Terms and Conditions

Welcome to the Terms and Conditions ("Terms") for UP Funds Management, a leading provider of wealth management services, including investment services, bonds, and term deposits in Australia. These Terms apply to the use of our website and our services, including the submission of an account application form through our website. By accessing our website and using our services, you agree to comply with and be bound by these Terms.

1. Introduction

These Terms govern your access to and use of the UP Funds Management website and services. The website offers a platform for individuals interested in wealth management services, including the creation of an account for investment, bond purchases, and term deposits.

2. Acceptance of Terms

By accessing our website and submitting your account application form, you acknowledge that you have read, understood, and agree to be legally bound by these Terms and Conditions. If you do not agree with any of these terms, you are prohibited from using or accessing this site and our services.

3. Eligibility

To be eligible to use our services and submit an account application, you must:

  • Be at least 18 years of age.
  • Be a legal resident of Australia.
  • Provide true, accurate, current, and complete information about yourself as prompted by the account application form.

4. Services Offered

UP Funds Management specializes in providing comprehensive wealth management services. Our offerings include, but are not limited to:

  • Investment advisory and management services.
  • Purchase and management of various types of bonds.
  • Term deposits with competitive interest rates.

The specific terms and conditions of these services will be detailed in your personalized account agreement upon the approval of your application.

5. Privacy Policy

Your privacy is critically important to us. UP Funds Management adheres to a strict privacy policy that governs how we collect, use, disclose, transfer, and store your information. Please review our Privacy Policy to understand our practices.

6. Application Process

Completion and submission of the account application form constitute a request for service but do not automatically guarantee the opening of an account. We reserve the right to:

  • Conduct credit checks and other forms of identity verification.
  • Request additional documentation as necessary.
  • Reject any application at our discretion.

7. Compliance with Laws

You agree to use our services in compliance with all applicable local, state, national, and international laws, rules, and regulations. This includes, but is not limited to, laws relating to anti-money laundering and counter-terrorism financing.

8. Limitation of Liability

UP Funds Management will not be liable for any indirect, incidental, special, consequential, or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses, resulting from:

  • Your access to or use of or inability to access or use the services.
  • Any conduct or content of any third party on the service.
  • Unauthorized access, use, or alteration of your transmissions or content, whether based on warranty, contract, tort (including negligence) or any other legal theory, whether or not we have been informed of the possibility of such damage, and even if a remedy set forth herein is found to have failed its essential purpose.

9. Intellectual Property

All content on our website, including but not limited to text, graphics, logos, images, as well as the compilation thereof, and any software used on the site, is the property of UP Funds Management or its suppliers and protected by copyright and other laws that protect intellectual property and proprietary rights.

10. Amendments to Terms

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. By continuing to access or use our services after any revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, you are no longer authorized to use the service.

11. Governing Law

These Terms shall be governed and construed in accordance with the laws of Australia, 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.

12. Contact Information

For any questions or concerns regarding these Terms and Conditions, please contact us at [Insert Contact Information].

13. Acknowledgement

By submitting your application for an account with UP Funds Management, you acknowledge that you have read, understood, and agree to these Terms and Conditions.

14. Entire Agreement

These Terms constitute the entire agreement between you and UP Funds Management regarding our service and supersede and replace any prior agreements we might have had between us regarding the service.

15. Severability

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 had between us regarding the service.