These terms set out the basis on which CoreVertex Retirement Planning Co., Ltd. (บริษัท CoreVertex Retirement Planning จำกัด) provides inquiry-based financial planning consultations for retirement and income preparation through this website. By submitting an inquiry or attending a consultation, you accept these terms.

The service

The service consists of inquiry-based financial planning consultations for retirement and income preparation. An inquiry is not a consultation: it is a request for one. A consultation takes place only after scope and any applicable fee have been confirmed in writing.

What we provide and what we do not

Consultations offer a structured analysis of your retirement income position based on the information you provide. They are general financial planning guidance, not a guarantee of any investment outcome. This office does not sell or place any financial product. Where regulated advice or a specific product is required, we will say so and direct you to an appropriately licensed provider.

Your responsibilities

You agree to provide accurate and complete information about your financial situation when requested.
You agree that the analysis is only as reliable as the information you supply.
You remain responsible for all decisions you make based on a consultation.

Fees

Any fee that applies to a consultation is confirmed in writing before the consultation is booked. The initial inquiry through the contact form carries no charge. For details on cancellation and refunds, see our refund policy.

Intellectual property

The content of this site — text, layout, and the written summaries provided after a consultation — is made available for your personal use. You may not reproduce site content for commercial purposes without written permission.

Limitation of liability

To the extent permitted by Thai law, our liability for any consultation is limited to the fee paid for that consultation. We are not liable for indirect or consequential losses arising from decisions made on the basis of a consultation.

Applicable law

These terms and any consultation are governed by the laws of Thailand. Any dispute will be resolved in the courts of Bangkok, Thailand.

Contact

Questions about these terms can be sent by email to info@corevertex.click or by telephone on +66-2-417-5329. Our registered address is 83/4,Rama II Road,Bang Khun Thian,Bangkok,10150, Thailand. Tax ID (TIN): 0105311223045.

Last reviewed: October 2026.