DealTrack Terms of Service

These Software as a Service (SaaS) and Services Terms and Conditions (“Terms” or this “Agreement”) govern the purchase of the license to the Software and access to Services by the Client and its Users (“you”, “your”, and terms of similar meaning) made available by DealTrack Inc. (“we”, “us”, “Provider” and terms of similar meaning) made pursuant to an executed Order Form (defined below). By executing an Order Form, or by accessing or using the Services, you agree to be bound by these Terms, and all terms, policies and guidelines incorporated by reference in these Terms. The Order Form is automatically deemed to include all of the terms and conditions of these Terms; provided that whenever the provisions of the Order Form expressly conflict with these Terms, the conflicting provisions of the Order Form control and shall take precedence over the conflicting provisions of the Terms.
  1. DEFINITIONS
    1. “Administrator” means a person or persons assigned by the Client to have the authority to act as the administrator of the account on behalf of the Client.
    2. “Applicable Law” means all applicable requirements, laws, statutes, codes, acts, ordinances, orders, decrees, injunctions, by-laws, rules, regulations, permits, licenses, authorizations, directions and agreements with all applicable government authorities, agencies, bodies or departments, having jurisdiction over this Agreement or the supply or use of the Services.
    3. “Client” shall mean the individual or organization who is bound by the terms of the Order Form and these Terms.
    4. “Client Data” means any data or content inputted into the Software by the Client or any of its Users and end-customers or end-users of the Client, and hosted on the servers of the Cloud Providers, which may include, without limitation, the Personal Information of a User of the Client. For clarity, Client Data includes Marks, as defined in Section 9.7.
    5. “Cloud Providers” has the meaning given in Section 6.1.
    6. “Fees” means the fees to be paid by the Client pursuant to the Order Form, these Terms and any applicable Schedules.
    7. “Order Form” means the DealTrack Inc. order form to which these Terms are attached that is entered into between the Client and the Provider, as may be found online or as entered into between the Provider and Clients or Users in writing, including any Schedules, addenda and supplements thereto.
    8. “Personal Information” means any information relating to identifiable individuals (including, without limitation, customers of the Client or a User), the collection, use or disclosure of which is regulated by Privacy Laws.
    9. “Privacy Laws” means any applicable federal, provincial, local, and/or international laws, regulations and rules governing the collection, use and disclosure of information relating to identifiable individuals, including the Personal Information Protection and Electronic Documents Act (Canada), the Personal Information Protection Act (British Columbia), the Personal Information Protection Act (Alberta), the Act Respecting the Protection of Personal Information in the Private Sector (Quebec), and any similar legislation enacted by any province or territory of Canada or internationally.
    10. “Schedule” means a schedule, which is attached to this Agreement, the Order Form or which may be added hereafter by written agreement of the parties.
    11. “Services” means the use of and license to the Software and the related software-as-a-service offering provided by the Provider to the Client pursuant to the Order Form or any Schedule.
    12. “Software” means the DealTrack software as a service (SaaS) platform licensed to the Client pursuant to the terms of the Order Form.
    13. “Term” shall have the meaning given in Section 12.1.
    14. “User” means an individual user who (i) is permitted to use the Software; and (ii) agreed to these Terms. Users may include employees, agents, and/or independent contractors of the Client who are authorized to use the Services.
  2. PRIVACY AND SECURITY
    1. Please refer to the privacy policy by clicking here (the “Privacy Policy”) for information on how we or our licensors collect, use and disclose your Personal Information. By using the Services, you agree to the use, collection and disclosure of personal information, personally identifiable information and/or data in accordance with the Privacy Policy.
  3. SERVICES AND RESPONSIBILITIES
    1. Services. The Provider shall make the Services available in accordance with the Order Form, these Terms, and the applicable Schedule(s).
    2. Conflicts. The Order Form and each Schedule is automatically deemed to include all of the terms and conditions of this Agreement; provided that whenever the provisions of an Order Form or Schedule expressly conflict with these terms and conditions, the conflicting provisions of the Order Form or Schedule control and take precedence over the conflicting provisions of these terms and conditions, but only for purposes of the Order Form or Schedule.
    3. Client Representations and Warranties. The Client represents and warrants that the Client’s use of the Services and the use of the Services by the Client’s directors, officers, employees, contractors, representatives and other agents will (a) be consistent with the Order Form and these Terms, and any licenses provided; and (b) comply with Applicable Law, including without limitation Privacy Laws.
    4. Additional Client Responsibilities and Acknowledgements. In addition to any specific responsibilities set out in the Order Form, these Terms, and/or any Schedule, the Client shall be responsible for the following:(a) If applicable, the Client shall ensure that Users maintain the appropriate license(s) and/or qualification(s) as may be required pursuant to the terms of an Order Form; and (b) The Client shall be liable for the acts and omissions of any of its directors, officers, employees, contractors, representatives and/or agents as if such act or omission were an act or omission of the Client.
  4. USER PROFILES
    1. Provisioning and User Profiles. Upon entering into an Order Form with the Client, the Provider shall request a list of the initial Users from the Client. The Provider shall then provision and invite Users to register for a User account (“User Account”). Administrators, on behalf of the Client, may authorize additional Users upon submitting a request to the Provider, subject to the limitations and additional terms described in the Order Form. Similarly, Administrators may request to deactivate any User by submitting a request to the Provider. Access to specific features of the Services may only be available to specific User types. The Client shall be responsible for all activity by Users on the Software, including the activity performed on the Software through the User profile by an agent, representative, employee (including former employees who maintained access to the Services), or any other person acting on behalf of such User. It is the responsibility of the Client to delete (or request deletion of) User profiles or otherwise remove access to Users who should no longer be active (e.g. a User who is no longer an employee or contractor of the Client).
  5. LICENSE TO SOFTWARE AND LICENSE RESTRICTIONS
    1. License to Software. Provider hereby grants to Client and authorized Administrators and Users a non-exclusive, non-transferable license to use the Software and solely permit the Client, Administrator(s), and Users to use the functionality contained within the Software for legitimate purposes during the Term.
    2. License Restrictions. Except as set forth in the Order Form, these Terms, or any Schedule and to the extent contrary by Applicable Law: the Client and any User may not (a) make or distribute copies of the Software; (b) alter, copy, merge, adapt, reformat, download, or translate the Software, or decompile, reverse engineer, disassemble, or otherwise reduce the Software through automated or other means to a human-perceivable form, including, without limitation, using the Services in conjunction with, or combining content therefrom with, content obtained through scraping or any other means outside the Services, or any part thereto; (c) sell, rent, share, lease, transfer, distribute, display, host or sublicense the Software (except as is incidental or necessary for the provision of the Services); (d) modify the Software or create derivative works based upon the Software; provided however that the foregoing will not restrict Client’s rights to exploit any Client Data which may be incorporated into, reside in, or form a part of the Software; (e) use the Services in a manner that breaches the rights of any third party, any contract (including the Order Form, these Terms, or any Schedule, or Third Party Licenses) or legal duty or violate any Applicable Law, including without limitation Privacy Laws; (f) copy the Services or any part, feature, function or user interface thereof; (g) access or use the Services in any way for the purposes of competing with the Services or in order to build a competitive product or service; (h) use the Services other than for its intended purposes, including, without limitation, in a manner that, as determined by the Provider in its sole discretion, constitutes excessive or abusive usage; and/or (i) use the Software or the Services to store any Personal Information of the Client’s customers or end-users, or third parties without their consent or without complying with Applicable Law, including Privacy Laws.
  6. HOSTING AND SUPPORT
    1. Hosting. The Provider will cause the Software to be hosted on a cloud server maintained by one or more reputable third-party providers (“Cloud Providers”). The Provider will be responsible for contracting with the Cloud Providers, provided that any fees and charges of the Cloud Providers related to hosting will be incurred by the Client, subject to the Order Form or a Schedule. All Client Data stored on the Services is located on servers operated by the Cloud Providers in the jurisdiction(s) selected by the Client on or before the Effective Date from the available options presented by the Provider at such time.
    2. Support. Support Services are provided to the Client and its Users in accordance with the terms of the Provider’s Support Agreement, which shall be considered as a Schedule to the Order Form.
    3. Backups. The Provider will create a backup or cause its Cloud Providers to create a backup of the Software (including all Client Data) no less frequently than once every twenty-four (24) hours. Upon request from the Client, the Provider will provide the Client with a copy of the most recent backup available.
  7. CLIENT REPRESENTATIONS AND WARRANTIES AND RESPONSIBILITIES
    1. Client Representations and Warranties. The Client represents and warrants that the Client’s use of the Services and the use of the Services by the Client’s Users will (a) be consistent with the Order Form, these Terms, or any Schedule, and any licenses provided; and (b) comply with Applicable Law, including Privacy Laws. The Client also represents and warrants that it has and shall maintain in effect all the licenses, permissions, authorizations, consents and permits that it needs to carry out its obligations under the Order Form, these Terms, or any Schedule. The Client shall be liable for the acts and omissions of any of its Users, Administrator(s), directors, officers, employees, contractors, representatives or agents as if such act or omission were an act or omission of the Client.
    2. Responsibilities. The Client agrees (a) that it shall be responsible for providing and maintaining its own Internet access with the necessary bandwidth speeds as recommended by the Provider (if applicable) and all necessary telecommunications equipment, services, software and other materials (collectively, “Client Equipment”) at the Client’s location(s) necessary for accessing the Services; (b) the Client represents and warrants that it has the right to enter into the Order Form, and to allow the Provider to perform the Services; and (c) the Client is solely responsible for providing, updating, uploading, modifying and maintaining the Client Data.
