This Agreement (“Agreement”) is entered into by and between [Entirely Trading] (the “Coach”) and the undersigned client (the “Client”). By signing below, the Client acknowledges and agrees to the following terms:
1. Educational Purpose & No Personal Financial Advice
1.1 Nature of Services
The coaching, materials, and information provided by the Coach are exclusively for educational and informational purposes.
The Coach is not a financial advisor, broker, registered investment advisor, or tax professional.
1.2 No Personal Advice
Nothing provided in this program—whether in writing, verbally, or through any other medium—should be construed as personalized financial, investment, or tax advice.
The Client is responsible for consulting licensed professionals for advice tailored to their individual financial circumstances.
1.3 Decision-Making Responsibility
The Client alone is responsible for evaluating their own financial situation, risk tolerance, and personal goals.
All trading and investment decisions are solely those of the Client.
2. Risks of Forex & Financial Trading
2.1 High-Risk Market
Forex trading involves substantial risk of loss, including the possibility of losing the entire principal. It is not suitable for all investors.
Market conditions can change rapidly and unpredictably.
2.2 Leverage & Margin
Trading on margin amplifies gains and losses. The Client may be required to deposit additional funds on short notice to maintain open positions.
Failure to deposit additional funds may result in the liquidation of open positions at a loss.
2.3 Past Performance
Past performance of any strategy, portfolio, or market is not indicative of future results. Any examples of returns or potential profits are for illustration only and do not guarantee future performance.
2.4 No Guarantee of Results
3. Limitation of Liability
3.1 No Liability for Losses
The Client agrees to hold the Coach harmless from any liability, claim, or expense (including reasonable attorney fees) arising directly or indirectly from the Client’s trading decisions and participation in this program.
3.2 Indirect or Consequential Damages
Under no circumstances shall the Coach be liable for indirect, incidental, special, consequential, or punitive damages, even if advised of the possibility of such damages.
3.3 No Warranties
The Coach makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information provided.
4. Delivery of Coaching (With Flexibility)
4.1 Program Outline
The Coach will provide the Client with a clear written or digital outline of the coaching program, including the planned session schedule, topics, and materials (collectively, the “Program”).
4.2 Session Scheduling & Rescheduling
Sessions will generally take place according to the published schedule. However, unforeseen circumstances (e.g., illness, emergencies) may require rescheduling.
The Coach will notify the Client as soon as is reasonably possible if a session needs to be rescheduled and will provide a new date/time or equivalent resource.
4.3 Documentation of Sessions
The Coach maintains records of all completed sessions, materials delivered, and any changes to the program timeline.
The Client is encouraged to keep their own records of attended sessions, received materials, and communications.
5. Scope of the “Delivery Guarantee”
5.1 Guarantee Coverage
The Coach guarantees to deliver the sessions, materials, and support set forth in the Program outline, taking into account the scheduling flexibility mentioned above.
If the Coach repeatedly fails to deliver the agreed-upon elements without providing a reasonable substitute or rescheduled option, the Client may submit a refund request.
5.2 Refund Process
Refund requests based on alleged non-delivery of promised content must be submitted in writing within [X days/weeks] of the missed session or resource.
The request must specify which portion(s) of the Program was not delivered and include any relevant evidence (e.g., session dates missed, materials not provided).
5.3 Exclusions
This delivery guarantee does not cover dissatisfaction with trading results, opinions about the Program’s value, or any other subjective factors.
If the Coach meets its obligation to deliver the outlined Program (allowing for reasonable scheduling changes), no refund is owed.
6. Client Responsibilities & Conduct
6.1 Participation
The Client is expected to fully engage with the coaching program by attending (or viewing recordings of) scheduled sessions, completing recommended exercises, and using provided resources.
Failure to participate or access the materials does not entitle the Client to any refund or adjustment.
6.2 Trade Logs & Accountability
The Coach may request that the Client keep logs of their trading activities (including trade rationale and outcomes) to track progress and give feedback.
The Client is responsible for maintaining accurate records and sharing them with the Coach upon request.
6.3 Compliance with Laws
The Client acknowledges they must comply with all applicable laws, regulations, and broker terms when trading.
The Client confirms they are not located in or trading from any jurisdiction where such activities are restricted or illegal.
7. No Guarantee of Profit or Success
7.1 Individual Results Vary
Trading outcomes depend on multiple factors, including market conditions, capital resources, risk management, and the Client’s personal trading decisions.
The Coach does not guarantee that any strategies or techniques taught in the Program will yield profits or avoid losses.
7.2 Client Assumption of Risk
By participating in the Program, the Client acknowledges and accepts the inherent risks associated with forex and other financial trading.
The Client agrees not to rely solely on the Coach’s information or guidance when making live trades or investment decisions.
8. Intellectual Property
8.1 Ownership
All materials, guides, videos, and content shared in the Program are the exclusive property of the Coach (unless otherwise noted).
The Client receives a limited license to use these materials for personal education and may not reproduce, distribute, or share them with third parties without written permission.
8.2 Trademarks
Any trademarks, service marks, or logos used by the Coach remain the property of their respective owners.
Nothing in this Agreement grants any license or right to use such marks without explicit permission.
9. Confidentiality
9.1 Program Content
The Client shall not distribute or share proprietary coaching content or discussions from private sessions with anyone outside the Program.
Violation of this clause may result in termination of the Client’s access to the Program without refund.
9.2 Client Information
10. Miscellaneous Provisions
10.1 Governing Law & Jurisdiction
This Agreement shall be governed by and construed in accordance with the laws of [Your Jurisdiction], without regard to conflict of law principles.
Any disputes arising from or related to this Agreement shall be resolved in the courts of [Your Jurisdiction].
10.2 Severability
10.3 Entire Agreement
10.4 No Waiver
10.5 No Assignment
10.6 Force Majeure
Neither party shall be liable for failure or delay in performing obligations under this Agreement if such failure or delay is due to circumstances beyond their reasonable control (e.g., natural disasters, strikes, internet outages, governmental restrictions).
11. Recurring Monthly Fee & Cancellation Responsibility
11.1 Recurring Billing
11.2 Client Cancellation Responsibility
11.3 Payment Method
The Client is responsible for ensuring that their payment method is valid, current, and has sufficient funds to cover the recurring fee.
The Coach is not responsible for any charges resulting from payment method issues or delays in cancellation.
11.4 No Partial Refunds
Client Acknowledgment and Signature
By signing below, the Client certifies that they have read this Disclaimer & Agreement carefully, understand its contents, and agree to be bound by its terms. The Client acknowledges the significant risks associated with forex trading and understands that any actions or decisions made based on the coaching or materials are solely their responsibility.
Client Name (Printed): ____________________________________________
Client Signature: _________________________________________________
Date: ___________________________________________________________
Coach/Company Representative
Name (Printed): _________________________________________________
Signature: _____________________________________________________
Date: __________________________________________________________