Download article as PDFTerms and Conditions applicable to the use of the WealthO2 Client Portal (and app)
The WealthO2 Client Portal
The WealthO2 Client Portal (including app) under the domain name www.yourclientview.com.au ("WealthO2 Client Portal” or "this Client Portal”) and “WealthO2 Client Portal” in Google and Apple app stores is operated by WealthO2 Pty Ltd and its Corporate authorised representatives ("WealthO2”). The use of the WealthO2 Client Portal is governed by these Terms and Conditions and the WealthO2 Privacy Policy including any incorporated terms regarding third party providers, n each case as updated from time to time. By accessing, reviewing or using our website or the WealthO2 app, each user is agreeing to be bound by the Website Terms and our Privacy Policy. We may vary the Privacy Policy or the website Terms from time to time with or without notice to you, and any subsequent access to or review or use of the website by you will constitute your agreement to the variation. We recommend you review these documents regularly and check for changes. Should you access or use the website or the app in a way we consider to be inappropriate or in breach of the Website Terms we may withdraw or suspend your access to some or all of the website or the app. If you are under 18 years of age, you must obtain a parent/guardian's consent prior to using the WealthO2 Client Portal.
Logins and passwords for WealthO2 Client Portal users
WealthO2 has measures in place to ensure a high level of privacy, security and protection of your personal information when you access our website or the app. However, no measures can guarantee complete protection and to the extent permitted by law we will not be responsible for any loss or damage that results from our measures failing or being breached. When you choose to become a user of WealthO2 you must provide a username (email address) and password ("Login Details”) which will allow you access to the site and use of all its facilities. Your Login Details are personal to you and are not transferable. You must not allow anyone else to use your Login Details. You agree that:
- you will not send or disclose your Login Details to any other person;
- you will not keep your Login Details in any form, whether encoded or un-encoded, anywhere where it is possible for it to be copied or used by any other person;
- you are solely responsible for any loss caused by or in connection with the use of your Login Details by you or any other person, including any use that you have not approved;
- if any other person accesses the site using your Login Details then you are liable for all transactions or other actions performed by that person on the site.
You must advise WealthO2 immediately you know or suspect that your Login Details have become known, or may have become known, to any other person, or if you know or suspect any unauthorised use of your Login Details (Call your Adviser or 1300 726 008).
Copyright
Copyright in his Client Portal is owned by WealthO2 unless otherwise indicated. You may use the information in this Client Portal for your own personal use, but must not (without WealthO2's permission) alter, reproduce or distribute any part of the content of this Client Portal, transmit it to any other person or incorporate the information into any document.
Accuracy of information
Whilst WealthO2 has taken care in producing the information contained on this Client Portal, the information:
- is current only at the time it is placed on this Client Portal and WealthO2 and its directors, officers, employees and agents are under no obligation to update the information or correct any inaccuracy that becomes apparent since the date this Client Portal was last updated; and
- may be affected by subsequent events or circumstances that occur after the date the relevant information was last updated that may impact on the accuracy, timeliness, reliability or completeness of the information.
- May not take into account taxes withheld or other superannuation or pension transactions that are administered by a member administrator
- While we use best endeavours to provide access to the website and the app on a “24 /7” basis, access may be interrupted or suspended with or without notice to facilitate the carrying out of scheduled or unscheduled maintenance, for other reasons related to our business, or for reasons beyond our reasonable control.
To the extent permitted by law, WealthO2 and its directors, officers, employees and agents do not give any warranty, make any representation as to, or accept responsibility for, the accuracy, timeliness, reliability or completeness of the information contained on this Client Portal, and you rely on the information at your own
To the extent permitted by law, WealthO2 excludes any liability for any error in, inaccuracy or deficiency from the WealthO2 Client Portal and disclaims any liability for any loss or damage that you or any other person may suffer as a result of relying on any of the information contained in this Client Portal, whether caused by the negligence of WealthO2 or otherwise.
The information provided on the website and/or the app should not be regarded as personal financial advice or relied upon. The information we provide does not take into account your financial circumstances, needs or objectives. The information and other material available via the website and the app are not, and must not be regarded as, an endorsement of or recommendation to use any particular service or to buy, sell or hold an investment in any particular product. We recommend that before making any investment decision, you consider the appropriateness to you of any content of our website or mobile app having regard to your own objectives, financial situation and needs, and obtain and carefully consider the disclosure documentation for the financial product, and seek professional advice.
Third party information, services and functionality
We engage and contract with third parties to provide content and functionality on or in connection with the website and the app. Third party content and services are not independently monitored, reviewed, or verified by us and are accessed and used by you at your sole risk.
To improve user experience, and analyse website and app traffic, we may share your site usage data with our analytics software partners and depersonalised data trends with your financial adviser. For the purposes of adhering to continuous reporting requirements we may also need to provide evidence to auditors, regulators and financial services licence holders of your access and usage of the website portal and app.