    3. Required Programs. The Client acknowledges that the performance of the Services may require that the Client obtain and/or install certain additional services, software programs or add-ons (“Required Programs”). Unless indicated in the Order Form, these Terms, or any Schedule, the Client shall be responsible, at its own expense, to acquire, maintain, upgrade, and replace as necessary, the Required Programs. The Client further acknowledges that the operation of the Required Programs may require the Client’s own hardware to be of a sufficient quality, condition and repair, and the Client shall be responsible, at its sole expense, to maintain its hardware in the appropriate quality, condition and repair as necessary to operate the Required Programs.
    4. Client Indemnity Regarding Use of Services and Client Data. The Client shall be solely responsible for all inputs, selection and use of the Services, and all Client Data or other data transmitted, received or created using the Services, even if transmitted, received or created by someone else associated with the Client, and the Client agrees to defend, indemnify and hold the Provider, its directors, officers, employees, agents, contractors and affiliates harmless from any loss, damage or liability which may result therefrom or from any breach by the Client or its Administrators and/or Users of this Agreement.
    5. Acceptable Use of the Services. The Client and its Administrator(s) and/or Users may not:(a) use, or encourage, promote, facilitate or instruct others to use the Services for any illegal, harmful, threatening, abusive, harassing, tortious, indecent, obscene, libelous, menacing, offensive or invasive of another person’s privacy use or to transmit, store, display, distribute or otherwise make available content that is illegal, harmful, threatening, abusive, harassing, tortious, indecent, obscene, libelous, menacing, offensive or invasive of another person’s privacy; (b) use the Services to violate the security or integrity of any network, computer or communications system, software application, or network or computing device; (c) interfere with or disrupt the Services or servers or networks connected to the Services or disobey any requirements, procedures, policies or regulations of networks connected to the Services or misuse the Software by introducing viruses, defects, trojans, worms, logic bombs or other material or item which is technologically harmful or destructive in nature; (d) attempt to gain unauthorized access to the Software, the server on which the Software is stored, or any server, computer or database connected to the Cloud Provider; (e) remove any legal, copyright, trademark or other proprietary rights notices contained in or on materials the Client or its Users receives or accesses pursuant to this Agreement; (f) distribute, publish, send or facilitate the sending of unsolicited mass e-mail or other messages, promotions, advertising or solicitations (like ‘spam’), including commercial advertising and informational announcements; (g) use the Services in any way so as to bring the Services, or any part thereof or any third-party related thereto, or the Provider into disrepute, and/or (h) breach any Applicable Law, including without limitation Privacy Laws, in their course of accessing and using the Software and the Services, including without limitation, illegal collection and/or use of Personal Information and/or improper use of consent management for the collection, use, and disclosure of Personal Information. The Provider reserves the right, but does not assume the obligation, to investigate any violation of this Section or misuse of the Services.
  8. FEES, EXPENSES AND PAYMENT
    1. Fees. In consideration for the Services, where applicable, described in the Order Form, or any Schedule, the Client shall pay to the Provider the Fees more particularly described in the Order Form and any applicable Schedules. Except as otherwise specified herein or in the Order Form, the Fees may be based on the Services purchased and not actual usage.
    2. Fee Increases. The Provider’s Fees for Services are fixed during the Initial Term. The Provider may increase Fees for the Services during any Renewal Terms by providing written notice to the Client at least 30 calendar days prior to the commencement of such Renewal Term.
    3. Invoices and Payments. The Provider shall invoice the Client for the Services on an annual or monthly basis, subject to the terms of the Order Form. The Client shall pay such invoices upon receipt (or such other time as specified in the Order Form or any Schedule). Subject to an Order Form, the Client is responsible for providing the Provider and/or the Provider’s third-party payments provider with adequate, correct and up-to-date information for any pre- authorized payment information that the Client wishes to be charged at for any Fees pursuant to these Terms, an Order Form, and/or any Schedule, including advising the Provider and/or the Provider’s third-party payments provider of any credit card numbers or such cards’ expiry date changes. Subject to the Order Form, on a monthly basis, the Provider shall invoice the Client for the Services, and the Client shall pay such invoices within thirty (30) days of receipt (or such other time as specified in the Order Form or a Schedule). Taxes shall be identified and shown as separate items on each invoice. Late payments are subject to interest in the amount of 3.5% per month on overdue amounts, up to 42% per annum.
    4. Disputed Invoices. Subject to an Order Form or a Schedule, if the Client wishes to dispute an invoice, the Client shall notify the Provider in writing within five (5) calendar days from the date of receipt of such invoice. If the Client reasonably disputes any portion of an invoice, the Client must pay the undisputed portion of the invoice and submit a written notice of the claim with sufficient details of the amount in dispute and information necessary to identify the affected Service(s) or Additional Service(s). If the dispute is resolved against the Client, the Client shall pay such amounts plus interest at the rate referenced in Section 8.3 within seven (7) days from the resolution date. If no such notice is served, such invoice shall be accepted as complete, correct and final by both parties.
    5. Taxes. The Client shall be responsible for all applicable sales, goods and services, harmonized sales, value added, use, excise, other similar taxes, levies and charges not otherwise included in the Fees imposed by applicable tax authorities on the provision of Services hereunder. The Client shall pay to the Provider such taxes, levies and charges which the Provider is registered to charge and collect.
    6. Suspension of Service and Acceleration of Fees. Subject to an Order Form, if the Client has preauthorized payments of any invoices pursuant to these Terms and/or an Order Form, and the payment information provided by the Client leads to a failure to charge the Client for any outstanding Fees, the Client shall be notified of the unsuccessful payments processing via email at the Client’s email address, and if such failure to complete payment of outstanding invoices continues for five (5) consecutive days from the date such invoices were due, the Provider may, without limiting the Provider’s other rights and remedies, accelerate the Client’s unpaid Fee obligations, so that all such obligations become immediately due and payable, and immediately suspend the Client account and/or the Services until such amounts are paid in full.
  9. INTELLECTUAL PROPERTY, CLIENT DATA AND PRIVACY
    1. Ownership of the Software and Enhancements. Except for any grant of licenses in the Order Form, these Terms, and/or a Schedule, or as otherwise expressly provided in these Terms, the Provider and its licensors, as applicable, shall retain all copyright, patent rights, trade secret rights, trademarks and other proprietary rights or interests (“Intellectual Property Rights”) in the Software (which excludes Client Data). Nothing in this Agreement, the Order Form, or any Schedules shall be deemed to convey to the Client or any other party, any ownership right in or to Software. Upon full and continued payment of the applicable Fees, as further set out in the applicable Order Form, the Provider hereby grants to the Client and the Client Administrators and Users (a) a non-exclusive, non-transferable, limited right to use the Software during the term of the Order Form in accordance with these Terms, the applicable Order Form and Applicable Law. The Client acknowledges that the Provider may further develop or improve the Software or its functionality with or without Client feedback, and such improvements of the Software shall in any case and at all times be owned by the Provider.
    2. Ownership of Client Data. The Provider acknowledges and agrees that, as between the parties, the Client is the sole and exclusive owner of the Client Data, and that no right or interest in the Client Data, other than pursuant to this Section 9.2, and will be collected, handled and used by the Provider only in compliance with the terms of the Order Form, these Terms, and/or a Schedule. The Client hereby grants to the Provider a non-exclusive, royalty-free, non-transferable, limited right to use during the Term, Client Data provided to the Provider solely to perform Services pursuant to Order Form, these Terms, and/or a Schedule, and Applicable Law.
    3. All Other Rights Reserved, Further Assurances. Except as expressly set forth herein or in the Order Form, these Terms or a Schedule, all Intellectual Property Rights are expressly reserved by the parties. The Client or the Provider, as applicable, shall execute and deliver such instruments and take such other steps as may be requested by the Provider or the Client, as applicable, from time to time in order to give effect to the provisions of this Article.
    4. Privacy Laws. The Client and authorized Administrators and/or Users represent that (a) they have complied with all applicable Privacy Laws in connection with the collection, use and disclosure of Personal Information, and the provision of Personal Information to the Provider complies with all applicable Privacy Laws; (b) all individuals to whom such Personal Information relates have consented to the Provider’s collection, use and disclosure of such Personal Information for the purposes disclosed in the Order Form, these Terms or a Schedule or our Privacy Policy; (c) they shall ensure that any Personal Information provided to the Provider (if applicable) is accurate, complete and up-to-date; and (d) if and to the extent that the Client or any of its authorized Users or end-customers input Personal Information into the Software (if applicable), the Client shall be deemed to be the controller of such Personal Information for the purposes of the applicable Privacy Laws, and shall be subject to all of the duties of a controller in respect of such Personal Information and to the individual to whom it relates under applicable Privacy Laws.
    5. Third Party/Open Source Software and Sites. The Software may contain third party software and/or open source software, which may be subject to third party licenses and require notices and/or additional terms and conditions (“Third Party Licenses”). By accepting these Terms, the Client and its Users are also accepting the Third-Party Licenses, if any, set forth therein. These Third-Party Licenses are made a part of and incorporated into these Terms. To view the Third-Party Licenses, please contact legal@dealtrack.com. The Software may also contain links to third-party websites (“Third-Party Sites”) and third-party content or services (“Third-Party Content”), including but not limited to the identification verification services made available by TreeFort Technologies Inc and certain third-party corporate gifting programs. The Client and each User may use such links to Third-Party Sites and any Third-Party Content or service provided there at their own risk. The Provider does not monitor or have any control over, and makes no claim or representation regarding, Third-Party Content or Third-Party Sites. A link to a Third-Party Site or Third-Party Content does not imply the Provider’s endorsement, adoption or sponsorship of, or affiliation with, such Third-Party Site or Third-Party Content. The Provider accepts no responsibility for reviewing changes or updates to, or the quality, content, policies, nature or reliability of, Third-Party Content or Third-Party Sites. When a User leaves the Software, this Agreement no longer governs. The Client and each User are responsible for reviewing the applicable terms and policies, including, without limitation, privacy and data gathering practices of any Third-Party Site, and the Client and User should make whatever investigation they feel necessary or appropriate before proceeding with any transaction with any third party.
