Ordiva Wealth · 序远财富
Terms of Service
Last updated: November 4, 2026
These Terms govern access to www.ordivawealth.com and services made available under the Ordiva Wealth (序远财富) name. Please review them before creating an account or using the service. Privacy practices are described separately in our Privacy Policy. Questions may be sent to support@ordivawealth.com.
1. Eligibility and accounts
The service is intended for people aged 18 or older who can enter into a binding agreement. Provide accurate information, protect your credentials, and use only accounts and resources you are authorized to access. Notify us of suspected unauthorized access. Google, WeChat, and email sign-in are available only as configured; identity-provider terms also apply. A matching email does not automatically link accounts.
2. Development preview and availability
The current platform is a development preview. Available functions may change or be interrupted; a demonstration, menu item, assessment, or draft does not establish that a production service or AI capability is available. Do not submit real sensitive financial or identity records during the preview. We do not guarantee continuous availability or that a particular feature will be released.
3. Information, not regulated professional services
Content, calculators, assessments, reports, and any enabled AI output are informational tools and may be incomplete or incorrect. They are not personalized investment, tax, legal, accounting, insurance, or other regulated professional advice, and do not establish an adviser-client relationship. Readiness scores are not investment-risk ratings or promises of returns. Consult an appropriately qualified professional and independently verify information before making consequential decisions. The platform does not execute securities transactions, hold client funds, submit tax returns, or automatically approve financial records on your behalf.
4. Permissions and shared workspaces
You may invite or share information only when authorized. Household collaboration, professional customer relationships, membership levels, payments, and recommendations do not create ownership of another person’s records or bypass resource permissions. Private group access requires active membership. Revoking access stops future platform access subject to applicable technical and legal requirements, but may not erase copies previously made by recipients.
5. Your content and our limited license
You retain the rights you hold in the content you submit. You grant Ordiva Wealth a limited, non-exclusive permission to host, store, process, format, and display it only as needed to provide the service, follow your visibility choices, enforce these Terms, and comply with law. This does not transfer ownership or authorize selling private records or training shared models on them. You must have the rights and permissions needed to submit content. Public content may be copied by others; use private features for authorized private discussions.
6. Acceptable use and moderation
Do not impersonate others, post unlawful or infringing material, harass people, distribute malware, probe accounts or systems without authorization, circumvent access controls, or submit prohibited credentials. Ordinary discussion is generally posted directly; reports may lead to review, restrictions, or removal. Professional commercial information and advertising may require category-specific verification and approval. Verification badges describe the platform’s stated verification status, not an endorsement, license grant, guarantee of performance, or assurance that an offer is suitable for you.
7. Third parties, listings, and live events
External services, professional listings, offers, links, and meeting tools have their own terms and privacy practices. A listing or advertisement is not a guarantee or recommendation. Independently evaluate a provider’s identity, qualifications, terms, and risks. Event reservation alone does not grant attendance or replay access; membership and other permissions are checked separately. Any transaction you enter into with a third party is governed by the applicable agreement with that party.
8. Plans, charges, and cancellations
Availability, price, quotas, duration, renewal, cancellation, and refund terms for any paid offering must be disclosed in its applicable order or separate agreement before purchase. A displayed membership level does not itself authorize a charge, create data access, or establish a live payment channel. These Terms do not create an automatic renewal or substitute for an order-specific agreement. Mandatory consumer rights remain unaffected.
9. Restrictions, ending use, and data requests
You may stop using the service and request account or data deletion at support@ordivawealth.com. We may restrict or suspend access for misuse, security concerns, legal obligations, or material breach, with notice and an opportunity to address the issue when appropriate and lawful. Data access, export, deletion, and retention requests are handled under the Privacy Policy and applicable law. Keep appropriate independent copies of information important to you; do not rely on the preview as your only record system.
10. Disclaimers and responsibility
To the extent permitted by applicable law, the preview and informational content are provided without promises of uninterrupted operation, complete accuracy, suitability for a particular purpose, or financial results. You remain responsible for your decisions and authorized submissions. Nothing in these Terms excludes liability or remedies that cannot lawfully be excluded, including applicable consumer protections. These Terms do not impose mandatory arbitration or a class-action waiver.
11. Updates, applicable law, and contact
We may update these Terms and will publish the revised date. Material changes will receive notice and acceptance where required; they do not retroactively eliminate rights that cannot lawfully be waived. Applicable law, including mandatory consumer protections, governs your rights. No particular state, court, or arbitration venue is designated by these preview Terms. Contact Ordiva Wealth at support@ordivawealth.com to raise a concern or discuss a resolution.