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    Terms of Service

    Last updated: July 28, 2026

    1. Acceptance of Terms

    By accessing or using the Dartix platform ("Service"), operated by Dartix Technologies Inc. ("Dartix", "we", "our", "us"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree, do not use the Service. These Terms apply to all users in the United States and Canada.

    2. Description of Service

    Dartix is an AI-powered executive assistant platform designed for financial advisors. The Service includes lead management and outreach automation, client and household management, proposal generation, campaign and content tools, AI-powered email and voice communication, a personalized AI voice and video assistant (created from voice and likeness data you provide with your consent), and compliance workflow support. Dartix does not provide financial, legal, or investment advice. All AI-generated content is intended as a productivity tool and must be reviewed by a licensed professional before client distribution.

    3. Eligibility

    You must be at least 18 years of age and a licensed financial professional (or authorized representative of a financial services firm) to use the Service. By using Dartix, you represent and warrant that you meet these requirements and have the authority to bind your organization to these Terms.

    4. Account Registration & Security

    • You must provide accurate, complete registration information and keep it current.
    • You are responsible for maintaining the confidentiality of your login credentials.
    • You must notify us immediately of any unauthorized access to your account.
    • We reserve the right to suspend or terminate accounts that violate these Terms.

    5. Acceptable Use

    You agree not to:

    • Use the Service for any unlawful purpose or in violation of any applicable regulations (including securities regulations in the US and Canada).
    • Upload, transmit, or distribute malware, viruses, or harmful code.
    • Attempt to gain unauthorized access to the Service or its infrastructure.
    • Use AI-generated content without appropriate professional review and compliance approval.
    • Misrepresent AI-generated communications as personally written without disclosure where required by regulatory bodies.
    • Resell, sublicense, or redistribute the Service without written consent.

    6. Client Data & Privacy

    You retain ownership of all client data you enter into Dartix. We process client data solely to provide the Service. Our handling of personal information is governed by our Privacy Policy. You are responsible for obtaining any necessary consents from your clients before entering their personal information into the platform, in accordance with applicable privacy laws including PIPEDA (Canada), CCPA/CPRA (California), and other US state privacy laws.

    7. AI-Generated Content

    • AI-generated proposals, emails, campaign content, and voice interactions are tools to assist your professional work — not substitutes for professional judgment.
    • You are solely responsible for reviewing, approving, and distributing all AI-generated content to clients.
    • Dartix does not guarantee the accuracy, completeness, or regulatory compliance of AI-generated content.
    • You must ensure all client-facing materials comply with applicable securities regulations (SEC, FINRA, CSA, MFDA/CIRO, or your applicable regulator).

    8. Intellectual Property

    The Dartix platform, including its software, design, logos, and documentation, is the intellectual property of Dartix Technologies Inc. You are granted a limited, non-exclusive, non-transferable license to use the Service for its intended purpose. AI-generated content created through your use of the Service may be used by you in your professional capacity. You retain ownership of your training data, voice samples, and custom configurations.

    9. Subscription & Billing

    • Access to the Service requires an active subscription. Pricing is as displayed at the time of purchase.
    • Subscriptions automatically renew unless cancelled before the renewal date.
    • Usage-based charges (SMS, voice minutes, emails) are billed monthly based on actual consumption.
    • All fees are in the currency specified at registration (USD or CAD) and are non-refundable except as required by law.
    • We reserve the right to change pricing with 30 days' written notice.

    10. Service Availability & Modifications

    We strive to maintain continuous availability but do not guarantee uninterrupted access. We may modify, suspend, or discontinue features with reasonable notice. Scheduled maintenance will be communicated in advance when possible. We are not liable for any loss or damage resulting from service interruptions.

    11. Limitation of Liability

    To the maximum extent permitted by applicable law in the United States and Canada, Dartix and its officers, directors, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including loss of revenue, data, or business opportunities, arising from your use of the Service. Our total liability shall not exceed the fees paid by you in the twelve (12) months preceding the claim.

    12. Indemnification

    You agree to indemnify and hold harmless Dartix from any claims, damages, losses, or expenses (including legal fees) arising from your use of the Service, your violation of these Terms, or your distribution of AI-generated content to clients.

    13. Termination

    Either party may terminate the agreement at any time. Upon termination, your access to the Service will cease. You may request export of your data within 30 days of termination. After 30 days, your data will be permanently deleted in accordance with our data retention policy. Sections 6, 7, 8, 11, 12, and 14 survive termination.

    14. Governing Law & Dispute Resolution

    For Canadian users: These Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein. Any disputes shall be resolved in the courts of Ontario, Canada.

    For US users: These Terms are governed by the laws of the State of Delaware, without regard to conflict of law principles. Any disputes shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association, or in the state or federal courts located in Delaware.

    15. Regulatory Compliance

    Dartix provides tools to assist with compliance workflows, but does not guarantee regulatory compliance. You are solely responsible for ensuring your use of the Service complies with all applicable laws and regulations, including but not limited to: SEC and FINRA rules (US), CSA and CIRO regulations (Canada), provincial securities regulations, anti-spam legislation (CAN-SPAM Act, CASL), and privacy laws in your jurisdiction.

    16. Changes to Terms

    We may update these Terms from time to time. Material changes will be communicated via email or in-app notification at least 30 days before taking effect. Continued use of the Service after changes take effect constitutes acceptance of the updated Terms.

    17. Contact Information

    For questions about these Terms of Service, please contact us at:

    Dartix Technologies Inc.
    Email: legal@dartix.ai
    Website: https://dartix.ai

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