    6. License by Client to Use Feedback. The Client grants the Provider a worldwide, perpetual, irrevocable, royalty-free license to use, and incorporate into its services any suggestion, enhancement request, recommendation, correction or other feedback provided by the Client or Users relating to the operation of the Software and the Services.
    7. Publicity. Subject to an Order Form or a Schedule, each of the Client and the Provider shall be permitted to use the other party’s trademarks (registered and unregistered), trade names, designs, logos and/or other indicia of origin (“Marks”) that are approved by such party for use on the other party’s website(s), social media accounts or otherwise (as applicable) solely for the purpose of indicating that the Client is a customer of the Provider. The Client agrees that the Provider may also publicize the Client’s feedback about the Software and/or Services on the Provider’s website(s), social media accounts or otherwise (as applicable). For clarity, such feedback may be in a written form, audio, video, or other format.
  10. DISCLAIMER AND LIMITATION OF LIABILITY
    1. Disclaimer. Except as set out in the Order Form, these Terms, or any Schedule, and the Services are provided to the Client and authorized Users on an “as is” basis, without warranties from the Provider of any kind, either express or implied. The Provider expressly disclaims all other warranties, express or implied, including, without limitation implied warranties of merchantability, fitness for a particular purpose, title and non-infringement, unless otherwise specified in the applicable Order Form. The Provider does not warrant that the Software or the Services will be error-free or will operate without interruption.
    2. No Indirect, Etc. Damages. Under no circumstances shall either party be liable to the other party for any claim for (i) indirect, incidental, special or consequential damages, (ii) loss or inaccuracy of data or cost of procurement of substitute goods, services or technology, (iii) compensation for loss of profits, anticipated revenue, savings or goodwill, or (iii) exemplary, aggravated or punitive damages howsoever incurred; in each case under any theory of law or equity, arising out of or in any way related to the Order Form, these Terms, or any Services, even if advised of the possibility thereof. The Provider shall not be responsible for any matter beyond its reasonable control.
    3. Limitation of Aggregate Liability. Except as otherwise specifically provided under this Agreement, including the indemnification obligations under Article 11, the liability of either party for any claim, demand or cause of action whether based on contract, tort (including negligence) or otherwise, or for any losses, damages, costs and expense (including but not limited to legal fees) (collectively, “Losses”) arising out of or resulting from this Agreement shall not exceed the Fees paid or payable by the Client to the Provider under this Agreement in the three (3) months preceding the Loss.
    4. Reasonableness of Limitations. The Provider, the Client and Users agree that the limitations contained in this Section 10 are reasonable in scope and form an integral part of this Agreement.
  11. INDEMNIFICATION
    1. Indemnity by Client. The Client agrees to defend, indemnify and hold the Provider, its directors, officers, employees, agents, contractors and affiliates, harmless from any loss, damage or liability, including all reasonable legal costs, that the Provider may incur as a result of or in connection with (i) any third party claim relating to or resulting from any negligence, willful misconduct or breach by the Client or its Users of the Client’s or its Users’ obligations under this Agreement, including its obligation to comply with all Applicable Law; and/or (ii) Client Data, including the use of Client Data by the Provider and/or any of its subcontractors, infringes or violates, any third party’s rights, including, without limitation, intellectual property, privacy and/or publicity rights.
    2. Indemnity by Provider. The Provider agrees to defend, indemnify and hold the Client, its Users, directors, and officers, harmless from any loss, damage or liability, including all reasonable legal costs, that the Client may incur as a result of or in connection with: any valid claim that the Software or any portion thereof infringes the intellectual property rights of any third party (“IP Claim”), provided that the Provider’s indemnity obligations under this Section 11.2 shall not apply if (i) if the Services are used in combination with any other service, device, software or products, including, without limitation, third-party services, but solely to the extent that such IP Claim would have been avoided without such combination; and/or (ii) any IP Claim arising or related to, the Client Data or to any events giving rise to the Client’s indemnity obligations under Section 11.1 above. Without derogating from the foregoing defense and indemnification obligation, if the Provider believes that the Services, or any part thereof, may so infringe, then the Provider may in its sole discretion: (a) obtain (at no additional cost to the Client) the right to continue to use the Services; (b) replace or modify the allegedly infringing part of the Services so that it becomes non-infringing while giving substantially equivalent performance; or (c) if the Provider determines that the foregoing remedies are not reasonably available, then the Provider may require that use of the (allegedly) infringing Service (or part thereof) shall cease and in such an event, the Client shall receive a prorated refund of any Fees paid for the unused portion of the respective term. THIS SECTION 11.2 STATES the PROVIDER’S SOLE AND ENTIRE LIABILITY AND THE CLIENT’S EXCLUSIVE REMEDY, FOR ANY INTELLECTUAL PROPERTY INFRINGEMENT OR MISAPPROPRIATION BY THE PROVIDER AND/OR ITS SERVICES, SOFTWARE AND ANY UNDERLYING TECHNOLOGY.
    3. Indemnity Conditions. The defense and indemnification obligations of the indemnifying party under Article 11 are subject to: (i) the indemnified party shall promptly provide a written notice of the claim for which an indemnification is being sought, provided that such indemnitee’s failure to do so will not relieve the indemnifying party of its obligations under Article 11, except to the extent the indemnifying party’s defense is materially prejudiced thereby; (ii) the indemnifying party being given immediate and exclusive control over the defense and/or settlement of the claim, provided, however, that the indemnifying party shall not enter into any compromise or settlement of any such claim that requires any monetary obligation or admission of liability or any unreasonable responsibility or liability by an indemnitee without the prior written consent of the affected indemnitee, which shall not be unreasonably withheld or delayed; and (iii) the indemnified party providing reasonable cooperation and assistance, at the indemnifying party’s expense, in the defense and/or settlement of such claim and not taking any action that prejudices the indemnifying party’s defense of, or response to, such claim.
  12. TERM
    1. Term. The term of this Agreement (“Term”) shall commence on the Effective Date or date of acceptance of these Terms set out in the Order Form, and will continue for the length of time described in the Order Form as the Initial Term (“Initial Term”). Thereafter, this Agreement will automatically renew for successive terms equal to the length of time of the Initial Term (“Renewal Terms”) subject to the Order Form, unless terminated in accordance with this Agreement.
    2. Termination.(a) Prior to Renewal. Subject to the Order Form or a Schedule, either party may terminate the Order Form or a Schedule by providing written notice to the other party at least sixty (60) days prior to the end of the then current term. For greater certainty, such notice may be given prior to the end of such current term but will only take effect at the end of the then-current term. (b) Breach. Either party may terminate the Order Form or a Schedule if the other party materially breaches the any of the terms of these Terms, the Order Form or a Schedule, including any failure to make payments when due, and such other party fails to cure such breach in all material respects within fifteen (15) days after being given notice of the breach from the non-breaching party. (c) Insolvency. Either party may terminate the Order Form or a Schedule, upon written notice to the other party, if such other party is subject to proceedings in bankruptcy or insolvency, voluntarily or involuntarily, if a receiver is appointed with or without the other party’s consent, if the other party assigns its property to its creditors or performs any other act of bankruptcy, or if the other party becomes insolvent and cannot pay its debts when they are due.
    3. Early Termination. Subject to an Order Form, in case of an early termination pursuant to Section 12.2(b), the Client shall pay to the Provider any outstanding Fees and any invoices in accordance with these Terms.
    4. Termination and Suspension of Users. Notwithstanding any provision of these Terms, the Provider reserves the right, in its sole discretion, without any notice or liability to the Client or any User, to (a) terminate a User’s license to use the Software, or any portion thereof; (b) block or prevent a User’s future access to and use of all or any portion of the Software; (c) change, suspend, or discontinue any aspect of the Software; and (d) impose limits on the Software.
    5. Effect of Termination and Data Retention. If this Agreement is terminated in accordance with Section 12.2, then:(a) Subject to the continuing rights, licenses, and obligations of either party under this Agreement, all licenses granted hereunder will immediately terminate and the Client shall cease all use of the Software; (b) upon request, each party shall promptly deliver to the other party, all papers, databases, documents, software programs, and other tangible items (including copies) constituting the other party’s Confidential Information in its possession or under its control, or on request, destroy such materials and certify that it has done so; (c) upon a request by the Client within two (2) years of termination, the Provider will within fifteen (15) days of such request, provide to the Client a copy of the Client Data in a format that is readable using commercially available third-party software and or the Software, including .csv, .xls and .xlsx formats; and (d) upon completion of the Data Retention Period, the Provider may delete and cause to be deleted all Client Data from all computer systems owned and controlled by the Provider.
  13. CONFIDENTIALITY
