Adviser CRM Website Terms of Service
Effective Date: 11th April 2026
Website:https://advisercrm.co.nz
Company: Adviser CRM Limited
1. Acceptance of Terms
By accessing or using this website or any services provided by Adviser CRM Limited ("Adviser CRM", "we", "us", or "our"), you agree to be bound by these Terms of Service.
If you do not agree to these Terms, you must not use this website or our services.
We may update these Terms from time to time. Continued use of the website after updates constitutes acceptance of the revised Terms.
2. Services
Adviser CRM provides a cloud-based Customer Relationship Management (CRM) platform designed for financial advisers, including but not limited to:
Client Management
Policy & Investment Management
Compliance Management
Email & Communication Tracking
Document Storage
Reporting & Analytics
Integrations
Training and Support
We reserve the right to modify, update, or discontinue any part of our services at any time.
3. Software as a Service (SaaS)
Adviser CRM provides access to its software platform on a Software-as-a-Service (SaaS) basis.
Access is provided via subscription
No ownership of software is transferred
Access is non-exclusive and non-transferable
Platform updates are applied automatically
We may introduce:
New features
Enhancements
Security updates
Performance improvements
These updates form part of the ongoing SaaS service.
4. User Accounts
You may be required to create an account to access services.
You agree to:
Provide accurate information
Maintain password security
Be responsible for account usage
Notify us of unauthorised access
Adviser CRM is not responsible for unauthorised use of your account.
5. Acceptable Use
You agree not to:
Use the system for unlawful purposes
Attempt unauthorised system access
Upload malicious software
Interfere with system performance
Reverse engineer or copy the platform
We reserve the right to suspend or terminate accounts that breach these Terms.
6. Subscription and Billing
Use of Adviser CRM is subject to subscription fees.
You agree that:
Fees are billed in advance
Fees are non-refundable unless stated otherwise
Subscription continues until cancelled
Pricing may change with reasonable notice
7. Cancellation
You may cancel your subscription with 30 days written notice.
During the notice period:
Access remains active
One final billing cycle may apply
Data export can be arranged
Access may be suspended after cancellation.
8. Data Ownership
You retain ownership of your data.
By using Adviser CRM, you grant permission for us to:
Store your data
Process your data
Back up your data
Provide services using your data
We do not sell your data to third parties.
9. Privacy and Compliance
You agree that your use of Adviser CRM must comply with all applicable privacy laws including the New Zealand Privacy Act 2020.
You are responsible for:
Obtaining client consent
Lawful collection of personal information
Lawful storage and use of data
Adviser CRM acts as a data processor and is not responsible for how you collect or use client data.
10. Data Security
We take reasonable steps to secure data including:
Secure hosting
Access controls
Backup systems
Security monitoring
However, no system is completely secure and we cannot guarantee absolute security.
11. Data Migration
Adviser CRM may provide data migration services.
All data migrations:
Are subject to a separate Data Migration Agreement
Incur a separate cost
Require client review and acceptance
Clients must review migrated data before operational use.
Use of the system following migration constitutes acceptance.
If issues are identified after acceptance, database reset may be required, and any work completed after migration may be lost.
Full migration terms are outlined in the Data Migration & Acceptance Agreement.
12. Third-Party Integrations
Adviser CRM may integrate with third-party services including:
Email providers
Calendar services
Insurer data
Financial tools
Third-party platforms
We are not responsible for:
Third-party outages
Data accuracy
Service interruptions
Third-party changes
13. Service Availability
We aim to provide high availability but do not guarantee uninterrupted service.
Downtime may occur due to:
Maintenance
Updates
Technical issues
Third-party services
We are not liable for service interruptions.
14. Intellectual Property
All platform content including:
Software
Branding
Logos
Documentation
Design
remains the property of Adviser CRM.
You may not copy, reproduce, or distribute without permission.
15. Limitation of Liability
To the fullest extent permitted by law, Adviser CRM is not liable for:
Loss of data
Loss of revenue
Loss of business
Indirect damages
Consequential damages
Total liability is limited to fees paid in the previous three months.
16. Indemnity
You agree to indemnify Adviser CRM against claims arising from:
Your use of the platform
Breach of Terms
Misuse of data
17. Suspension
We may suspend access if:
Payment is overdue
Terms are breached
Security concerns arise
System misuse occurs
18. Updates to Terms
Adviser CRM may update these Terms with 30 days notice.
Notice may be provided via:
Website
Email
Platform notification
Continued use constitutes acceptance.
19. Governing Law
These Terms are governed by the laws of New Zealand.
Any disputes shall be subject to New Zealand jurisdiction.
20. Contact
Adviser CRM Limited
Website: https://advisercrm.co.nz
Email: support@advisercrm.co.nz
Phone: +64 9 930 9390
20. Software as a Service (SaaS) Agreement
20.1 Service Provision
Adviser CRM provides access to its software platform on a Software-as-a-Service (SaaS) basis. The platform is hosted and maintained by Adviser CRM and accessed via the internet.
