Master Terms of Service — Your agreement with Omega Tech Ventures, Inc.
Effective: May 5, 2026
Please read these terms carefully. Section 11 (Limitation of Liability) materially limits our liability — to zero during Free Trials and to a capped amount for paid subscribers. Section 14 requires binding arbitration in Wilmington, Delaware (with limited court exceptions in Delaware courts only) and Section 14.7 imposes a one-year statute of limitations on all claims.
1.1 These Master Terms of Service ("Agreement") are entered into between Omega Tech Ventures, Inc., a corporation organized under the laws of the State of Delaware, operating as OmegaFP ("OmegaFP", "Company", "we", "us", or "our"), and the entity or individual that creates an account or accesses the Services ("Customer", "you", or "your").
1.2 Definitions.
2.1 By creating an account, clicking "I Agree," checking the acceptance boxes on the sign-up form, or otherwise accessing or using the Services, you acknowledge that you have read, understood, and agree to be bound by this Agreement and all documents incorporated by reference, including:
2.2 If you are accepting on behalf of a company or other legal entity, you represent and warrant that you have the authority to bind that entity. If you do not have such authority, you may not access the Services.
2.3 We record the date, time, IP address, and document versions accepted at sign-up. This record constitutes evidence of Customer's acceptance.
3.1 Access (not a software license). The Services are provided as a hosted, cloud-based subscription. OmegaFP does not deliver any installable copy of the Services to Customer. Subject to the terms of this Agreement and Customer's payment of all applicable Fees, OmegaFP grants Customer a limited, non-exclusive, non-transferable, non-sublicensable, revocable right to access and use the Services during the applicable Term solely for Customer's internal business operations and up to the number of authorized Users purchased.
3.2 Free Trial Access. Subject to the terms of this Agreement (including Sections 10.3 and 11.1), OmegaFP grants Customer a temporary, revocable right to access and use the Services during the Free Trial period for internal evaluation purposes only. The Free Trial is provided without fee and is the sole "pilot" or "evaluation" offering under this Agreement; no separate pilot or proof-of-concept agreement applies unless OmegaFP signs one in writing.
3.3 Reservation of Rights. All rights not expressly granted in this Section 3 are reserved by OmegaFP and its licensors. The Services are licensed-as-a-service and not sold; no title to or ownership of the Services or any underlying software is transferred to Customer.
4.1 Restrictions. Customer shall not, and shall not permit any User or third party to:
4.2 Acceptable Use Policy. Customer's use of the Services is also governed by the Acceptable Use Policy set forth in the Support & Service Level Terms (including the messaging, CAN-SPAM, and TCPA provisions). The Acceptable Use Policy is incorporated into this Agreement by reference. A violation of the Acceptable Use Policy is a material breach of this Agreement.
5.1 No Investment, Legal, or Regulatory Advice. The Services include artificial intelligence and machine learning features that may generate outputs including meeting summaries, financial data summaries, workflow suggestions, and planning analysis. These outputs do not constitute investment advice, legal advice, tax advice, compliance advice, or any other form of licensed professional advice.
5.2 Advisor Responsibility. Customer and its Users — who are licensed financial professionals — are solely responsible for all advice given to their clients, all regulatory filings, all compliance decisions, and all reliance placed on any output from the Services. OmegaFP is not a registered investment adviser, broker-dealer, insurance company, or financial planner. OmegaFP does not hold any license under the Investment Advisers Act, the Securities Exchange Act, or any state securities law.
5.3 Errors and Inaccuracies. AI-generated outputs may contain errors, omissions, or outdated information. Customer must independently verify all material AI outputs before relying on them for client-facing communications or professional decisions.
5.4 Compliance Tools Are Not Compliance Guarantees. Compliance-related features (including SMS archival, keyword flagging, and audit logs) are provided as administrative aids. OmegaFP makes no representation that use of these features satisfies any regulatory obligation under FINRA, the SEC, state securities regulators, or any other authority. Customer remains solely responsible for its own regulatory compliance.
