Terms

Advisor.AI Master Services Agreement

Last updated: 5/1/2025

Online terms and conditions

These Company Master Services Agreement Online Terms and Conditions (the “Terms”) are entered into between Advisor AI, Inc. ("Company”) and the entity that has executed an Order Form that references and incorporates these Terms by reference (“Customer”) and governs Customer’s access to and use of the Services and Platform described on such Order Form. Each of Company and Customer may be referred to herein as a “Party” and together, the “Parties”. These Terms and the Order Form, constitute the complete understanding between the parties on the subject matter (“Agreement”) and is effective on the earlier of: (a) the date that the Order Form is fully executed by the parties, or (b) Customer’s initial access to and use of the Platform (“Effective Date”). By entering into an Order Form and/or otherwise accessing or using the Platform and/or Services, Customer agrees to be bound by these Terms and the other terms and conditions of the Agreement. If Customer does not accept these Terms, Customer is not authorized to access or use the Platform and/or Services.

Please note that these Terms are subject to change by Company in its sole discretion at any time. When changes are made, Company will make a new copy of the Terms available at https://joinadvisorai.com/terms (the “Site”). Company will also update the “Last Updated” date at the top of the Terms. If Company makes any material changes, and Customer has registered to use the Services (as defined below), Company will also send an e-mail to Customer at the last e-mail address Customer provided to Company pursuant to the Terms. Any changes to the Terms will be effective immediately for new Customers and will be effective thirty (30) days after posting notice of such changes on the Site for existing Customers. Company may require Customer to provide consent to the updated Terms in a specified manner before further use of the Services is permitted. If Customer does not agree to any change(s) after receiving a notice of such change(s), Customer shall stop using the Services. Otherwise, Customer’s continued use of the Services constitutes Customer’s acceptance of such change(s). Please regularly check the Site to view the then-current Terms.

‍DEFINITIONS Capitalized terms have the meaning set forth below or as defined within this Agreement.
1. ‍“Applicable Privacy Laws” means, to the extent applicable to the Services, all data protection and privacy laws and regulations.‍
2. “Authorized User” means the employees, agents and independent contractors of Customer who are authorized to access the Platform pursuant to Customer’s rights under this Agreement.‍
3. “Customer Content” means any content and information provided or submitted by, or on behalf of, Customer or its Authorized Users, in connection with the Services, including any Personal Data
4. ‍“Customer Marks” means Customer’s trademarks, tradenames, service marks, and logos
5. ‍“Documentation” means all specifications, user manuals, and other technical materials relating to the Platform to the extent provided or made available to Customer, and as may be modified by Company from time to time.
6. “Intellectual Property Rights” means all past, present, and future rights of the following types, which may exist or be created under the laws of any jurisdiction in the world: (a) rights associated with works of authorship, including exclusive exploitation rights, copyrights, moral rights, and mask work rights; (b) trademark and trade name rights and similar rights; (c) trade secret rights; (d) patent and industrial property rights; (e) other proprietary rights of every kind and nature; and (f) rights in or relating to registrations, renewals, extensions, combinations, divisions, and reissues of, and applications for, any of the rights referred to in clauses (a) through (e) of this sentence.‍
7. “Order Form(s)” means Company’s standard form for ordering Services which specifies the Services to be provided by Company, the applicable Fees, and any additional terms, conditions, or restrictions agreed to by the parties.‍
8. “Personal Data” has the meaning given in Applicable Privacy Laws.‍
9. “Platform” means Company’s proprietary software-as-a-service platform which is used to provide the Services, as may be updated or improved by Company from time to time.‍
10. "Processing" (including "Process", "Processes", "Processed", and other variants of the term) means any operation or set of operations that is performed upon Personal Data, whether or not by automatic means, such as collection, collation, recording, organization, storage, adaptation or alteration, retrieval, consultation, analysis, interpretation, compilation, aggregation, use, disclosure by transmission, dissemination, viewing, copying, deleting, or otherwise making available, alignment or combination, blocking or erasure, or destruction.‍
11. “Professional Services” means any professional services provided by Company to Customer as described in any Order Form (as may be further elaborated in any SOW).‍
12. “Services” means the tools and services provided through the Platform and described on an Order Form agreed by the Parties in writing under this Agreement, and the Professional Services, if any, provided under one (1) or more Order Forms or SOWs.‍
13. “Company Technology” means the Platform, the Services, the Documentation and any applicable software, data, or technical information contained within the foregoing.
