Terms for using TrustSavi.
These terms cover the website, account preview, upload preview, and enquiry flows. Paid valuation work needs a separate written engagement.
No hidden contract.
By accessing this website, creating an account, using a preview workflow, or submitting an enquiry, you agree to these terms. If you act for an organisation, you confirm that you are authorised to bind that organisation.
The website provides information about TrustSavi services and preview interfaces for portfolio valuation workflows. Website previews are not final valuations, transaction advice, legal advice, audit assurance, or a commitment to accept an engagement.
Unless a signed engagement states otherwise, account creation, uploads, calculations, PDF report actions, sharing actions, and valuation history shown on this website are preview workflows and must not be treated as production service delivery.
TrustSavi does not currently conclude paid valuation engagements, accept online payment, or issue binding quotes through this website. A paid engagement exists only when TrustSavi and the client sign or otherwise formally accept a written scope of work, engagement letter, order form, or services agreement.
TrustSavi is presented on this website as TrustSavi (Pty) Ltd, a South African private company. Before any paid electronic transaction is enabled, the website must publish the full legal name, registration number, physical address, service address, telephone number, email address, office bearers where required, payment terms, refund policy, and complaint route required by South African electronic-commerce law.
Authorised use only.
You may use an account only for lawful business purposes connected to portfolio data readiness, valuation review, or related TrustSavi services. You must keep login details confidential and must not share an account with unauthorised users.
You must provide accurate account, organisation, role, and contact information and keep it up to date. TrustSavi may suspend access if information is materially false, incomplete, misleading, or linked to unauthorised use.
You must not attempt to bypass security, scrape the service, reverse engineer non-public parts of the service, upload malicious code, interfere with other users, or use TrustSavi for unlawful, discriminatory, deceptive, or abusive purposes.
You must notify TrustSavi promptly if you suspect unauthorised account access, incorrect permissions, or accidental disclosure of portfolio data through the account workflow.
You must not reuse compromised passwords, share credentials, allow unattended access, or let another person act under your account. TrustSavi may suspend or revoke access where account use creates legal, privacy, security, or operational risk.
Live data needs controls.
You may submit portfolio information only if you have the lawful authority to do so and the submission is consistent with the purpose for which the information was collected or lawfully obtained.
Do not submit identity documents, bank-card data, passwords, access tokens, keys, special personal information, children's information, or unrelated personal documents unless a signed engagement expressly requires it and sets the legal basis and controls.
You remain responsible for the accuracy, completeness, lawfulness, and provenance of the data you provide. TrustSavi is entitled to rely on supplied data unless the engagement scope requires verification or reconciliation.
Live portfolio files should be handled under written data-processing, confidentiality, access-control, retention, deletion, and sub-processor terms. If those terms have not been agreed, do not submit live portfolio data.
You must not upload malware, executable code, passwords, keys, unrestricted archives, or files designed to bypass controls. TrustSavi may reject, delete, quarantine, or require resubmission of files that are outside the agreed data scope or transfer process.
A valuation is an opinion.
A valuation output is an analytical opinion based on supplied data, selected assumptions, methodology, and market context. It is not a promise of sale price, recovery, collection outcome, bid success, or transaction completion.
TrustSavi outputs are intended for informed human review. They should not be treated as a solely automated decision that creates legal or similarly significant effects for a person without appropriate governance and review.
Unless expressly agreed in a signed engagement and permitted by law, TrustSavi does not provide legal, tax, audit, accounting, credit-bureau, debt-collection, financial-advice, brokerage, agency, or regulatory-submission services.
Only the client and named permitted recipients in the signed engagement may rely on a paid output, and only for the stated purpose, period, and reliance standard. Website previews may not be relied on for a transaction.
A PDF, dashboard, shared link, or exported result is not a final report unless the signed engagement identifies it as a deliverable and it includes the applicable valuation date, assumptions, limitations, reliance audience, version, and reviewer status.
Paid work needs written scope.
Fees, taxes, payment dates, deliverables, review cycles, cancellation rights, and expense treatment must be stated in the applicable written engagement. No fee is payable merely because a user browses the website or uses a non-paid preview.
Cancellation, refund, and pause rights for paid work must be handled in the signed engagement and must be fair, reasonable, and lawful. If consumer-protection law applies, nothing in these terms removes mandatory consumer rights.
Each party must protect non-public business, portfolio, technical, pricing, and methodology information received from the other party and may use it only for the agreed purpose, unless disclosure is required by law.
TrustSavi retains its software, models, templates, report formats, workflows, methods, know-how, and visual system. The client retains rights in its source data, subject to the engagement terms and lawful processing requirements.
Limits must be lawful and explicit.
The website may be changed, suspended, or withdrawn. Production service levels, support hours, incident response, backup commitments, and recovery objectives apply only if written into a paid engagement or service schedule.
TrustSavi must use reasonable technical and organisational measures appropriate to the nature of the information and the agreed service. No website or data service can be represented as risk-free.
TrustSavi does not exclude liability that cannot lawfully be excluded, including liability for wilful misconduct where applicable. Any limitation of liability for paid services must be clear, fair, reasonable, and stated in the signed engagement.
These website terms are governed by the laws of the Republic of South Africa. A signed engagement may contain a more specific dispute-resolution process, jurisdiction clause, or escalation route.
Nothing in these terms excludes liability, remedies, disclosures, cancellation rights, privacy rights, or consumer protections that cannot lawfully be excluded under applicable law.
If a signed engagement, master services agreement, data-processing agreement, or statement of work conflicts with these website terms, the signed document takes priority for that paid engagement.
A click is not a mandate.
A message, upload, click, request, or form submission is not accepted by TrustSavi merely because it is transmitted. TrustSavi receives a formal instruction only when an authorised TrustSavi representative acknowledges it or when the signed engagement says otherwise.
No third party may rely on website content, previews, demos, shared links, or valuation outputs unless that party is expressly named as a permitted recipient in the signed engagement.
Links, external resources, client data, market references, and third-party information are not controlled by TrustSavi unless expressly stated. TrustSavi does not warrant third-party material merely by referring to it.
You must indemnify TrustSavi against claims, losses, penalties, and costs caused by unauthorised data submission, unlawful use, false authority, third-party rights infringement, malicious files, or breach of these terms, except to the extent caused by TrustSavi's unlawful conduct.