5.5 Recording Consent — All-Party-Consent Jurisdictions. The AI Notetaker records audio (and, in some configurations, video) of meetings, transcribes that content, and processes the transcripts through Amazon Bedrock. Depending on the selected model, Amazon Bedrock may run a model supplied by Amazon or Anthropic within the AWS service boundary. OmegaFP does not send meeting content directly to OpenAI or Anthropic services under the current production configuration. Recording a conversation is regulated by federal and state wiretapping laws. In all-party-consent jurisdictions — including California (Cal. Penal Code § 632), the California Invasion of Privacy Act (CIPA, § 631), Florida, Illinois, Massachusetts, Maryland, Montana, New Hampshire, Pennsylvania, and Washington — every participant must be informed of, and consent to, the recording before it begins. CIPA further restricts transmission of recorded content to third parties (such as our LLM providers) without consent.
Customer is solely responsible for obtaining the legally required consent from every meeting participant before enabling the AI Notetaker for any meeting that involves participants in any all-party-consent jurisdiction. OmegaFP provides the recording tool; consent capture is Customer's responsibility. Customer agrees to indemnify OmegaFP against claims arising from Customer's failure to obtain required recording consent (see Section 12, Indemnification). If Customer cannot confirm consent for a given meeting, Customer must disable the AI Notetaker for that meeting.
6.1 Ownership. As between the parties, Customer retains all right, title, and interest in and to Customer Data.
6.2 License to OmegaFP. Customer grants OmegaFP a non-exclusive, worldwide, royalty-free license to use, process, store, transmit, and display Customer Data solely to provide the Services and as otherwise set forth in the Privacy Policy and Data Processing Agreement.
6.3 Customer Responsibility. Customer is solely responsible for (a) the accuracy, quality, and legality of Customer Data; (b) obtaining all necessary consents from third parties (including clients) whose data is uploaded to the Services; and (c) complying with all applicable laws regarding Customer Data, including privacy laws.
6.4 Data Deletion. Upon termination, OmegaFP will make Customer Data available for export for 30 days, after which OmegaFP may delete Customer Data from active systems. S3-archived compliance records subject to legal hold will be retained per their configured retention period.
7.1 Free Trial. No fees are due during the Free Trial period. OmegaFP reserves the right to terminate the Free Trial at any time without notice.
7.2 Subscription Fees. Subscription fees are as stated on the pricing page or as agreed in a written order form. Fees are billed in advance on a monthly or annual basis and are processed through Stripe.
7.3 No Refunds. All fees are non-refundable except as required by applicable law or as expressly stated in a separate written agreement.
7.4 Fee Changes. OmegaFP may change fees upon 30 days' written notice. Continued use after the notice period constitutes acceptance of the new fees.
7.5 Billing Authorization. By subscribing, Customer authorizes OmegaFP and its payment processor (currently Stripe, Inc.) to charge the payment method on file for all recurring subscription fees until the subscription is canceled in accordance with Section 7.7.
7.6 Auto-Renewal. Paid subscriptions automatically renew at the end of each billing cycle (monthly or annual) unless canceled before the renewal date. If OmegaFP has increased pricing since the prior billing cycle, the new pricing will apply upon renewal, subject to the 30-day advance notice requirement in Section 7.4.
7.7 Cancellation. Customer may cancel a subscription at any time through the account settings within the platform or by emailing support@omegafp.com. Cancellation takes effect at the end of the current billing period. No prorated refunds are provided for partial billing periods.
7.8 Failed Payments and Suspension. If OmegaFP's payment processor is unable to successfully collect payment from Customer's payment method, OmegaFP may suspend or limit Customer's access to paid features until the billing issue is resolved. Subscriptions that remain past due or are canceled due to non-payment may result in loss of access to paid features. Payment retry schedules are managed by Stripe in accordance with Stripe's policies.
