These terms govern the supply of services by Adviser Portals Ltd (the Company) to the person or organisation named in an order or service agreement (the Customer). They apply unless the order or a separate written agreement says otherwise.
1. Our services
We provide a managed website platform for UK financial advice firms. Depending on the Customer's order, the service may include website setup, hosting, content management tools, managed content, forms, calculators, media, compliance controls, domain support, analytics and other agreed features.
The exact service, setup fee, recurring fee and any optional items are shown during ordering or confirmed in writing.
2. Orders and setup
An order is accepted when we confirm it or begin providing the service. Any delivery dates are estimates and depend on the Customer supplying complete and accurate information, approvals, brand assets, domain access and other requested material in good time.
We may use reasonable standard wording, layouts and settings to progress a build where the Customer has not provided alternatives. The Customer must review and approve its website before publication.
3. Charges and payment
- Fees are those stated in the order and are exclusive of VAT unless expressly stated otherwise.
- Setup fees are normally collected when the order is placed. Recurring fees are normally collected monthly by Direct Debit through our payment provider.
- The Customer must maintain a valid payment method and tell us promptly about billing changes.
- We may apply interest or reasonable recovery costs to overdue sums where the law permits.
We may change recurring fees by giving at least 60 days' written notice. A Customer that does not accept the change may terminate the affected service before the new fee takes effect.
4. Customer responsibilities
The Customer is responsible for:
- providing accurate, lawful and up-to-date business, regulatory and contact information;
- ensuring that it has permission to use all logos, images, testimonials, documents and other material it supplies;
- keeping account credentials secure and controlling access granted to its users;
- reviewing its website, disclosures and communications and obtaining any required network or compliance approval; and
- telling us promptly if published information is incorrect or should be removed.
5. Content and compliance
Managed content and platform controls are provided to support the Customer's website management. They are not legal, tax or regulatory advice and do not remove the Customer's responsibility for its own compliance. Content may be revised, replaced or withdrawn to reflect legal, regulatory, technical or editorial changes.
Where a network, compliance function or other authorised party controls or approves content, the Customer agrees that we may apply those controls to its website.
6. Hosting, availability and backups
Hosting is included while the relevant subscription is active. We use reasonable care to keep the service available, secure and backed up, but internet services cannot be guaranteed to be uninterrupted or error-free. Planned maintenance, urgent security work, supplier failures and events outside our reasonable control may affect availability.
Backups are maintained for service recovery and are not a permanent archive. Unless expressly included in an order, we do not provide or back up the Customer's email mailbox service.
7. Domains and third-party services
The Customer remains responsible for its domain registration and renewal unless agreed otherwise. It must provide the DNS access or changes needed to connect the domain.
Some functions depend on third-party services such as domain registrars, hosting providers, payment providers, mapping services or embedded tools. Their availability and separate terms may affect those functions. We are not responsible for a third-party service that we do not control.
8. Intellectual property and licence
The Company and its licensors retain ownership of the platform, software, templates, tools, managed content and other materials we provide. During an active paid subscription, the Customer receives a limited, non-exclusive and non-transferable licence to use those materials through its website for its own business.
The Customer retains ownership of its own logos, photographs and original material. More detail is provided in our Copyright Notice.
9. Suspension and takedown
We may suspend access to all or part of the service where payment is overdue, security is at risk, required information or approval is missing, material may be unlawful or infringing, or continued publication may expose the Customer, the Company or another person to material harm. Where reasonably possible, we will explain the issue and allow time to resolve it.
10. Termination
Either party may terminate an ongoing service by giving 30 days' written notice, unless the order states a different minimum term or notice period.
We may suspend or terminate for non-payment after giving at least five days' notice, or immediately where there is a serious or repeated breach, unlawful use, fraud, or a material security risk.
On termination, access to the service and licensed platform material ends. The Customer should export any Customer-owned material it needs before the service closes. We may retain or delete records in accordance with our legal obligations, contracts and Privacy Policy.
11. Liability
Nothing in these terms excludes or limits liability for death or personal injury caused by negligence, fraud or fraudulent misrepresentation, or any liability that cannot lawfully be excluded.
Subject to that:
- neither party is liable for indirect or consequential loss;
- we are not liable for loss of profit, revenue, anticipated savings, goodwill or business opportunity;
- we are not liable for Customer-supplied material, Customer instructions, domain or supplier failures outside our control, or compliance decisions reserved to the Customer or its network; and
- our total liability arising from the relevant order is limited to the total fees paid by the Customer under that order.
12. General
Neither party is responsible for delay or failure caused by events outside its reasonable control. If a provision is found unenforceable, the remaining provisions continue. A failure to enforce a right is not a waiver of it. The Customer may not transfer the agreement without our written consent.
These terms and the relevant order form the entire agreement about the service. They are governed by the law of England and Wales, and the courts of England and Wales have exclusive jurisdiction.
13. Contact
Questions and notices can be sent to [email protected] or Adviser Portals Ltd, 82 Reddish Road, Reddish, Stockport, Cheshire, SK5 7QU.