Terms & Conditions

Pure Broker Branding · purebrokerbranding.com

1. Services Overview

Pure Broker Branding ("we," "our," or "us") provides digital marketing, web development, and branding services specifically tailored for financial professionals, insurance brokers, and mortgage brokers ("Services"). By engaging our services, you agree to these terms and conditions.

2. Intellectual Property Rights

Upon receipt of full and final payment, the client owns all final deliverables. However:

  • We retain ownership of all preliminary designs and concepts
  • Our proprietary design tools, systems, and processes remain our exclusive property
  • Stock images and licensed elements are subject to their respective license terms
  • Pure Broker Branding retains the right to showcase completed work in our portfolio and marketing materials

3. Client Responsibilities

To ensure successful project delivery, you agree to:

  • Provide all necessary content, copy, and assets in a timely manner
  • Maintain consistent and responsive communication
  • Review and approve deliverables promptly at each milestone
  • Ensure all provided content adheres to applicable industry regulations
  • Obtain necessary permissions for any third-party content

Delays in communication or asset delivery may directly impact project timelines. Pure Broker Branding is not responsible for delays caused by client unresponsiveness.

4. Compliance & Regulations

While we strive to create compliant designs, you are ultimately responsible for:

  • Ensuring compliance with FINRA, SEC, and other applicable regulatory requirements
  • Maintaining required disclaimers and disclosures
  • Updating content to reflect current regulations
  • Obtaining necessary approvals from compliance departments

5. Payment Terms

Projects over $1,500 follow a milestone-based payment structure:

  • 50% upfront to secure project kickoff
  • 30% due upon design approval
  • 20% due prior to final delivery and launch
  • Projects under $1,500 require full payment upfront before work begins

Payments are due within 7 days of each invoice. Late payments may incur a 5–10% late fee. Work may be paused on accounts overdue beyond 14 days.

6. Project Timeline

All timelines are estimates based on project complexity and client responsiveness. Delays may occur due to:

  • Late or incomplete client feedback
  • Missing content or assets
  • Third-party platform dependencies or outages
  • Rush requests are available and may incur a 20–40% rush fee

Pure Broker Branding will communicate any timeline changes promptly and work to maintain agreed delivery windows wherever possible.

7. Revisions & Scope Control

A reasonable number of revisions is included within the agreed scope.

  • Excessive revision requests beyond agreed scope may incur additional fees
  • Major structural changes may require a new project phase
  • Work may be paused until any additional scope is formally approved
  • A 14-day post-launch support window is included for minor fixes and adjustments

8. Confidentiality

We maintain strict confidentiality of:

  • Client business information
  • Project details and specifications
  • Pricing and contract terms
  • Client data and analytics

9. Project Termination

Either party may terminate this agreement with written notice. In the event of termination:

  • Payment is due for all work completed up to the termination date
  • Deposits are non-refundable
  • A minimum of 50% of the total project cost is due if work has commenced
  • Deliverables are provided upon payment of any outstanding balance

10. Limitation of Liability

Pure Broker Branding shall not be held liable for:

  • Loss of revenue, business opportunity, or profits
  • Indirect, incidental, or consequential damages
  • Issues arising from third-party systems, tools, or misuse of deliverables
  • Regulatory compliance issues arising from client-provided content

11. Performance Disclaimer

Pure Broker Branding designs and builds to professional standards with conversion in mind. However, we do not guarantee:

  • Specific lead volume or quality
  • Revenue outcomes or growth targets
  • Business results of any kind

Performance is influenced by external factors including marketing spend, traffic sources, market conditions, and client follow-through.

12. SMS Message Disclosure

By engaging our services or submitting a form on our website, you agree to receive SMS messages from Pure Broker Branding regarding service updates, consultation confirmations, project notifications, and promotional offers. Message frequency varies based on communication needs. Message and data rates may apply. Please contact your wireless provider for details about your text and data plan.

13. SMS Opt-Out and Help

To opt out of SMS messages at any time, reply STOP or UNSUBSCRIBE to any message you receive. After opting out, you will receive a final confirmation message and will no longer receive SMS messages from us. For help, reply HELP to any message or contact us at (678) 269-6384 or concierge@purebrokerbranding.com. or (678) 218-1896.

Contact Information

For questions about these terms, please contact us at:

Pure Broker Branding

Email: concierge@purebrokerbranding.com

Phone: (678) 269-6384

purebrokerbranding.com