# Last updated on Jan 1st 2025

This Non-Disclosure Policy (NDA) outlines the confidentiality obligations of Accelerate My Finances (“Recipient”) regarding the handling and protection of personal and financial data (“Confidential Information”) provided by clients (“Discloser”) in connection with our financial services.

• Definition of Confidential Information
  • For the purpose of this agreement, “Confidential Information” includes any data or information, whether written, oral, or electronic, that is provided by the Discloser to the Recipient in connection with financial planning, retirement planning, portfolio review & construction or any other related services. This includes, but is not limited to, personal identification details, financial records, investment portfolios, tax returns, and any other proprietary information.
• Obligations of Confidentiality
  • The Recipient agrees to:
    • Maintain the confidentiality of all Confidential Information received from the Discloser.
    • Use the Confidential Information solely for the purpose of providing financial services as requested by the Discloser.
    • Restrict access to Confidential Information to agents, or third parties who need to know such information for the purpose of providing the agreed-upon financial services and who are bound by confidentiality obligations.
    • Protect the Confidential Information from un-authorized access, disclosure, or use with the same level of care as it uses to protect its own confidential information, but no less than a reasonable standard of care.
• Exclusions from Confidential Information
  • Confidential Information does not include information that:
    • Is or becomes publicly known through no breach of this agreement by the Recipient.
    • Is received from a third party without breach of any obligation of confidentiality.
    • Is independently developed by the Recipient without use of or reference to the Discloser’s Confidential Information.
• Duration of Confidentiality
  • The obligations of confidentiality will remain in effect for as long as the Recipient possesses any Confidential Information of the Discloser. Upon termination of the business relationship or upon request by the Discloser, the Recipient will return or destroy all Confidential Information in its possession.
• Permitted Disclosures
  • The Recipient may disclose Confidential Information to the extent required by law, regulation, or court order, provided that the Recipient gives the Discloser prompt notice of such requirement and cooperates with the Discloser in seeking a protective order or other appropriate remedy.
• Indemnity
  • The Recipient agrees to indemnify and hold harmless the Discloser from any damages, losses, or expenses resulting from unauthorized disclosure or use of the Confidential Information by the Recipient or its representatives.
• Miscellaneous
  • This Agreement constitutes the entire understanding between the parties regarding confidentiality of the Confidential Information.
  • Any amendments to this Agreement must be in writing and signed by both parties.
  • This Agreement shall be governed by and construed in accordance with the laws of Jurisdiction.

Acceptance :

By using our financial services, the Discloser acknowledges and agrees to the terms of this Non-Disclosure Agreement.