    1. Definition of Confidential Information. “Confidential Information” means all information, documentation, databases, software, designs, drawings, pictures or other images (whether still or moving), sounds and content disclosed by a party (“Disclosing Party”) to the other party (“Receiving Party”), whether orally or in writing, that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Client’s Confidential Information includes Client Data. The Provider’s Confidential Information includes the Software (excluding Client Data), the Services, and the terms and conditions of these Terms and the Order Form or a Schedule. However, Confidential Information does not include any information that (a) is or becomes generally known to the public without breach of any obligation owed to the Disclosing Party; (b) was in the lawful possession of or was known to the Receiving Party prior to its disclosure by the Disclosing Party without breach of any obligation owed to the Disclosing Party; (c) is received from a third party without breach of any obligation owed to the Disclosing Party; or (d) is independently developed by the Receiving Party, which independent development can be shown by written evidence.
    2. Protection of Confidential Information. The Receiving Party will (a) use the same degree of care that it uses to protect the confidentiality of its own confidential information of like kind (but not less than reasonable care); (b) not use any Confidential Information of the Disclosing Party for any purpose outside the scope of this Agreement; and (c) except as otherwise authorized by the Disclosing Party in writing, limit access to Confidential Information of the Disclosing Party to those of its and its affiliates’ employees and contractors who need that access for purposes consistent with this Agreement and who have signed confidentiality agreements with the Receiving Party containing protections no less stringent than those herein.
    3. Compelled Disclosure. The Receiving Party may disclose Confidential Information of the Disclosing Party to the extent compelled by law, by any court of competent jurisdiction or by any regulatory or administrative body to do so, provided the Receiving Party, if permitted by law, gives the Disclosing Party prior notice of the compelled disclosure.
    4. Destruction. The Receiving Party, upon the request of the Disclosing Party or within thirty (30) days after termination of this Agreement (whichever is earlier), agrees to return and cause its representatives to return, all copies of Confidential Information belonging to or provided by the Disclosing Party or destroy such copies as directed by the Disclosing Party and certify their destruction.
    5. Indemnity. The Receiving Party agrees to indemnify and hold the Disclosing Party harmless from and against all loss or damage or any kind and nature suffered by the Disclosing Party as a result of any breach by it or its representatives of its obligations relating to confidentiality contained in this Section 13.
  14. GENERAL
      1. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the Province of Ontario and the laws of Canada applicable therein. This Agreement shall be treated, in all respects, as an Ontario contract.
      2. Survival. Any terms and conditions of this Agreement which by their nature extend beyond termination of this Agreement shall survive such termination. This includes, without limitation Section 9 (Intellectual Property, Client Data and Privacy), Section 10 (Disclaimer and Limitation of Liability), Section 11 (Indemnification), Section 12.5 (Effect of Termination), Section 13 (Confidentiality) and applicable provisions of Section 14 (General).
      3. Dispute Resolution.(a) This Section 14.3 sets out the process (the “Dispute Resolution Process”) for resolving all disputes, issues, controversies, and/or claims arising out of or in connection with this Agreement, or in respect of any legal relationship associated with or derived from this Agreement (“Disputes”). (b) Either party may initiate the Dispute Resolution Process by sending a notice of a Dispute (a “Dispute Notice”) to the other party. Upon delivery of a Dispute Notice to either party, each party shall appoint a knowledgeable, responsible, non-lawyer, management representative to meet and negotiate in good faith with the representative of the other party in order to resolve the Dispute. (c) All Disputes that are not resolved within thirty (30) days following delivery of a Dispute Notice shall be arbitrated and finally resolved, with no right of appeal, even on questions of law, pursuant to the National Arbitration Rules of the ADR Institute of Canada, Inc. The place of arbitration shall be Toronto, Ontario, Canada. The language of the arbitration shall be English. (d) Notwithstanding anything contained in this Agreement to the contrary, either party shall be entitled to seek injunctive or other equitable relief from a court of competent jurisdiction whenever the facts or circumstances would permit a party to seek such relief.
      4. Relationship. The relationship between the Client and the Provider will at all times be one of independent contractor and nothing herein shall be construed as implying an employment, partnership, or joint venture relationship. The Provider is not an employee of the Client and is not entitled to any benefits that the Client may provide to its employees. Nothing herein shall be construed as empowering either party to act as a representative or agent of the other party. Neither party shall have the authority to enter into any contract, nor to assume any liability, on behalf of the other party, nor to bind or commit the other party in any manner, except as expressly provided in this Agreement.
      5. Force Majeure. Except as expressly provided otherwise in this Agreement, dates and times by which the Client or the Provider is required to perform under this Agreement, the Order Form, or a Schedule (except for any payment obligation) will be postponed automatically to the extent and for the period of time that the Client or the Provider, as the case may be, is prevented by causes outside of its reasonable control from meeting such dates and times by reason of any cause beyond its reasonable control (provided that a lack of financial resources shall not constitute an event beyond the reasonable control of a party). The following events are deemed to be outside of a party’s reasonable control: acts of God, acts of government, acts of war, civil or military unrest, acts of public enemies, epidemics, pandemics, riots, fire, unavailability of communications or electrical power service provided by third parties, governmental regulations superimposed after the fact and earthquakes, explosions, floods or other disasters provided that such causes could not have been reasonably foreseen and the risk and/or consequences of such causes mitigated on a commercially reasonable basis. The parties agree that an event shall not be considered to beyond reasonable control if a reasonable businessperson applying due diligence in the same or similar circumstances under the same or similar obligations as the provisions of the Order Form or Schedule would have put in place contingency plans to either materially mitigate or negate the effects of such event. A party seeking to rely on this Section must (i) notify the other party immediately and in detail of the anticipated or actual commencement of and the cause of postponement; (ii) notify the other party promptly of any material changes in the circumstances which resulted in the postponement including when the reason for the postponement is at an end; and (iii) use diligent efforts to avoid or remove such cause of non-performance and to minimize the consequences thereof, including utilizing all resources reasonably required in the circumstances including without limitation obtaining supplies or services from other resources if they are reasonably available.
      6. Non-Solicitation. During the Term and for a period of one (1) year following termination of this Agreement for any reason, the Client shall not, directly or indirectly, (a) solicit for employment any employee or independent contractor of the Provider who was materially involved in the performance of this Agreement; or (b) induce or attempt to induce any employee or independent contractor of the Provider who was materially involved in the performance of this Agreement to leave his or her employ or contract, as applicable, with the Provider. The foregoing will not prevent either party from hiring any employee or independent contractor who responds to a job posting or advertisement that is not specifically targeted at such employee or independent contractor.
      7. Currency. Unless otherwise specified in the Order Form, all references to amounts of money in this Agreement refer to Canadian currency.
      8. Notices. Notices that the Provider may give to the Client (other than notice of amendment of this Agreement), may be provided in any of the following ways. The Provider we may email the Administrator(s) at the contact information provided in the Order Form or any Registration Data or may email the Client directly. The Client may provide notice to the Provider by e-mailing the Provider.
      9. Successors and Assigns. This Agreement shall enure to the benefit of, and be binding on, the parties and their respective successors and permitted assigns. Neither party shall assign or otherwise transfer any of its rights without the other party’s prior written consent, which consent shall not be unreasonably withheld or delayed, provided that either party shall have the right without the other party’s consent, to assign or otherwise transfer this Agreement to (i) any of its affiliates; or (ii) in connection with any merger, consolidation, or reorganization involving such party, or a sale of substantially all of that party’s business or assets relating to this Agreement to a third party.
      10. Severability. Any provision of this Agreement which is prohibited or unenforceable in any jurisdiction will, as to that jurisdiction, be ineffective to the extent of such prohibition or unenforceability and will be severed from the balance of this Agreement, all without affecting the remaining provisions of this Agreement or affecting the validity or enforceability of such provision in any other jurisdiction.
      11. Entire Agreement. The Order Form and the Schedules constitute the entire agreement between the parties with respect to the subject matter of this Agreement and supersedes all previous negotiations, proposals, commitments, writings and understandings of any nature whatsoever.
      12. Waiver. No term or provision of this Agreement is deemed waived and no breach excused, unless the waiver or consent is in writing and signed by the party claiming to have waived or consented. Any consent by any party to, or waiver of, a breach by the other, whether expressed or implied, does not constitute a consent to, waiver of, or excuse for, any other different or subsequent breach.
      13. Fully Negotiated Agreement. The Client and the Provider acknowledge and agree that all of the provisions of this Agreement have been fully negotiated, that neither of them shall be deemed the drafter of this Agreement and that, in construing this Agreement in case of any claim that any provision hereof may be ambiguous, no such provision shall be construed in favour of one party on the ground that such provision was drafted by the other party.
      14. Language. The parties have required that these Terms, the Order Form, and all deeds, documents and notices relating to the Order Form and these Terms be drawn up in the English language. Les parties aux présentes ont exigé que le présent contrat et tous autres contrats, documents ou avis afférents aux présentes soient rédigés en langue anglaise.
      15. Modification of Terms. The Provider may modify the Order Form and these Terms at any time by (a) posting a notice on the Provider’s website or on the Software; or (b) by e-mailing the Client and/or Administrator(s) of the Client. The Provider will also update the “Last Updated” date at the top of this Agreement. You are responsible for checking this Agreement whenever you access or use the Services. By continuing to access or use the Services, you are indicating that you agree to be bound by the modified terms. If the modified terms are not acceptable to you, you must stop accessing and using the Services.
      16. Questions. If you have any questions regarding these Terms or your use of the Services, please contact us here:
    DealTrack Inc. legal@dealtrack.com

