Last Updated: 2 December 2025

These Website Terms of Use (“Terms”) govern your access to and use of CompliantGrowth.com and any related microsites (together, the “Site”), including any content, materials, diagnostics, or tools made available on or through the Site.

The Site is owned and operated by Compliant Growth Advisors LLP (“CGA”, “we”, “us”, or “our”).

By accessing or using the Site, you agree to be bound by these Terms. If you do not agree, you must not use the Site.

If you or your firm have a separate written agreement with us (for example, a master services agreement, statement of work, or subscription agreement), that agreement will govern your use of the contracted Services and will prevail to the extent of any inconsistency with these Terms.

1. Professional Use & Eligibility

1.1 Intended Audience
The Site is intended for professional users — including owners, executives, and senior staff of regulated financial firms, legal and trust professionals, fund managers, and related service providers. It is not intended for retail investors or general consumers.

1.2 Age
By using the Site, you represent that you are at least 18 years old (or the age of majority in your jurisdiction).

1.3 Compliance With Law
You are responsible for ensuring that your use of the Site complies with all laws, regulations, and internal policies applicable to you and your firm.

2. Relationship to Privacy Policy

Our handling of personal data in connection with the Site is described in our Privacy Policy, which is incorporated into these Terms by reference.

By using the Site, you acknowledge that your personal data will be processed in accordance with our Privacy Policy, as updated from time to time.

3. Intellectual Property

3.1 Ownership of Content
All content and materials on or available through the Site, including text, graphics, logos, icons, images, videos, frameworks, growth systems, diagnostics, copy templates, software, and documentation (collectively, “Content”), are owned by CGA or licensed to us and are protected by copyright, trade mark, and other intellectual property laws.

3.2 Limited Licence
Subject to these Terms, we grant you a personal, revocable, non-exclusive, non-transferable, non-sublicensable licence to access and use the Site and Content solely for:

• reviewing information about CGA and our Services; and

• evaluating whether to engage with us for professional purposes.

3.3 Restrictions
Except as expressly permitted in these Terms or in writing by us, you must not:

• copy, reproduce, modify, adapt, publish, translate, distribute, or exploit any part of the Site or Content;

• remove or obscure any copyright, trade mark, or proprietary notices;

• disassemble, decompile, reverse engineer, or attempt to derive source code from the Site or any related software;

• use the Site or Content to develop, train, or improve any competing service or offering.

All rights not expressly granted are reserved by CGA and its licensors.

4. Acceptable Use

You agree that you will not:

• use the Site for any unlawful, fraudulent, or abusive purpose;

• upload, post, or transmit any content that is defamatory, obscene, harassing, infringing, misleading, or otherwise objectionable;

• use any manual or automated means (including robots, crawlers, scrapers, or similar tools) to access, “scrape”, or index the Site or its Content, except to the extent we have expressly authorised such activity in writing;

• interfere with or disrupt the operation of the Site or any networks or systems connected to the Site;

• attempt to circumvent security or authentication measures;

• introduce viruses, malware, or other harmful code;

• impersonate any person or entity, or misrepresent your identity or affiliation.

We may monitor access to and use of the Site and take any action we deem appropriate (including restricting or terminating access) where we reasonably believe these Terms have been breached.

5. No Legal, Tax, Investment, or Regulatory Advice

The Site and Content are provided for general informational purposes only and do not constitute:

• legal advice;

• tax or accounting advice;

• investment advice or a recommendation regarding any security or strategy; or

• regulatory advice, a determination of regulatory status, or a statement of regulatory approval.

You are responsible for obtaining your own professional advice (legal, tax, compliance, investment, or otherwise) with respect to your particular situation and for ensuring that any materials or systems you deploy are reviewed and approved by your firm’s authorised personnel.

Nothing on the Site is an offer or solicitation to provide regulated services or to enter into any transaction.

6. Regulated Firms & Client Responsibility

Our Services and frameworks are designed to support audit-ready fiduciary businesses, including but not limited to:

• investment advisers and advisory firms

• broker-dealers

• multi-family offices

• legal, trust & estate, and related professional practices

• fund sponsors, managers, and administrators

While we design systems to support compliant workflows and documentation, you and your firm:

• remain fully responsible for final approval and deployment of all content, campaigns, and processes;

• must ensure that any use of our systems aligns with your regulatory obligations, internal policies, and supervisory arrangements; and

• are responsible for supervising your personnel and configuring system access appropriately.

