Terms of Service

Acceptance

By accessing or using the Dollarbaz platform (“Service”), you agree to be bound by these Terms of Service (“Terms”). If you are accepting these Terms on behalf of an organisation, you represent that you have authority to bind that organisation to these Terms. If you do not agree to these Terms, do not use the Service.

These Terms constitute a legally binding agreement between you or your organisation (“Customer”, “you”) and Dollarbaz (“we”, “us”).

The service

Dollarbaz provides a governance tooling platform for sustainability claims management, including AI-assisted claim extraction, evidence management, approval workflow, risk scoring, and audit pack generation (“Trust & Risk Engine”).

We reserve the right to modify, suspend, or discontinue any part of the Service with reasonable notice. We will not materially degrade the core functionality of a paid subscription without at least 30 days’ written notice.

Accounts

You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account. You must immediately notify us of any unauthorised use of your account.

You must provide accurate and current information when creating an account. Accounts may not be transferred to third parties without our written consent.

You are responsible for ensuring that all users authorised to access the Service under your account comply with these Terms.

Subscription & billing

Pilot programmes

Pilot access is provided for a fixed fee agreed prior to the pilot commencing, scoped to a defined set of funds and a 30-day duration. Pilots do not auto-renew. At the end of the pilot period, access terminates unless you enter into a subscription agreement.

Subscriptions

Annual subscriptions are billed in advance. Subscription fees are non-refundable except where required by applicable law. Subscriptions renew automatically unless cancelled at least 30 days before the renewal date.

Price changes

We will provide at least 60 days’ written notice before increasing subscription fees. Price changes take effect at the next renewal date following the notice period.

Payment

Payments are processed by Stripe. We do not store payment card details. Overdue invoices may result in suspension of access after reasonable notice.

Acceptable use

You agree not to use the Service to:

• Violate any applicable law or regulation
• Process data that you do not have the right to process
• Attempt to gain unauthorised access to the Service or its infrastructure
• Introduce malicious code, viruses, or disruptive software
• Reverse engineer, decompile, or extract the source code of the Service
• Use the Service to build a competing product or service
• Resell or sublicense access to the Service without our written consent
• Generate or disseminate false, misleading, or fraudulent content

We reserve the right to suspend or terminate accounts that breach these provisions without liability to you.

Intellectual property

Dollarbaz retains all intellectual property rights in the Service, including the platform, AI models, algorithms, taxonomy, scoring methodology, and documentation. Nothing in these Terms grants you any rights in Dollarbaz’s intellectual property other than the limited right to use the Service as described.

You retain all intellectual property rights in the data, documents, and content you submit to or generate using the Service.

Your data

Fund data, sustainability claims, evidence items, and approval records are stored in your Microsoft Dataverse instance within your Microsoft 365 tenant. You own this data. We do not retain it on Dollarbaz infrastructure.

You grant us a limited, non-exclusive licence to process your data solely to provide the Service. We do not use your data to train AI models. We do not share your data with third parties except as necessary to provide the Service and as described in our Privacy Policy.

You are responsible for ensuring you have the necessary rights and permissions to submit data to the Service, and for compliance with applicable data protection law in relation to any personal data processed through the platform.

Confidentiality

Each party agrees to keep the other party’s confidential information strictly confidential, to use it only for the purposes of these Terms, and not to disclose it to third parties without the other party’s prior written consent. This obligation does not apply to information that is publicly available, independently developed, or required to be disclosed by law.

Confidential information disclosed to us includes your fund data, claims, evidence, and business information. Confidential information disclosed to you includes our platform architecture, pricing, and commercial terms.

Disclaimers

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE”. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE. WE DO NOT WARRANT THAT AI-GENERATED OUTPUTS — INCLUDING CLAIM CLASSIFICATIONS, RISK SCORES, OR EVIDENCE CHECKLISTS — ARE ACCURATE, COMPLETE, OR FIT FOR ANY PARTICULAR REGULATORY PURPOSE. YOU ARE RESPONSIBLE FOR REVIEWING AND APPROVING ALL AI-GENERATED OUTPUTS BEFORE RELIANCE.

Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL DOLLARBAZ BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFIT, REVENUE, DATA, BUSINESS, OR GOODWILL, ARISING OUT OF OR IN CONNECTION WITH YOUR USE OF THE SERVICE.

OUR TOTAL AGGREGATE LIABILITY TO YOU IN CONNECTION WITH THESE TERMS SHALL NOT EXCEED THE FEES PAID BY YOU TO DOLLARBAZ IN THE TWELVE MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

NOTHING IN THESE TERMS EXCLUDES OR LIMITS LIABILITY FOR FRAUD, DEATH OR PERSONAL INJURY CAUSED BY NEGLIGENCE, OR ANY OTHER LIABILITY THAT CANNOT BE EXCLUDED OR LIMITED BY APPLICABLE LAW.

Indemnification

You agree to indemnify, defend, and hold harmless Dollarbaz and its officers, directors, employees, and agents from and against any claims, damages, losses, and expenses (including reasonable legal fees) arising out of: (a) your use of the Service in violation of these Terms; (b) your violation of applicable law; (c) any third-party claim relating to data you submit to the Service; or (d) the sustainability claims you publish based on platform outputs.

Termination

Either party may terminate these Terms on written notice. We may suspend or terminate your access immediately if you materially breach these Terms, become insolvent, or if continued provision of the Service would violate applicable law.

On termination, your right to use the Service ceases. Provisions that by their nature should survive termination — including disclaimers, limitation of liability, indemnification, confidentiality, and governing law — will survive.

You may export your data from your Dataverse instance at any time. We do not hold your data on Dollarbaz infrastructure, so there is no separate data return process on our side.

Governing law

These Terms are governed by and construed in accordance with the laws of the Netherlands, without regard to conflict of law principles. Any dispute arising out of or in connection with these Terms shall be subject to the exclusive jurisdiction of the courts of Amsterdam.

If you are a consumer in a jurisdiction where mandatory local law provides stronger protections, those protections are not excluded by these Terms.

Changes to these terms

We may update these Terms from time to time. Where changes are material, we will notify account holders by email at least 30 days before the changes take effect. Continued use of the Service after that date constitutes acceptance of the updated Terms.

Contact

For any question about these Terms: