual Property

The Service and its original content, features and functionality are and will remain the exclusive property of Offshore Broker and its licensors.

Links To Other Web Sites

Our Service may contain links to third-party web sites or services that are not owned or controlled by Offshore Broker. Offshore Broker has no control over, and assumes no responsibility for, the content, privacy policies, or practices of any third-party web sites or services. You further acknowledge and agree that Offshore Broker shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any such content, goods or services available on or through any such web sites or services.

We strongly advise you to read the terms and conditions and privacy policies of any third-party web sites or services that you visit.

Termination

We may terminate or suspend your account immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms.

Upon termination, your right to use the Service will immediately cease. If you wish to terminate your account, you may simply discontinue using the Service.

All provisions of the Terms which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, indemnity and limitations of liability.

Disclaimer

Your use of the Service is at your sole risk. The Service is provided on an “AS IS” and “AS AVAILABLE” basis. The Service is provided without warranties of any kind, whether express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, non-infringement or course of performance.

Governing Law

These Terms shall be governed and construed in accordance with the laws of New Zealand without regard to its conflict of law provisions.

Our failure to enforce any right or provision of these Terms will not be considered a waiver of those rights. If any provision of these Terms is held to be invalid or unenforceable by a court, the remaining provisions of these Terms will remain in effect. These Terms constitute the entire agreement between us regarding our Service, and supersede and replace any prior agreements we might have between us regarding the Service.

Changes

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material we will endeavor to provide at least 30 days notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion. By continuing to access or use our Service after those revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, please stop using the Service.

Contact Us

If you have any questions about these Terms, please contact us.