SMS Terms and Conditions

1. Acceptance of Terms By opting in to receive SMS messages from [Your Firm Name], you agree to these Terms and Conditions.

2. Opt-In To receive SMS messages, clients must opt-in by replying ‘YES’ to our initial message. By opting in, you consent to receive text messages from [Your Firm Name] regarding financial updates, meeting reminders, and other important notifications.

3. Opt-Out You can opt-out at any time by replying ‘STOP’ to any of our messages. After opting out, you will no longer receive SMS messages from us.

4. Message Frequency The frequency of messages will vary based on your interactions with us and your specific financial needs. You may receive messages to set up meetings, check in on your financial status, and confirm important details.

5. Charges Standard message and data rates may apply. Please check with your mobile carrier for details.

6. Privacy Your privacy is important to us. We will not share your phone number or any personal information with third parties without your consent. For more details, please review our Privacy Policy.

7. Help For assistance, reply ‘HELP’ to any of our messages or contact us at [Phone Number], [Email], or visit our website at [Website URL].

8. Changes to Terms We may update these Terms and Conditions from time to time. Any changes will be communicated to you via SMS.