ACCESS TO THE PLATFORM; RESTRICTIONS; SERVICES.
1. Access. Subject to the terms and conditions of this Agreement, Company hereby grants to Customer, and the Authorized Users on Customer’s behalf, a limited, non-exclusive, non-transferable (except as permitted under Section 11.4), non-sublicensable right during the Term to: (a) access and use the Services and other features and functionality of the Platform , in accordance with the Documentation and the terms of this Agreement; (b) use and make reasonable copies of the Documentation. Customer acknowledges and agrees that Company may update the Services and the Platform from time to time with or without notifying Customer, provided, that any such update does not materially diminish any of the features and functionality previously made available through the Services or Platform. Company shall use commercially reasonable efforts to ensure that any such updates to not materially degrade the functionality of the Platform or the Services.
2. Restrictions. Customer shall not, and shall ensure that its Authorized Users shall not: (a) allow any third party to access the Company Technology except as expressly allowed herein; (b) modify, adapt, alter or translate the Company Technology; (c) sublicense, lease, sell, resell, rent, loan, distribute, transfer or otherwise allow the use of the Company Technology for the benefit of any unauthorized third party; (d) reverse engineer, decompile, disassemble, or otherwise derive or determine or attempt to derive or determine the source code (or the underlying ideas, algorithms, structure or organization) of the Platform or other Company Technology, except as permitted by law; (e) interfere in any manner with the operation of the Platform, the Services or the hardware and network used to operate the same, or attempt to probe, scan or test vulnerability of the Platform without prior authorization of Company; (f) modify, copy or make derivative works based on any part of the Company Technology; (g) access or use the Company Technology to build a similar or competitive product or service or otherwise engage in competitive analysis or benchmarking; (h) attempt to access the Platform through any unapproved interface; (i) remove, alter, or obscure any proprietary notices (including copyright and trademark notices) of Company or its licensors on the Company Technology or any copies thereof; or (j) otherwise use the Company Technology in any manner that exceeds the scope of use permitted under Section 2.1 or in a manner inconsistent with applicable law, the Documentation, the Order Form or this Agreement. Company reserves the right to suspend Customer’s access to the Platform and the Services for any failure, or suspected failure, to comply with the foregoing conditions.
3. Usernames and Passwords. Each Authorized User will use his or her unique username and password or single sign on credentials to access the Platform pursuant to this Agreement (“Credentials”). Customer acknowledges and agrees that: (a) only Authorized Users are entitled to access the Platform with their unique Credentials; (b) it will provide to Company information and other assistance as necessary to enable Company to establish access to the Platform for the Authorized Users, and will verify all Authorized User requests for access to the Platform; (c) it will ensure that each unique Credentials will be used only by that Authorized User when accessing the Platform; (d) Customer is responsible for maintaining the confidentiality of all Authorized Users’ unique Credentials, and is solely responsible for all activities that occur under these Authorized User accounts; and (e) Customer will notify Company promptly of any actual or suspected unauthorized use of any account, Credentials, or any other breach or suspected breach of this Agreement. Company reserves the right to suspend, disable or terminate any Authorized User’s access to the Platform that Company reasonably determines may have been used by an unauthorized third party. The unique Credentials cannot be shared or used by more than one individual Authorized User to access the Platform.
4. Company Content. Customer is solely responsible for any and all obligations with respect to the accuracy, quality and legality of Customer Content. Customer will obtain all third party licenses, consents and permissions needed for Company to use and process the Customer Content to provide the Services. Without limiting the foregoing, Customer will be solely responsible for obtaining from third parties (including all Authorized Users) all necessary consents and rights for Company to use the Customer Content submitted by or on behalf of Customer or Authorized Users for the purposes set forth in this Agreement, including all consents required in accordance with all Applicable Privacy Laws.
5. Necessary Equipment. Customer must provide all equipment and software necessary to connect to the Platform, including but not limited to, applicable application program interfaces that have sufficient bandwidth to facilitate the Services. Customer is solely responsible for any fees, including internet connection fees, that Customer incurs when accessing the Platform and the Services.
6. Support Services. Subject to the terms and conditions of this Agreement, Company will exercise commercially reasonable efforts to: (a) provide support for the use of the Platform and Services to Customer; and (b) keep the Platform and Services operational and available to Customer, in each case in accordance with its standard policies and procedures.
