Legal Documentation
Legal information and terms of use for Patrice
Important
Patrice is an information and wealth-organisation tool and does not provide any investment advice. Consult a qualified professional before making any financial decision.
IMPORTANT: Please read this disclaimer carefully
1. Nature of the Service
Patrice is an information and wealth-organisation tool. It aggregates and formats the data you enter to give you a clear overview. Patrice does not provide investment advice and does not constitute an advisory service relating to specific financial instruments.
2. What Patrice Does
3. What Patrice Does NOT Do
4. How to interpret the analyses
The analyses, diagnostics and orientations produced by Patrice — including those generated by artificial intelligence — are based solely on the data you enter. They are an observation of your wealth at a given point in time and do not take into account your external environment, your full tax, family or legal situation, or any data you have not entered.
5. Investment Risks
All investments carry risks, including the risk of capital loss. Past performance is not indicative of future results. The value of investments may fluctuate both upward and downward.
6. Consulting a professional
Any investment decision is best prepared with a qualified professional able to take your full situation into account. Depending on your needs, you may in particular consult a financial adviser registered with the relevant national register, a wealth management adviser, or any other qualified professional (notary, tax lawyer, chartered accountant).
7. Publisher status
The publisher of Patrice is not a regulated financial intermediary and does not provide an investment advisory service. Patrice is an information and wealth-organisation tool: it delivers no personalised recommendation relating to specific financial instruments and executes no transaction on your behalf.
8. User Responsibility
The user is solely responsible for:
9. Limitation of Liability
Under no circumstances shall Patrice, its directors, employees, or partners be held liable for any direct, indirect, incidental, special, or consequential damages arising from the use of the application or the analyses generated.