A clear framework for using AFC’s digital services.

By using this website, forms, or Client Portal, you agree to use them lawfully, accurately, and with appropriate care for private access.

Private access

Portal links are personal and confidential. Do not forward them. AFC may suspend or replace access when misuse or exposure is suspected.

Illustrations

Calculators, scenarios, projections, and planning outputs are illustrative. Assumptions can change and results are not promises, guarantees, or forecasts.

Client responsibility

You remain responsible for the accuracy of information supplied and for all financial, legal, tax, insurance, and investment decisions you make.

Engagement terms

Website descriptions do not replace the written engagement confirmation. Scope, deliverables, fees, payment, scheduling, rescheduling, cancellation, confidentiality, and ending an engagement are confirmed before paid work begins.

Intellectual property

AFC materials and planning templates are provided for the client’s personal use within the agreed engagement. They may not be sold, republished, or presented as professional advice to another person without written permission.

Availability

AFC aims to keep the service available and secure but cannot guarantee uninterrupted access. Material errors should be reported to info@afcprivatewealth.com.