7.9 Taxes. All fees stated on the pricing page or in an order form are exclusive of applicable sales, use, value-added (VAT), goods-and-services (GST), or similar transactional taxes. Customer is responsible for all such taxes, except for taxes based on OmegaFP's net income.
7.10 Trial Expiration. The Free Trial does not automatically convert into a paid subscription. When the Free Trial period expires, Customer's access to paid features will be suspended unless Customer actively purchases a subscription. Customer Data will be retained for 30 days after trial expiration, during which Customer may export data or subscribe.
8.1 Definition. "Confidential Information" means any non-public information disclosed by one party (the "Discloser") to the other (the "Recipient"), in any form, that is identified as confidential, marked confidential, or that the Recipient should reasonably understand to be confidential given the nature of the information and the circumstances of disclosure. Confidential Information includes, without limitation, the terms and pricing of this Agreement, Customer Data, the Services and underlying software (including non-public features, roadmaps, source code, architecture, and AI configurations), security and audit reports (such as SOC 2 reports and responses to security questionnaires), business and financial information, and any derivatives of the foregoing.
8.2 Obligations. Recipient shall: (a) use Confidential Information solely to exercise its rights and perform its obligations under this Agreement; (b) protect Confidential Information using at least the same degree of care it uses to protect its own information of like sensitivity, and in no event less than a reasonable standard of care; and (c) limit access to Confidential Information to its employees, contractors, agents, and professional advisors (collectively, "Representatives") who have a need to know for the purposes of this Agreement and are bound by written or professional obligations of confidentiality at least as protective as this Section 8. Recipient is responsible for any breach of this Section 8 by its Representatives.
8.3 Exclusions. Confidentiality obligations do not apply to information that the Recipient can demonstrate: (a) is or becomes publicly known through no fault of the Recipient or its Representatives; (b) was lawfully known to the Recipient, free of any confidentiality obligation, before receipt from the Discloser; (c) is rightfully received from a third party without a duty of confidentiality; or (d) is independently developed by the Recipient without use of or reference to the Discloser's Confidential Information.
8.4 Compelled Disclosure. Recipient may disclose Confidential Information to the extent required by applicable law, court order, subpoena, or governmental authority, provided that, where legally permissible, Recipient (a) gives the Discloser prompt prior written notice so the Discloser may seek a protective order or other appropriate remedy, (b) reasonably cooperates with the Discloser's efforts to obtain such relief, and (c) discloses only the portion of Confidential Information that is legally required.
8.5 Return or Destruction. Upon the Discloser's written request or upon termination of this Agreement, Recipient will, at the Discloser's option, return or destroy all Confidential Information in its possession or control, except (i) one archival copy retained for legal, regulatory, or backup purposes (which remains subject to this Section 8) and (ii) Customer Data which is handled as set forth in Section 6.4 and the Data Processing Agreement.
8.6 Equitable Relief. The parties acknowledge that any unauthorized disclosure or use of Confidential Information may cause irreparable harm to the Discloser for which monetary damages would be inadequate. Accordingly, the Discloser is entitled to seek injunctive and other equitable relief in addition to all other remedies available at law or in equity, without the requirement of posting a bond, in the courts identified in Section 14.8.
8.7 Survival. Each party's obligations under this Section 8 survive termination of this Agreement for a period of five (5) years, except that the obligations with respect to any Confidential Information that constitutes a trade secret survive for as long as such information remains a trade secret under applicable law.
8.8 No Separate NDA Required. This Section 8 functions as a mutual non-disclosure agreement between the parties for purposes of this Agreement. If the parties sign a separate non-disclosure agreement covering the same subject matter, the more protective of confidentiality terms will control to the extent of any conflict.
9.1 OmegaFP and its licensors own and retain all right, title, and interest in and to the Services, including all software, AI models, documentation, and other intellectual property embodied therein. No rights are granted except those expressly stated in this Agreement.
9.2 Feedback. If Customer provides suggestions, ideas, or other feedback regarding the Services, OmegaFP may freely use such feedback without restriction or compensation.
