Terms of Service

The portal is a secure workspace for managing your engagement with Harvest Gate Advisory — tracking documents, sharing files, and staying in touch with your team. Using the portal does not by itself create an advisory relationship; that relationship is defined by your engagement agreement.

Accounts are provided by invitation and are for your use and your authorized team. You are responsible for keeping your credentials secure and for activity that happens under your account. Let us know promptly if you suspect any unauthorized use.

Please use the portal only for its intended purpose. Do not attempt to access other clients’ information, interfere with the service, or upload anything unlawful. The information you provide should be accurate and complete to the best of your knowledge — the quality of your application depends on it.

You keep ownership of the documents and information you upload. You grant Harvest Gate Advisory permission to use them as needed to perform the work you have engaged us for, including preparing and submitting your application.

The application materials Harvest Gate Advisory prepares for you are our proprietary work product, licensed to you solely for use in your own license application. You agree not to copy, redistribute, resell, or share them with third parties, or use them to prepare applications for anyone other than yourself, without our written permission.

Licensing decisions are made by the relevant government authority, not by Harvest Gate Advisory. We bring experience, diligence, and a proven process to give your application its strongest footing, but we do not and cannot guarantee that a license will be awarded.

The portal is provided on an “as is” and “as available” basis. To the fullest extent permitted by law, Harvest Gate Advisory is not liable for indirect, incidental, or consequential damages arising from your use of the portal. Nothing in these terms limits any liability that cannot lawfully be limited.

You may stop using the portal at any time. We may suspend or end access if these terms are violated or if required to protect the service or other clients. When your engagement ends, we handle your information as described in our Privacy Policy.

When you submit your contact information through our signup forms (for example, to access the free course, the briefing, or event materials), you consent to receive marketing and informational emails from Harvest Gate Advisory — and, if you provide a phone number, to receive marketing text messages at that number, which may be sent using automated technology. Consent is not a condition of purchasing any service. Message frequency varies; message and data rates may apply. You can stop at any time: reply STOP to end texts, or use the unsubscribe link in any email. See our Privacy Policy for how we handle your information.

These terms are governed by the laws applicable to Harvest Gate Advisory’s place of business. We may update them from time to time; when we make material changes, we will update the date above. Your continued use of the portal means you accept the current terms.

Questions about these terms? Message your advisor in the portal or email info@harvestgateadvisory.com.