TERMS OF BUSINESS - FINANCIAL ADVICE RECODED

 

These Terms of Business apply to your purchase and participation in the ‘Financial Advice, Recoded’ programme, part of the Codex Series created and delivered by My Business Genie Ltd (“we”, “us”, “our”). By purchasing and participating in this programme, you agree to these Terms in full. If you do not agree, you should not proceed with payment or participation.

1. PROGRAMME OVERVIEW

 ‘Financial Advice, Recoded’ is an 8-week digital programme designed for advisers, planners, and compliance professionals within the financial services sector. The programme consists of written and audio transmissions, reflection prompts, tools, and optional live calls, delivered via a private online portal. Three tiers of participation are available:

  •  Field Access (£333) – Content only, self-paced.

  • Codex Circle (£666) – Content + 2 group calls + Telegram Circle.

  • Steward Tier (£1,111+) – All of the above + private Telegram support.

PAYMENT TERMS

Payment must be made in full prior to the start of the programme, unless an agreed split-payment plan is in place. Split payments are subject to automated billing as per the agreed schedule. Failure to complete payment may result in removal from the programme without refund.

REFUND POLICY

Due to the nature of the programme - which includes access to proprietary materials, live elements, and frequency transmissions – all payments are non-refundable. By making payment, you acknowledge and accept that no refunds will be issued under any circumstances.

PARTICIPANT RESPONSIBILITY

You are responsible for your own decisions, interpretations, and actions arising from your participation. This programme is not a substitute for regulated financial advice, legal advice, mental health support, or business consultancy. No specific outcomes are promised or guaranteed.

CODEX PARTICIPATION AGREEMENT

 All participants are required to adhere to the Codex Participation Agreement, which sets out behavioural, confidentiality, and energetic boundaries for this work. We reserve the right to remove any participant who breaches these agreements, without refund.

INTELLECTUAL PROPERTY

All written, audio, visual, and energetic content provided in ‘Financial Advice, Recoded’ is © My Business Genie Ltd. You may not share, reproduce, repurpose, or use any materials outside of this programme without prior written consent. This includes, but is not limited to, course content, templates, frequency images, and recordings.

CONFIDENTIALITY

You agree to maintain the confidentiality of all other participants and any personal or business information shared within the programme environment, including group calls and Telegram discussions.

DATA PROTECTION

Please note that your personal information will be utilized in line with our privacy policy – details of which you can access here – https://www.mybusinessgenie.co.uk/privacy-policy

 LIABILITY

To the fullest extent permitted by law, My Business Genie Ltd shall not be liable for any direct, indirect, incidental, or consequential damages, losses, or injuries arising from your participation in the programme.

GOVERNING LAW

These Terms are governed by and construed in accordance with the laws of England and Wales. Any disputes shall be subject to the exclusive jurisdiction of the courts of England and Wales.

CONTACT

 If you have any questions about these Terms, please contact us at - wishes@mycompliancegenie.co.uk.

 Date Last Reviewed: August 2025