Welcome to DataView Wealth! Before you start using DataView Wealth, you do need to look through and accept these terms. We have tried our best to describe our terms without using too much jargon so that it is easier to understand what we expect from you and vice versa. If you do not agree to these terms, then you can’t use our platform or services.
1. Subscription
In this section, we explain how to subscribe to DataView Wealth and use our services. When you see a word in bold, it will have the same corresponding meaning every time it’s used within these terms.
1.1. You and DataView Wealth: When we say you or your, we mean both you and any entity or firm you’re authorized to represent. When we say DataView Wealth, DataView, we, our or us, we’re talking about the entity you contract with and pay fees to based on the DataView product you’re using as per the Edition table below
1.2. Our Services: Our services consist of all the services we provide now or in the future, including our online and mobile Wealth and Advisory products including data consolidation.
1.3. Signing up: When you sign up and create a subscription to use our services and accept these terms, you become a subscriber. It is the subscriber who is responsible for
- paying the subscription
- resolving disputes between invited users
- controlling access to and permission in the subscription
1.4. Invited users: An invited user is a person other than the subscriber, who has been invited to use the services in the subscription. An invited user must also accept these terms in order to use the services.
1.5. Roles and permissions: As both a subscriber or an invited user, you understand the permissions you are granting to an invited user.
1.6. Use of Service: Both subscribers and invited users are granted the right to use our services, depending on their permission levels, for as long as the subscriber continues to pay for the subscription, an invited user’s access is revoked, or until the subscription is terminated.
1.7. Your responsibilities: You are responsible for verifying the accuracy of the data used in any of our services for your legal, tax, and compliance obligations. You are responsible for protecting your username and password from getting stolen or misused. You are responsible for ensuring that your password is strong and not easily guessable. You agree to adhere to our Code of Conduct rules listed below.
1.8. Ownership and IP: We own everything in our services unless stated otherwise and excluding content owned by others. This includes rights in the design, compilation, and look and feel of our services. It also includes rights in all copyrighted works, trademarks, designs, inventions, and other intellectual property. You agree not to copy, distribute, modify, or make derivative works of any of our content or use any of our intellectual property rights in any way not expressly permitted by us.
1.9. New Services: We may offer new services in the future which may include additional terms. If you use the new services, then you agree to these new term.
1.10. Partners: If you participate in our partnering program, then you agree to our partner terms.
2. Pricing
2.1. Pricing Plans: Your use of our services generally requires you to pay a monthly subscription fee based on your subscription type (the subscription fee). The pricing plan consists of the subscription and subscription fees we offered you, including invoicing, payment, auto-renewal, and cancellation terms. The pricing plan may vary by region and includes information set out in the offer details and pricing page. We may update or amend the pricing plan from time to time. Depending on your region, subscription fees may be inclusive or exclusive of transactional taxes where relevant (like VAT and GST), as reflected in the pricing plan.
2.2. Taxes: You’re responsible for paying all other external fees and taxes associated with your use of our services wherever levied. Your responsibility includes withholding tax if it applies unless we already process that withholding tax.
2.3. Additional and Variable services: Additional services subscribed to may incur additional fees that will be charged upfront. Some services may be variable and tiered fee services may reach the next tier before the next period covered by the subscription fee has commenced. We will charge the remaining amount for the next tier in the current period when that happens.
2.4. Payment: In order to continue accessing our services, you need to make timely payments based on the pricing plan you selected. To avoid delayed or missed payments, please make sure we have accurate payment information. If we don’t receive timely payments, we may suspend access to your subscription until the payment is made.
3. Data
3.1. Availability: We strive to maintain the availability of our services. On occasion, we need to perform maintenance on our services, and this may require a period of downtime. We try to minimize any such downtime. Where planned maintenance is being undertaken, we’ll attempt to notify you in advance but can’t guarantee it.
3.2. Data: Data loss is an unavoidable risk when using any technology. You’re responsible for maintaining copies of your data entered into our services.
3.3. No compensation: Whatever the cause of any downtime, access issues, or data loss, your only recourse is to discontinue using our services.
