Terms of Use | Broker Bespoke

Last Updated: 10/02/2025

Welcome to Broker Bespoke! By accessing or using our website and services, you agree to be bound by the following Terms of Use. If you do not agree with these terms, please do not use our services.

1. Identification of the Business

Broker Bespoke ("we," "us," or "our") provides administrative support services to mortgage and insurance brokers, including client engagement, renewals, lead generation, and marketing support.

2. Description of Services

Broker Bespoke offers a range of services designed to streamline business operations, including but not limited to: renewals, engagement, lead generation, retention, reporting, website hosting and advertising.

3. Risk Allocation, Liability, and Disclaimers

While we strive to provide accurate and reliable services, we do not guarantee any specific business outcomes, including lead conversion or client retention.

We do not provide financial or legal advice. It is your responsibility to ensure compliance with regulatory requirements in your industry. Any decisions regarding financial products, investments, or policies should be made with the assistance of a qualified financial professional.

We work with third-party vendors to store and process data securely but are not liable for data breaches beyond our control.

Your use of our services is at your own risk, and we are not responsible for any indirect, incidental, or consequential damages.

4. Warranty and Guarantee

No guarantees are provided regarding the effectiveness of lead generation, client retention, or marketing efforts.

We will make reasonable efforts to provide high-quality services and comply with applicable laws.

5. Right of Withdrawal

You may cancel your subscription or service agreement at any time, subject to the terms outlined in our Refund Policy (see Section 9).

6. Safety Information

Clients are responsible for ensuring that their data is accurate and up to date.

We recommend reviewing your marketing materials and client communications for compliance with applicable laws and best practices.

7. Terms of Delivery of Services

Services are provided as per agreed contractual terms.

Email distribution lists must be updated regularly to comply with data protection laws.

Online advertising campaigns require advance planning and coordination with our team.

8. Rights of Use

Clients may use our services solely for their own business purposes.

Reselling or repurposing our services without consent is prohibited.

9. Conditions of Use and Purchase

You must be at least 18 years old to use our services.

Our services are currently available to businesses operating in New Zealand, Australia and United Kingdom.

You agree to provide accurate and truthful information when using our services.

10. Refund Policy, Exchange, and Termination of Service

Subscription fees and service charges are non-refundable unless otherwise agreed.

You may terminate services by providing a written notice.

We reserve the right to terminate services for non-compliance with these terms or misuse of our platform.

11. Payment Methods

We accept payments via direct debit.

Payment is due in advance for all subscription-based services.

Failure to make payments on time may result in service suspension or termination.

12. Additional Terms

We may update these Terms of Use from time to time. Continued use of our services after updates constitutes acceptance of the revised terms.

Any disputes arising from these terms shall be resolved in accordance with the laws of New Zealand.

If you have any questions about these Terms of Use, please contact us.

Thank you for choosing Broker Bespoke!