7. Professional Services. Where the parties have agreed to Company’s provision of Professional Services, the details of such Professional Services will be set out in an Order Form or a mutually executed statement of work (“SOW”). The Order Form or SOW, as applicable, will include: (a) a description of the Professional Services; (b) the schedule for the performance of the Professional Services; and (c) the Fees applicable for the performance of the Professional Services. Each Order Form or SOW, as applicable, will incorporate the terms and conditions of this Agreement. To the extent that a conflict arises between the terms and conditions of an Order Form or SOW and the terms of this Agreement, the terms and conditions of this Agreement will govern, except to the extent that the Order Form or SOW, as applicable, expressly states that it supersedes specific language in the Agreement.
8. Change Requests. A party desiring to make a change (the “Requestor”) to the Services in an Order Form or to a Statement of Work must submit a written change request (“Change Request”) to the other party (the “Requestee”). The Requestee will use commercially reasonable efforts to promptly notify the Requestor of its acceptance or rejection of the Change Request, provided that no acceptance will be valid unless the Change Request is mutually signed by both parties. Changes proposed by Company may include updates or new features to the Services If Customer is the Requestor, Company will use commercially reasonable efforts to advise Customer on the likely impact of the Change Request on the scope or timing of the Services and whether additional costs or fees may be applicable. If either party rejects a Change Request submitted by the other party, this Agreement will remain in effect with no change to the Services or Statement of Work.
FEES, PAYMENT, AND TAXES.
1. Fees. The fees for access to the Platform and for the Services are set forth on the Order Form (“Fees”).
2. Late Payments. Payments by Customer that are past due will be subject to interest at the rate of one and one-half percent (1.5%) per month (or, if less, the maximum allowed by applicable law) on that overdue balance. Customer will be responsible for any costs resulting from collection by Company of any such overdue balance, including, without limitation, reasonable attorneys’ fees and court costs. Company reserves the right (in addition to any other rights or remedies Company may have) to suspend Customer and all Authorized Users’ access to the Platform and the Services if any Fees are more than fifteen (15) days overdue until such amounts are paid in full.
3. Taxes. The Fees do not include taxes, duties or charges of any kind. If Company is required to pay or collect any local, value added, goods and services taxes or any other similar taxes or duties arising out of or related to this Agreement (not including taxes based on Company’s income), then such taxes and/or duties shall be billed to and paid by Customer.
4. Withholding Payments. If any applicable law requires Customer to withhold amounts from any payments to Company hereunder, then Customer will perform such obligations consistent with the provisions of this section. Customer will effect such withholding, remit such amounts to the appropriate taxing authorities and promptly furnish Company with tax receipts evidencing the payments of such amounts. The sum payable by Customer upon which the deduction or withholding is based will be increased to the extent necessary to ensure that, after such deduction or withholding, Company receives and retains, free from liability for such deduction or withholding, a net amount equal to the amount Company would have received and retained in the absence of such required deduction or withholding.
TERM AND TERMINATION.
1. Term. This Agreement will begin on the effective date of the first Order Form between the Parties and will continue in full force and effect for as long as any Order Form remains in effect, unless earlier terminated in accordance with the Agreement (the “Term”).
2. Termination for Breach. Either Party may terminate this Agreement immediately upon notice to the other Party if:
  - (a) the other Party materially breaches this Agreement, and such breach remains uncured more than thirty (30) days after receipt of written notice of such breach; or
  - (b) the other Party: (i) becomes insolvent; (ii) files a petition in bankruptcy that is not dismissed within sixty (60) days of commencement; or (iii) makes an assignment for the benefit of its creditors.‍
3. Effect of Termination. Upon the earlier of expiration or termination of this Agreement:
  - (a) each Party shall, and shall direct its Representatives (as defined below) to, immediately return or, if requested by a Party, destroy all (including any copies of) Confidential Information (as defined below) of the other Party within five (5) business days and, upon request, each Party shall provide written certification that the foregoing obligations have been completed; provided, however, the Receiving Party and its Representatives may retain the Disclosing Party’s Confidential Information retained in its standard archival or computer backup systems or pursuant to its standard email retention practices; provided, further, that any information so retained shall be maintained as confidential and subject to the terms and conditions of this Agreement;
  - (b) all Order Forms and the rights and licenses granted to Customer hereunder will immediately terminate, Customer will cease use of the Platform, the Services and Documentation, and return or destroy all copies of the Documentation in its possession/control;
  - (c) the Parties’ rights and obligations under Sections 2.2, 3, 4.3, 5, 7, 8.2, 9, 10 and 11 will survive termination of this Agreement and/or any Order Form; and
  - (d) termination of this Agreement will not limit either Party from pursuing any other remedies available to it, including injunctive relief, nor will termination relieve Customer of its obligation to pay all Fees that accrued prior to such termination.
