Heirsight

Draft pending legal review. Details in brackets will be completed once the company is set up.

Terms of service (family offices)

  1. The service. Software to consolidate, view and report on a family's holdings across entities, banks and currencies, including a tracker of the 13O/13U conditions.
  2. No advice, no certification. Heirsight shows and calculates. It gives no investment, tax or legal advice and does not certify that incentive conditions are met. The client and its advisers decide.
  3. Read-only. We never move money or place trades.
  4. Client data. The client owns its data and is responsible for its accuracy. We use it only to provide the service.
  5. AI. AI features can make mistakes; outputs are information, not recommendations. AI-read documents are reviewed by the user before saving.
  6. Fees. Annual, invoiced in advance in USD or SGD. Onboarding as agreed in the order form. Prices exclude GST; GST-registered clients account for it under the reverse charge.
  7. Term. 12 months, renewing unless either party gives 30 days' notice before renewal.
  8. Liability. Capped at the fees paid in the previous 12 months, except for fraud, wilful misconduct or what the law doesn't allow us to limit.
  9. Confidentiality and data protection as set out in the data processing agreement.
  10. Exit. Export at any time; deletion within 30 days of termination.
  11. Law and disputes. [Singapore law and courts / Spanish law — to decide with the adviser].

Last updated: 31 October 2026.