RA Service Terms & Conditions
Last updated: JANUARY 22, 2025
Welcome to invostocks.com. These Terms and Conditions ("Terms") govern your use of our website, mobile application, and services (collectively, the "Services"). By accessing or using our Services, you agree to be bound by these Terms. If you do not agree with any part of these Terms, you must not use our Services.
Most Important Terms and Conditions:
The terms and conditions and the consent thereon are for the research services provided by the RA, and RA cannot execute/ carry out any trade (purchase/ sell transaction) on behalf of the client. Thus, you are advised not to permit RA to execute any trade on your behalf.
Optional Centralised Fee Collection Mechanism:
The Research Analyst (RA) informs clients about the optional 'Centralised Fee Collection Mechanism for IA and RA' (CeFCoM) for fee payments. Adoption of CeFCoM is voluntary and does not impact the quality of services provided. All payments through CeFCoM comply with regulatory requirements ensuring transparency and efficiency in the fee collection process.
Availing the Research Services:
By accepting delivery of the research service, the client confirms that he/she has elected to subscribe to the research service of the RA at his/her sole discretion. RA confirms that research services shall be rendered in accordance with the applicable provisions of the RA Regulations.
Obligations on RA:
RA and client shall be bound by the SEBI Act and all the applicable rules and regulations of SEBI, including the RA Regulations and relevant notifications of the Government, as may be in force, from time to time.
Client Information and KYC:
The client shall furnish all such details in full as may be required by the RA in its standard form with supporting details, if required, as may be made mandatory by RAASB/SEBI from time to time. RA shall collect, store, upload, and check KYC records of the clients with the KYC Registration Agency (KRA) as specified by SEBI from time to time.
I / We have read and understood the terms and conditions applicable to a research analyst as defined under regulation 2(1)(u) of the SEBI (Research Analyst) Regulations, 2014, including the fee structure.
I/We are subscribing to the research services for our own benefits and consumption, and any reliance placed on the research report provided by the research analyst shall be as per our own judgement and assessment of the conclusions contained in the research report.
I/We understand that:
- Any investment made based on the recommendations in the research report are subject to market risk.
- Recommendations in the research report do not provide any assurance of returns.
- There is no recourse to claim any losses incurred on the investments made based on the recommendations in the research report.
Declaration of the RA that:
- It is duly registered with SEBI as an RA pursuant to the SEBI (Research Analysts) Regulations, 2014, and its registration details are: (registration number, registration date).
- It has registration and qualifications required to render the services contemplated under the RA Regulations, and the same are valid and subsisting.
- Research analyst services provided by it do not conflict with or violate any provision of law, rule or regulation, contract, or other instrument to which it is a party or to which any of its property is or may be subject.
- The maximum fee that may be charged by RA is ₹1.51 lakhs per annum per family of client.
- The recommendations provided by RA do not provide any assurance of returns.
Acceptance of Terms
By accessing or using our Services, you agree and are providing permission to "invostock.ai" send WhatsApp message and SMS without any restriction and to comply with and be bound by these Terms and Conditions and our Privacy Policy. These Terms apply to all users of our Services, including without limitation users who are browsers, vendors, customers, merchants, and contributors of content.
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