Terms of Service

1. Your agreement with us

Your agreement consists of these Terms and the plan description, price, limits and other order details presented before you subscribe. A paid subscription begins when we confirm acceptance after verifying payment. We will provide confirmation and the applicable terms in a form you can keep. If we cannot accept your order or provide the purchased access, we will refund any payment taken for that order.

A separately agreed Enterprise contract or order takes priority over these Terms where it expressly provides different terms. The Public Data Licence governs reuse of material supplied under that licence; these Terms do not withdraw rights it has already granted. Free access does not, by itself, mean all accessible material is openly licensed. Applicable mandatory legal rights always apply.

2. Who may subscribe

You must be at least 18 and able to enter this agreement. If you subscribe for a business, you must be authorised to bind it; that business is the customer. A consumer is an individual buying mainly for purposes outside their business, trade or profession. Selecting “business” does not remove rights you legally have as a consumer.

Our current self-service paid offering is available to individuals and businesses in the United Kingdom, and to business customers in European Union member states, the United States, Hong Kong, Singapore, Australia and Japan. This is a purchase-eligibility policy, not a statement that any sale is exempt from tax.

Give accurate account, business, location and billing information. We may require reasonable supporting evidence and check your declaration against payment-provider information. A discrepancy may delay activation while we contact you to resolve it. Do not use a false address or business declaration to bypass restrictions. If we cannot lawfully supply your paid order, we will cancel it and return the payment due to you.

3. Plans and data coverage

• Free: selected sample data, public tools and evaluation access, subject to the rights attached to that material. No paid subscription is required.
• Core: Reference Data, Shares Outstanding and datawiser Free Float values within the self-service universe and history described in your order. Available Canadian dual-listing and ADR underlying-share data are included where supported, not guaranteed for every issuer. Core does not include paid Free Float Events access.
• Index Intelligence: Core access plus the published and validated datawiser Free Float Events history for the S&P 1500 offering, including any expressly described sample additions. It does not guarantee that every constituent or historical event is available.
• Enterprise: an agreed universe, history, delivery, support and licence. Delisted securities, ownership graphs, history reaching as far back as 2011, foreign-issuer coverage and commercial derived-use rights are supplied only to the extent agreed and available. Enterprise is not a self-service upgrade under these Terms.

Coverage and history differ by dataset and security. A security may have one dataset but not another, and a history may omit unresolved observations. References to history “up to” a duration or start date describe the available maximum, not uniform coverage. Your pre-purchase plan description remains part of the agreement.

Features expressly labelled as future releases, including forthcoming DWICs, are not currently available features. A roadmap does not expand today’s access, but this does not override a specific commitment expressly included in your order. Index names identify coverage; they do not imply endorsement by, or a licence to another provider’s data or methodology.

4. Your data-use licence

During an active paid subscription, we grant you a non-exclusive, non-transferable right to access the entitled datasets and use them for your own internal research, analysis and development. For a business customer, this includes research within that business. It does not prohibit internal business use merely because the business operates for profit.

Unless a separate written agreement permits it, you must not resell, sublicense, publish or redistribute paid data, expose it through a third-party service, or supply it to affiliates or clients outside the subscribing legal entity. Commercial distribution of derived indices, constituents, weights, index levels or data products requires a separate licence. Changing a file format or applying a trivial transformation does not make restricted data freely redistributable.

You retain ownership of your original research and code. We retain our rights in the platform, software, compiled datasets and original methodology; source owners retain theirs. We do not claim ownership of underlying public facts. Restrictions here do not remove rights you independently have in public disclosures, openly licensed material or under mandatory law. No third-party index or factor licence is granted.

5. Accounts and acceptable use

Keep account credentials and API keys secure, use them only for your authorised access and tell us promptly about suspected compromise. Do not share logins or keys with third parties. Staff or contractors handling data for your business must be bound by equivalent confidentiality and use restrictions and may not use it independently. User-seat arrangements remain subject to your plan.

Do not evade quotas, create duplicate accounts to bypass limits, probe or bypass access controls, interfere with the service, introduce malicious code, or use the service unlawfully. Do not reconstruct and distribute a substitute for our paid datasets from your access. Automated API use within your documented rights and limits is permitted.

6. API usage and quotas

Core and Index Intelligence each include 10,000 successful paid-data responses per subscription billing period, shared across the datasets entitled by that plan. This is not a separate allowance for each dataset or API key. Your billing period follows the subscription dates, not necessarily the calendar month.

A successful full-body paid-data response normally uses one request. Repeating an ordinary successful request uses another. Metadata/discovery responses, denied or failed requests, and matching HTTP 304 responses do not consume this allowance. Locally reused data does not create a new paid response.

Unused allowance does not roll over. Once exhausted, further paid-data requests may be refused until renewal. We do not automatically charge overage fees. Separate documented rate and security limits may apply. Technical requirements and supported client behaviour are described in our API documentation; you need an internet connection and a compatible client.

7. Monthly billing and taxes

Founding self-service base prices are US$49 per month for Core and US$149 per month for Index Intelligence. The amount, currency, any applicable tax and billing interval are shown before you confirm payment. Subscriptions are paid monthly in advance and renew automatically until cancelled. There is no annual commitment.