Treefort Terms of Service

These terms and conditions (the “Terms and Conditions“) are a binding legal agreement between you and Treefort Technologies Incorporated (the “Parties“) that governs your access to and use of the website https://treeforttech.com/ and (the “Website“) its System. This agreement is effective the moment you access the Website or System and remains in effect until terminated by either Party in accordance with these Terms and Conditions or any other agreement between you and us, as applicable. By accessing or using the Website or the System, you acknowledge that you have read and understood these Terms and Conditions, and agree to be legally bound by them, and our Privacy Policy (collectively, the “Agreement“), in addition to complying with applicable laws and regulations. If you do not agree to these Terms and Conditions, you are not authorized to access or use the Website and the System.

Definitions
  1. In these Terms and Conditions:

    a) “Administrator” means a person who has been designated by their Organization to manage all user accounts within the Organization.

    b) “Authentication ID” means a security mechanism, which may include user identification and passwords, by which an Administrator or an Authorized User identifies themselves to the System to gain access.

    c) “Authorized User” means a person to whom an Administrator has issued an Authentication ID.

    d) “Business Terms Agreement” means an agreement between you and the Provider that sets out additional or alternative terms that govern the relationship between you and your Organization and the Provider.

    e) “Confidential Information” means the System, Data, and all ideas, designs, business models, databases, drawings, documents, diagrams, formulas, test data, marketing, financial or personnel data, sales information, client or supplier information, information of an individual used to create the ID Verification Report or any other information already furnished and to be furnished or made available by Provider to you. Confidential Information does not include information or material which is or was, at the time of disclosure or thereafter, demonstrably: (i) already known by you prior to the disclosure thereof, (ii) generally available to and known by the public (other than as a result of a disclosure directly or indirectly by you), (iii) available to you on a non-confidential basis from a source other than the Provider, (iv) independently acquired or developed by you without violating any of your obligations under these Terms and Conditions, or (v) information for which the Provider has authorized the unrestricted disclosure.

    f) “Content” means all materials and content made available to users on the Website or System including notices, guidelines, communications, text, RSS feeds, graphics, images, illustrations, audio-visual works, multimedia elements, photographs, videos, music, sound recordings, policies, documents, software, information, data and any other work, including the manner in which such content is presented.

    g) “Data” means any data, files, documentation, or other information that you may upload to the System, or which may be uploaded on your behalf. Data may include Personal Information.

    h) “Data Breach” means any breach of security leading to the accidental or unlawful destruction, loss, alteration, unauthorized disclosure of, or access to, Data and/or Personal Information that has been transmitted, stored, or otherwise processed.

    i) “ID Verification Report” means the form of report produced by the System for each individual who is the subject of the ID verification process.  The ID Verification Report will contain, at a minimum, the following information:  a) the name of the individual; b) his/her address; and c) a pass or fail mention.

    j) “Organization” means the entity you work for or the entity who has otherwise provided you access to the System.

    k) “Personal Information” means data about an “identifiable individual”. It is information that on its own or combined with other pieces of data, can identify someone as an individual.

    l) “Privacy Laws” mean all applicable privacy and data protection legislation and regulations, national and provincial laws and regulations relating to the processing of Personal Information, as amended, replaced or updated from time to time.

    m) “Provider” means Treefort Technologies Incorporated.

    n) “Related Parties” means any person or entity acting on behalf of or under authority of Provider to carry out Provider’s obligations under the Agreement, including but not being limited to Provider’s employees, agents, contractors and Sub-Contractors.

    o) “Reliable Sources” means certain credit bureaus, financial institutions, telecommunication companies, and other entities the System receives ID verification information from;

    p) “Sub-Contractor” means any person or entity acting on behalf of or under Provider’s authority to carry out specific processing activities with Data and/or Personal Information.

    q) “System” means the computer server and application computer software, known as “Treefort”, that: (i) determines whether personal information about an individual inputted by you matches information about the individual held by Reliable Sources;  (ii) obtains and reviews other risk indicators associated with the individual whose identity is being identified; and, (iii) allows individuals to have virtual meetings to sign documents after passing a biometric authorization process.

