Liverpool-based support for financial advisers and advice practices across the UK
Information for advisers
Adviser Licence Agreement
The review-highlighted agreement that governs an adviser or practice’s approved use of Trusted Connections materials, templates and digital workflows.
New for review · Version 1.0-2026-11-01
Read before using the portal materials.
This online version makes the supplied agreement available from the public site and the signed client portal. It is designed to be read together with the relevant service order or current published plan.
Group Consult Services Limited, trading as Trusted Connections (the Provider), grants the approved adviser or practice (the Licensee) a limited, non-exclusive, revocable and non-transferable licence to use the approved materials, templates, forms, checklists and related digital workflows solely for the purpose agreed with the Provider.
The materials may be shared with the Licensee’s end users only as approved, without alteration, and only to support completion of the relevant information request or workflow.
New for review
2. Guidance, not advice
The materials provide general information and practical guidance. They are not legal, financial, estate-planning, tax, regulated or other personalised professional advice, and must not be presented as such.
The Licensee must make clear to end users that they should seek an appropriately qualified solicitor or relevant professional for legal or regulated advice. Neither the Provider nor the Licensee accepts liability for an end user’s reliance on materials as personalised advice.
New for review
3. Licensee obligations
The Licensee must use the materials only as supplied, must not alter, edit, reverse-engineer, rebrand, sublicense or reproduce them except where expressly authorised, and must keep evidence of compliance, complaints or issues arising from use where reasonably requested.
The Licensee must not provide legal, financial or regulated services through the materials unless legally authorised and compliant with applicable UK regulatory requirements. The Licensee remains responsible for its own legal, consumer-protection, data-protection and regulatory obligations.
New for review
4. Intellectual property and confidentiality
All materials, templates, processes, digital workflows, trade names, branding and associated intellectual-property rights remain the Provider’s property. The Licensee must not copy, recreate, mimic, digitise or develop derivative works from them beyond the agreed use.
Both parties must keep non-public business, processes, systems, templates and commercial information confidential.
New for review
5. Data protection
Each party is responsible for compliance with applicable UK data-protection law, including the UK GDPR and the Data Protection Act 2018. The Licensee must not share end-user personal data with the Provider unless it is lawful, necessary and appropriately communicated to the individual concerned.
Special-category data should not be transferred unless necessary, lawful and subject to the appropriate safeguards.
New for review
6. Termination and governing law
The agreement continues until ended by either party on 90 days’ written notice, or immediately where there is material misuse, an intellectual-property breach, misrepresentation of the materials as advice, conduct damaging compliance or reputation, or a material data-protection breach. On termination, use and distribution must stop and copies must be deleted or returned as directed.
The agreement is governed by the law of England and Wales, and disputes are subject to the exclusive jurisdiction of its courts.