Terms governing access to the platform and client-facing services

The platform is provided to support onboarding, secure client access, account visibility, requests, and related investor-facing workflows. Users are expected to provide accurate information and use the platform only for legitimate account activity.

Unauthorized access attempts, misuse of account functionality, or interference with platform operations are not permitted.

Users are responsible for maintaining the confidentiality of their login credentials and for activity conducted through their account, subject to applicable platform security measures and verification workflows.

If you believe your account access has been compromised, you should take immediate steps to secure it and contact the appropriate team promptly.

We aim to maintain a stable and professional digital experience, but uninterrupted access cannot be guaranteed at all times. Maintenance, updates, operational reviews, and technical issues may affect availability from time to time.

These terms may be updated periodically to reflect changes in platform functionality, operating standards, or legal requirements. Continued use of the platform indicates acceptance of the updated terms.