Terms of Service

Working draft · last updated July 2026 · pending legal review.

The service

KYP Manager provides Canadian advisory firms with a Know-Your-Product compliance workspace and a secure client portal. Access is by firm subscription; each firm administers its own users and its clients' portal access.

Not investment advice

KYP Manager is a recordkeeping and research tool for investment professionals. Nothing displayed in the platform — including fund data, analytics, scores or research output — constitutes investment advice or a recommendation to any person, and nothing replaces the registrant's own suitability determination. Fund and market data should be verified against official documents before being relied upon in a regulatory filing.

Your responsibilities

Keep credentials confidential and MFA enabled; enter information you have the right to enter; use the platform only for lawful, intended purposes. Firms remain responsible for their regulatory obligations, including verification of extracted or imported data before use.

Data

The firm owns the records it enters; clients own their personal information. KYP Manager processes both only to provide the service, as described in the Privacy Policy. On termination a firm may export its records; data is then deleted subject to legal retention requirements.

Availability and liability

The service is provided on a commercially reasonable-efforts basis without warranty of uninterrupted availability. To the maximum extent permitted by law, liability is limited to fees paid for the service in the twelve months preceding a claim. Nothing limits liability that cannot lawfully be limited.

Changes

Material changes to these terms will be notified to firm administrators in advance. Continued use after the effective date constitutes acceptance.