CONFIDENTIALITY.
1. Definition. Each Party (“Receiving Party”) acknowledges that it may receive from the other Party (“Disclosing Party”) confidential information relating to the Disclosing Party and such confidential information includes, but is not limited to, technical, business, marketing and financial information, and any other information that could reasonably be considered confidential or proprietary (“Confidential Information”). The terms of this Agreement and any Order Form, the Company Technology, and all technical information relating thereto shall be considered Confidential Information of Company.‍
2. Exceptions. Confidential Information does not include information that:
  - (a) is or becomes generally available to the public other than through a wrongful act of the Receiving Party;
  - (b) is or becomes available to the Receiving Party on a non-confidential basis from a source that is entitled to disclose it to the Receiving Party; or
  - (c) is or becomes available to the Receiving Party on a non-confidential basis from a source that is entitled to disclose it to the Receiving Party; or‍
3. Obligations. During and after the term of this Agreement, the Receiving Party shall: (i) not use (except for performance of this Agreement) or disclose Confidential Information of the Disclosing Party without the prior written consent of the Disclosing Party (except for disclosure to Company’s employees and Representatives solely as necessary for performance of the Services and Platform); and (ii) take no less than the same measures that it takes with its own Confidential Information, and in any case no less than reasonable measures, to maintain the Confidential Information of the Disclosing Party in confidence. “Representatives” means a Party’s attorneys, consultants, and subcontractors who have a need to know and who have signed confidentiality agreements containing, or are otherwise bound by, confidentiality obligations at least as restrictive as those contained herein.‍
4. Lawful Disclosure. Either Party may disclose Confidential Information to the extent required by law, provided that the Receiving Party gives the Disclosing Party reasonable advance notice of such required disclosure and cooperates with the Disclosing Party so that the Disclosing Party has the opportunity to obtain appropriate confidential treatment for such Confidential Information.‍
5. Ownership. All Confidential Information disclosed by Disclosing Party shall remain the property of the Disclosing Party. The Disclosing Party reserves all rights in its Confidential Information. Nothing in this Agreement or the disclosures envisaged by this Agreement shall (except for the limited use right above) operate to transfer, or operate as a grant of any Intellectual Property Rights in the Confidential Information.
DATA SECURITY; PRIVACY.
1. Data Security. Company shall maintain reasonable data safeguards and procedures designed to prevent the authorized use or disclosure of Personal Data as required under Applicable Privacy Laws (“Data Safeguards”). During the Term, Company will maintain physical, administrative and technical security measures designed to maintain the availability, integrity and confidentiality of Personal Data. Company will periodically archive and back-up of Personal Data in accordance with Company’s applicable disaster recovery and business continuity procedures and industry standards.
2. Privacy. Without limiting Customer’s obligations under Sections 2.4, 6.3 and 8.2, each Party shall comply with all Applicable Privacy Laws in the performance of their respective obligations under this Agreement with respect to the processing of Personal Data.
3. Customer Responsibility for Data and Security. Customer and its Authorized Users will have access to the Customer Content and will be responsible for all changes to and/or deletions of Customer Content and the security of Credentials required in order the access the Platform and the Services. Customer will have the sole responsibility for the accuracy, quality, integrity, legality, reliability, and appropriateness of all Customer Content. Company is not obligated to back up any Customer Content; the Customer is solely responsible for creating backup copies of any Customer Content at Customer’s sole cost and expense.
4. Data Processing Agreement. Before providing to Company or enabling Company to Process any Personal Data that is subject to Applicable Privacy Laws, Company may require Customer to enter into a Data Processing Addendum ("DPA") with Company in the form provided by Company. If Customer has not entered into such DPA, Customer represents, warrants and covenants that no Personal Data Processed by Company under this Agreement is subject to Applicable Privacy Laws.
INTELLECTUAL PROPERTY RIGHTS.
1. Company Technology. This Agreement does not grant to Customer any ownership interest in the Company Technology. The Company Technology is proprietary to Company and Company and/or its licensors have and retain all right, title and interest, including all Intellectual Property Rights therein. Customer acknowledges that any trademarks, trade names, logos, service marks, or symbols adopted by Company to identify the Platform and the Services belong to Company and/or its licensors, and that Customer has no rights therein. Except as expressly set forth herein, no express or implied license or right of any kind is granted to Customer regarding the Company Technology, including any right to obtain possession of any source code, data or other technical material relating to the Company Technology. All rights not expressly granted to Customer are reserved to Company.
