Terms of Service for Hanleyswan
The rules that govern your use of our platform, reports, and website. Please read them carefully before using our services.
General draft for editing. This page is information only and is not legal advice.
| Item | Detail |
|---|---|
| Applies to | Website, platform access, and audit reports |
| Last updated | [Insert date] |
| Contact | [Insert contact details] |
Replace bracketed fields before publishing and seek independent legal review.
Agreement and acceptance
By accessing or using Hanleyswan, you agree to these Terms of Service. If you do not agree, do not use the services.
These Terms form a general, editable agreement between you and the operator of Hanleyswan (“we”, “us”, “our”). They govern your access to our website, any evaluation access, sample materials, and any analysis, summaries, or daily audit reporting we provide (collectively, the “Services”).
You confirm that you have read these Terms, our Privacy Notice, and any risk information presented with the Services, and that you accept them. If you use the Services on behalf of a company or organisation, you confirm you are authorised to accept on its behalf.
Important: Hanleyswan provides transparent analysis and organisation tools for your own review. Nothing we provide is investment advice, a recommendation, or an offer to buy or sell any financial instrument.
What these Terms cover
This page sets out what you can expect from us, what we expect from you, and how risk, responsibility, and intellectual property are handled. It is written as a general starting draft.
- What the Services do and do not include
- Eligibility, accounts, and acceptable use
- Fees, availability, changes, and termination
- Disclaimers, liability limits, and contact information
Do not rely on this draft as jurisdiction-specific compliance. Adapt it to your business model and have it reviewed independently before use.
Terms of Service
The sections below form the complete draft text. Keep headings and numbering for easy reference in support correspondence.
1. Services provided
1.1. Hanleyswan provides decision-support materials, which may include data organisation, summaries, visualisations, and periodic audit-style reports based on information you provide or connect.
1.2. We do not execute trades, hold client funds, manage portfolios, or provide personalised investment advice, tax advice, or legal advice.
1.3. We may modify, suspend, or discontinue any part of the Services at any time to maintain quality, security, or availability. Where reasonably practicable, we will give advance notice of material changes.
2. No investment advice and risk acknowledgement
2.1. All content is for general information and self-review only. You are solely responsible for your own trading decisions and for assessing suitability, risk, and affordability.
2.2. Trading involves significant risk, including possible loss of capital. Past patterns or illustrative examples do not predict future results.
2.3. You should seek independent professional advice where appropriate and should not treat any report, score, label, or summary as a recommendation to act or refrain from acting.
3. Eligibility and accounts
3.1. You must be at least 18 years old and legally able to enter into contracts to use the Services.
3.2. If you create an account or request evaluation access, you must provide accurate information and keep your credentials confidential. You are responsible for activity under your account.
3.3. You must promptly notify us of any unauthorised use or security concern at [Insert contact details]. We may suspend access if we reasonably suspect misuse or a security risk.
4. Evaluation access, fees, and availability
4.1. Any trial, evaluation, or sample period is provided as described at the point of sign-up. Features and limits may differ from paid or full access.
4.2. If fees apply, they will be shown clearly before purchase, including billing frequency, renewal, and cancellation terms. [Insert pricing and refund terms].
4.3. We aim for reliable availability but do not guarantee uninterrupted or error-free operation. Maintenance, updates, or third-party issues may cause temporary interruptions.
5. Your data and responsibilities
5.1. You retain rights to data you submit. You grant us a limited licence to process that data solely to provide, maintain, and improve the Services as described in our Privacy Notice.
5.2. You are responsible for the accuracy, legality, and permissions for any data you provide, including any brokerage statements or connected-account data.
5.3. You must not submit data that is unlawful, infringing, or that you do not have the right to share.
6. Acceptable use
You agree not to:
- Use the Services for any unlawful purpose or in breach of applicable regulations;
- Attempt to gain unauthorised access, disrupt, overload, or reverse-engineer the platform;
- Copy, resell, redistribute, or publicly share reports or platform content except for your own personal review, unless expressly permitted;
- Misrepresent outputs as professional advice or as guarantees of performance;
- Upload malicious code or interfere with other users’ use of the Services.
We may restrict or terminate access where we reasonably consider these rules have been breached.
7. Intellectual property
7.1. The website, platform, reports layout, text, graphics, and software are owned by us or our licensors and are protected by intellectual property laws.
7.2. We grant you a personal, non-exclusive, non-transferable licence to access and use the Services for your own internal review, subject to these Terms.
7.3. No rights are granted except as expressly stated. You may not remove proprietary notices or create derivative products based on our materials without prior written permission.
8. Third-party services and links
8.1. The Services may reference or integrate with third-party tools or websites. We are not responsible for third-party content, availability, or practices.
8.2. Your use of any third-party service is subject to that provider’s own terms and privacy policy.
9. Disclaimers
9.1. To the maximum extent permitted by law, the Services are provided “as is” and “as available” without warranties of any kind, whether express or implied, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement.
9.2. We do not warrant that analysis, summaries, or reports will be complete, accurate, timely, or free from errors, or that they will meet your requirements.
10. Limitation of liability
10.1. Nothing in these Terms limits liability that cannot lawfully be limited, including liability for fraud or for death or personal injury caused by negligence.
10.2. To the extent permitted by law, we will not be liable for indirect, incidental, special, consequential, or punitive losses, or for loss of profits, revenue, data, or trading losses arising from use of or reliance on the Services.
10.3. Our total aggregate liability for claims relating to the Services is limited to [Insert cap — for example, amounts paid by you in the preceding 12 months, or a fixed amount]. [To be reviewed and completed.]
11. Suspension and termination
11.1. You may stop using the Services at any time. Account deletion or cancellation procedures are described at [Insert location / contact].
11.2. We may suspend or terminate access with reasonable notice, or immediately where necessary for security, legal compliance, or material breach.
11.3. On termination, your right to use the Services ends. Provisions that by their nature should survive (including intellectual property, disclaimers, and liability limits) will continue to apply.
12. Changes to these Terms
12.1. We may update these Terms from time to time. We will post the revised version on this page and update the “Last updated” date above.
12.2. Material changes will be notified where reasonably practicable. Continued use after the effective date constitutes acceptance of the updated Terms.
13. General provisions and contact
13.1. If any provision is found unenforceable, the remaining provisions continue in full effect.
13.2. You may not assign your rights without our prior written consent. We may assign ours in connection with a reorganisation or transfer of business on reasonable notice.
13.3. [Insert governing law and dispute resolution mechanism — to be completed after legal review.]
13.4. For questions about these Terms, contact us at:
[Insert legal entity name]
[Insert contact email / form link]
[Insert postal address if applicable]