Access is granted as a subscription and does not transfer ownership of the software.
20.2 Licence Grant
Adviser CRM grants you a non-exclusive, non-transferable, revocable licence to use the Adviser CRM platform for your internal business purposes.
You may not:
Resell the software
Sub-license access
Copy or replicate the platform
Attempt to reverse engineer the system
Use the platform for competing services
20.3 Platform Updates
Adviser CRM continuously improves and updates the platform.
This may include:
New features
Bug fixes
Security updates
Performance improvements
User interface changes
You acknowledge that:
Updates may change functionality
Updates may be applied without notice
Updates are part of the SaaS service
20.4 Service Availability
We aim to provide high availability of the Adviser CRM platform.
However, availability may be affected by:
Maintenance
Platform upgrades
Third-party services
Internet outages
Unexpected technical issues
We do not guarantee uninterrupted availability.
20.5 Support and Training
Adviser CRM may provide:
Email support
Phone support
Online documentation
Training sessions
Training, customisation, and consulting services may be billable unless otherwise agreed.
20.6 Customer Responsibilities
You are responsible for:
Maintaining internet access
Managing your user accounts
Ensuring your data accuracy
Training your staff
Managing your internal compliance
Adviser CRM is not responsible for incorrect data entered by users.
20.7 Compliance With Privacy Laws
You agree that your use of Adviser CRM must comply with all applicable privacy laws including the New Zealand Privacy Act 2020.
You are responsible for:
Obtaining appropriate client consent
Ensuring lawful collection of personal information
Ensuring lawful use and storage of client data
Adviser CRM acts as a data processor and is not responsible for how you collect or use personal information within the platform.
20.8 Fair Usage
You agree not to use the platform in a way that:
Impacts system performance
Places unreasonable load on servers
Attempts to bypass system controls
We reserve the right to restrict usage where necessary to protect system performance.
20.9 Suspension
Adviser CRM may suspend access if:
Payment is overdue
Terms are breached
Security concerns arise
System misuse is detected
We will attempt to provide reasonable notice where possible.
21. Data Migration Terms
21.1 Data Migration Services
Adviser CRM may provide data migration services from third-party systems into Adviser CRM.
This may include:
Contacts
Clients
Policies
Benefits
Notes
Documents
Historical data
All data migrations incur a separate cost, which will be provided to you prior to commencement of the migration. Migration work will only proceed once pricing has been accepted.
21.2 Client Responsibility
You acknowledge that:
You are responsible for the accuracy of your source data
Data quality from the source system affects migration outcomes
Adviser CRM cannot guarantee perfect data accuracy
You agree to review the migrated data before using the system in production.
21.3 Data Review Requirement
Following completion of a data migration, you must:
Review migrated data
Confirm accuracy
Identify any errors
Confirm mapping accuracy
You agree not to begin operational use of Adviser CRM until your review has been completed.
21.4 Acceptance of Migration
Use of Adviser CRM following data migration constitutes full acceptance of the migration.
Acceptance occurs when:
Users begin using the system
New data is entered
Records are updated
Operational use begins
Once the system is used, the data migration is deemed accepted.
21.5 Post-Acceptance Issues
If issues are identified after acceptance, the following applies:
Adviser CRM may need to reset the database
The database may need to be wiped and restored
Any data entered after migration may be lost
Any work completed within the system may be lost
You acknowledge and accept this risk.
Adviser CRM will not be responsible for:
Loss of data entered after migration
Loss of user changes
Loss of work performed following acceptance
21.6 Data Mapping
Data from external systems may not directly match Adviser CRM fields.
This may require:
Data mapping
Data transformation
Data restructuring
Adviser CRM will make reasonable efforts to map data appropriately but cannot guarantee identical structure or formatting.
21.7 Duplicate Data
Data migrations may result in:
Duplicate contacts
Duplicate accounts
Duplicate policies
This is particularly common when:
Source data contains inconsistencies
Multiple data sources are used
Address formatting varies
Adviser CRM provides tools to merge and manage duplicates where required.
21.8 Migration Accuracy
Adviser CRM will make reasonable efforts to migrate data accurately.
However:
No migration is guaranteed to be 100% accurate
Data inconsistencies may exist in source systems
Some data may not be transferable
You acknowledge these limitations.
21.9 Third-Party System Limitations
Data migration depends on:
Third-party system exports
Data availability
File format limitations
Adviser CRM is not responsible for:
Missing data from source systems
Incomplete exports
Third-party system limitations
21.10 Customer Data Backup
You are responsible for:
Keeping a backup of your original data
Verifying migrated data
Retaining export files
Adviser CRM is not responsible for maintaining long-term backups of source data.
22. Entire Agreement
These Terms, along with any additional agreements, form the entire agreement between you and Adviser CRM.
23. Updates to Terms
Adviser CRM may update these Terms by providing 30 days notice.
Notice may be provided via:
Website updates
Email notification
Platform notification
Continued use of Adviser CRM after updates constitutes acceptance.