Terms of Service

These Terms of Service (“Terms”) govern your use of the Glimzer website and platform.

The website and platform are operated by Glimzer Ltd, a company registered in England and Wales.

These Terms apply to your use of the Glimzer website and any services provided through the Glimzer platform, including the CRM platform, professional services, and any related tools or features.

By using the website or platform, you agree to be bound by these Terms. If you do not agree, you should not use the website or platform.

Glimzer provides a CRM platform and related professional services designed for UK financial advice firms. Access to paid features of the platform is subject to a subscription and governed by these Terms along with any separate commercial agreement provided to you.

We may introduce, modify, or discontinue features at any time. We will give reasonable notice of any material changes that affect your use of the platform.

To use the platform, you must create an account and provide accurate, up-to-date information. You are responsible for keeping your login credentials secure and for all activity that occurs under your account.

You must notify us promptly if you become aware of any unauthorised access to your account.

We reserve the right to suspend or terminate accounts that breach these Terms or are used in a manner that may cause harm to Glimzer, other users, or third parties.

Paid services are billed on a per-user, per-month basis unless otherwise agreed in writing. All fees are exclusive of VAT unless stated otherwise.

Payment terms, pricing, and billing details will be set out in your commercial agreement or communicated to you before any charges apply.

We reserve the right to change our pricing with reasonable notice. Any price changes will not affect your current billing period.

You retain ownership of all data you upload or create within the platform (“Your Data”). We do not claim any ownership rights over Your Data.

You grant us a limited licence to process Your Data solely for the purpose of providing and improving the services. We will not sell, share, or use Your Data for any other purpose.

We will not use client data to train AI models. Any AI features within the platform process data only to provide the specific functionality you have opted into.

Data export is available on request, and we will assist with data portability if you choose to leave the platform.

You agree not to:

• use the platform for any unlawful purpose
• attempt to gain unauthorised access to any part of the platform or its infrastructure
• introduce malicious software or interfere with the operation of the platform
• resell, sublicense, or provide access to the platform to third parties without our consent
• use the platform in a way that could damage, disable, or impair the service for other users

All intellectual property rights in the Glimzer platform, website, and related materials belong to Glimzer Ltd. Nothing in these Terms transfers any ownership of intellectual property to you.

We grant you a limited, non-exclusive, non-transferable licence to use the platform for the duration of your subscription, solely for your internal business purposes.

We aim to keep the platform available at all times but do not guarantee uninterrupted access. There may be periods of downtime for maintenance, updates, or reasons beyond our control.

We provide support to customers in accordance with the terms of their subscription or commercial agreement.

Either party may terminate the subscription in accordance with the terms of the applicable commercial agreement.

On termination, your access to the platform will cease. We will retain Your Data for a reasonable period to allow you to request an export, after which it will be securely deleted.

We may terminate or suspend your access immediately if you breach these Terms.

To the maximum extent permitted by law, Glimzer Ltd shall not be liable for any indirect, incidental, special, or consequential damages, including loss of profits, data, or business opportunity, arising from or in connection with your use of the platform.

Our total liability to you in respect of all claims arising under or in connection with these Terms shall not exceed the total fees paid by you in the twelve months preceding the claim.

Nothing in these Terms excludes or limits liability that cannot be excluded or limited under applicable law, including liability for death or personal injury caused by negligence, or for fraud or fraudulent misrepresentation.

Content on the website is provided for general informational purposes only. While we aim to keep information accurate and up to date, we do not guarantee that all content is complete or current.

Nothing on the website should be relied on as financial, regulatory, or professional advice.

Glimzer is designed for business use by financial advice firms and related businesses. The platform and services are provided on a business-to-business basis only and are not intended for consumer use.

We may update these Terms from time to time. Any changes will be posted on this page with the effective date updated accordingly.

For material changes that affect your rights or obligations, we will provide reasonable notice before they take effect. Continued use of the platform after changes take effect constitutes acceptance of the updated Terms.

Our handling of personal data is governed by our Privacy Policy, which forms part of these Terms.

By using the website or platform, you acknowledge that you have read and understood the Privacy Policy.

These Terms are governed by the laws of England and Wales.

Any disputes arising in connection with these Terms will be subject to the exclusive jurisdiction of the courts of England and Wales.

If you have any questions about these Terms, please contact us at:

contact@glimzer.com