3.4. Support: We have a range of User Guides available to logged on users as well as a Ticket section.
4. Code of Conduct
We love feedback from our clients and would like to work with you to ensure a good working experience. We would also like to use this section to inform you how you can (and can’t) use our services:
4.1 Purpose: We have provided guides on how to use our services. You agree to use them for lawful business purposes only.
4.2. Discussions: You agree not to disclose any private information on any public forums on our site that you are not happy sharing publicly.
4.3. We cannot cover everything, but here are a few examples of things you must not ever do:
- Undermine the security or integrity of our computing systems or networks.
- Access any system without permission.
- Introduce or upload anything to our services that include viruses or other malicious code.
- Share anything that may be offensive, violates any law, or infringes on the rights of others.
- Modify, copy, adapt, reproduce, disassemble, decompile, reverse engineer, or extract the source code of any part of our services.
- Resell, lease, or provide our services in any way not expressly permitted through our services.
- Repackage, resell, or sublicense any leads or data accessed through our services.
- Commit fraud or other illegal acts through our services.
- Act in a manner that is abusive or disrespectful to our employees, partners, or other customers. We will not tolerate any abuse or bullying of our employees in any situation and that includes interaction with our support teams.
4. Termination
You can easily terminate your subscription with one month’s written notice. We may terminate your subscription as well with the same notice. If you violate these terms, we may terminate your subscription immediately.
4.1. Subscription Period: Your subscription continues for the period covered by the subscription fee paid or payable. At the end of each billing period, these terms automatically continue for a further period of the same duration as the previous one, provided you continue to pay the subscription fee in accordance with the pricing plan. You may choose to terminate your subscription at any time by providing one month’s written notice in advance. You’ll still need to pay all relevant subscription fees up to and including the day of termination.
4.2. Termination by us: We may choose to terminate your subscription at any time by providing you with one month’s written notice in advance. We may also terminate or suspend your subscription or access to all or any data immediately if:
- you breach any of these terms and do not remedy the breach within 14 days after receiving notice of the breach,
- you breach any of these terms and the breach cannot be remedied,
- you fail to pay subscription fees, or
- you or your business become insolvent, your business goes into liquidation or has a receiver or manager appointed over any of its assets, you become insolvent or make any arrangement with your creditors, or become subject to any similar insolvency event in any jurisdiction.
4.3. No refunds: No refund is due to you if you terminate your subscription or We terminate it in accordance with these terms.
4.4. Retention of your data: Once a subscription is terminated by you or us, it is archived and the data submitted or created by you is no longer available to you. We retain it for a period of time consistent with our data retention policy, during which, as a subscriber, you can reactivate your subscription and once again access your data by paying the subscription fees.
5. Liability and indemnity
You indemnify us against all losses, costs (including legal costs), expenses, demands or liability that we incur arising out of, or in connection with, a third-party claim against us relating to your use of our services or any third-party product.
Our services and all third-party products are made available to you on an “as is” basis. Subject to the consumer law terms in section 56, we disclaim all warranties, express or implied, including any implied warranties of non-infringement, merchantability, and fitness for a particular purpose.
Other than liability that we can’t exclude or limit by law, our liability to you in connection with our services or these terms, in contract, tort (including negligence) or otherwise, is limited as follows:
- We have no liability arising from your use of our services for any loss of revenue or profit, loss of goodwill, loss of customers, loss of capital, loss of anticipated savings, legal, tax or accounting compliance issues, damage to reputation, loss in connection with any other contract, or indirect, consequential, incidental, punitive, exemplary or special loss, damage or expense.
- For loss or corruption of your data, our liability will be limited to taking reasonable steps to try and recover that data from our available backups.
- Our total aggregate liability to you in any circumstances is limited to the total amount you paid us for your subscription in the 12 months immediately preceding the date on which the claim giving rise to the liability arose.
| Edition | Entity | Address | Registration | Law |
| South Africa | Sequential IT (Pty) Ltd | 1st Floor 200 on Main Claremont Cape Town 7708 | 2012/160930/07 | South Africa |
| United Kingdom | Teric Limited | 20-22 Wenlock Road London N1 7GU | 07796346 | United Kingdom |