Terms of Service

Last Updated: August 5, 2024

Welcome to www.affiliatebackoffice.com, operated by Genesis Financial Associates Inc. DBA CFO by Design (“Company”, “we”, “us”, “our”). By accessing or using our website, you agree to comply with and be bound by the following Terms of Service.

1. Company Information

  • Company Name: Genesis Financial Associates Inc. DBA CFO by Design
  • Address: 300 North Ronald Regan Blvd, Suite 101, Longwood, FL 32750
  • Contact Email: Support@cfobydesign.com

2. Services

We provide membership, services, resources, training privacy, client submission, and Zoho integration.

3. User Obligations

  • Users must abide by the Affiliate Program Agreement and be an approved affiliate.
  • Users must be 18 years or older to use our services.

4. Account Information

  • Users must create an account to use our services.
  • Required information: Affiliate ID, name, email, and phone number.

5. Payment Terms

  • Fees: Enrollment fee plus monthly membership. Additional fees for services added within the platform.
  • Payment Methods: Credit card.
  • Refund Policy: No refunds. Cancellations must be written with a 30-day notice.

6. Termination of Membership

  • We reserve the right to terminate user accounts at our discretion.
  • Actions that can lead to termination: Non-compliance to affiliate agreement.
  • Account Deletion: Deletion of an account requires a written request to support@cfobydesign.com. This will be processed within 30 days.

7. User Content

  • Users can upload documents in an encrypted secured link.
  • User content is used only for the affiliate or client program for services and support. All information is stored in Zoho CRM.

8. Liability

  • Our liability is limited to the maximum extent permitted by law.
  • We disclaim any warranties or guarantees regarding our services.

9. Privacy

  • Please refer to our Privacy Policy here.
  • User personal data is used only for CFO by Design communication.

10. Dispute Resolution

  • Preferred method: Arbitration.
  • Jurisdiction: None specified.

11. Modifications

  • We will notify users of changes to these Terms of Service via email.
  • Terms of Service will be updated as necessary.

By using our services, you agree to these Terms of Service. If you do not agree, please do not use our services.