10.1 By Customer. Customer represents and warrants that (a) it has full authority to enter into this Agreement; (b) Customer Data does not infringe any third-party rights; and (c) Customer's use of the Services will comply with all applicable laws.
10.2 By OmegaFP — Paid Subscriptions Only. During a paid Subscription Term, OmegaFP warrants that the Services will perform materially in accordance with the Documentation under normal use conditions.
10.3 DISCLAIMER — FREE TRIAL. THE SERVICES ARE PROVIDED DURING ANY FREE TRIAL PERIOD "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, OR NON-INFRINGEMENT. OMEGAFP EXPRESSLY DISCLAIMS ALL WARRANTIES DURING ANY FREE TRIAL PERIOD.
10.4 GENERAL DISCLAIMER. TO THE MAXIMUM EXTENT PERMITTED BY LAW, OMEGAFP DOES NOT WARRANT THAT THE SERVICES WILL BE ERROR-FREE, UNINTERRUPTED, OR FREE OF SECURITY VULNERABILITIES. AI-GENERATED OUTPUTS ARE NOT WARRANTED TO BE ACCURATE, COMPLETE, OR FIT FOR ANY PARTICULAR PURPOSE.
Critical Terms — Please Read. The following provisions fundamentally limit OmegaFP's liability. Do not accept these terms unless you understand and agree to these limitations.
11.1 FREE TRIAL — ZERO LIABILITY. DURING ANY FREE TRIAL PERIOD, OMEGAFP SHALL HAVE ZERO LIABILITY TO CUSTOMER OR ANY THIRD PARTY FOR ANY CLAIM, LOSS, DAMAGE, OR EXPENSE OF ANY KIND ARISING FROM OR RELATED TO THE SERVICES OR THIS AGREEMENT, REGARDLESS OF THE FORM OF ACTION OR THE BASIS OF THE CLAIM (INCLUDING NEGLIGENCE, BREACH OF CONTRACT, TORT, STRICT LIABILITY, OR OTHERWISE), AND WHETHER OR NOT OMEGAFP HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH LOSS OR DAMAGE.
11.2 PAID SUBSCRIPTIONS — LIABILITY CAP. DURING A PAID SUBSCRIPTION TERM, OMEGAFP'S TOTAL CUMULATIVE LIABILITY TO CUSTOMER FOR ALL CLAIMS ARISING UNDER OR RELATED TO THIS AGREEMENT SHALL NOT EXCEED THE TOTAL FEES ACTUALLY PAID BY CUSTOMER TO OMEGAFP IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.
11.3 EXCLUSION OF CONSEQUENTIAL DAMAGES. IN NO EVENT SHALL OMEGAFP BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, INCLUDING WITHOUT LIMITATION LOST PROFITS, LOST REVENUE, LOSS OF DATA, LOSS OF GOODWILL, BUSINESS INTERRUPTION, OR COST OF SUBSTITUTE SERVICES, EVEN IF OMEGAFP HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, AND WHETHER ARISING UNDER CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, OR OTHERWISE.
11.4 Essential Basis. The parties acknowledge that the limitations of liability in this Section 11 reflect a reasonable allocation of risk and form an essential basis of the bargain between the parties. OmegaFP would not enter into this Agreement or provide the Services at the prices charged without these limitations.
11.5 Exceptions. Nothing in this Agreement excludes liability for (a) death or personal injury caused by OmegaFP's gross negligence or willful misconduct; (b) fraud or fraudulent misrepresentation; or (c) any liability that cannot be excluded or limited under applicable law.
12.1 By Customer. Customer shall indemnify, defend, and hold harmless OmegaFP and its officers, directors, employees, and agents from and against any third-party claims, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or relating to (a) Customer Data; (b) Customer's or any User's violation of this Agreement; (c) Customer's violation of any applicable law or third-party rights; or (d) Customer's professional advice to its clients.