7. Third-Party Sites and Services

The Site may include links to third-party websites or services.

We do not control and are not responsible for any third-party content, products, or services, and links do not imply endorsement. Your use of third-party sites and services is governed by their terms and policies, not these Terms.

We are not responsible for interruptions or changes to third-party platforms, services, or APIs that may affect your ability to interact with our Site.

8. Disclaimers

To the maximum extent permitted by applicable law, the Site and all Content are provided on an “as is” and “as available” basis, without warranties of any kind, whether express or implied.

Without limiting the foregoing, we do not warrant that:

• the Site or any Content will be accurate, complete, current, or suitable for your particular purposes;

• the Site will be available at any particular time or location, or that access will be uninterrupted or secure; or

• any defects or errors will be identified or corrected.

Any reliance you place on the Site or Content is at your own risk.

9. Limitation of Liability

To the fullest extent permitted by law:

• CGA will not be liable for any indirect, incidental, consequential, special, punitive, or exemplary damages (including, without limitation, loss of profits, revenue, goodwill, data, or business interruption) arising out of or in connection with your use of, or inability to use, the Site or Content, even if we have been advised of the possibility of such damages.

• Our aggregate liability to you for all claims arising out of or in connection with the Site or these Terms, whether in contract, tort (including negligence), or otherwise, will be limited to the greater of:

  • (a) the total amount (if any) you have paid to us for access to or use of the Site in the twelve (12) months preceding the event giving rise to the claim; or

  • (b) GBP £1,000.

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

10. Indemnity

You agree to indemnify and hold harmless CGA and its partners, members, officers, employees, and contractors from and against any claims, losses, damages, liabilities, costs, and expenses (including reasonable legal fees) arising out of or related to:

• your use of the Site or Content;

• your breach of these Terms; or

• your violation of any applicable law or third-party rights.

11. Changes, Availability, and Termination

11.1 Changes to the Site
We may modify, suspend, or discontinue any part of the Site or Content at any time, with or without notice.

11.2 Changes to These Terms
We may update these Terms from time to time. When we do, we will update the “Last Updated” date at the top of this page. For material changes, we may provide additional notice (for example, via the Site).

Your continued use of the Site after any update constitutes acceptance of the updated Terms.

11.3 Suspension or Termination
We may suspend or terminate your access to the Site at any time if we reasonably believe that:

• you have breached these Terms, or

• your use poses a risk to the Site, to us, or to others.

Provisions of these Terms that by their nature should survive termination (including, without limitation, intellectual property, disclaimers, limitations of liability, indemnity, and governing law) will continue to apply.

12. Governing Law and Jurisdiction

These Terms, and any dispute or claim (including non-contractual disputes or claims) arising out of or in connection with them or their subject matter or formation, are governed by the laws of England & Wales.

The courts of England & Wales will have exclusive jurisdiction to settle any such dispute or claim.

13. Feedback

If you provide ideas, suggestions, or other feedback in connection with the Site (“Feedback”), you agree that:

• we may use the Feedback without restriction and without obligation to compensate you; and

• you grant us a perpetual, irrevocable, worldwide, royalty-free, transferable, and sublicensable licence to use, reproduce, modify, and exploit the Feedback for any purpose.

You confirm that you have the right to provide such Feedback.

14. Miscellaneous

• Entire Agreement – These Terms, together with the Privacy Policy and any additional terms referenced herein, form the entire agreement between you and CGA regarding your use of the Site.

• No Waiver – A failure or delay by us to enforce any provision of these Terms will not constitute a waiver of that or any other provision.

• Severability – If any provision of these Terms is held invalid or unenforceable, the remaining provisions will remain in full force and effect, and the invalid provision will be interpreted to best reflect the original intent to the extent permitted by law.

• Assignment – You may not assign or transfer your rights or obligations under these Terms without our prior written consent. We may assign or transfer our rights and obligations at any time.

15. Contact

If you have questions about these Terms or the Site, you can contact:

Compliant Growth Advisors LLP
London, United Kingdom
Email: privacy@compliantgrowth.com