2. Customer License; Ownership. The Customer Content, and Customer’s Confidential Information, and all worldwide Intellectual Property Rights therein, are the exclusive property of Customer. All rights in and to the Customer Content and Customer’s Confidential Information not expressly granted to Company in this Agreement are reserved by Customer. Customer grants Company a non-exclusive, worldwide, royalty-free and fully paid license during the Term to: (a) process and use the Customer Content as necessary for purposes of providing and improving the Platform and the Services, and (b) to use the Customer Marks as required to provide the Services. Company may generate Usage Data to operate, improve, analyze and support the Platform and the Services for benchmarking and reporting and for Company’s other lawful business purposes. For the purposes of this Section, “Usage Data” means technical logs, account and login data, data and aggregated learnings about Customer’s usage of the Platform and the Services (e.g., frequency of logins, volume of Customer Content processed).
3. Feedback. Customer hereby grants Company a perpetual, irrevocable, royalty-free and fully paid right to use and otherwise exploit in any manner any suggestions, ideas, enhancement requests, feedback, recommendations or other information provided by Customer related to the Company Technology, including for the purpose of improving and enhancing the Platform and the Services; provided that Customer is not referenced in such use.
WARRANTIES; DISCLAIMERS.
1. Company Limited Warranty. Company represents and warrants that the Services will be performed consistent with generally accepted industry practices. Customer must report any deficiencies in the performance of the above warranties to Company in writing within thirty (30) days of the non-conformance. Provided the Customer has complied with the foregoing, for any breach of the above warranties, Customer’s exclusive remedy, and Company’s entire liability, will be the re-performance of the Services and if Company fails to re-perform the Services as warranted, Customer’s sole and exclusive remedy shall be to terminate this Agreement and receive a refund of any pre-paid but unearned Fees prorated on a monthly basis for the remainder of the term of the applicable Order Form.
2. ‍Customer Warranty. Customer represents and warrants that:
  - (a) it has procured all applicable consents required to provide the Customer Content to Company for the performance of the Services, including in accordance with Section 2.4 and all Applicable Privacy Laws
  - (b) the Customer Content will not: (i) infringe or misappropriate any third party’s Intellectual Property Rights; (ii) be deceptive, defamatory, obscene, pornographic or unlawful; (iii) contain any viruses, worms or other malicious computer programming codes intended to damage Company Technology; and (iv) otherwise violate the rights of a third party (including under all Applicable Privacy Laws); and
  - (c) neither Customer, nor any of its Authorized Users, shall upload to the Platform any Customer Content that contains any sensitive personal information (such as financial, medical or other sensitive personal information such as government IDs, passport numbers or social security numbers).
3. Customer agrees that any use of the Company Technology contrary to or in violation of the representations and warranties of Customer in Section 8.2 constitutes unauthorized and improper use of the Company Technology.‍
4. DISCLAIMERS.‍
  - (a) TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE PLATFORM AND THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE” AND Company AND ITS LICENSORS MAKE NO REPRESENTATIONS, WARRANTIES OR CONDITIONS OF ANY KIND, ORAL, STATUTORY, EXPRESS, IMPLIED, BY COURSE OF COMMUNICATION OR DEALING, OR OTHERWISE. EXCEPT AS SPECIFIED IN SECTION 8.1, COMPANY AND ITS LICENSORS SPECIFICALLY DISCLAIM ANY AND ALL OTHER WARRANTIES, INCLUDING WITH RESPECT TO TITLE, MERCHANTABILITY, NON-INFRINGEMENT OR FITNESS FOR ANY PARTICULAR PURPOSE OF THE COMPANY TECHNOLOGY, AND ANY OTHER PRODUCT OR SERVICES FURNISHED UNDER THIS AGREEMENT. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, COMPANY DOES NOT WARRANT THAT THE PLATFORM IS ERROR-FREE OR THAT THE PLATFORM OR THE SERVICES WILL OPERATE WITHOUT INTERRUPTION AND COMPANY GRANTS NO WARRANTY REGARDING THE USE BY CUSTOMER OF THE PLATFORM OR SERVICES. THE COMPANY TECHNOLOGY MAY BE SUBJECT TO LIMITATIONS, DELAYS, AND OTHER PROBLEMS INHERENT IN THE USE OF THE INTERNET AND ELECTRONIC COMMUNICATIONS. COMPANY IS NOT RESPONSIBLE FOR ANY DELAYS, DELIVERY FAILURES OR OTHER DAMAGES RESULTING FROM SUCH PROBLEMS;
  - (b) CUSTOMER ACKNOWLEDGES AND AGREES THAT COMPANY IS NOT LIABLE, AND CUSTOMER AGREES NOT TO SEEK TO HOLD COMPANY LIABLE, FOR THE CONDUCT OF THIRD PARTIES, INCLUDING PROVIDERS OF THE THIRD-PARTY SERVICES, AND THAT THE RISK OF INJURY FROM SUCH THIRD-PARTY SERVICES RESTS ENTIRELY WITH CUSTOMER.
