Acceptable Use

• Only enter information you are authorised to use.
• If you are a buyer's agent, you must have your client's permission or authority before entering their information.
• Do not enter unnecessary sensitive information.

• Do not use Portfolio Foundations to mislead clients or any other person.
• Do not present modelled outputs as guaranteed, approved, or as advice.
• Do not remove, hide or alter disclaimers on Strategy Snapshots or other exported reports.

• Do not use Portfolio Foundations for any unlawful, harmful, misleading, deceptive or abusive purpose.
• Do not reverse engineer, scrape, attack, overload or otherwise interfere with the service or its infrastructure.
• Do not upload or transmit malicious code, malware or anything designed to disrupt the service.
• Do not share your access credentials or allow unauthorised access to your account.

Beta access is provided for testing and feedback. Please help us improve Portfolio Foundations by reporting bugs and sharing honest feedback, and remember that features may change during the beta.

Breaching these guidelines may result in suspension or termination of your access. See our Terms of Service for more detail.