Where confirmed in your purchase quote, new paid subscribers receive 50% off for their first three months: US$24.50 monthly for Core or US$74.50 monthly for Index Intelligence, then the respective base price above. The twelve-month base-price protection starts with the initial continuous subscription, not when the discount ends. Cancellation and rejoining do not restart this introductory offer.

Stripe processes subscription payments. By subscribing, you authorise the recurring payment shown at Checkout. Keep your payment details current. Your bank may apply its own currency conversion or payment charges. We collect taxes where legally required and disclose them before purchase; mandatory tax changes are separate from a founding base-price guarantee.

Only one self-service paid subscription may be active or awaiting resolution for an account at a time. An account with a subscription scheduled to cancel cannot buy a second tier before the first ends. Self-service tier switching is not currently offered; contact us to discuss a change. No change is effective without confirmation of its price and rights.

8. Founding pricing and price changes

If you subscribe at a price identified as a Founding Price, we will not increase the base recurring price of that tier during the first 12 months of your continuous subscription, measured from your first successful payment. You remain free to cancel monthly. Applicable taxes, bank charges and a separately agreed change of tier are not part of that price fix.

There is no automatic increase at month 12. A founding Price remains in place until a permitted change is communicated and takes effect. Ending your subscription and later rejoining is a new purchase at the then-offered price. A payment issue cured within the stated grace period does not by itself break continuity.

After the protected period, a proposed price change will be notified by email at least 30 days before the affected renewal, explaining the new price, reason and cancellation options. For consumers, we will obtain express agreement before an increase other than a tax change required by law. If agreement is not reached, we may keep the existing price or end the subscription under section 13, without charging the proposed price. We will not end a subscription solely to evade its founding-price protection.

9. Cancellation and payment problems

Stop automatic renewal at any time through your account’s billing portal or by emailing sales@datawiser.ai. Cancellation normally takes effect at the end of the current paid billing period, with access continuing until then. We will confirm the effective date. No cancellation fee applies. A clear cancellation request received before renewal will stop that renewal, even if we process it later.

Cancelling renewal does not normally entitle you to a full or partial refund for the current paid billing period, including where you have used little or none of the allowance. This does not affect statutory cancellation rights under section 10, remedies for incorrect charges or other refund rights in these Terms. We may consider other refund requests individually, but do not offer a separate money-back guarantee.

A previously paid subscription normally has seven days’ grace after a renewal becomes overdue. We will notify you of the problem. If payment remains unverified after grace expires, paid access is suspended until resolved and may be ended in accordance with section 13. No grace applies to an unpaid initial purchase, and repeated retries do not restart grace. Suspensions for security or unlawful use are separate.

10. UK consumer cancellation rights

If you are a UK consumer, you normally have a statutory right to cancel an initial online subscription, without giving a reason, until 14 days after the day the contract is made. The immediate-supply rules below can affect that right. Nothing here shortens a longer cancellation period or another mandatory right that applies by law.

For digital content supplied electronically, the statutory cancellation right ends when supply begins following your prior express consent to immediate supply and acknowledgement that the right will be lost. We rely on this exception only where the legally required consent, acknowledgement and contract confirmation have been obtained or provided. Accepting these Terms or using the API alone is not treated as that separate consent and acknowledgement.

If you expressly request that a service starts during the cancellation period and then exercise a statutory right to cancel, you may be charged a proportionate amount for the service actually supplied up to cancellation, based on the agreed total price or, if that price is excessive, its market value. This applies only where we have provided the required information and the law permits the charge. Starting a service does not by itself end the right to cancel. It ends on full performance only where the required prior request and acknowledgement have been given.

To exercise a statutory cancellation right, send a clear statement to sales@datawiser.ai or our registered office before the applicable deadline. Any other clear statement informing us of your decision is also sufficient. The form below is optional to use. Exercising this right is distinct from stopping the next renewal under section 9.

For a valid statutory cancellation, we will end the relevant paid access and reimburse the amount legally due without undue delay, and within 14 days of being informed of your decision. Any deduction must be permitted by law. We will use the original payment method unless you expressly agree otherwise, and will not charge a refund fee. Refunds may be processed manually; this does not extend any legal deadline.

These provisions do not limit your rights if digital content or services are faulty, not as described or otherwise fail to meet legal requirements, or any other mandatory cancellation or refund right.

11. Data quality and service availability

We will provide the service with reasonable care and skill. Our datasets process public disclosures using datawiser’s methods, which may include automated extraction and validation. Filings can be late, incomplete, inconsistent or corrected; our processing can also contain errors. Validation does not guarantee that every published value is correct.

We may correct or withdraw individual records that cannot be supported. Histories, classifications and identifiers can change as evidence improves. Different share types, classes, dates, units, ADR relationships and reported or adjusted bases are not interchangeable. Missing data is not a zero value. A historical observation is not a guarantee that the same information was available to a user on that date.

