1. Adviser terms of business
Commercial terms for financial advice provider organisations licensing RetireMe adviser tools — scope, confidentiality, privacy roles, IP, and liability. These do not apply to retail consumers.
For licensed advice firms
Legal pack for advice firms
One place for commercial terms, security and confidentiality, business continuity, and downloadable documents — ready to share with compliance, IT, or your firm’s due-diligence checklist.
Core documents
Four documents for commercial review, due diligence, and IT / operations questions. HTML is print-friendly; PDFs are available where noted.
2. Security & confidentiality
How we handle firm and client information, staff access limits, organisation partitioning, role-based access, operational safeguards, and where data is stored geographically.
3. Data storage, backup & retention
Where adviser data lives geographically (Sydney VPS + Cloudflare R2), daily and off-server backup architecture, retention while you are a customer, and offboarding.
4. Business continuity
Ongoing-concern intent, immediate data export, licence-period platform access if the business closes other than as a going concern, and succession / partner continuity arrangements (partner not named publicly).