Audit of Changes and Versions

BrokerID

Broker ID General User Terms and Conditions

v1.1 - [Updated 04.03.21 @ 10:18] Amendments made to liability and indemnity sections.
v1.0 - [Initial Version 15.01.21 @ 16:30]

Broker ID Customer Terms and Conditions

v1.3 - [Updated 08.04.21 @ 15:12] Clause 5.6 additional wording added to clarify that the Software will comply with applicable laws. Clause 11.8.3 additional wording added to clarify that if T&Cs are terminated by Customer under clause 11.1.1 (material breach) Broker ID shall refund a pro rata portion of pre-paid fees.
v1.2 - [Updated 26.03.21 @ 14:20] Order of precedence clarified in clause 1.6. Minor amends to clause 2.2, 2.6, 3.4, 5.2, 5.4,5.7,6.1.1,7.1 and 11.8.4. Deleted clause 7.4.
v1.1 - [Updated 04.03.21 @ 10:19] New data protection definition inserted as well as new clauses inserted at clause 5.8, 8.1.7, 13.3, 13.10.1 - 13.10.3. Amendments also made to clauses 1.6, 7.3, 10.3.7 and 11.5.
v1.0 - [Initial Version 15.01.21 @ 16:30]

Additional Terms and Conditions for Broker ID DATA

v1.4 - [Updated 08.04.21 @15:13] Clause 1.3 wording to clarify that if there are no issues with the FCA FS Extract it shall be provided to the Customer within 24 hours of Broker ID receiving it.
v1.3 - [Updated 25.03.21 @14:22] Amended clause 2.1.3 and inserted a new clause 3.5 to confirm that DPR will not make any changes to the backward compatible file. Deleted 2.1.6. Clarified in clause 2.1.7 that notification is only required if the customer identifies incorrect data. Minor amends to clause 3.1.2 and 3.3. Amended clause 3.4.3 to clarify that if the help feature in unavailable customers can send queries by email as set out in that clause.
v1.2 - [Updated 04.03.21 @ 10:20] Added wording to confirm that backwards compatible support shall be provided until the earliest of April 2023 and amendments made to clauses 2.1.2, 2.1.3, 3.4.2 and 3.4.3.
v1.1 - [Updated 29.01.21 @9:00] A new definition for Business Hours and SLAs inserted. New clause 3.4 inserted and amendments made to clauses 1.3.
v1.0 - [Initial Version 15.01.21 @ 16:30]

Burrow

Burrow for Broker Customer Terms and Conditions

v1.1 - [12.03.21 @ 11:30]
v1.0 - [Initial Version 04.03.21 @ 11:55]

eKeeper

Customer Terms and Conditions for eKeeper Products and Services

v1.0 - [Initial Version 08.02.21]
v1.1 - [Updated 08.10.21] Clause 1.4 amended to clearly set out the order of precedence which shall apply to the relevant documents. Previous clause 1.5 deleted. This means that written communications between the parties no longer include email. Clause 2.2 (a) amended to clarify that if additional fees apply they shall be agreed between the parties. Clause 2.2 (b) 2.2 (c), 3.11 (c), 4.3 language tidied up to clarify the intention. Clause 3.8 amended to allow a right to suspend the services in the event that any fees remain unpaid for a further 30 days following eKeeper's notice. New notice clauses inserted at clause 13.1 and 13.2.

Finova General

Professional Services Terms and Conditions

v1.0 - [Initial Version 13.03.23]
v2.0 - [Updated 24.05.23] Included defined term for "Day"; amended Fees section to allow annual uplift.

Professional Services Personal Data Processing Addendum
v1.0 [Initial Version 24.05.23]