USE OF SYSTEM
  1. These Terms and Conditions govern your access to and use of the System.
  2. Subject to these Terms and Conditions, Provider hereby grants you a non-exclusive, non-transferable, revocable right to access and use the System to obtain ID Verification Reports in accordance with the provisions of these Terms and Conditions.
  3. You will provide each Authorized User with an Authentication ID. You shall control and maintain the security of the Authentication IDs and you shall be responsible for all instructions, commitments and other actions or communications taken under each Authentication ID. You shall promptly report to Provider any errors or irregularities in the System or any unauthorized use and inform Provider immediately if an Authentication ID becomes known to any unauthorized person.
  4. You agree:

    a) not to sell, lease, transfer, provide or otherwise make available the System or any portion of the System to any third party, whether as a demonstration or otherwise;

    b) not to take any action whatsoever to access, store, merge, aggregate, compile, decompile, manipulate, copy, reverse engineer, create derivative products, derive the source code, sublicense, sell, distribute, commercially exploit,  frame, mirror, scrape or data-mine the System or any content in any form or by any means, and you will not attempt to access any restricted areas of the System;

    c) not to develop a product that will compete with the System;

    d) to be responsible for all actions taken by you, and all communications made by you, while you access the System;

    e) to comply with all laws that apply or may apply to your access of the System, including Privacy Laws;

    f) to ensure that all devices used by yourself to access and use the System are placed in a secure location, and that such devices are secured when not in use through such means as screen locks or shutting power controls off;

    g) you will not share your Authentication ID with anyone including your staff and associates;

    h) you will not use the System for personal (non-business), improper or unlawful purposes;

    i) that if you cease working for your Organization, or if you otherwise cease your association with the Organization, you will immediately return all documentation and information associated with the System to your Organization, and you agree you will not access the System even if your Authentication ID still allows for access to the System.

    j) not to access the System in a manner that could damage, disable, abuse or otherwise interfere with the System, its security, any services, system resources, accounts, servers or networks connected to or accessible through the System, or any other person’s use or enjoyment of the System; and,

    k) not to upload to, distribute to, or otherwise disseminate through the System any material or information of any kind that is libelous, defamatory, obscene, pornographic, abusive, or otherwise violates any law or infringes or violates any rights of any other person or entity (including any intellectual property or other property rights), or that contains viruses, backdoors or any other harmful or malicious code.

  5. a) The System has a search function that allows Authorized Users to search for ID Verification Reports generated by other organizations for which they have been granted access. This search function is in addition to the ability of an Authorized User to search for ID Verification Reports that have been generated by their Organization. The ability to search for ID Verification Reports generated by other organizations is turned off by default, but an Administrator may turn it on so that Authorized Users in the Organization can search for ID Verification Reports generated by other organizations for which they have been granted access by the other organization. If the ability to search for ID Verification Reports generated by other organizations is turned on you agree to:

    i. only search for ID Verification Reports that relate directly to transactions you are contemplating, or have entered in to, and for which you have consent to receive from the individual to whom the ID Verification Report relates; and,

    ii. use the ID Verification Reports you obtain as a result of a search only for the purpose of satisfying your KYC requirements, determining whether you want to enter into a transaction or to complete a transaction you have already entered into.

    b) The System also has a sharing function that allows your Organization to make ID Verification Reports generated by Authorized Users in your Organization available to specific authorized users in other organizations. This requires providing access to the ID Verification Report to other organizations. The sharing of ID Verification Reports generated by your Organization is turned off by default, but an Administrator can turn it on so that ID Verification Reports generated by your Organization can be accessed by other organizations. You agree that you will not sell, lease, transfer, provide or otherwise make available an ID Verification Report to any third party other than the individual whose identity is being verified, whether as a demonstration or otherwise, other than through the sharing function in the System and only to the other organizations that have a legitimate interest in having access to the report.

  6. If you are an Administrator, in addition to all other tasks and obligations imposed on you by these Terms and Conditions you agree to:

    a) assign, record and control the issuance and use of all Authentication IDs within your Organization, keeping the same Authentication IDs confidential except to those who are permitted to use them;

    b) without delay, disable any Authentication ID and notify Provider immediately if Provider determines an Authentication ID issued by you has been provided to a person who is not an Authorized User or ceases to be an Authorized User. You shall also, in compliance with law, notify the individuals whose information was potentially accessed or acquired that an unauthorized use has occurred;

    c) ensure your Organization complies, at all times, with all applicable legal and regulatory requirements and with the policies of the Reliable Sources in respect of the use of the System, including:

    https://www.equifax.com/terms/ and

    Terms and Conditions

    d) ensure that all devices used by Authorized Users to order or access the System are accessible only by the Authorized User, and that such devices are secured when not in use through such means as screen locks, shutting power controls off, or other commercially reasonable security procedures;

    e) implement secure authentication practices when providing Authentication IDs to Authorized Users, including but not limited to: (i) using individually assigned email addresses and not shared e-mail accounts; (ii) prohibiting the sharing of Authentication IDs; and (iii) use of anti-malware, anti-spam, and similar controls;

    f) confirm your Organization has effective administrative, technological, and physical safeguards in place to stop theft, loss and unauthorized access, copying, modification, use, disclosure, or disposal of information that are consistent with industry best practices;

    g) respect all applicable Privacy Laws including any requirements of notification or declaration in relation to a Data Breach or incident of confidentiality as required by the applicable legislation;

    h) educate Authorized Users with respect to Privacy Laws and policies and take reasonable steps to ensure compliance through training, confidentiality agreements and sanctions, as needed;

    i) ensure Authorized Users who are fired, resign or whose association with your Organization is otherwise terminated return to you, or securely dispose of, all Confidential Information and terminate their access to the System;

    j) monitor compliance with the obligations of these Terms and Conditions, and immediately notify the Provider if you suspect or know of any unauthorized access or attempt to access the System. Without limiting the generality of the foregoing, you agree that on at least a quarterly basis you will review the use of the System to ensure that such uses were performed for a legitimate business purpose and in compliance with all terms and conditions herein;

    k) maintain and enforce data destruction procedures to protect the security and confidentiality of the Confidential Information and all other information obtained through the System as it is being destroyed or deleted when you or your Organization no longer has a need to keep it; and,

    l) put in place procedures and protocols that ensure no one in your Organization uploads to, distributes to, or otherwise disseminates through the System any material or information of any kind that is libelous, defamatory, obscene, pornographic, abusive, or otherwise violates any law or infringes or violates any rights of any other person or entity (including any intellectual property or other property rights), or that contain viruses, backdoors or any other harmful or malicious code.

