“” is owned by Affilia. Affilia is incorporated in Chicago, IL United States of America.

These terms and conditions (the “Agreement”) set out the basis upon which Affilia will provide Services (as defined below) to you. By clicking the action button, registration, or payment page on the website of Affilia (the “Site”), you are declaring to have agreed for yourself and any individual or company you may represent to be bound by the Agreement (as amended from time to time by Affilia). The Agreement is legally binding and supersedes any earlier agreement provided in respect of the Services.

  1. General

1.1 Website

You agree to use the Site only for lawful purposes. You agree not to take any action that might compromise the security of the Site, render the Site inaccessible to others or otherwise cause damage to the Site, its accessibility or its content. You agree not to add to, subtract from, or otherwise modify the Site or any content, or to attempt to access any content that is not intended for you. You agree not to use the Site in any manner that might interfere with the rights of any third party.

To the extent not regulated otherwise in this Agreement, the use of the Site shall be subject to the Privacy Policy (click here) and to the Extended Cookie Policy.

1.2 Service

In order to use trust  management solutions or related service of Affilia as further described on the Site, which includes Affilia’s conduct of monitoring, recording and analytical activities as described in section 4 below (the “Service”), you have to open an account by using the Site (the “Account”). You agree that registration for an Account and therefore the use of the Service is – if not explicitly agreed otherwise – subject to this Agreement, in particular, the payment of the Service Fee according to section 5 below.

You acknowledge and agree to a fair use of the Service at all times, in particular (i) that each Account shall have one or more identification(s) (username) which may be used by you only (i.e. being a natural person or, in case of a company, by the respective local entity through its representative(s)) and you agree not to transfer your identification(s) to any other person and/or local entity, as applicable, without the prior written consent of Affilia, and (ii) not to share your identification as described in section 12 below.

1.3 Data

In case you have any questions or inquiries as regards data protection and information privacy please refer to our designated contact person(s) at This email address is being protected from spambots. You need JavaScript enabled to view it. or (312) 463-4233. Upon request by Affilia, you shall designate and indicate to Affilia your contact person for such matters as well.

1.3a Processing of Personal Data

For the purpose of this Agreement, personal data means any information (in particular names, contact details or addresses) relating to an identified or identifiable natural person or company such as you, your clients, your employees and in particular, your beneficiaries and/or your subscribers (“Data Subjects”) whereby an “identifiable natural person” is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person (“Personal Data”).

For the purpose of this Agreement, processing means any operation or set of operations which is performed on Personal Data or on sets of Personal Data, whether or not by automated means, such as collection, recording, organization, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure or destruction (“Processing” or ”to Process”).

1.3b Processor

You hereby instruct Affilia to Process Personal Data of the Data Subjects for the purpose of providing the Service. Affilia will not Process Personal Data of the Data Subjects for any other purpose.

The Processing of Personal Data by Affilia is carried out on your behalf. You are and remain the controller as regards the Processing of Personal Data which means that you are determining the purposes and means of the processing of Personal Data. Therefore, you shall be responsible for the compliance with applicable data protection or information privacy laws, particularly as regards the lawful transfer of Personal Data to Affilia and/or its Sub-Processors (as defined in section 1.3c below) and the lawful Processing of Personal Data in general.