We do not promise continuous availability, a particular processing deadline or a service-level agreement unless expressly agreed. We will take reasonable steps to maintain the service and notify you of material interruptions where practicable. This does not excuse failure to provide the purchased service or restrict consumer rights. Report suspected errors so that we can investigate them.

12. No investment advice

datawiser supplies information and research tools, not personalised investment, legal or tax advice, brokerage, or a recommendation to buy or sell an instrument. No investment return or index outcome is promised. Assess the data’s suitability and verify material inputs before relying on them. You remain responsible for your investment and business decisions; this does not exclude responsibility we have for our own breach or negligence under section 16.

13. Suspension and termination

We may restrict access where reasonably necessary to protect security, investigate credible abuse, comply with law, or address non-payment or a material breach. The action will be proportionate to the issue. Unless urgency or law prevents it, we will explain the reason and provide a reasonable opportunity to resolve a remediable breach. Access will be restored when the reason for restriction has been resolved.

We may discontinue a service or end a subscription for genuine operational or legal reasons, normally with at least 30 days’ email notice. We will refund fees attributable to any paid period we do not provide. If a material reduction makes your paid service substantially different, you may end it and receive a refund for the unused affected period, without prejudice to any additional legal remedy. We will not use these provisions to avoid a price guarantee or consumer rights.

14. When access ends

Paid access and updates stop when the subscription ends. You may retain your original analyses and a restricted archive of lawfully obtained data for internal records, compliance, audit and reproducing research already carried out. That archive is not a continuing licence for a new data service, redistribution or third-party access. Keep it secure and retain only what is reasonably needed for those purposes. Rights under a separate public or written licence are unaffected.

Provisions that need to continue, including data-use restrictions, accrued payment obligations, liability and dispute provisions, continue after termination. This does not make you liable for subscription periods after effective cancellation or override a refund right.

15. Privacy and communications

Our Privacy Policy explains how we handle account, billing, eligibility and usage information, including our service providers. It is a privacy notice, not a requirement to consent to all processing. Accepting these Terms does not subscribe you to optional marketing.

Keep your account email current. We use it for essential account, payment, renewal, cancellation, security and material service notices. You can unsubscribe from optional marketing without ending your subscription.

16. Our responsibility to you

Nothing in these Terms excludes or limits liability for death or personal injury caused by negligence, fraud or fraudulent misrepresentation, or any liability or remedy that cannot lawfully be excluded or limited.

Consumers

You retain your statutory rights, including that paid digital content must meet applicable quality, fitness and description requirements, and services must be provided with reasonable care and skill. Where those requirements are not met, the law may entitle you to a repair, replacement, repeat performance, price reduction, refund or compensation, as appropriate.

We are responsible for foreseeable loss or damage caused by our breach of these Terms or failure to use reasonable care and skill. Loss is foreseeable if it was an obvious result or was contemplated when the agreement was made. The business liability cap and exclusions below do not apply to consumers.

Business customers

Subject to the non-excludable liabilities above and any separately agreed contract, our total liability arising from or relating to the affected service is limited to the greater of US$1,000 and the fees paid or payable for that service in the 12 months immediately before the event giving rise to the claim. Related events forming one claim are treated together. This does not reduce an express obligation to refund a payment under these Terms.

For business customers, we are not liable for indirect or consequential losses, or loss of profits, trading gains, revenue, business opportunities, anticipated savings or goodwill. These restrictions apply only to the extent the law permits and requires them to be reasonable. They do not remove our express obligation to provide the agreed service with reasonable care and skill.

17. Changes to these Terms

We may make minor clarifications, security or technical adjustments, or changes required by law, provided they do not materially reduce your purchased rights. We will explain material proposed changes by email at least 30 days before they take effect, unless a shorter period is required by law or urgently necessary for security. We will not retrospectively rewrite a completed purchase or remove an accrued right.

A material adverse change requiring consumer agreement will not bind you merely because we publish new wording. We will obtain that agreement or continue the existing terms or end the service fairly under section 13. You may cancel before a notified material change takes effect. Price changes remain subject to section 8. The applicable version will be identified in your order confirmation or change notice.

18. Law, complaints and company details

These Terms are governed by the law of England and Wales. For business customers, the courts of England and Wales have exclusive jurisdiction unless a separate agreement says otherwise. Consumers may also use the courts where they live when the law allows, and keep the mandatory protections that apply to them. No mandatory arbitration or waiver of access to a court is imposed.

Contact us first with account questions, cancellation requests or complaints so that we can investigate and respond. Doing so is not a condition of exercising legal rights. We do not require a particular form or special wording for a valid cancellation notice.

If a provision is unenforceable, the rest continues where it can fairly do so. We will not replace an unfair consumer term with an equally restrictive one. A delay in exercising a right does not waive it. Any transfer of our agreement will preserve your rights and we will notify you if it materially affects the service.

DATAWISER LTD, trading as datawiser
Company number: 16904026, registered in England and Wales
Registered office: 124-128 City Road, London, England, EC1V 2NX
Account, contract and cancellation enquiries: sales@datawiser.ai
Privacy enquiries: privacy@datawiser.ai

Related information: Pricing, Public Data Licence and Privacy Policy.