SMS Terms & Conditions - Point Wealth Management

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As part of the TCR registration process, mobile carriers require that you provide SMS Terms & Conditions for your messaging campaigns. These Terms & Conditions should include the following information:

Messaging Frequency: How often messages will be sent to recipients?
Potential Fees: Any applicable message or data rates that recipients may incur.
Opt-in and Opt-out Methods: Clear instructions on how users can opt-in to receive SMS messages and how they can opt-out.
Link to Privacy Policy: A link to your online Privacy Policy, detailing how customer data will be handled.

Providing this information now will help avoid delays in the SMS approval process and ensure compliance with mobile carrier regulations

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.

Opinions expressed herein are solely those of Point Wealth, LLC. and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser before implementation. Advisory services are offered through Point Wealth, LLC., an Investment Advisor in the State of Wisconsin. Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Wisconsin or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Point Wealth, LLC., does not offer tax planning services but may provide references to tax service providers. Point Wealth, LLC., may also work with your independent tax or legal counsel. Please consult a qualified professional for assistance with these matters.

SMS Terms and Conditions