Advisor Terms

1. Eligibility

You must provide accurate information about your identity, services, qualifications, experience, authorisations, insurance and suitability to work with clients. We may approve, reject, suspend or remove advisor access at our discretion.

2. Independent responsibility

You are independent from Estate Advice Group. You are responsible for your advice, services, client assessment, suitability decisions, record keeping, insurance, tax, regulatory duties, advertising compliance and professional standards.

3. Lead data

Lead information is confidential. You may only use it to assess and respond to that enquiry. You must not resell, share, scrape, export, bulk message, add to unrelated marketing lists or misuse lead data.

4. Purchasing leads

Lead previews may be anonymised and limited. You are responsible for deciding whether to purchase. Purchasing a lead does not guarantee a client, appointment, response, conversion, suitability or revenue.

5. Replacement requests

Replacement requests are assessed under the Refund and Lead Replacement Policy. Approval is not automatic and may be refused where the lead matched the preview, was contacted inappropriately, was delayed, or the issue falls outside the policy.

6. Conduct

You must communicate professionally, promptly and lawfully. You must not pressure vulnerable people, make misleading claims, offer services outside your competence or ignore legal and regulatory responsibilities.

7. Suspension and removal

We may restrict or remove your access for suspected misuse, poor conduct, complaints, non-payment, legal risk, data protection concerns or breach of terms.

8. Liability

You indemnify us against claims, losses and costs arising from your advice, services, professional conduct, breach of these terms, misuse of data or failure to meet legal or regulatory obligations.