Investment Consultation Disclaimer

Last Updated: June 12, 2025

Welcome to tremaloventis.com investment consultation services. This disclaimer outlines important information about our financial advisory services, investment consultation offerings, and the associated risks and limitations. Please read this carefully before engaging our services.

General Information Disclaimer

The information provided through our investment consultation services is for educational and informational purposes only. Our portfolio management guidance, asset allocation recommendations, and wealth planning strategies are based on general market analysis and should not be considered as guaranteed investment outcomes.

All investment decisions carry inherent risks, and past performance does not guarantee future results.

Investment Risk Warning

IMPORTANT: All investments involve risk, including potential loss of principal. Our financial planning services and investment strategies cannot eliminate market volatility or guarantee positive returns.

Our consultation services cover various investment vehicles and strategies. Please be aware of the following risks:

  • Market risk affects all securities and can result in significant losses
  • Diversification strategies do not guarantee protection against market downturns
  • Economic factors and market conditions can impact investment performance unpredictably

Professional Advisory Limitations

Our retirement planning and tax optimization guidance is provided for informational purposes and should be supplemented with advice from licensed professionals in relevant fields.

Financial Consultation Scope

Our financial consultation services provide general investment education and strategy discussions. Specific financial decisions should always consider your individual circumstances, risk tolerance, and financial objectives.

Tax Planning Considerations

Tax implications of investment strategies vary by individual circumstances and current regulations. Consult with qualified tax professionals regarding specific tax planning needs.

Legal Advisory Notice

Our estate planning discussions and investment structure recommendations do not constitute legal advice. Consult qualified legal professionals for estate planning and legal matters.

Information Accuracy

While we strive to provide accurate and current information in our risk assessment and market analysis, we cannot guarantee the completeness or accuracy of all data:

  • Market data and economic indicators may change rapidly
  • Investment research and analysis reflect current market conditions
  • Historical performance data may not predict future outcomes

Limitation of Liability

tremaloventis.com and its investment advisors shall not be liable for any direct, indirect, incidental, or consequential damages arising from the use of our consultation services or implementation of discussed strategies.

Service Limitations

Our liability is limited to the consultation fees paid. We are not responsible for investment losses, missed opportunities, or decisions made based on our educational discussions.

Third-Party Resources

Our consultations may reference external financial institutions, investment platforms, or market research. We are not responsible for the content, accuracy, or performance of third-party services or recommendations.

Performance Expectations

Results may vary significantly based on individual circumstances, market conditions, and implementation of discussed strategies.

Investment performance depends on numerous factors beyond our control, including market volatility, economic conditions, and individual investor behavior. No consultation can guarantee specific financial outcomes.

Success in investing requires patience, discipline, and understanding that losses are possible in any investment strategy.

Client Testimonials

Client testimonials and case studies represent individual experiences and should not be considered typical results. Investment outcomes vary based on personal circumstances, market timing, and strategy implementation.

Client Indemnification

Clients agree to indemnify tremaloventis.com against any claims, losses, or damages arising from their investment decisions or use of information provided during consultations.

Disclaimer Updates

This disclaimer may be updated periodically to reflect changes in our services, regulations, or market conditions. Continued use of our services constitutes acceptance of any modifications.

Questions About This Disclaimer

If you have questions about this disclaimer or our investment consultation services, please contact us:

info@tremaloventis.com

+27 11 885 4871

15 Sandton Drive, Sandton, Johannesburg, 2196, South Africa