12.2 By OmegaFP. OmegaFP shall indemnify, defend, and hold harmless Customer from and against any third-party claims alleging that the Services, as provided by OmegaFP and used in accordance with this Agreement, infringe a valid United States patent, copyright, or trade secret ("IP Claim"). If the Services become, or in OmegaFP's reasonable opinion are likely to become, the subject of an IP Claim, OmegaFP may, at its option and expense: (a) modify the Services so they are no longer infringing; (b) procure a license for Customer's continued use; or (c) terminate Customer's subscription and refund any prepaid fees for the unused portion of the then-current term. This Section 12.2 does not apply to claims arising from (i) Customer's modification of the Services; (ii) Customer's combination of the Services with non-OmegaFP products, services, or data; (iii) Customer's use of the Services in violation of this Agreement or the Documentation; or (iv) OmegaFP's compliance with Customer-specific requirements.
12.3 Indemnification Procedures. The indemnified party shall (a) promptly notify the indemnifying party in writing of any claim (provided that failure to notify does not relieve the indemnifying party's obligations except to the extent it is materially prejudiced); (b) grant the indemnifying party sole control of the defense and settlement of the claim; and (c) provide reasonable cooperation at the indemnifying party's expense. The indemnifying party shall not settle any claim in a manner that imposes obligations on the indemnified party without the indemnified party's prior written consent.
13.1 Term. This Agreement begins on the date you first access the Services and continues until terminated.
13.2 Termination by Customer. Customer may terminate this Agreement at any time by canceling the subscription through the account settings or by providing written notice to support@omegafp.com. No refunds are provided for early termination.
13.3 Termination by OmegaFP. OmegaFP may terminate or suspend this Agreement immediately upon written notice if (a) Customer materially breaches this Agreement and fails to cure within 15 days after written notice; (b) Customer fails to pay any undisputed fees when due; (c) Customer becomes insolvent or files for bankruptcy; or (d) OmegaFP determines, in its reasonable discretion, that continued service poses a legal, security, or reputational risk.
13.4 Effect of Termination. On termination, the license granted to Customer terminates, and Customer must cease all use of the Services. Sections 5, 6.4, 8, 9, 11, 12, 14, 15, 16, 17, 18, 19, 20, 21, and 22 survive termination.
14.1 Informal Resolution. Before initiating any formal dispute proceeding, the parties agree to attempt to resolve any dispute informally by sending written notice to the other party and engaging in good-faith negotiations for at least 30 days.
14.2 Binding Arbitration. Any dispute not resolved informally shall be settled by binding arbitration administered by JAMS under its Streamlined Arbitration Rules and Procedures. The arbitration shall be conducted in Wilmington, Delaware. The arbitrator's decision shall be final and binding and may be entered as a judgment in any court of competent jurisdiction.
14.3 Class Action Waiver. BOTH PARTIES WAIVE ANY RIGHT TO BRING OR PARTICIPATE IN A CLASS ACTION, COLLECTIVE ACTION, OR REPRESENTATIVE ACTION.
14.4 Exceptions. Either party may seek injunctive or other equitable relief in the state or federal courts located in New Castle County, Delaware (subject to Section 14.8) to prevent or address infringement of intellectual property rights or unauthorized use of the Services.
14.5 Federal Arbitration Act. This arbitration provision is governed by the Federal Arbitration Act (9 U.S.C. §§ 1–16) and not by any state arbitration statute.
14.6 Small Claims Exception. Notwithstanding Section 14.2, either party may bring an individual action in a small claims court located in New Castle County, Delaware as an alternative to arbitration, provided the claim falls within that court's jurisdictional limits.
14.7 Statute of Limitations. Any claim or cause of action arising under or relating to this Agreement must be filed within one (1) year after the date on which the cause of action accrued, regardless of any longer statutory limitations period. Failure to file within this period constitutes a permanent waiver of the claim.
