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HFM Ignite Plus Service - Terms & Conditions

The party accepting these terms and conditions (“Client”), being duly authorized, has established a relationship (the “Relationship”) and hereby agrees to engage HFM Investment Advisors, LLC (“IA”) on the following terms and conditions. 

I.    Appointment of IA.

Client hereby appoints IA as financial planner for this Relationship.

II.   Services by IA. 

By acceptance of these terms and conditions, IA hereby accepts the appointment as investment advisor for the Relationship and agrees to provide ONE-TIME recommendations regarding the specific topic chosen by the Client on the scheduling form.  This advice will be communicated via a one-time virtual meeting session.  Topic choices may include: Investment/Savings Strategy, Student Loan Optimization, College Funding Strategy, and Insurance/Estate Plan Analysis.

It is understood and agreed that IA, in the maintenance of records for its own purposes, or in making such records or the information contained therein available to Client or any other person at the direction of Client, does not assume responsibility for the accuracy of information furnished by Client or any other person, firm or corporation.

III.   Fees. 

The fee for the Ignite Plus is the amount detailed on the scheduling for and paid via credit card.

IV.  Representations by Client. 

Acceptance of these terms and conditions shall constitute the representations by Client that the terms hereof do not violate any obligation by which Client is bound, whether arising by contract, operation of law or otherwise.  IA will not be responsible for any liability or expense resulting from a breach of Client’s representations.

V.   Representations by IA. 

By acceptance of these terms and conditions, IA represents and confirms that it is registered as an investment advisor pursuant to applicable laws and regulations.

VI.   Termination. 

These terms and conditions contain the entire agreement between the parties and may not be modified or amended. Client may terminate the Agreement within five (5) business days of signing, without penalty, and with full refund of the advisor’s fees. This Agreement shall continue in effect until the earlier of (i) completion of the One-Time Planning Session or (ii) termination by either party by giving to the other written notice within 14 days notice. This relationship and IA services are limited to the One-Time Planning Session and any financial planning relationship is deemed complete and terminated at the conclusion of the call.

VII.  Notices. 

All notices and other communications contemplated by this Agreement shall be deemed duly given if transmitted to IA at the address set forth on the cover page of this Agreement to the attention of its Chief Compliance Officer and to Client at the address appearing provided when scheduling the One-Time Planning Session, or at such other address or addresses as shall be specified, in each case, in a written notice similarly given.

VIII.  Governing Law. 

The validity of this Agreement and the rights and liabilities of the parties hereunder shall be determined in accordance with the laws of the state of New Jersey, except to the extent preempted by ERISA or other federal or state laws or regulations. 

IX.    Receipt.

Client acknowledges receipt of Parts 2A and 2B of Form ADV and IA’s Privacy Policy Statement, which can be found under Other Notices here: http://www.hfmadvisors.com/legal

X.    Consent to Electronic Delivery.

Client hereby consents to receive via e-mail or other electronic delivery method for various communications, documents, and notifications from IA. These items may include but are not limited to:  all statements or reports produced by IA; trade confirmations; billing invoices; all Form ADV brochures; privacy policy statements; and any other notices or documentation that IA chooses to provide on an ongoing or occasional basis. Client agrees to immediately notify IA of any changes to Client’s e-mail address provided when scheduling the Guided Setup Call or other electronic delivery address. 

XI.   Assignment.

No assignment of this Agreement may be made by any party to this Agreement without the prior written consent of the other party hereto. Subject to the foregoing, this Agreement shall inure to the benefit and be binding upon the parties hereto, and each of their respective successors and permitted assigns.

XII.   Confidential Relationship.

All information and advice furnished by either party to the other shall be treated as confidential and shall not be disclosed to third parties except as required by law and as described in IA’s Privacy Policy Statement.

XIII.   Market Conditions.

Client acknowledges that IA’s past performance and advice regarding client financial plans cannot guarantee future results. AS WITH ALL MARKET INVESTMENTS, CLIENT INVESTMENTS CAN APPRECIATE OR DEPRECIATE.  IA does not guarantee or warranty that services offered will result in profit.