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Acceptable use policy

A short list of things that will get an account suspended. Most of it is obvious; the section on model output is the one worth reading.

Last updated: 28 July 2026

1. Lawful use

You may not use the platform for any unlawful purpose, or to store or process content you have no right to process. You are responsible for having a lawful basis for the personal data you upload about your clients and their people.

2. Security

  • No attempting to access another workspace's data, or any account that is not yours.
  • No probing, scanning or testing the platform's security without our written agreement — we welcome coordinated testing, so ask.
  • No circumventing seat limits, rate limits or authentication mechanisms.
  • No uploading malware, or content designed to disrupt the platform or its users.

3. Model output

  • Model output must not be presented to a client as reviewed professional work without a qualified person actually reviewing it.
  • Do not use the platform to generate content designed to mislead — fabricated financial records, forged documents, or analysis presented as evidenced when it is not.
  • Do not disable, work around or misrepresent the platform's validation, review and approval steps. They exist so that a signature means something.
  • Do not use the assistant or the API to bulk-generate content unrelated to your own advisory work.

4. Fair use of shared capacity

Hosted plans share capacity. Automated bulk processing well beyond your plan's allowance, or API use that degrades the service for others, may be rate-limited after we contact you. We would always rather agree a limit in writing than throttle a firm mid-deadline.

5. Content

  • No content that is unlawful, defamatory, or infringes someone else's rights.
  • No use of the platform to harass an individual, or to build a profile of a person unrelated to a legitimate professional engagement.

6. Enforcement

Where we believe this policy has been breached we will normally contact you first. Where the breach threatens the platform's security or another customer's data, we may suspend access immediately and explain afterwards. Suspension locks people out; it does not delete data.

To report abuse of the platform, or a security issue, write to hossein.khaksar@samafinancials.com.