14.8 Exclusive jurisdiction and venue (arbitration first). Subject to Section 14.2, the parties intend that binding arbitration in Wilmington, Delaware be the exclusive forum for the resolution of disputes covered by Section 14.2. For any court proceeding expressly permitted under this Agreement—including (a) provisional or permanent injunctive or other equitable relief under Section 14.4; (b) an action in small claims court under Section 14.6; or (c) any action to confirm, vacate, or enforce an arbitral award—the parties consent to the exclusive jurisdiction and venue of the state and federal courts located in New Castle County, Delaware, and each party irrevocably submits to the personal jurisdiction of those courts and waives any objection based on inconvenient forum.
15.1 Governing Law and Venue. This Agreement is governed by the laws of the State of Delaware, without regard to conflict-of-law principles. Disputes are resolved as set forth in Section 14 (including exclusive Delaware venue for court proceedings permitted thereunder).
15.2 Entire Agreement. This Agreement (including all incorporated documents) constitutes the entire agreement between the parties with respect to its subject matter and supersedes all prior and contemporaneous agreements, representations, and understandings.
15.3 Amendments. OmegaFP may update this Agreement from time to time by posting an updated version to the Services. Material changes will be notified via email or in-app notice at least 30 days before taking effect. Continued use after the effective date constitutes acceptance of the updated terms.
15.4 Assignment. Customer may not assign this Agreement without OmegaFP's prior written consent. OmegaFP may assign this Agreement in connection with a merger, acquisition, or sale of all or substantially all of its assets.
15.5 Severability. If any provision of this Agreement is found unenforceable, that provision will be modified to the minimum extent necessary to make it enforceable, and the remaining provisions will continue in full force.
15.6 Waiver. Failure to enforce any provision of this Agreement shall not constitute a waiver of that provision.
15.7 Notices. Legal notices to OmegaFP must be sent to legal@omegafp.com. Notices to Customer will be sent to the email address on file.
15.8 Force Majeure. Neither party shall be liable for any failure or delay in performance due to causes beyond its reasonable control, including but not limited to: acts of God; natural disasters; fire, flood, or earthquake; war, terrorism, or armed conflict; cybersecurity attacks or incidents; epidemics or pandemics; government actions, regulations, or embargoes; internet or telecommunications infrastructure failures; supply-chain disruptions; labor disputes or strikes; and outages of third-party service providers. If a force majeure event continues for more than thirty (30) consecutive days, either party may terminate the affected obligations under this Agreement by providing written notice to the other party. Force majeure does not excuse Customer's obligation to pay fees that accrued before the force majeure event.
16.1 OmegaFP respects intellectual property rights and complies with the Digital Millennium Copyright Act (17 U.S.C. § 512). If you believe that content accessible through the Services infringes your copyright, you may submit a takedown notice to our designated agent at legal@omegafp.com.
16.2 Notification Requirements. A valid DMCA notice must include: (a) identification of the copyrighted work claimed to be infringed; (b) identification of the material that is claimed to be infringing, including a URL or other specific location within the Services; (c) your contact information (name, address, telephone, email); (d) a statement that you have a good-faith belief that the use is not authorized by the copyright owner, its agent, or the law; (e) a statement, under penalty of perjury, that the information in the notice is accurate and that you are authorized to act on behalf of the copyright owner; and (f) a physical or electronic signature of the copyright owner or authorized agent.
16.3 Counter-Notification. If you believe your content was removed in error, you may submit a counter-notification to legal@omegafp.com containing: (a) identification of the removed material and its prior location; (b) a statement under penalty of perjury that you have a good-faith belief the material was removed by mistake or misidentification; (c) your name, address, and telephone number; (d) consent to jurisdiction in the federal district court for your address (or Wilmington, Delaware if outside the U.S.); and (e) your physical or electronic signature.
16.4 Repeat Infringers. OmegaFP may, in appropriate circumstances, suspend or terminate the accounts of users who are repeat copyright infringers.
17.1 OmegaFP may create aggregated, de-identified, or anonymized data derived from Customer Data, platform usage, and service performance metrics ("Aggregated Data"). Aggregated Data will not identify Customer, any User, or any Data Subject.
