Terms and Conditions

1. Nature & Scope of Engagement

The One-Time Portfolio Review (“Service”) is a limited-scope, one-time investment advisory engagement provided on a non-discretionary basis.

The Service consists of a review of client-provided financial information, portfolio structure, asset allocation, and stated objectives, followed by observations, risk considerations, and strategic insights.

This engagement does not include:

• Ongoing investment advisory services

• Discretionary authority

• Continuous monitoring or supervision

• Trade execution or account access

• Ongoing financial planning or management

2. No Ongoing Advisory Relationship

The client acknowledges that this Service is not an ongoing advisory or management relationship.

No duty exists to:

• Monitor accounts

• Update recommendations

• Reassess suitability

• Provide follow-up advice

• Any future services require a separate written agreement.

3. Fiduciary Duty – Duration

The Adviser’s fiduciary obligation applies solely to the limited scope of this engagement and during the period in which advisory services are being provided.

4. Client Responsibility & Implementation

Any advice provided is limited to the scope of this engagement.

The client retains full responsibility for:

• Deciding whether to act on the information provided

• Implementing any changes correctly and appropriately

• Evaluating tax, legal, liquidity, and risk implications

• The Adviser does not verify execution, supervise implementation, or evaluate outcomes after delivery.

5. No Guarantees or Performance Representations

The Service does not guarantee:

• Investment results

• Risk reduction

• Portfolio performance

Any examples, scenarios, or historical references are for illustrative purposes only and are not indicative of future results.

6. Accuracy of Information

The Adviser relies on information provided by the client. The client is responsible for ensuring that all information supplied is accurate, complete, and current.

The Adviser is not responsible for conclusions or outcomes based on incomplete, inaccurate, or outdated information.

7. Termination & Refund Policy

The client may terminate this engagement only before work has commenced. Work begins upon receipt of client statements or data.

Once analysis, preparation, or review has begun, the Service is deemed rendered and is non-refundable.

There are no refunds or returns on service-based products once work has started.

8. Limitation of Liability

To the maximum extent permitted by law, the Adviser shall not be liable for any losses, damages, or consequences arising from:

• Client decisions

• Market movements

• Implementation errors

• Tax or legal outcomes

9. Acknowledgment

By purchasing or participating in the One-Time Portfolio Review, the client acknowledges that they have read, understood, and agreed to these Terms & Conditions.

10. Governing Law and Jurisdiction

This engagement is provided from the United States. These Terms & Conditions shall be governed by and construed in accordance with the laws of the State of Illinois and applicable United States federal law.

Revise Wealth LLC is registered as an investment adviser in the United States and does not represent that it is authorized, registered, or regulated in any foreign jurisdiction.

Any disputes arising from this engagement shall be resolved in the state or federal courts located in Illinois.