Navexa Pro Terms of Use

Your use of Navexa Pro is governed by our Terms of Service, which apply in full to all Navexa users including Pro customers. The following additional terms apply specifically to your use of the Navexa Pro product. In the event of any conflict between these Pro Terms and the main Terms of Service, these Pro Terms will prevail to the extent of the inconsistency.

In these Pro Terms, "we", "us" and "our" refer to Navexa Services Pty Limited (ACN 639 386 539). References to "you" or "your" are references to the Navexa Pro customer.

1. Scope of Use

1.1 Navexa Pro is provided to enable you to manage investment portfolios on behalf of your clients. You may only use Navexa Pro for this purpose and in accordance with the main Terms of Service.

1.2 You are responsible for all activity that occurs under your Navexa Pro account, including any actions taken by your employees, contractors or other representatives who access the platform using your credentials.

2. Client Data Responsibilities

2.1 You represent and warrant that you have obtained all necessary authorisations, consents and permissions from your clients to input, store and process their data through Navexa Pro.

2.2 You are solely responsible for the accuracy, completeness and legality of all client data you submit to Navexa Pro. We are not responsible for any errors, omissions or inaccuracies in client data you provide.

2.3 You must comply with all applicable privacy and data protection laws in connection with your collection, use and disclosure of client data through Navexa Pro, including the Privacy Act 1988 (Cth) where applicable.

3. Liability and Data Accuracy

3.1 You acknowledge that the disclaimers and limitations of liability set out in clause 11 of the main Terms of Service apply in full to your use of Navexa Pro, including in respect of any Output Data generated for your clients' portfolios.

3.2 We have no liability, obligation or duty of care to your clients. Our relationship is with you as the Navexa Pro account holder only. Any claims, complaints or disputes your clients may have in relation to the accuracy of portfolio data, performance calculations, tax reports or other Output Data are solely between you and your clients.

3.3 You are responsible for independently verifying the accuracy of all Output Data before presenting it to or relying on it in connection with your clients. Navexa is a portfolio tracking tool and does not provide financial, tax or accounting advice.

3.4 You agree to indemnify and hold us harmless against any Claims or Losses arising from or in connection with any claim brought by your clients relating to their use of, or reliance upon, Output Data generated through your Navexa Pro account.

4. Subscription Fees

4.1 We will charge you, and you agree to pay, the Subscription Fee for the number of Navexa Pro clients you select. Fees are calculated based on your selected plan and the number of active client portfolios.

4.2 Your credit card details will be encrypted and securely stored by a third-party payment solutions provider. In supplying your credit card details to our payment services provider, you authorise us to invoice and the payment service provider to process payment of your Subscription Fees.

4.3 The provisions of clause 20 (Fees and Charges) of the main Terms of Service apply to your Pro subscription, including in relation to billing, upgrades, failed payments, cancellations and downgrades.

5. Termination

5.1 In addition to the termination rights set out in the main Terms of Service, we reserve the right to suspend or terminate your Navexa Pro account with immediate effect if we determine that you have breached any of these Pro Terms.

5.2 Upon termination of your Navexa Pro account, the provisions of clause 8 (Consequences of Termination) of the main Terms of Service will apply. You should ensure that you have exported or otherwise secured your client data prior to termination.