Affilia will (1) Process the Personal Data only on instructions from you as provided by this Agreement or as provided otherwise by you in written or electronical form, unless required to do so by applicable law, (2) ensure that all persons authorized to Process the Personal Data have committed themselves to confidentiality (which shall survive the termination of this Agreement) or are under an appropriate statutory obligation of confidentiality, (3) take and implement all appropriate technical and organizational security measures (including, where appropriate, disclosure control procedures like e.g. encryption of Personal Data, access control to premises and facilities, access control to systems and data, restrictive system access authorization and authentication procedures, access monitoring and logging procedures, availability control like e.g. business continuity and disaster recovery plans, and continuous system security testing and evaluation procedures) to permanently protect the confidentiality, integrity, availability and capacity of the Personal Data and the respective Processing systems and services, (4) assist you by appropriate technical and organizational measures, to the extent possible, for the fulfilment of your obligation to respond to requests for exercising the Data Subject’s rights with respect to notice, transparency, information, access to Personal Data, rectification/correction and erasure, right to object, automated individual decision-making and portability, against reasonable compensation as agreed between you and Affilia on an individual basis (5) assist you in ensuring compliance with the obligations with respect to security of Personal Data, privacy/data protection impact assessment and related consultations of data protection authorities, (6) at your explicit written request, delete, return to you or rectify Personal Data and delete existing copies unless applicable law requires storage of the Personal Data, against reasonable compensation as agreed between you and Affilia on an individual basis (7) make available to you all information necessary to demonstrate (e.g. to the competent regulatory authorities) compliance with the obligations according to this Agreement and/or applicable data protection or information privacy laws and allow for and contribute to audits to the extent required and reasonable to Affilia, including inspections, conducted by you or an auditor mandated by you and acceptable to Affilia (non-competing, subject to confidentiality, etc.) and (8) inform you immediately if Affilia becomes aware of a security breach impacting Personal Data and assist with breach investigation, mitigation, and remediation.

You hereby confirm that you will immediately and fully inform Affilia if you detect any breaches, errors or discrepancies as regards the Processing of Personal Data or as regards applicable data protection or information privacy laws.

If Data Subjects address themselves to Affilia for exercising their rights with respect to information, rectification and/or erasure as regards their Personal Data, Affilia will direct the Data Subjects to you, to the extent that an allocation of the Data Subject to you is possible. Affilia will immediately forward such a request to you.

1.3c Sub-Processors

You hereby authorize Affilia to engage any other Affilia group company (currently Estate Affilia Ltd, Chicago, United States of America; and/or Affilia’s external contractors and/or third party web host providers as stipulated in section 8 below as Affilia’s sub-processors of Personal Data (“Sub-Processors”). Affilia has the right to assign the Processing of Personal Data to the Sub-Processors for the purpose of providing the Service in whole or in part. Before adding further Sub-Processors to the ones mentioned above, Affilia shall – by amending this Agreement as provided by section 17 below – obtain your consent which you shall not refuse except for important data protection or information privacy concerns.

Affilia shall make sure that the Sub-Processors are subject to the same data protection obligations as set out in this Agreement and that they provide for an adequate level of protection.

1.3d Permission

You hereby confirm and guarantee that all Personal Data you upload, import, store, access and otherwise make available to Affilia and/or any Sub-Processor for the provision of the Service is exclusively data that you have obtained with valid and effectual permission as required by applicable law (e.g. explicit and informed consent) from the Data Subjects for the Processing of such Personal Data by you, Affilia and/or the Sub-Processors for the purpose of the Service.

1.3e Consent

To the extent your Personal Data is concerned and/or to the extent Personal Data of Data Subjects is concerned and you are empowered to represent such Data Subjects, you hereby agree for yourself and any individual or company you may represent that Affilia and/or any Sub-Processor Process(es) Personal Data for the purpose of providing the Service and you confirm that you had adequate information to understand the consequences of your consent.

1.4 Communication

All users of the Service must follow the rules of conduct and acceptable use policy stipulated by this section 1.4 (“Policy”). If you violate this Policy or any other provision of this Agreement, we are entitled to suspend or terminate your Account immediately and without prior warning which shall have no impact on your obligations according to this Agreement.

You hereby agree not to send or cause to be sent (by using the Service) any emails to unsolicited addresses/recipients including any individual or company who/which has communicated that your emails and/or text messages are unwanted. You confirm and guarantee that all email-addresses, telephone numbers or other contact details (of your guests, clients, subscribers or any third party), that are used in conjunction with the Service, were obtained specifically for the purpose of receiving correspondence from you, and are being used with valid, effectual and unrevoked permission (as required by applicable law) for that purpose. Affilia is not responsible for the content of emails and text messages sent to guests, clients, subscribers and to any third party by using the Service. Affilia offers reasonable effort with respect to the delivery of your emails and text messages when using the Service. However, Affilia offers no guarantees to the deliverability of your emails and text messages. Affilia is not responsible for any actions of those who receive emails and/or text messages, issued by using the Service. Specifically, consider the following restrictions when using our Service: do not use the Service to send anything to the email or text message recipients that:

