Terms of Service

Agreement

By accessing Plannetic, you agree to these terms on behalf of your firm. If you do not agree, you should not use the platform.

Subscriptions and trials

Trials are provided for evaluation only. Paid subscriptions begin once the trial ends or when you upgrade. Billing is per firm unless stated otherwise in your order form.

Acceptable use

• Use the platform only for lawful, authorised business activity.
• Do not attempt to access data outside your firm or user permissions.
• Do not reverse engineer or interfere with platform security.

Data responsibility

You are responsible for the accuracy and legality of client data entered into the platform. Plannetic provides controls to assist with compliance, but you retain responsibility for advice and regulatory obligations.

Liability

Plannetic is provided on an "as is" basis. We limit liability to the maximum extent permitted by law and do not accept liability for indirect or consequential loss. Full liability terms are provided in the contract agreed with your firm.

Termination

You may terminate your subscription in line with your contract. Upon termination, we will make data exports available and follow retention rules required by regulation.