Terms of service

1.About these terms

These terms form the agreement between you ("the Subscriber") and Prosigna ("we", "us", "our"). By creating an account, starting a trial, or subscribing to a paid plan, you agree to be bound by these terms.

If you are accepting these terms on behalf of a company or other legal entity, you confirm that you have authority to bind that entity.

2.The service

Prosigna provides a subscription-based platform that surfaces wealth-event prospect briefs to subscribing firms. The specific features available depend on your subscription tier, which is set out in your order form or selected at sign-up.

3.Your account and your team

You are responsible for:

• Providing accurate registration information
• Keeping your login credentials secure
• The actions of any adviser seats you create under your firm's subscription
• Notifying us promptly if you suspect unauthorised access

Each adviser seat is for a single named individual. Sharing of seats is not permitted.

4.Trial

We may offer a free trial period. During the trial, access may be limited to a browse-only state and a curated sample of premium content. The trial ends after 14 days, at which point you must subscribe to retain access.

5.Subscription fees and billing

Subscription fees are set out in your order form or on our pricing page. Fees are billed monthly or annually in advance and are non-refundable except as required by law.

We reserve the right to change pricing on renewal with 30 days' notice.

Failed payments may result in account suspension after a grace period and reasonable notice.

6.Prospect briefs and purchase rights

When you purchase a prospect brief through Prosigna, you receive:

• A non-exclusive, non-transferable right to use the personal data within the brief for the purpose of conducting outreach to the named individual in connection with the wealth event described
• An exclusive window of 90 days from selection, during which the brief and its contact details are not offered to any other firm
• After the exclusive window ends, the brief may return to inventory. Your right to use data you have already received continues, subject to section 9 and data protection law

You may not:

• Resell, sublicense, or redistribute brief data to third parties
• Bulk-export brief data for use outside Prosigna
• Re-identify suppressed or opted-out individuals
• Use brief data for any purpose other than the stated commercial purpose

7.Acceptable use

You agree not to use Prosigna in connection with:

• Outreach that breaches SEC or FINRA conduct rules, FCA conduct rules, financial promotion restrictions, or equivalent regulations in your jurisdiction
• Marketing that breaches CAN-SPAM, the Telephone Consumer Protection Act, state do-not-call rules, PECR, or equivalent rules
• Discrimination based on protected characteristics
• Any unlawful purpose

8.Data protection

You and Prosigna are independent controllers of personal data, not joint controllers and not in a controller-processor relationship. You are responsible for:

• Providing your own Article 14 privacy notice to data subjects when you first contact them
• Conducting your own legitimate interests assessment for your outreach
• Honouring any objection raised with your firm directly
• Complying with all applicable data protection law in your handling of brief data

See our Compliance page for more.

9.Use of contact data

You are solely responsible for your own outreach to individuals identified in briefs and must comply with all applicable law, including in the United States CAN-SPAM, the Telephone Consumer Protection Act, state telemarketing and do-not-call laws, and FINRA rules where applicable, and in the United Kingdom the UK GDPR, PECR, and FCA rules.

• You must honour any opt-out or unsubscribe request within 10 business days.
• You must not resell or share brief data outside your firm.
• You acknowledge that Prosigna is a data vendor and does not refer or introduce clients.

10.Intellectual property

The Prosigna platform, including all software, scoring methodology, signal detection logic, and aggregated analysis, is our intellectual property. We grant you a non-exclusive, non-transferable, revocable licence to access and use the platform during your subscription.

Brief content — once purchased — is licensed to you on the terms set out in section 6.

11.Confidentiality

Each party agrees to keep the other's confidential information confidential, including pricing, technical details, and any material shared during compliance due diligence.

12.Warranties and disclaimers

We provide the service with reasonable skill and care. We do not warrant that:

• Every brief will result in a successful client engagement
• Every contact detail will be accurate or current
• The service will be uninterrupted or error-free

We rely on third-party sources for some of our data. We make reasonable efforts to ensure quality but cannot guarantee the accuracy of every source.

Prosigna does not provide legal, compliance, tax or investment advice. Compliance materials we supply, including the compliance pack, describe our own practices and are not a substitute for your firm's own legal review.

13.Limitation of liability

To the maximum extent permitted by law:

• Neither party is liable for indirect, consequential, or punitive losses
• Our total aggregate liability is limited to the fees you have paid in the 12 months preceding the event giving rise to the claim
• Nothing in these terms limits liability for death or personal injury caused by negligence, fraud, or any other liability that cannot be excluded by law

14.Term and termination

These terms apply from your sign-up until either party terminates.

You may terminate by cancelling your subscription. Cancellation takes effect at the end of your current billing period.

We may terminate immediately for material breach, including breach of acceptable use or data protection obligations.

On termination, your access to the platform ends. You may retain copies of briefs already purchased, subject to your continuing obligations under data protection law.

15.Governing law

For customers whose firm is established in the United Kingdom, these terms are governed by the laws of England and Wales, and the courts of England and Wales have exclusive jurisdiction.

For all other customers, these terms are governed by the laws of the jurisdiction in which Burst Technologies holds its business licence, and disputes are subject to the courts of that jurisdiction.

16.Indemnity

You will defend, indemnify and hold harmless Prosigna and Burst Technologies against any third-party claim, regulatory action, fine, loss or cost (including reasonable legal fees) arising from your firm's or its users' outreach to, or other use of data about, any individual identified in a brief, including any claim under the TCPA, CAN-SPAM, state telemarketing or privacy law, the UK GDPR, PECR or financial-services conduct rules.

17.Changes to these terms

We may update these terms by posting a revised version at this URL and emailing account holders at least 30 days before a material change takes effect. Continued use after that date is acceptance of the revised terms.

18.Contact

For questions about these terms, email info@prosigna.io.