– constitutes unlawful, threatening, abusive, harassing, defamatory, libelous, deceptive, fraudulent, invasive of another’s privacy, tortious, obscene, vulgar, pornographic, offensive, profane, contains or depicts nudity, contains or depicts sexual activity, or is otherwise inappropriate or illegal; or
– constitutes unauthorized or unsolicited advertising, junk or bulk e-mail (“spamming”) as defined by applicable law; or
– contains software viruses or any other computer codes, files, or programs that are designed or intended to disrupt, damage, limit or interfere with the proper function of any software, hardware, or telecommunications equipment or to damage or obtain unauthorized access to any system, data, password or other information of Affilia or any third party; or
– that puts into your email any material that was not created by you, provided to you for respective use, or that would violate any third party’s rights (including text, photos, graphics, and other content); or
– impersonates any person or entity, including any employee or representative of Affilia; or
– includes anyone’s identification documents, Personal Data or other sensitive information; or
– provides for uploads or transfers to any purchased lists, rented lists, or third-party lists of any kind.

  1. Term

This Agreement is effective for an unlimited period unless and until earlier terminated as set forth herein. Affilia may terminate this Agreement with immediate effect if you fail to comply with any of the terms and conditions described herein.

  1. Intellectual Property Rights

The Site and its content including the brand and the Service are protected by the respective copyright, trademark and other intellectual property laws, and belong to Affilia. You agree and understand that Affilia reserves complete title and intellectual property rights in the Service and the Site and in all information, writings, images and other works that you use, see, hear or otherwise experience on the Site and/or when using the Service. Unless explicitly provided otherwise by this Agreement, you are not allowed to copy or otherwise use any such content or information belonging to the Service and/or the Site.

  1. Monitoring, Information Collection and Data Usage

All actions performed while using the Service and the Site are subject to monitoring, recording and analytical activities (such as developing rating algorithm/rules and predictive analytics or incorporating social networks research) by Affilia. All user sessions, emails and text messages sent may be recorded and logged with the respective Account information, IP addresses and time/day stamps. Affilia will only share your data with any third parties within the limits stipulated in section 1.3c above and always subject to your directions. Any collected data will only be used to control the general usage of the Service and to improve the quality of Service (e.g. new features).

  1. Account – Subscription – Payments – Service Access

By opening an Account (registering for a username/password), subscribing for the Service, and paying a service fee (the “Service Fee”) you (i.e. the subscribing natural person or, in case of a company, the respective representative(s) of the relevant local entity) are allowed to use the respective Service for a certain period of time. If you subscribe to the Service the License can be bought either as a: 1) Repository, 2) Silver Plan or 3) Gold Plan. If you subscribe to a plan and pay annually, wire payment can be granted upon request. The default payment method for the Service Fee is a valid credit card (Visa, Mastercard, American Express). In case of payment by credit card, a third party credit card service provider is handling the payment process. The Service Fee will be charged in USD (United States Dollars). A variation of the writing “AFFILIA” will appear on your credit card statement. At the time of checkout, Affilia will obtain an authorization from the credit card you have provided. Once Affilia receives the credit card authorization, Affilia will grant you access to the Service. Access to the Service will generally be granted after receipt of the Service Fee. In case you have paid by wire transfer, we will check our accounts. You acknowledge and agree that the Service Fee is exclusive any value added taxes, sales taxes and/or other charges which may be imposed on the Service Fee in any relevant jurisdiction. Any such taxes, sales taxes and/or other charges, if any, will be added to the invoiced Service Fee.

For the avoidance of doubt, the Service Fee and any other sums payable by you to Affilia shall be made free and clear of, and without any deduction for, any of your present or future taxes, levies, charges or withholdings of any nature you may be obligated to pay in any jurisdiction.

If you have any questions about payments, charging and Service Fee, please contact us directly at This email address is being protected from spambots. You need JavaScript enabled to view it.. If you dispute any charges on your card without speaking to us first, your Account might be suspended and all data (including Beneficiaries lists) may be deleted with immediate effect.