    Priority and Changes:
  7. If you or your Organization have entered into a Business Terms Agreement with the Provider the terms of that agreement shall have priority in the event of a conflict between the Business Terms Agreement and these Terms and Conditions.
  8. Provider reserves the right, at its sole discretion, from time to time, to modify, add, or delete portions of these Terms and Conditions, and you agree to be bound by such changes. Such changes will be effective immediately upon notice to you and the notice may be given by any means including, posting in the System, on our Website or by e-mail. You agree to regularly review the Terms and Conditions and to be aware of such changes. If you do not agree with the updated Terms and Conditions, please stop using our System. Your use of the System following any such change constitutes your agreement to follow and be bound by the changed Terms and Conditions.
  9. Transaction Charges
  10. As you request and consume ID Verification Reports from the System you are required to pay   fees. The Provider charges a fee for every ID Verification Report produced by the System and the fees are set out in the Provider’s pricing guide.
  11. Unless other arrangements have been agreed to by the Parties, the Provider will deliver an invoice to you or your Organization at the end of each calendar month for the total number of ID Verification Reports initiated by you during that month. For clarity, if you initiate an ID Verification in one month, but the ID Verification Report is not delivered to you until the next month, the charges for that ID Verification Report will be included in the invoice for the first month.
  12. All invoices will be delivered to you or your Organization via email using the email address you have given to the Provider.
  13. Payment terms are NET 15 days from the invoice date.
  14. You or your Organization will submit payment based on the invoice amount.
  15. If any payment due to Provider is not received by the required payment date, all overdue payments will be subject to a late payment charge of 2% per month.
  16. Termination
  17. You may stop using the System for any reason at any time.
  18. Provider may terminate your ability to access the System for any reason at any time on 30 days’ written notice to you.
  19. Provider may terminate your ability to access the System with immediate effect if you or your Organization:

    a) commits a material breach of these Terms and Conditions;

    b) suffers or incurs any form of insolvency or enters an arrangement with creditors;

    c) fails to pay any amount due to the Provider on the due date and fails to cure the default within thirty (30) days of receiving written notice of the non-payment;

    d) has provided incomplete or inaccurate information to Provider during the account set-up process or fails to maintain such information on a timely basis;

    e) operates in a territory that introduces a data localization requirement that affects the Personal Information, the Confidential Information or the Data the Provider stores or where Provider must store it or introduces any law that could require Provider to build a ‘back door’ to any data Provider stores or processes;

    f) becomes a competitor of Provider or the System, or controls any person or organization which is a competitor of Provider or the System. Provider shall determine if you or your Organization is a competitor in its sole discretion; or

    g) use the System in such a way that it causes harm to any individual or to Provider’s reputation or goodwill.

  20. Termination of the Agreement shall not affect any rights, remedies, obligations, or liabilities of the parties that have accrued up to the date of termination.
OWNERSHIP
  1. Exclusive ownership of, and title to, all of the Provider’s Content, copyrights, trademarks, service marks, patent rights, trade secrets and all other intellectual property and other proprietary rights in the System and all of its functionality and content, including, software, text, design, graphics, images, data, advertisements, audio, video and all trade-marks, service marks and trade names and the selection and arrangements thereof will remain with, and vest in, Provider. Except as expressly provided in these Terms and Conditions, no license to use, copy, distribute, republish, transmit or otherwise exploit any of the System’s functionality or content is given to you or your Organization and all intellectual property and other proprietary rights in and to the System and all of its functionality and content are expressly reserved to Provider, or, as applicable, to a third party from whom Provider has obtained the right to the use of the third party intellectual property and other proprietary rights.
SCOPE OF USE
  1. If the individual who is the subject of an ID Verification Report is not the age of majority according to the applicable laws of the jurisdiction where that individual resides then you must refuse the request for an ID Verification Report on that person.
  2. IF YOU ACCESS CREDIT REPORTS OR OTHER INFORMATION PROVIDED BY A RELIABLE SOURCE THROUGH THE SYSTEM FOR UNAUTHORIZED PURPOSES YOU MAY BE SUBJECT TO CIVIL AND CRIMINAL LIABILITY UNDER CANADIAN CONSUMER LAWS PUNISHABLE BY FINES AND IMPRISONMENT.
RIGHT TO CONTROL ACCESS, FUNCTIONALITY, AND CONTENT
  1. Provider reserves the right, at its sole discretion, from time to time, without notice, to:

    (a) modify, add, or delete portions of the System, including its functionality or content; and

    (b) deny, restrict, control, or revoke your access to the System, or to any portion of the System.

  2. By using the System you acknowledge and consent to the Provider sharing information about you and your use of the System with the Reliable Sources for the purpose of obtaining approval from the Reliable Sources to share information and documentation developed or provided by the Reliable Sources with you and also to satisfy the audit requirements of the Reliable Sources.
  3. Provider reserves the right to require you to use periodically updated complex passwords for Authentication IDs as well as enhanced authentication procedures such as two factor authentication.
ECONOMIC SANCTION LAWS AND NO CONSUMER REPORTS
  1. You acknowledge that the Provider is subject to economic sanctions laws, including but not limited to those enforced by the U.S. Department of the Treasury’s Office of Foreign Assets Control (“OFAC”), the European Union, and the United Kingdom. You certify that, to your knowledge, you are neither identified on, and you shall not knowingly provide access to the System to any individuals or entities identified on (1) OFAC’s list of Specially Designated Nationals, (2) the UK’s HM Treasury’s Consolidated List of Sanctions Targets, (3) the EU’s Consolidated List of Persons, Groups, and Entities Subject to EU Financial Sanctions, (4) any other applicable sanctions lists, or (5) any person 50 percent or more owned, directly or indirectly, individually or in the aggregate by a person(s) identified in (1) through (4).
  2. You agree the System is not provided by “consumer reporting agencies,” as that term is defined in the Fair Credit Reporting Act (15 U.S.C. § 1681, et seq.) (“FCRA”) and outputs of the System, including the ID Verification Reports do not constitute “consumer reports,” as that term is defined in the FCRA. You may not use the System, in whole or in part, as a factor in determining eligibility for credit, insurance other than title insurance, employment or another purpose in connection with which a consumer report may be used under the FCRA.
AUDIT
  1. Provider reserves the right to monitor and audit your usage of the System for the purpose of (among others) ensuring compliance with these Terms and Conditions. Any such audit may be carried out by Provider or a third-party authorized by Provider, at Provider’s expense.
CONFIDENTIALITY
  1. You acknowledge the Confidential Information consists of confidential and proprietary information of the Provider. You shall hold all Confidential Information in confidence and shall use the same degree of care to maintain the confidentiality of the Confidential Information you use to maintain the confidentiality of other confidential information you or your Organization controls or has access to, but with at least a reasonable degree of care commensurate with the nature and importance of the Confidential Information.
  2. In the event you conclude, on the advice of your counsel, that you are legally compelled to disclose publicly any of the Confidential Information or to disclose any of such Confidential Information to a third party other than as expressly permitted by these Terms and Conditions, you shall provide to the Provider, if you are legally permitted to do so, prompt, prior written notice of such requirement so that the Provider may seek, at its sole expense, a protective order or other appropriate remedy and/or waive compliance with the provisions of these Terms and Conditions and you agree to delay such disclosure of the Confidential Information as long as is reasonably possible (without incurring liability for failure to make such a disclosure) to permit the Provider to seek, at its sole expense, a protective order and to allow for consultation between you and the Provider with respect to any reasonable alternatives to such disclosure and with respect to the content of any such disclosure. You will not oppose any action by the Provider or any of its agents or affiliates to seek a protective order or other remedy. In the event that a protective order or other remedy is not obtained, or that compliance with the provisions hereof are waived, you agree to furnish only that portion of the Confidential Information which you have been advised by counsel is legally required to be disclosed and, to the extent reasonably possible in the circumstances, you agree to use reasonable commercial efforts to ensure that confidential treatment will be accorded to the Confidential Information you have disclosed.
  3. You authorize Provider to disclose Data and Personal Information to Reliable Sources through the System for the purpose of obtaining an ID Verification Report.
  4. You authorize Provider to deliver a copy of an ID Verification Report created by you to other clients of Provider through the report sharing function in the System.
  5. Notwithstanding any other provision of these Agreement, if Provider receives a lawful request from a Law Society or a similar regulatory body to produce copies of information Provider has received from a Reliable Source, Provider shall deliver the requested information to that Law Society or similar regulatory body within a reasonable time and without notice to Customer.
REPRESENTATIONS, WARRANTIES, AND DISCLAIMERS
  1. EXCEPT AS OTHERWISE EXPRESSLY STATED IN THESE TERMS AND CONDITIONS, PROVIDER EXPRESSLY DISCLAIMS ALL CONDITIONS, WARRANTIES AND REPRESENTATIONS, EXPRESS, IMPLIED OR STATUTORY INCLUDING, BUT NOT LIMITED TO, IMPLIED CONDITIONS OR WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, DURABILITY, TITLE AND NON-INFRINGEMENT, WHETHER ARISING BY USAGE OF TRADE, COURSE OF DEALING, COURSE OF PERFORMANCE OR OTHERWISE, OR THAT THE SERVICES, SYSTEM OR DOCUMENTATION WILL MEET CUSTOMER’S NEEDS OR WILL BE AVAILABLE FOR USE AT ANY PARTICULAR TIME OR WILL BE ERROR FREE. UNDER NO CIRCUMSTANCES WILL PROVIDER BE LIABLE FOR THE RESULTS OF THE USE OR MISUSE OF THE SERVICES, SYSTEM OR DOCUMENTATION, INCLUDING ANY USE CONTRARY TO LAW, BY YOU. Without limiting the generality of the foregoing, you are advised that information obtained from the Reliable Sources may contain errors as source data is sometimes reported or entered inaccurately, processed incorrectly and is not warranted to be free from defects.  By accepting these Terms and Conditions you acknowledge that Provider is not the source of the data in the System.
INDEMNITY AND LIMITATION LIABILITY
  1. Except for: (i) violation of intellectual property and other proprietary rights of a third party; or, (ii) an intentional breach of these Terms and Conditions, Provider’s liability under these Terms and Conditions shall be limited to direct damages incurred and Provider shall not be liable to you, your Organization or any third party for any special, indirect, incidental, consequential, special, or economic damages (including, but not limited to loss of profits, loss of use and lost business opportunities), regardless of the legal theory under which such damages are sought, and even if you, your Organization or any third party has been advised of the possibility of such damages. In any event, the total cumulative liability under these Terms and Conditions for direct damages from all causes of action and under all theories of liability of Provider to you, your Organization or any third party, and your respective representatives, successors and assigns, as such, for any losses shall not exceed a maximum aggregate amount equal to the amount paid by you or your Organization to Provider in the 12 months preceding the date of the loss.
  2. If unauthorized intruders are able to bypass all of Provider’s security safeguards, such unauthorized intruder may change, delete, or otherwise corrupt the contents and data, including the Data and Personal Information. Provider shall not be liable to you or your Organization, and hereby disclaims responsibility, for any unauthorized access or use of the System, Data and Personal Information.
  3. Provider’s Obligations
  4. In consideration of your abiding by the provisions of these Terms and Conditions the Provider shall:
    • I) comply with all relevant Privacy Laws and:

