Financial Media Marketing
Last Updated: 15-january-2025
By purchasing, subscribing to, or accessing any services provided by Financial Media Marketing (“Company,” “we,” “us,” or “our”), you (“Subscriber,” “Client,” or “you”) agree to be legally bound by these Terms & Conditions (“Terms”).
Acceptance occurs upon any of the following:
If you do not agree to these Terms, do not proceed with purchase or use of services.
Services are offered exclusively to licensed financial professionals.
You represent and warrant that:
The Company does not provide compliance, licensing, or legal validation and assumes no liability for your professional standing.
The Company provides:
Services are time-based and effort-based, not outcome-based.
The Company expressly makes no guarantees regarding:
Appointments are exclusive in that the Company will not knowingly sell the same appointment to another advisor; however, prospects may independently evaluate or engage other providers.
Each purchase or subscription is governed by the specific plan details displayed at checkout, which may include:
These plan details are incorporated by reference into these Terms.
If a plan is designated as a fixed-term commitment, you agree to the full financial obligation for the entire term, regardless of:
Monthly billing for fixed-term plans constitutes a payment accommodation, not a month-to-month agreement.
If a plan includes auto-renewal:
Failure to cancel within the stated cancellation window does not prevent renewal charges.
Certain services may include:
All such fees:
The Company may waive fees at its sole discretion.
All payments are non-refundable once services are initiated.
You acknowledge that:
Fees are not contingent upon results, performance, or subjective satisfaction.
Cancellation:
Services may continue during the active term subject to these Terms unless limited due to breach, nonpayment, or compliance issues.
Use of OnyxOctopus CRM is required to receive and manage services.
OnyxOctopus CRM is the sole and authoritative system of record for:
Dispute resolution
You are solely responsible for:
Calendar sync failures, inaccurate availability, or misconfiguration do not constitute service failure.
If a plan includes replacement eligibility, replacements are capped at twenty percent (20%) of appointments delivered during the applicable plan term.
Failure to meet any condition permanently voids replacement eligibility.
Approved replacements may be delivered up to sixty (60) days following the conclusion of the applicable plan term, provided all payments are current.
Appointments are not eligible for replacement if:
Plan is suspended, downgraded, or delinquent
You agree that:
No external records supersede CRM data
The Company may reasonably adjust service intensity, optimization efforts, or replacement eligibility due to:
Financial obligations remain in full force unless expressly released in writing.
You acknowledge that:
The Company reserves the right to pursue lawful collection of unpaid balances and recover dispute-related costs where permitted.
To the maximum extent permitted by law, the Company shall not be liable for indirect, incidental, or consequential damages.
Total liability shall not exceed the amount paid by you in the three (3) months preceding the claim.
These Terms are governed by the laws of the state in which the Company is registered, without regard to conflict-of-law principles.
These Terms constitute the entire agreement between the parties.
The Company may update these Terms from time to time. Continued use of services constitutes acceptance of revised terms.
By completing your purchase, you affirm that you:
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