Terms and conditions

Who we are

Pillar Client Services Limited is a company registered in Scotland, number SC881118, with its registered office at 3/1 21 Blythswood Square, Glasgow G2 4BL. We are registered with the Information Commissioner’s Office under reference ZC174766. In these terms, Pillar, we and us mean that company. You means the advice firm installing or using the app.

What these terms cover

These terms apply to the Pillar Client Services app listed on the Intelliflo store and to the services reached through it. They sit alongside the written agreement between us. Where the written agreement and these terms differ, the written agreement applies.

What the app does

Two things. Pillar Lens reads your client book from Intelligent Office and returns the economics for each client: assets, fees, and what that client costs you to serve, reconciled to your own cost base. Pillar Client Services runs structured reviews of the clients you confirm to us, under your brand and inside your systems.

What Pillar does not do

Pillar is not authorised or regulated by the Financial Conduct Authority. We give no regulated advice, no personal recommendation and no financial promotion. You remain the authorised firm and the client’s adviser throughout.

Anything arising in a review that needs a qualified adviser is escalated to you and is not dealt with by us. Nothing produced by Pillar is a recommendation to a client.

Your data

You are the controller of your client data. Pillar is a processor acting on your instructions. Data protection is governed by a separate written data processing agreement, which must be in place before any client personal data is processed.

Client personal data is not sent to any artificial intelligence model. Where we use automated tooling, it receives field names and derived indicators only.

Access to your system

The app reads only the data covered by the permissions you grant when you install it. You can withdraw the installation at any time from within Intelligent Office, which ends our access. You decide which of your clients are in scope for a review. Pillar does not select them.

Writing to your records

Pillar does not write to your client records without your written authority. That authority names what may be written. Every write is recorded with the field names, the time and the person who made it. The values written are not retained by us.

Availability

The app is provided as it is. We do not guarantee uninterrupted availability, and we depend on Intelligent Office and on the availability of its interfaces.

Fees

Fees are set out in the written agreement between us. Installing the app from the Intelliflo store does not by itself create a charge from Pillar. Intelliflo may charge separately in respect of the store.

Confidentiality

Each of us keeps the other’s confidential information confidential and uses it only to deliver the services.

Liability

Nothing in these terms limits liability that cannot be limited by law, including liability for death or personal injury caused by negligence, or for fraud. Subject to that, our liability is limited as set out in the written agreement between us.

Your regulatory obligations remain yours. Pillar does not assume them and is not liable for them.

Ending the arrangement

Either of us may end the arrangement as set out in the written agreement. You may uninstall the app in Intelligent Office at any time, which stops all access. We return or delete your data as the data processing agreement requires.

Changes

We may update these terms. The current version is always at this address, with the date it took effect.

Governing law

These terms are governed by Scots law, and the courts of Scotland have exclusive jurisdiction.

Contact

hello@pillarcs.co.uk