BizPortfolio™
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Service conditions

BizPortfolio™ Terms and Conditions

These general terms explain the basis of the service. An engagement begins only after the client accepts a service-specific proposal and agreement and the applicable initial payment is confirmed.

  1. Portfolio selection

    You are responsible for selecting the BizPortfolio™ service that best fits your business needs, with guidance from BizPortfolio when requested.

  2. Information provided

    You agree to provide complete, accurate, and up-to-date information and available supporting documentation.

  3. Professional preparation

    Your portfolio will be professionally prepared by Havana Trading Group Corp., with the assistance of artificial intelligence technologies where appropriate, and reviewed prior to delivery.

  4. Scope of service

    The service consists of organizing, analyzing, and professionally presenting the information you provide. Content and deliverables depend on the selected service and the written service agreement.

  5. Fees

    Service fees cover only the preparation and deliverables stated in the accepted proposal or service agreement, unless otherwise agreed in writing.

  6. Confidentiality

    Information submitted will be treated as confidential and handled in accordance with the applicable service agreement and privacy obligations.

  7. Intellectual property

    Upon full payment, you may use your completed portfolio for your own business purposes. BizPortfolio methodologies, templates, layouts, and proprietary processes remain the property of Havana Trading Group Corp.

  8. Professional disclaimer

    A BizPortfolio™ is an informational and business presentation document. It is not a certified appraisal, business valuation, audit, legal opinion, engineering report, environmental assessment, investment recommendation, lending approval, feasibility study, or other certified professional report.

  9. Information accuracy

    The portfolio is prepared primarily from information you provide. Havana Trading Group Corp. does not independently verify or certify its accuracy unless separately contracted to do so.

  10. Limitation of liability

    Havana Trading Group Corp. does not guarantee financing, investment, business performance, regulatory approval, or future results. Any limitation of liability is governed by the signed service agreement.

  11. Governing law

    The engagement is governed by the laws of the State of Florida, subject to the terms of the signed service agreement.

Electronic acceptance of the specific agreement, its date, the client’s identity, the selected service, fees, and deliverables will form part of each engagement record.

Recommendation: these terms and the contract template should be reviewed by licensed counsel before being used as a final agreement.