      a) deal with Personal Information only in accordance with your lawful instructions;

      b) take reasonable steps to ensure only the Provider’s authorized personnel have access to the Personal Information, and they are under obligations of confidentiality;

      c) maintain commercially reasonable and appropriate security measures, including administrative, physical, and technical safeguards, to protect against unauthorized or unlawful access to any Personal Information and against accidental loss or destruction of, or damage to Personal Information and to ensure a level of security appropriate to the risk;

      d) ensure that it and any employees, Authorized Users, Related Parties and Reliable Sources are made aware of their obligations regarding the security and protection of Personal Information and, where applicable, the same data protection obligations as set out in these Terms and Conditions shall be imposed upon them by way of a contract or applicable laws;

      e) ensure that all agreements with Related Parties and or Reliable Sources are in writing and contain provisions requiring said parties to maintain commercially reasonable security measures to maintain the confidentiality of all Personal Information; and,

      f) modify these Terms and Conditions as may become necessary as Privacy Laws become effective or change to ensure these Terms and Conditions are consistent with, and do not violate, the Privacy Laws;

    • II) maintain and make available to you, a written record of all categories of processing activities carried out by Provider on your behalf.  This report shall include, where applicable: (a) categories of processing activities performed; (b) name and contact details of all Sub-Contractors; (c) details of any cross-border data transfers outside of Canada, including documentation of suitable safeguards; (d) a general description of the technical and organizational security measures implemented with respect to the Personal Information; and (e) the name of Provider’s Privacy Officer or privacy representative;
    • III) notify you without undue delay, but no later than within 72 hours, if Provider receives any complaint, notice or communication which relates directly or indirectly to the processing of Personal Information related to an ID verification initiated by you, or to either party’s compliance with Privacy Laws, and shall provide reasonable cooperation and assistance to you in relation to any such complaint, notice, communication or non-compliance;
    • IV) deal promptly and properly with all inquiries from you relating to the processing of Personal Information provided by you;
    • V) make available to you all information necessary to demonstrate compliance with the obligations pursuant to Privacy Laws and allow for and contribute to audits, including inspections, conducted by you;
    • VI) assist you, when and where possible, with the fulfilment of your obligation to respond to requests by individuals exercising their rights of access, rectification and erasure, restriction of processing, and data portability pursuant to Privacy Laws;
    • VII) at your direction, delete or return to you all Personal Information provided by you to Provider in its possession after you cease to use the System and to delete existing copies unless Provider is otherwise required by law to maintain the Personal Information;
    • VIII) not transfer Personal Information outside of Canada without the appropriate legal mechanisms first being implemented, such as any necessary privacy impact assessment of the receiving country, or organization and contractual protections;
    • IX) implement appropriate technical and organizational measures to ensure the security and protection of Personal Information;
    • X) in the event of a Data Breach, or suspected Data Breach:

      a) inform you without undue delay of the Data Breach or any other breach of security that could potentially affect the confidentiality of Personal Information;

      b) promptly provide you with reasonable cooperation and assistance, including providing any necessary documentation concerning the breach, for you to investigate including but not limited filing any reports with government authorities or notifying individuals or any other actions necessary to comply with your breach notification obligations under the Privacy Laws; and

      c) take reasonable measures to mitigate against and to prevent similar breaches from occurring in the future.

    • XI) to the extent possible, provide you the following details regarding a Data Breach when this information is available: a) the possible cause and consequences for individuals to whom the Personal Information relates of the Data Breach; b) the categories of Personal Information involved; c) the risk of serious harm for the individuals to whom the Personal Information relates; d) identification of the unauthorized recipient(s) of the Personal Information; and e) the measures taken to mitigate any damage and/or adverse effects; XII) implement and maintain safeguards and controls to deter, detect, prevent, and correct any unauthorized access or use of the System, Data and Personal Information. XIII) collect, use, and store Data and Personal Information in accordance with the privacy policy located at https://treefort.tech/website-privacy-statement/. However, Provider will not be responsible for the monitoring, accuracy, completeness, or adequacy of any Data and Personal Information.
    General:
  5. These Terms and Conditions shall be governed by, and construed and enforced in accordance with, the laws in force in the Province of Alberta (excluding any conflict of laws rule or principle which might refer such construction to the laws of another jurisdiction). You agree to submit to the exclusive jurisdiction of the courts of the Province of Alberta and you waive any objection relating to improper venue or forum non conveniens to the conduct of any proceeding in any such court.
  6. Except as otherwise expressly provided herein, all written notices permitted or required to be delivered by the parties pursuant hereto, shall be deemed so delivered forthwith when delivered by hand, one (1) business day after transmission by electronic system, or five (5) business days after posting in the mail by registered or certified mail, postage prepaid and addressed as follows:
    To PROVIDER:
    c/o 12306 109A Ave NW Edmonton, AB T5M 2H7 Attention: Jay Krushell Email address: jkrushell@treeforttech.com To you: At the mailing address or email address provided by you to Provider
  7. If any provision of these Terms and Conditions is invalid, illegal, or unenforceable in any jurisdiction, such invalidity, illegality, or unenforceability will not affect any other term or provision of these Terms and Conditions or invalidate or render unenforceable such term or provision in any other jurisdiction.
  8. With the exception of a Business Terms Agreement, these Terms and Conditions, together with any other documents incorporated herein by reference, constitutes all of the terms and conditions governing your access to and use of the System and supersedes all prior and contemporaneous understandings, agreements, and representations and warranties, both written and oral, with respect to such subject matter.