INDEMNIFICATION.
1. By Company. Company will defend at its expense any suit brought against Customer, and will pay any settlement Company makes or approves, or any damages finally awarded in such suit, insofar as such suit is based on a claim by any third party alleging that the Platform or the Services infringes such third party’s patents, copyrights or trade secret rights under applicable laws of any jurisdiction within the United States of America. If any portion of the Platform or Services becomes, or in Company’s opinion is likely to become, the subject of a claim of infringement (“Infringing Technology”), Company may, at Company’s option: (a) procure for Customer the right to continue using the Infringing Technology; (b) replace the Infringing Technology with non-infringing software or services which do not materially impair the functionality of the Platform or Services; (c) modify the Infringing Technology so that it becomes non-infringing; or (d) terminate this Agreement and refund any unused prepaid Fees for the remainder of the term then in effect, and upon such termination, Customer will immediately cease all use of the Company Technology. Notwithstanding the foregoing, Company will have no obligation under this section or otherwise with respect to any infringement claim based upon: (i) any use of the Platform or Services not in accordance with this Agreement or as specified in the Documentation; (ii) any use of the Platform or Services in combination with other products, equipment, software or data not supplied by Company; or (iii) any modification of the Platform or Services by any person other than Company or its authorized agents (collectively, the “Exclusions” and each, an “Exclusion”). This section states the sole and exclusive remedy of Customer and the entire liability of Company, or any of the officers, directors, employees, shareholders, contractors or representatives of the foregoing, for infringement claims and actions.
2. By Customer. Customer will defend at its expense any suit brought against Company, and will pay any settlement Customer makes or approves, or any damages finally awarded in such suit, insofar as such suit is based on a claim arising out of or relating to: (a) an Exclusion, or (b) Customer’s breach or alleged breach of Sections 6.2 and 8.2. This section states the sole and exclusive remedy of Company and the entire liability of Customer, or any of its officers, directors, employees, shareholders, contractors or representatives, for the claims and actions described herein.
3. Procedure. The indemnifying Party’s obligations as set forth above are expressly conditioned upon each of the foregoing: (a) the indemnified Party promptly notifying the indemnifying Party in writing of any threatened or actual claim or suit; (b) the indemnifying Party having sole control of the defense or settlement of any claim or suit; and (c) the indemnified Party cooperating with the indemnifying Party to facilitate the settlement or defense of any claim or suit.
LIMITATION OF LIABILITY.
1. Types of Damages. NEITHER PARTY SHALL BE LIABLE TO THE OTHER PARTY NOR TO ANY THIRD PARTIES FOR LOST PROFITS OR LOST DATA OR FOR ANY INDIRECT, SPECIAL, CONSEQUENTIAL, RELIANCE OR PUNITIVE LOSSES OR DAMAGES HOWSOEVER ARISING UNDER THIS AGREEMENT OR IN CONNECTION WITH THE COMPANY TECHNOLOGY, WHETHER UNDER CONTRACT, TORT OR OTHERWISE, WHETHER FORESEEABLE OR NOT AND REGARDLESS WHETHER SUCH PARTY HAS BEEN ADVISED OF THE POSSIBILITY THAT SUCH DAMAGES MAY ARISE, OCCUR OR RESULT. IN NO EVENT SHALL COMPANY BE LIABLE FOR PROCUREMENT COSTS OF SUBSTITUTE PRODUCTS OR SERVICES.
2. Amount of Damages. EACH PARTY’S AGGREGATE CUMULATIVE LIABILITY FOR DAMAGES FOR SERVICES PERFORMED WILL IN NO EVENT EXCEED THE AMOUNT OF FEES PAID BY CUSTOMER UNDER THE APPLICABLE ORDER FORM IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEEDING THE EVENT GIVING RISE TO THE CLAIM.
