Terms and conditions of use
Our services
Acceptance of conditions: These terms and conditions govern access to and use of the services offered by Ecofina. By using our services or consulting our content, you agree to comply with and be bound by these terms and conditions.
Description of our services: Ecofina offers comprehensive financial support for individuals, the self-employed and businesses. Our services include
- Advice on budget management and financial optimisation
- Analysis of asset situation
- Financial and pension planning (insurance, retirement, etc.)
- Tax optimisation and assistance with tax returns
- Putting you in touch with specialist partners (loans, investments, etc.)
These services are offered through personalised appointments, remote monitoring or the use of digital tools.
Property rights
Intellectual property: All content, documents, advice, financial models and tools provided by Ecofina are protected by copyright and intellectual property laws. Any reproduction, distribution, modification or use for purposes other than those specified in our services is strictly prohibited without our prior written consent.
Prices and terms of payment: The prices of Ecofina's services are indicated when you contact us or in the personalised offers. These prices may be changed at any time without prior notice.
Payments are made securely via our billing solutions or our payment partners. By accepting our services, you undertake to provide accurate payment details and to pay the amounts due within the agreed timescales.
Prohibited activities
You undertake not to use our services, content or documents for illegal, fraudulent or unethical purposes. This includes in particular:
- Providing false information when analysing your financial situation
- Unauthorised resale or transmission of our documents to third parties
- Modify or divert our tools for a use other than that intended
- Use our services to circumvent applicable tax or financial legislation
In the event of non-compliance, Ecofina reserves the right to immediately suspend any service in progress, without refund.
Services management
Support and guidance: Our teams are available to answer your questions or assist you with your current services. You can contact us by email: info@ecofina.ch
Support requests are dealt with as quickly as possible, depending on the nature of the request and the workload of our advisers.
Suspension or termination: Ecofina reserves the right to suspend or terminate access to its services in the event of :
Non-payment of a service
Breach of these Conditions
Providing false financial or personal information
No compensation will be payable in such cases.
Modification of the Conditions: Ecofina may update these Terms at any time. The current version is always available on our website. It is your responsibility to consult this page regularly. Continued use of our services after an update constitutes acceptance of the new conditions.
Contact information
If you have any questions about these General Terms and Conditions, our services or our privacy policy, you can contact us at the address below: info@ecofina.ch
By using our services, you acknowledge that you have read and accepted these Terms, as well as our Privacy policyintegrated by reference.