1. Acceptance
By using the Clerio website or, if invited, the closed beta, you agree to these terms. If you do not agree, please do not use the service.
2. Current service
Clerio provides public pension guides and a closed-beta product. Beta members can use a personal account and upload pension documents while the service is being tested and improved.
3. Planning only
Clerio is a planning tool, not financial, legal or tax advice. Example projections are not guarantees of future income.
4. Documents
Closed-beta members may upload pension documents through their Clerio account. Do not send pension statements, identity documents or other sensitive records by email or through the public contact form.
5. Acceptable use
Do not interfere with the website, attempt unauthorized access or use the service in a way that violates another person's rights.
6. Closed-beta access
Closed-beta access is limited and may change as the service develops. Any pricing or paid terms will be shown clearly before a purchase.
7. Changes
We may update the website, closed beta and these terms as Clerio develops. The current version will be published on this page.
8. Contact
Use the Contact page for questions about these terms.