Terms & Conditions

1. Our Services and Your Engagement

We.TAcc offers services relating to financial planning, investment-related needs, insurance, taxation, accounting, retirement and other financial matters.

The scope of work depends on your requirements and the services agreed with you. Where specialist qualifications or regulatory authorisations are required, the provider and scope of that service will be identified in your engagement terms.

Submitting an enquiry or requesting a consultation does not, by itself, establish a professional engagement.

2. Information You Provide

Please provide accurate, complete and current information relevant to the agreed service.

Our assessments and guidance depend on the information available to us. Missing or incorrect details may affect their relevance or accuracy.

Please inform us of changes that may affect ongoing work, such as changes in your income, financial commitments or tax residency.

3. Investment Transactions and Third-Party Providers

We.TAcc does not currently execute investment transactions directly through its website.

Where you decide to proceed with an investment or financial product, transactions may take place through relevant third-party platforms, intermediaries, financial institutions or insurers.

Their products and services are governed by their own terms, charges, eligibility requirements and processes. Please review these before proceeding.

Independent providers are responsible for their own services. This does not remove We.TAcc’s responsibilities for its own work or obligations under applicable law.

4. Financial Decisions and Risk

Financial decisions should reflect your goals, financial circumstances, risk capacity and time horizon.

Please review the relevant product documents, risks, charges and terms before proceeding.

Investments may increase or decrease in value. We.TAcc does not guarantee returns, profits, capital appreciation or any particular financial outcome.

Please also read our Financial Disclaimer.

5. Fees and Payment Terms

Any fees charged directly by We.TAcc, applicable taxes and payment schedules will be communicated and agreed before the service begins.

Cancellation, refund and service-termination terms will be set out in the relevant engagement.

Financial products and third-party providers may carry separate charges. Any commission or referral arrangement relevant to the service will be disclosed where applicable.

6. Website Information

Website content provides general information about financial matters and our services.

It does not replace an assessment of your individual circumstances or establish a personalised recommendation.

We aim to keep information accurate and useful. However, tax laws, regulations, product terms, interest rates and market conditions may change. Please check the relevant current information before acting.

7. Use of the Website

Please use this website lawfully and responsibly.

You must not interfere with its operation, attempt unauthorised access, introduce harmful software or misuse information belonging to other people.

8. Privacy

Our collection, use and handling of personal information are explained in our Privacy Policy.

Please review that policy when submitting information through the website or contacting us.

9. Website Content and Branding

Website content, branding, graphics and other material are owned by or licensed to WeTAcc Financial Services LLP, unless stated otherwise.

Except where permitted by law, you must obtain permission from the relevant rights holder before copying, reproducing or commercially using this material.

10. Changes to These Terms

We may update these website terms when necessary. The latest version will appear on this page with its updated date.

Changes to an existing service engagement will follow the process agreed for that engagement and applicable legal requirements.

11. Governing Law and Contact

These terms are governed by the applicable laws of India.

For questions about the website terms or our services, contact: