Client Login
Talk to an Expert

Legal Trust Centre

We respect your rights and believe in transparency. This centre provides clear access to our legal notices, policies, and procedures.

Plain language builds trust and forms the foundation of mutually beneficial relationships.

01

Your Relationship with Us
Built on transparency and trust

Terms of Service (2026)

The general terms for our relationship, covering our agreement framework, proposals, and duration of services.
Older accounts: View 2023 Terms of Use →

Cookie Policy

How we collect, use, and protect your personal information, and how we use cookies

Portal Registration & Acceptable Use

Requirements for registration and security, including Single Sign-On (SSO) and advisor access controls.

02

Services & Subscriptions
Understanding what we offer

Services, Software & Service Levels

Details on our BEE software and consulting services, including subscription periods and non-solicitation of staff.

Payment, Fees & Termination

Subscription fees, payment terms, escalation rates, and termination conditions

03

Data Protection & Privacy
Safeguarding your information

Privacy Policy

Our complete plan of action for protecting your privacy

Data Collection & Use

How we collect information, who we process data for, and why we process it

Data Sharing, Security & Transfers

When we share information, security measures, and cross-border transfers

Data Retention & Your Rights

How long we keep data and your rights to access, update, and withdraw consent

04

Intellectual Property & Confidentiality
Protecting ideas, content, and sensitive information

Intellectual Property Ownership & Use

Ownership of BEE123 Portal and Services IP, licence terms, restrictions, and protection against third-party infringement claims

Confidential Information

Obligations to keep information confidential, permitted disclosures, and how confidentiality survives termination

05

PAIA & Information Access
Your right to access information

PAIA Manual

Complete guide to accessing our records under PAIA and Information Regulator guidance

Records We Hold & Availability

Complete categories of records we maintain and information available without request

Access Requests, Fees & Process

How to request information, associated fees, and processing timelines

Refusal Grounds & Remedies

When we may refuse access and your options if we deny your request

06

Legal & Compliance
Legal protections and obligations

Warranties & Representations

What BEE123 and clients each guarantee to the other, and indemnities for breach of warranty

Disclaimers & Limitations of Liability

Disclaimers of implied warranties, caps on direct damages, and exclusions for indirect losses