Terms of Service — Advisor Portal & Program Licence

Welcome to the Leaders in Business Advisor Portal & Toolkit (the Service). These Terms of Service (Terms) set out the rules for using the Service, our website(s), and any related materials we make available. By creating an account, paying a subscription, or using the Service, you agree to these Terms.

1. Who we are

Leaders in Business Pty Ltd (ACN 656 888 130) (Leaders in Business, we, us, our) provides the Service to business advisors and their teams.

2. Who you are

The person or entity that signs up (Client, you, your) agrees that anyone who accesses the Service under your account acts with your authority and that you are responsible for their use.

3. Accounts and access

• You must keep login details confidential and ensure only authorised personnel use your account.
• You are responsible for all activities under your account.
• We may suspend or remove access where we reasonably believe there is a breach of these Terms or misuse of the Service.

4. What you get

Your subscription includes the features set out on our site and any inclusions we confirm in writing. This may include: access to the Advisor Portal, co‑branded questionnaires and reports, worksheets and templates, sample proposals, email templates, a lead‑gen assessment tool, and group training sessions.

5. Licence to use our materials

We grant you a non‑exclusive, non‑transferable licence during your paid term to use our portal, templates, content, and brand assets we expressly authorise (Licensed Materials) solely to deliver and market your own advisory services. You must not:

• use the Licensed Materials for any other purpose or after your subscription ends;
• assign, sub‑licence, sell, or otherwise let anyone else use the Licensed Materials outside your organisation without our prior written consent; or
• remove, alter, or obscure any notices in the Licensed Materials.

All intellectual property in the Service and Licensed Materials remains ours (or our licensors’). You must not do anything that harms our reputation or the value of our brand. If you create improvements or derivatives of our Licensed Materials, you agree that the intellectual property in those improvements is owned by us, and you assign those rights to us.

6. Branding permissions

You may only use our name and approved brand assets as we authorise in writing. On cancellation or expiry, you must promptly cease all brand use and follow our reasonable instructions to remove co‑branding from your materials.

7. Term, renewal, and cancellation

• Initial term: 12 months from your start date.
• Auto‑renewal: After the initial term, your subscription renews automatically for further 12‑month periods.
• Opt‑out: To stop renewal, give us at least 60 days’ written notice before your current term ends.
• Effect of ending: When your term ends or we terminate for breach, your access stops and you must stop using and promptly delete/return the Licensed Materials.

8. Fees, billing and GST

• Fees are set out when you subscribe and may vary based on the number of users/logins.
• We invoice monthly in advance (on or about the first business day of each month). Invoices are due within 7 days unless we agree otherwise in writing.
• Prices are exclusive of GST. If GST applies, you must pay it in addition and we will issue a compliant tax invoice.
• Late payment: If any undisputed amount remains unpaid 14 days after the due date, we may charge interest at 2% above the Victorian penalty interest rate, suspend access, and/or issue a default notice.
• If you dispute any part of an invoice, pay the undisputed portion and notify us with reasons. We will work with you in good faith to resolve the dispute.

9. Acceptable use

You must not use the Service to break the law, infringe others’ rights, transmit malware, harass or harm others, or attempt to interfere with the Service or other users. You must not attempt to copy, reverse engineer, or otherwise access the Service other than through the documented interfaces.

10. Portal hosting and availability

The Service is hosted by third‑party providers and may change from time to time. We use reasonable efforts to keep the Service available and current, but we do not guarantee uninterrupted access. We may update, add, or remove features, content, or components to keep things secure, compliant, and up to date. Where practicable, we will notify you of significant changes.

11. Updates to content and compliance

We periodically review and update Licensed Materials to reflect changes in law and industry standards that are relevant to the Service. We will let you know when updates occur and where they apply. You are responsible for ensuring the Service suits your business needs and for complying with laws that apply to your own advisory services.

12. Privacy and data

• Each party must comply with applicable privacy laws when handling personal information.
• If you provide us with personal information (including your clients’ information), you confirm you have the right to do so and will obtain all required consents.
• You must not transfer personal information obtained through the Service to third parties or overseas without any required consents and compliance steps.
• If a data incident occurs that involves information you provided, we will notify you and cooperate with you as required by law.

See our Privacy Policy for more about how we collect and handle personal information.

13. Confidentiality

Each party may access the other’s confidential information. Both parties will use it only for the purpose of providing or receiving the Service, protect it from unauthorised disclosure, and return or destroy it on request or when these Terms end.

14. Warranties and your responsibilities

You warrant that your users are appropriately qualified and supervised to deliver advisory services. The Service and Licensed Materials are provided with the level of care and skill reasonably expected of a reputable provider; otherwise, to the maximum extent permitted by law, they are provided “as is”. The information and tools are general in nature and do not constitute legal, tax, or financial advice.

15. Indemnities

Each party indemnifies the other for loss arising from personal injury, property damage, fraud, wilful misconduct, or negligence by that party or its personnel, and for breach of these Terms. We will defend and indemnify you against third‑party claims alleging that our Licensed Materials infringe intellectual property rights, provided you notify us promptly, give us control of the defence, and cooperate. Our obligations may include (at our option) procuring the right for you to continue to use, modifying the materials to be non‑infringing, or terminating your affected access and refunding any prepaid, unused fees for the impacted component.

16. Liability cap

To the maximum extent permitted by law, neither party is liable for indirect or consequential loss, loss of profit, or loss of data. Our total aggregate liability for all claims in a 12‑month term is limited to the fees you paid to us for the Service in that 12‑month term. Nothing limits liability that cannot be limited by law (including your statutory rights).

17. Insurance

You agree to maintain professional indemnity and public liability insurance with reasonable levels for your advisory business and provide evidence on request.

18. Dispute resolution

If a dispute arises, either party may give written notice with details. Senior representatives will meet promptly and try in good faith to resolve the dispute. If not resolved, the parties will submit the matter to mediation administered by the Australian Disputes Centre before commencing court proceedings (unless seeking urgent injunctive relief or a limitation period would expire).

19. Suspension and termination

We may suspend or terminate your access immediately if you suffer an insolvency event or materially breach these Terms and do not remedy the breach within 14 days of notice. On termination, sections that by nature should survive (including fees due, intellectual property, confidentiality, privacy, liability, and dispute resolution) will survive.

20. Assignment and subcontracting

You must not assign or transfer your rights or obligations without our prior written consent. We may engage third‑party providers to help deliver the Service.

21. Changes to these Terms

We may update these Terms to reflect product, legal, or operational changes. If changes are material, we will notify you by email or via the Service. Continued use after the effective date means you accept the updated Terms.

22. Notices

We may provide notices via email to your nominated contact, in‑product notifications, or to your registered address. You may send notices to info@leadersinbusiness.com.au unless we specify otherwise.

23. Governing law

These Terms are governed by the laws of the State of Victoria, Australia. Each party submits to the non‑exclusive jurisdiction of its courts.

24. Contact

Questions about these Terms? Contact us at info@leadersinbusiness.com.au.