1. You acknowledge that:
You have applied for an Investment Account after understanding the nature and scope of services (“Services”) provided by NextBillion and/or Finvantage, and you shall be bound by the detailed terms and conditions with respect to the investment account and the investments carried out or as the case may be investment advisory rendered therein.
2. Under this Agreement:
NextBillion’s obligations are to provide Services as below:
- Facilitate subscription and redemption of mutual fund units by transmitting my money and instructions to the appropriate AMC, as per your instructions.
- Securely and confidentially maintain a record of your personal information and financial transactions.
- Promptly and efficiently respond to your queries relating to your online investment account.
Finvantage’s obligations are to provide Services as below:
- render investment advisory services for a charge,
- facilitate direct selling of mutual funds, subject to applicable laws.
3. Under this Agreement, your obligations are to:
Ensure that the money you invest is from your bank account (primary holder’s bank account in case of Investment Account held jointly), and the same is from legitimate sources and remitted through approved banking channels.
You also agree to keep your login credentials safe and secret.
You further agree to promptly change your login credentials and inform NextBillion or as the case may be Finvantage of any actual or suspected unauthorized use of your login credentials.
You also agree to make an informed investment decision by reading the offer documents of the mutual fund schemes that you are investing in.
Before investing, you shall seek independent financial planning, legal, accounting, tax or other professional advice.