Legal Information & Policies
Last reviewed: January 2025 · Global Trading Firm ·
Legal Disclaimer
Important: The information on this website is provided for general informational purposes only. Nothing on this site constitutes legal, tax, accounting, financial, or investment advice.
Global Trading Firm (“GTF,” “we,” “our”) is an independent management consulting and advisory firm. GTF is not a law firm, licensed tax advisor, registered investment advisor, or securities broker-dealer. We do not provide legal advice, tax advice, or investment advice in any jurisdiction.
The information, services, and content presented on this website are provided on an “as is” basis without warranty of any kind, express or implied. GTF makes no representations or warranties regarding the accuracy, completeness, or timeliness of any information contained herein.
No Client Relationship
Browsing this website, submitting a contact form, or receiving a response from GTF does not create a client-advisor relationship. An advisory relationship exists only upon execution of a mutually signed engagement letter and receipt of initial payment in accordance with the terms therein.
Third-Party References
Any references to third-party firms, organizations, or professionals on this website are provided for informational context only and do not constitute endorsement, partnership, or recommendation of those parties’ services.
Limitation of Liability
To the maximum extent permitted by applicable law, GTF and its principals shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of this website or any content hereon, regardless of whether GTF has been advised of the possibility of such damages.
Privacy Policy
This Privacy Policy describes how Global Trading Firm collects, uses, and protects personal information obtained through this website and in connection with our advisory services.
Information We Collect
We may collect the following categories of personal information:
- Contact information: Name, email address, phone number, company name, and job title when voluntarily submitted via our contact form or consultation booking.
- Communication data: Content of emails and messages you send to us.
- Usage data: Standard web server log data including IP address, browser type, referring URL, and pages visited, collected automatically.
- Engagement data: Information collected during the course of advisory engagements, as governed by the applicable engagement letter and confidentiality agreement.
How We Use Information
We use collected information to:
- Respond to inquiries and provide the advisory services you have engaged;
- Send service-related communications including engagement updates and invoices;
- Comply with legal and regulatory obligations;
- Maintain security of our systems and prevent fraud;
- Improve our website and service offerings.
We do not sell, rent, or share your personal information with third parties for marketing purposes.
Data Sharing
GTF may share personal information with:
- Service providers acting on our behalf (e.g., email hosting, secure document transfer), bound by appropriate data processing agreements;
- Professional advisors (attorneys, accountants) under confidentiality obligations when necessary for our operations;
- Law enforcement or government bodies when required by applicable law.
Cookies
This website uses essential functional cookies necessary for operation. We do not use tracking, advertising, or behavioral analytics cookies. You may disable cookies in your browser settings; however, this may affect site functionality.
Your Rights
Depending on your jurisdiction, you may have rights to access, correct, delete, or restrict processing of your personal data. To exercise these rights, contact us at info@globaltrading-pro.com.
Contact for Privacy Matters
Global Trading Firm · Attn: Privacy Officer · info@globaltrading-pro.com
Terms of Service
By accessing or using the GTF website, you agree to the following terms. If you do not agree, please discontinue use immediately.
Permitted Use
This website is provided for informational purposes and to facilitate legitimate inquiries about GTF’s advisory services. You agree not to:
- Use automated tools to scrape, copy, or mirror this website’s content;
- Submit false or misleading information through any contact form;
- Attempt to gain unauthorized access to any GTF systems or accounts;
- Use the website in any manner that could damage, disable, or impair our systems or servers.
Intellectual Property
All content on this website — including text, graphics, logos, and methodology descriptions — is the property of Global Trading Firm and is protected by applicable copyright and intellectual property laws. No content may be reproduced, distributed, or adapted without prior written consent from GTF.
External Links
This website may contain links to third-party websites. GTF has no control over, and assumes no responsibility for, the content or practices of any linked third-party sites.
Modifications
GTF reserves the right to modify these Terms at any time. Continued use of the website following publication of changes constitutes acceptance of the revised Terms.
Service Engagement Terms
Note: These general terms are supplemented by the specific engagement letter issued for each client engagement. In the event of conflict, the engagement letter governs.
Scope of Engagement
Each advisory engagement is defined by a mutually executed engagement letter specifying: the scope of services, deliverables, timeline, fees, and any applicable assumptions or exclusions. GTF will not perform work outside the defined scope without a written amendment to the engagement letter.
Fees and Payment
- Project-based engagements: 50% of the total fee is invoiced upon engagement commencement (Commencement Invoice). The remaining 50% is invoiced upon delivery of the agreed final deliverable.
- Retainer engagements: Monthly retainers are invoiced in advance on the first business day of each month. Quarterly and annual retainers are invoiced at the start of the applicable period.