Affilia reserves the right to charge and/or increase the Service Fee for access to the Service at any time. However, in no event will you be charged for access to the Service unless Affilia obtains your prior consent to pay such charges. You shall pay all fees and charges incurred through your Account at the rates in effect for the billing period in which such fees and charges are incurred.

As part of certain packages, Affilia offers professional features for which you have paid for as part of the purchase price. For details of what the services include, refer to the pricing page on our website at

  1. Pricing (Service Fee) – Services

Once you have paid the Service Fee, Affilia will grant you access to the Service.

For details of service fees charged and what services are included in each of the above-mentioned plans, please refer to the pricing page on our website at, or documents including quotes provided by your account executive.

6.1 General Pricing Conditions

Alteration between Service plans is available. Users that wish to switch Service plans can ‘upgrade’ current services and subscribe for a new Service plan via the account interface.
Affilia is not providing a cancellation period for any subscription to the Services. Accordingly, your purchase cannot be cancelled once it was paid and will not be refunded if not used. However, if you believe that Affilia has charged you in error, you must contact us within 10 days of such charge. No refunds will be given for any charges made more than 10 days prior to your dispute notice. Affilia reserves the right to refuse a refund if you are in breach of these terms and conditions under this Agreement. This refund policy does not affect your statutory rights.

  1. Active and Inactive Account, Renew of Service, Termination

Account remains active unless cancelled by client whereby Service can only be accessed by subscription.
Account and Service will be activated for 12 months after sign-up and payment of the Service Fee, billing via credit card only, automatic renewal of Account and Service plan every 12 months unless cancelled by the client 5 days before the end of the respective Service plan.
Once the status of the Account is inactive, you do not have access to any of your data. Affilia may permanently delete any inactive Accounts and any thereto related data at any time at their sole discretion.  The early termination of the Service by you before the end of the respective subscription period is not available. Further, in the event that your Account is cancelled for violation of the terms and policies as stated in this Agreement, you will not be refunded.
Affilia shall have no liability whatsoever to you or any third party due to said deletion of data and any cancellation and/or termination. You understand that, after the termination and deletion of the data in accordance with the aforesaid, none of your data will be recoverable.

  1. Hosting

Affilia does not provide any web hosting or cloud services. The Site, its database, the Personal Data and the Service are hosted and Processed by third party web host and cloud provider. Affilia shall not be liable whatsoever for any damages incurred by or in connection with the third party web host and cloud provider or the host platforms.

  1. Disclaimer of Warranties

Affilia makes no express or implied warranties, representations, or endorsements whatsoever with respect to the site, the service or any content. Affilia expressly disclaims all warranties of any kind, express, implied, statutory or otherwise, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, title and non-infringement, with regard to the site, the service, the content, and any product or service furnished or to be furnished via the site. Affilia does not warrant that the functions performed by the site or the service will be uninterrupted, timely, secure or error-free, or that defects on the site or in the service will be corrected. Affilia does not make any warranty as to the results that may be obtained from use of the service. Affilia does not warrant the accuracy or completeness of the content, or that any errors in the content will be corrected. The site, the service and the content are only provided on an “as is” and “as available” basis.

  1. Limitation of Liability

In no event will Affilia be liable for any damages whatsoever, including, but not limited to any direct, incidental, consequential, special, exemplary or other indirect damages arising out of (i) the use of or inability to use the site, the service, or the content, (ii) any transaction conducted through or facilitated by the site; (iii) any claim attributable to errors, omissions, or other inaccuracies in the site, the service and/or the content, (iv) unauthorized access to or alteration of your transmissions or data; (v) the loss or damage of your uploaded data (including, but not limited to any guest-lists), or (vi) any other matter relating to the site, the service, or the content, even if Affilia has been advised of the possibility of such damages. If you are dissatisfied with the site, the service, the content, or with the terms of use, the sole and exclusive remedy is to discontinue using the site and/or the service.  Because the applicable law might not allow the exclusion or limitation of liability to the extent stipulated above, some of the above limitations may not apply. In such case, Affilia’s liability is limited and warranties are excluded to the greatest extent permitted by the applicable law.

