Terms of Use

2.1 About these terms

These Terms of Use govern access to the Premier Trust Corporation Ltd CRM (the “System”) provided by Acer Prime Law Limited (“we”, “us”). They apply to every individual who logs in — whether as a trustee, solicitor, employee, contractor, auditor or authorised beneficiary. By logging in, you agree to these terms. If you do not agree, do not log in.

2.2 Access and accounts

• Accounts are issued by an administrator on request. Self-service sign-up is not available.
• Each account is personal to one named individual. You must not share your log-in with anyone, including a colleague on the same matter.
• You must choose a strong password and enable multi-factor authentication when the System offers it.
• You must tell us immediately if you suspect your account has been used by anyone else, or if a device with an active session has been lost or stolen.
• We may suspend or terminate access at any time, without notice, if we reasonably believe an account is being misused, is compromised, or is no longer required.

2.3 Permitted use

The System is provided to help authorised users administer trusts, matters, ledgers and compliance records that Acer Prime Law Limited handles for Premier Trust Corporation Ltd and its client trusts. You may use the System only for that purpose. The separate Acceptable Use Policy sets out things you must not do.

2.4 Ownership of the software

The software, database schema, page layouts, text, imagery and branding are owned by Acer Prime Law Limited or licensed to us. You are granted a non-exclusive, non-transferable, revocable licence to use the System for the permitted purpose. Nothing in these terms transfers any intellectual property to you.

2.5 Ownership of client data

The trust, party, matter and financial records inside the System belong to the client or trust they concern. Acer Prime Law Limited holds those records on behalf of the trustee or client and is responsible for the security and retention of them. Users of the System do not acquire any personal right to that data by virtue of using the software.

2.6 Availability

We aim to keep the System available during UK business hours. It runs on third-party cloud infrastructure and may occasionally be interrupted for maintenance, security patching, or reasons outside our control. Planned downtime will be announced inside the System where possible.

The System is not a real-time trading platform. We do not guarantee that every log-in will succeed or that every screen will load within a specific time.

2.7 Accuracy of information you enter

You are responsible for the accuracy of any information you type into the System (identity data, ledger entries, fee-earner time, attendance notes). If you notice an error, correct it or ask an administrator to correct it. The System keeps an audit trail of changes.

2.8 Reliance on outputs

Reports, dashboards and generated documents (annual accounts, annual review packs, fee notes, TRS submissions) are working drafts unless expressly reviewed and approved by the responsible fee earner. Never send a generated document outside the firm without a fee-earner sign-off.

2.9 Confidentiality

Everything you see in the System is confidential unless it is already public information. You must not disclose it to anyone outside your engagement with the firm or the trust, and you must not screenshot, print or export it except where necessary for the engagement.

2.10 Our liability

We do not exclude liability for death, personal injury caused by negligence, fraudulent misrepresentation, or anything else we are not permitted to exclude under English law.

Subject to that: to the fullest extent permitted by law, our aggregate liability to you (as an individual user, separate from any client-engagement letter or trustee retainer) arising out of use of the System in any twelve-month period is limited to £[cap — TO CONFIRM]. We are not liable for indirect or consequential loss, loss of profit, or loss of goodwill.

Nothing in these terms limits or reduces the professional obligations we owe under our client-engagement letter or under the SRA Code of Conduct — the engagement letter and Code prevail if there is any conflict.

2.11 Changes to these terms

We may update these terms. Material changes will be flagged inside the System at next log-in. If you keep using the System after the change takes effect, you are treated as accepting it.

2.12 Governing law

These terms are governed by the law of England and Wales. Any dispute is subject to the exclusive jurisdiction of the English courts.