17.2 OmegaFP may use Aggregated Data for any lawful purpose, including product development, improvement, benchmarking, industry analytics, and marketing, both during and after the Term of this Agreement. This right survives termination.
17.3 For the avoidance of doubt, Aggregated Data is not Customer Data and is not subject to Customer's data rights under Section 6 or the Data Processing Agreement.
18.1 Customer acknowledges that OmegaFP is a technology provider and is not a registered investment adviser, broker-dealer, or other regulated financial services entity. OmegaFP does not have independent obligations to maintain books and records under securities regulations.
18.2 The Services include compliance archival features — such as SMS WORM storage, meeting-recording retention, and audit logs — that are designed to assist Customer with recordkeeping obligations under FINRA Rules 4510/4511 and SEC Rules 17a-3/17a-4. However, whether these features satisfy Customer's specific regulatory obligations is a determination that only Customer and its compliance counsel can make. OmegaFP makes no representation that use of these features satisfies any particular regulatory requirement.
18.3 Customer is responsible for (a) configuring retention periods within the platform to meet its own regulatory requirements; (b) maintaining independent backup systems and records as required by its compliance program; and (c) ensuring that its use of the Services' archival features is consistent with applicable law and regulation.
IRS Circular 230 Notice: Any tax-related content, calculations, projections, or AI-generated outputs provided through the Services are not intended as, and cannot be used for the purpose of, (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing, or recommending to another party any tax-related matter addressed herein.
19.1 OmegaFP is not a tax advisor, certified public accountant, enrolled agent, or licensed tax preparer. The tax calculation features and AI outputs within the Services are informational tools only and are not a substitute for professional tax advice.
19.2 Customer and its Users are solely responsible for all tax advice, calculations, and filings provided to their clients. Customer must independently verify all tax-related outputs from the Services before relying on them for any purpose.
20.1 Individual Accounts. An account created by an individual is owned by that individual. If the account holder dies or becomes permanently incapacitated, an authorized legal representative (executor, administrator, or holder of a valid power of attorney) may request account access or data export by submitting appropriate legal documentation (such as a death certificate, letters testamentary, or court order) to legal@omegafp.com.
20.2 Firm Accounts. An account created on behalf of a firm or entity is owned by that entity. The departure, death, or incapacity of an individual principal does not automatically transfer or terminate the firm account. Remaining authorized Users retain access, and the firm's authorized representative may update account ownership or administrative roles by contacting support@omegafp.com with appropriate verification.
20.3 Verification. OmegaFP may require reasonable verification before processing any account ownership change, including identity verification and legal documentation.
20.4 Customer may not transfer or assign its account except as provided in Section 15.4 (Assignment) or this Section 20.
21.1 OmegaFP may identify Customer by name and logo as a customer of OmegaFP on its website, marketing materials, and investor presentations.
21.2 Opt-Out. Customer may opt out of publicity use at any time by sending written notice to marketing@omegafp.com. OmegaFP will remove Customer's name and logo from future materials within thirty (30) days of receiving the opt-out notice.
21.3 Press Releases. Neither party shall issue a press release referencing the other party without the other party's prior written approval.
22.1 The Services are provided from the United States and may be subject to U.S. export control laws and regulations, including the Export Administration Regulations (EAR) and the regulations administered by the U.S. Treasury Department's Office of Foreign Assets Control (OFAC).
22.2 Customer represents and warrants that (a) it is not located in, and will not access or use the Services from, any country or region subject to comprehensive U.S. sanctions (currently including Cuba, Iran, North Korea, Syria, and the Crimea, Donetsk, and Luhansk regions); (b) it is not listed on, and will not provide access to the Services to any person listed on, the U.S. Specially Designated Nationals (SDN) List, the U.S. Entity List, or the U.S. Denied Persons List; and (c) it will comply with all applicable export control and sanctions laws in connection with its use of the Services.
22.3 OmegaFP may immediately suspend or terminate Customer's access if OmegaFP reasonably believes that continued service would violate applicable export control or sanctions laws.