  1. Indemnification

You understand and agree that you are personally responsible for your behavior on the Site, for the Processing of Personal Data of the Data Subjects as stipulated in section 1.3 above and for your use of the Service. You agree to indemnify, defend and hold harmless Affilia, its parent companies, subsidiaries, Affiliated companies, joint ventures, business partners, licensors, employees, agents, Sub-Processors (as defined in section 1.3c above) and any third party information providers to the Service from and against all claims, losses, expenses, damages and costs (including, but not limited to, direct, incidental, consequential, exemplary and indirect damages), and reasonable attorneys’ fees, resulting from or arising out of your use, misuse, or inability to use the Site and/or the Service, the Processing of Personal Data of the Data Subjects or any violation by you of this Agreement.

  1. Password Security

If you open an Account and subscribe for the Service that Affilia provides through the Site, you are responsible for maintaining the confidentiality of your identification(s) (username) and password information, and for restricting access to your computer (including any telephone or tablet devices). You acknowledge and agree to accept responsibility for all activities that occur under your identification and password. Please also refer to section 1.2 regarding the use of your identification(s).

  1. No Ownership Rights or License

You are granted no ownership rights or license to any software by this Agreement. You understand and agree not to, directly, or indirectly: reverse engineer, decompile, disassemble, or otherwise attempt to discover the source code, object code, or underlying structure, ideas, or algorithms of, remove any notices, labels or advertisement from the Site and the system. You also agree not to modify, translate, or create derivative works based on any aspect of the Site, the Service and the system. You understand that you have no rights to copy, distribute, pledge, assign, or otherwise transfer or encumber rights to the Site, the Service and the system or any of its components.

  1. Links to Third Party Web Sites / Linking to this Site

Links on the Site to third party web sites or information are provided solely as a convenience to you. If you use these links, you will leave the Site. Such links do not constitute or imply an endorsement, sponsorship, or recommendation by Affilia of the third party, the third party web site, or the information contained therein. Affilia is not responsible for the availability of any such web sites. Affilia is not responsible or liable for any such web site or the content thereon. If you would like to link to the Site, you must follow the following guidelines: Unless specifically authorized by Affilia, you may not connect “deep links” to the Site, i.e., create links to this site that bypass the home page or other parts of the Site, and you may not mirror or frame the home page or any other pages of this Site on any other web site or web page.

  1. Entire Agreement / Severability / No Waiver / Assignment

These terms and conditions constitute the entire Agreement of the parties with respect to the use of the Site and the Service.
If any part of this Agreement is determined by a court of competent jurisdiction to be invalid or unenforceable, it will not impact any other provision of this Agreement, all of which will remain in full force and effect. The invalid or unenforceable provision(s) shall be replaced by such provision(s) the parties would, acting reasonably, have agreed upon had they been aware of the invalidity or non-enforceability of the provision to be replaced.  No waiver by Affilia of any breach or default hereunder shall be deemed to be a waiver of any preceding or subsequent breach or default. Affilia is entitled to assign this Agreement (including the Service) to any Sub-Processor at any time without any prior notification and/or consent.

  1. Correction of Errors and Inaccuracies

The Site may contain typographical errors or other errors or inaccuracies and may not be complete or current. Affilia therefore reserves the right to correct any errors, inaccuracies or omissions and to change or update the Site at any time without prior notice. Affilia does not, however, guarantee that any errors, inaccuracies or omissions will be corrected.

  1. Changes to this Agreement

Affilia may change this Agreement from time to time. If we change this Agreement at some point in the future, Affilia will post the changes on the Site and by continuing to use the Site and the Service after Affilia has posted any changes, you accept and agree to the new terms and conditions, as modified.

  1. Enforcement / Governing Law / Place of Jurisdiction

Any and all disputes relating to this Agreement, your use of the Site, the Service, or the content are governed by, and will be interpreted in accordance with, the material laws of the United States to the exclusion of its conflict of law rules and any international treaties.  Exclusive jurisdiction for any dispute which may arise under or in connection with this Agreement, your use of the Site, the Service, or the content shall be the city of Chicago, United States of America, venue being Chicago, IL.