- Payment terms: All invoices are due within 14 calendar days of the invoice date. GTF reserves the right to suspend work on any engagement for which payment is more than 14 days overdue.
- Currency: All fees are quoted and invoiced in US Dollars (USD) unless otherwise specified in the engagement letter.
Client Responsibilities
The client agrees to: (a) provide accurate and complete information required for the engagement; (b) designate a primary point of contact; (c) review and provide feedback on draft deliverables within the timeframes specified in the engagement letter; and (d) notify GTF promptly of any material changes to the engagement context.
Deliverables
GTF will deliver all agreed outputs in electronic format (PDF and/or MS Office) unless otherwise agreed. Deliverables become property of the client upon receipt of full payment. GTF retains the right to maintain anonymized work product in its internal knowledge base.
Warranties
GTF warrants that services will be performed with professional care and skill by appropriately qualified personnel. GTF does not warrant that any advice or recommendation will achieve any particular commercial outcome. Advisory inherently involves uncertain conditions, and GTF’s recommendations are based on information available at the time of engagement.
Confidentiality & Non-Disclosure
GTF treats all client information as strictly confidential. This section summarizes GTF’s standard confidentiality practices. Formal engagements are subject to a mutual Non-Disclosure Agreement (NDA) executed prior to work commencement.
Definition of Confidential Information
“Confidential Information” means all non-public information disclosed by either party in connection with the engagement, including but not limited to: business plans, financial data, corporate structures, transaction details, personnel information, customer data, and intellectual property.
GTF’s Obligations
- GTF will not disclose client Confidential Information to any third party without prior written consent, except as required by law or court order;
- GTF restricts access to Confidential Information to those GTF personnel directly engaged on the client’s matter;
- GTF will not use client Confidential Information for any purpose other than the performance of the agreed engagement;
- GTF will notify the client promptly upon becoming aware of any unauthorized disclosure of Confidential Information.
Client’s Obligations
The client agrees to maintain equivalent confidentiality obligations with respect to any non-public information about GTF’s methodologies, processes, pricing, or personnel that may be disclosed during the engagement.
Survival
Confidentiality obligations survive termination of the engagement for a period of five (5) years, except with respect to trade secrets, which are protected indefinitely.
Data Retention Policy
Engagement Records
GTF retains engagement-related documents and correspondence for seven (7) years following the conclusion of the engagement, consistent with standard professional and legal record-keeping requirements under New York law.
Website Inquiries
Contact form submissions and email inquiries that do not lead to a formal engagement are retained for a maximum of two (2) years. You may request deletion of your information by contacting info@globaltrading-pro.com.
Financial Records
Invoicing and payment records are retained for seven (7) years in accordance with US tax law requirements.
Security
GTF implements appropriate technical and organizational measures to protect retained data, including encryption of stored documents, access controls, and secure document transfer protocols for sensitive materials.
Governing Law & Dispute Resolution
These terms, and all engagements with Global Trading Firm, are governed by and construed in accordance with the laws of the State of New York, United States, without regard to its conflict of law provisions.
Dispute Resolution
The parties agree to attempt to resolve any dispute arising from or related to these terms or any GTF engagement through good-faith negotiation. If negotiation fails within thirty (30) days, disputes shall be submitted to binding arbitration in New York County, New York, administered by JAMS (Judicial Arbitration and Mediation Services) in accordance with JAMS Commercial Arbitration Rules.
Class Action Waiver
Both parties waive any right to bring any dispute as a class action, consolidated action, or representative action. Each party may only bring claims in its individual capacity.
Limitation Period
Any claim or cause of action arising from these terms or an engagement must be brought within two (2) years after the cause of action arose.
Contact for Legal Matters
Global Trading Firm · Attn: Legal Counsel · info@globaltrading-pro.com ·
Glossary of Terms
The following definitions apply throughout GTF’s legal documents:
| Term | Definition |
|---|---|
| “GTF” | Global Trading Firm, a limited liability company organized under the laws of the State of New York. |
| “Client” | Any individual or entity that has executed a signed engagement letter with GTF. |
| “Engagement” | A formally contracted advisory service described in a mutually signed engagement letter. |
| “Deliverable” | A specific output (report, analysis, framework, roadmap) defined in the engagement letter. |
| “Retainer” | A periodic advisory arrangement providing the client with ongoing access to GTF partner advisory on a subscription basis. |
| “Commencement Invoice” | The 50% upfront invoice issued at the start of a project-based engagement. |
| “Working Days” | Monday through Friday, excluding US federal holidays and any mutually agreed holidays. |
| “NDA” | Non-Disclosure Agreement — a mutual confidentiality agreement executed between GTF and a prospective or active client. |