3. Basis of the Bargain. THESE LIMITATIONS OF LIABILITY WILL APPLY NOTWITHSTANDING ANY FAILURE OF ESSENTIAL PURPOSE OF ANY LIMITED REMEDY. THE PARTIES ACKNOWLEDGE THAT THE PRICES HAVE BEEN SET AND THE AGREEMENT ENTERED INTO IN RELIANCE UPON THESE LIMITATIONS OF LIABILITY AND THAT ALL SUCH LIMITATIONS FORM AN ESSENTIAL BASIS OF THE BARGAIN BETWEEN THE PARTIES. THE PROVISIONS OF THIS AGREEMENT ALLOCATE THE RISKS UNDER THIS AGREEMENT BETWEEN COMPANY AND CUSTOMER. COMPANY’S FEES FOR THE SERVICES REFLECTS THIS ALLOCATION OF RISK AND THE LIMITATION OF LIABILITY SPECIFIED HEREIN.
4. Exclusions. THESE LIMITATIONS OF LIABILITY DO NOT APPLY TO: (A) A BREACH BY A PARTY OF SECTIONS 2 OR 5; (B) A PARTY’S INDEMNIFICATION OBLIGATIONS UNDER SECTION 9; OR (c) ANY DEATH OR PERSONAL INJURY CAUSED BY EITHER PARTY’S NEGLIGENCE, GROSS NEGLIGENCE, OR WILLFUL MISCONDUCT.
GENERAL PROVISIONS.
1. Relationship Between the Parties. Company is an independent contractor; nothing in this Agreement will be construed to create a partnership, joint venture, or agency relationship between the Parties. Customer will not have, and will not represent to any third party that it has, any authority to act on behalf of Company. Each Party will be solely responsible for payment of all compensation owed to its employees, as well as employment related taxes. Each Party will maintain appropriate worker’s compensation insurance for its employees as well as general liability insurance.‍
2. Non-solicitation. Customer agrees that during the Term of this Agreement, and for one year thereafter, Customer will not either directly or indirectly, solicit or attempt to solicit any employee, independent contractor, or consultant of Company to terminate his, her or its relationship with Company in order to become an employee, consultant, or independent contractor to or for any other person or entity.‍
3. Marketing Future Services. Subject to Company’s confidentiality obligations set forth in this agreement, Company shall have the right to use Customer's name, trademarks, service marks, and descriptions of services for the purpose of marketing and promoting future services. Such use shall be limited to marketing materials, presentations, and other promotional activities that reflect the services provided under this Agreement.
4. Injunctive Relief. Customer acknowledges that the Platform and the Services contain valuable Intellectual Property Rights and proprietary information of Company, that any actual or threatened breach of Sections 2 or 5 will constitute immediate, irreparable harm to Company for which monetary damages would be an inadequate remedy, and that injunctive relief is an appropriate remedy for such breach. If Customer continues to use the Platform or the Services after its right to do so has terminated or expired, Company will be entitled to immediate injunctive relief without the requirement of posting bond.‍
5. Export and Import Laws. Customer agrees not to use, export, re-export, or transfer, directly or indirectly, any U.S. technical data acquired from Company, or any products utilizing such data, in violation of the United States export laws or regulations. Further, each Party agrees to comply with all relevant export laws and regulations of the United States and the country or territory in which the Services are provided (“Export Laws”) to assure that neither any deliverable, if any, nor any direct product thereof is (1) exported, directly or indirectly, in violation of Export Laws or (2) intended to be used for any purposes prohibited by the Export Laws, including without limitation nuclear, chemical, or biological weapons proliferation. Customer further represents that (i) Customer is not located in a country that is subject to a U.S. Government embargo, or that has been designated by the U.S. Government as a “terrorist supporting” country and (ii) Customer is not listed on any U.S. Government list of prohibited or restricted parties. Customer acknowledges and agrees that products, services or technology provided by Company are subject to the export control laws and regulations of the United States, agrees to comply with these laws and regulations, and agrees that it shall not, without prior U.S. government authorization, export, re-export, or transfer Company products, services or technology, either directly or indirectly, to any country in violation of such laws and regulations.
6. Assignment. Neither Party may assign or transfer its rights or obligations under this Agreement without the prior written consent of the other Party, and any assignment or transfer in derogation of the foregoing shall be null and void, provided, however that either Party shall have the right to assign the Agreement, without the prior written consent of the other Party, to the successor entity in the event of merger, corporate reorganization or a sale of all or substantially all of such Party’s assets. This Agreement shall be binding upon the Parties and their respective successors and permitted assigns.
