Creveling & Creveling Financial Planning Limited (“C&C”), which does business as Creveling & Creveling Private Wealth Advisory, is located in Bangkok, Thailand. C&C is a Registered Investment Adviser with the United States Securities and Exchange Commission, and is also a licensed Investment Advisor with the Thai Ministry of Finance and regulated in Thailand by the Thai Securities and Exchange Commission. C&C is in compliance with the current filing requirements imposed by both Securities and Exchange Commissions in Thailand and the United States. C&C may only transact business in jurisdictions in which it is registered or otherwise qualifies for an exemption or exclusion from registration requirements.
C&C’s website is limited to the dissemination of general information regarding its financial planning and investment advisory services to individuals residing in jurisdictions where providing such information is not prohibited by applicable law. The publication of C&C’s website on the Internet should not be construed by any third party (including clients and/or prospective clients) as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized financial planning or investment advice for compensation over the Internet or other means.
For information pertaining to C&C’s registration status, please contact the United States Securities and Exchange Commission’s website at www.adviserinfo.sec.gov and/or The Thai Securities and Exchange Commission’s website at http://capital.sec.or.th/webapp/en/infocenter/intermed/comprofile/resultl_iac.php?ref_id=195&lang=en.
A copy of C&C’s current written disclosure statement summarizing C&C’s business operations, services, and fees is available to clients and prospective clients upon written request.
C&C makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information on C&C’s website. C&C expressly disclaims and assumes no responsibility or liability for the same. All such information is provided solely for convenience purposes and is meant to be general statements, and is not specifically prepared for any individual. All users thereof should be informed and guided accordingly.
Past performance may not be indicative of future results. Therefore, no person should assume that the future performance of any specific investment or strategy, (including the investments and/or strategies recommended by C&C) or products referred to directly or indirectly by C&C in its website, or indirectly via a link to a third party website, will be profitable or suitable, or continue to perform against previous indicated performance level(s). Different types of investments involve varying degrees of risk, volatility, and suitability, and there is no assurance that any specific investment will either be suitable or profitable for a client’s or prospective client’s investment portfolio. Similarly, historical performance results for investment indices and/or categories generally do not reflect the deduction of transactional and/or custodial charges, the deduction of investment management fees, or the impact of taxes. All of which could have the material adverse effects on the results of historical performance.
Certain portions of this website (i.e. blog, newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to C&C’s (and those of other investment and non-investment professionals) comments as of a specific prior date. Due to various conditions and factors, including changing market conditions, such postings or information may no longer be reflective of current comments or market conditions. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from C&C, or from any other investment, tax, or other financial professional. C&C is not an accountant or an attorney, and no portion of this website may be interpreted as tax, accounting or legal advice.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to C&C’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from C&C, or from any other investment, tax or financial professional.
C&C expressly disclaims any liability or responsibility for inaccurate information, down websites or broken or non working links or the like, rather any links to other websites are provided purely as a courtesy and for informational purposes only, and without any representations, warranties or undertakings.
Each client and prospective client agrees, acknowledges that they have read, understood and accepted the information and disclaimers made herein, and as a condition precedent to his/her access to C&C’s website, to hold harmless and release C&C, its officers, directors, owners, employees and agents from any and all adverse consequences, losses and liabilities (including without limitation, incidental, exemplary, punitive and consequential damages) resulting from any of his/her actions and/or omissions which are independent of his/her receipt of personalized individual advice from C&C.