Terms of use

Draft for review. This page must be reviewed by a South African attorney before Quilla launches publicly.

Last updated: [date]

What Quilla is

Quilla is software that helps financial advisors draft Records of Advice from their own meeting notes. Quilla is not a financial services provider and does not give financial advice.

Your responsibilities

• You remain responsible for the advice you give and for every record you sign off.
• You must review each draft for accuracy before relying on it.
• You must have a lawful basis to process your clients' personal information in Quilla, including consent to record meetings where required.

AI-generated content

Drafts and compliance checks are generated by AI and can contain errors or omissions. They support, and do not replace, your own review and your compliance officer's review.

Fees

[Pilot terms, pricing, billing and cancellation.]

Liability

[Limitation of liability, to be drafted by an attorney.]

Governing law

These terms are governed by the laws of the Republic of South Africa.