Legal
Terms of Service
These Terms govern your access to and use of AEGISfo, operated by AEGISfo LLC (“AEGISfo”, “we”, “us”). By creating an account or using the platform, you agree to these Terms. If you use AEGISfo on behalf of a family office or organisation, you represent that you are authorised to bind it.
1. The service
AEGISfo is a private wealth-intelligence platform that helps family offices consolidate and view assets, entities, documents, and related records, with optional integrations, reporting, and AI-assisted insights. We may add, change, or discontinue features over time.
2. Accounts & access
- Access is by invitation. You may sign in by password, magic link, and/or passkey. Keep your sign-in methods secure.
- You are responsible for activity under your account and for the users you invite to your workspace.
- You must provide accurate information and use the service in compliance with applicable law.
3. Your data & ownership
You retain all rights to the data and documents you upload (“Customer Content”). You grant us a limited licence to host, process, and transmit Customer Content solely to provide and secure the service, as further described in our Privacy & GDPR Notice and any Data Processing Agreement. You are responsible for the legality and accuracy of Customer Content.
4. Acceptable use
You agree not to:
- Upload unlawful content or content you have no right to use;
- Attempt to breach security, access other tenants’ data, or disrupt the service;
- Reverse-engineer, resell, or misuse the platform or its APIs beyond your plan;
- Use the service to violate sanctions, AML, or other applicable laws.
5. Third-party integrations
When you connect a bank, brokerage, or other third-party account, you authorise us to retrieve read-only data through that provider. Those providers’ own terms apply, and we are not responsible for their availability or accuracy.
6. Not financial, tax, or legal advice
AEGISfo is an information tool, not an adviser. Portfolio figures, analytics, and AI-generated insights and chat are provided for information only and may be incomplete or inaccurate. They are not investment, tax, accounting, or legal advice. You are solely responsible for your decisions and should verify anything material with your own qualified professional advisers before acting.
7. Fees
Paid plans are billed as described at sign-up or by written agreement. Fees are exclusive of taxes unless stated. Except where required by law or expressly agreed, fees are non-refundable. We may change pricing on reasonable notice.
8. Availability & security
We use commercially reasonable efforts to keep the service available and secure (encryption, tenant isolation, audit logging, EU data residency). We do not warrant uninterrupted or error-free operation. Service levels, where offered, are stated in your plan or agreement.
9. Warranties & disclaimers
Except as expressly stated, the service is provided “as is” and “as available” without warranties of any kind, whether express, implied, or statutory, including fitness for a particular purpose and non-infringement, to the maximum extent permitted by law.
10. Limitation of liability
To the maximum extent permitted by law, neither party is liable for indirect, incidental, or consequential damages, and our total aggregate liability arising out of or relating to the service will not exceed the fees you paid to us in the twelve months before the event giving rise to the claim. Nothing limits liability that cannot be limited by law.
11. Termination
You may stop using the service at any time. We may suspend or terminate access for breach of these Terms or as required by law. On termination, your data is deleted or returned per the Privacy Notice / DPA, subject to legal retention obligations.
12. Changes to these Terms
We may update these Terms; material changes will be communicated in-app or by email. Continued use after changes take effect constitutes acceptance.
13. Governing law & contact
These Terms are governed by the laws of the jurisdiction of AEGISfo LLC, without regard to conflict-of-laws rules. Questions: john@infinitacm.com.