7. Notices. All notices required or permitted under this Agreement must be delivered in writing, if to Company, by emailing support@joinadvisorai.com and if to Customer by emailing the Customer Point of Contact email address listed on the Order Form, provided, however, that with respect to any notices relating to breaches of this Agreement or termination, a copy of such notice will also be sent in writing to the other Party at the Party’s address as listed on the Order Form by courier, by certified or registered mail (postage prepaid and return receipt requested), or by a nationally-recognized express mail service. Each Party may change its email address and/or address for receipt of notice by giving notice of such change to the other Party.
8. Governing Law. The Agreement is governed by the laws of the State of California, without regard to its conflicts of laws or provisions and this Agreement shall not be governed or affected by any version of the Uniform Computer Information Transactions Act enacted in any jurisdiction. The United Nations Convention on Contracts for the International Sale of Goods does not apply to this Agreement. The prevailing Party in any action to enforce this Agreement shall be entitled to recover attorneys’ fees, court costs, and other collection expenses. Any action or proceeding arising from or relating to this Agreement will be brought in a federal court in California and each Party irrevocably submits to the jurisdiction and venue of any such court in any such action or proceeding. Notwithstanding the foregoing, nothing shall prevent either Party from seeking relief in any court of competent jurisdiction for any misuse or misappropriating of such Party’s Intellectual Property Rights or Confidential Information.‍
9. Waivers; Severability. Any waivers shall be effective only if made by writing signed by representatives authorized to bind the Parties. Any waiver or failure to enforce any provision of this Agreement on one occasion will not be deemed a waiver of any other provision or of such provision on any other occasion. If any provision of this Agreement is unenforceable, such provision will be changed and interpreted to accomplish the objectives of such provision to the greatest extent possible under applicable law and the remaining provisions will continue in full force and effect. Without limiting the generality of the foregoing, Customer agrees that Section 10 will remain in effect notwithstanding the unenforceability of any provision in Sections 8 and 9.‍
10. Construction. The headings of Sections of this Agreement are for convenience and are not to be used in interpreting this Agreement. As used in this Agreement, the word “including” means “including but not limited to.”‍
11. Force Majeure. Any delay in the performance of any duties or obligations of either Party (except for the obligation to pay Fees owed) will not be considered a breach of this Agreement if such delay is caused by a labor dispute, shortage of materials, war, fire, earthquake, typhoon, flood, natural disasters, governmental action, pandemic/epidemic, cloud-service provider outages any other event beyond the control of such Party, provided that such Party uses reasonable efforts, under the circumstances, to notify the other Party of the circumstances causing the delay and to resume performance as soon as possible.
12. Entire Agreement; Amendment. All Authorized Users who access and use the Services are bound by the terms and conditions set forth in the Terms of Service and Privacy Policy. This Agreement and any applicable Order Form or SOW, the Terms of Service and Privacy Policy constitutes the complete agreement between the Parties and supersedes all previous and contemporaneous agreements, proposals, or representations, written or oral, concerning the subject matter of this Agreement. To the extent that a conflict arises between an Order Form or SOW, the Terms of Service, Privacy Policy and the terms of this Agreement, this shall be the order of precedence: 1) the Order Form or SOW, 2) this Agreement, 3) Privacy Policy, 4) Terms of Service. None of these agreements may be modified or amended except in writing signed by a duly authorized representative of each Party; no other act, document, usage, or custom will be deemed to amend or modify this Agreement or an Order Form.‍
13. U.S. Government Restricted Rights. If Customer is a government end user, then this provision also applies to Customer. The software contained within the Platform and the Services and provided in connection with this Agreement has been developed entirely at private expense, as defined in FAR section 2.101, DFARS section 252.227-7014(a)(1) and DFARS section 252.227- 7015 (or any equivalent or subsequent agency regulation thereof), and is provided as “commercial items,” “commercial computer software” and/or “commercial computer software documentation.” Consistent with DFARS section 227.7202 and FAR section 12.212, and to the extent required under U.S. federal law, the minimum restricted rights as set forth in FAR section 52.227-19 (or any equivalent or subsequent agency regulation thereof), any use, modification, reproduction, release, performance, display, disclosure or distribution thereof by or for the U.S. Government shall be governed solely by this Agreement and shall be prohibited except to the extent expressly permitted by this Agreement.