Affluensee Terms Of Service

This Customer Data Service Addendum includes terms and conditions that shall supplement the terms and conditions between you (“Customer”) and Affluensee Inc. (“Affluensee”) to which you agreed upon signing up for Affluensee The Wealth Advisor Platform. This Addendum shall apply to the services described below.

BY CLICKING THROUGH THESE TERMS AND CONDITIONS, YOU AGREE TO BE BOUND BY SAID TERMS IN ADDITION TO THE Affluensee The Wealth Advisor Platform TERMS AND CONDITIONS. IF YOU DO NOT AGREE TO THESE TERMS AND CONDITIONS, CLOSE OUT THIS WEBSITE AND DO NOT CONTINUE BEYOND THIS PAGE.

Customer has requested to have the ability to upload Customer’s data, consisting of information pertaining to Customer’s clients and prospects, to The Wealth Advisor Platform to enable Affluensee to match those records to Affluensee’s database and to display the matched Affluensee records to Customer via The Wealth Advisor Platform. Affluensee has agreed to enable Customer to upload its client and prospect records at Customer’s discretion for such purposes. In connection therewith, the parties agree to the following terms and conditions:

1.         Customer authorizes Affluensee to utilize the client and prospect records uploaded by Customer solely for the purpose of matching those records to Affluensee’s database and displaying such matched Affluensee records to the Client via The Wealth Advisor Platform during the term of the Customer’s subscription to The Wealth Advisor Platform.

2.         Affluensee agrees to utilize the client and prospect records uploaded by Customer solely for the purpose of matching those records to Affluensee’s database and displaying such matched Affluensee records to the Client via The Wealth Advisor Platform during the term of the Customer’s subscription to The Wealth Advisor Platform.

3.         Customer acknowledges and agrees that Customer’s access to view and/or download any of Affluensee’s database records via The Wealth Advisor Platform, including those records matching a Customer’s client and prospect records, will terminate immediately upon termination of Customer’s subscription to The Wealth Advisor Platform.

4.         Unless otherwise requested by Customer, Affluensee agrees that it will only store the uploaded Customer’s client and prospect records during the term of the Customer’s subscription to The Wealth Advisor Platform. Affluensee further agrees that the Customer’s client and prospect records are the Confidential Information of Customer. Upon termination of Customer’s subscription to The Wealth Advisor Platform, Affluensee reserves the right to delete any of Customer’s client and prospect records uploaded to The Wealth Advisor Platform by the Customer during the term of the subscription.

5.         Customer represents and warrants to Affluensee that it has all rights necessary to upload the client and prospect data to Affluensee and that the use of such data records by Affluensee as authorized by Customer hereunder will not in any way constitute a breach or violation of Customer’s privacy policy or any other agreement to which Client is a party or has knowledge.

6.         Customer shall at no time shall provide its client or prospect information that may be deemed sensitive including, but not limited to, social security numbers, driver’s license or other identification numbers, financial account numbers, and medical information. Affluensee reserves the right to immediately, and without prior notice to Customer, delete any information uploaded by Customer that Affluensee deems, in its sole discretion, to constitute sensitive information.