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LEDZERLY TRUST CENTRE · ORIGINAL DRAFT

Disclaimer

Ledzerly is workflow and practice-management software. It does not replace the judgement, review or statutory responsibility of a qualified professional.

Original Ledzerly draft · Prepared August 2026 · For review
  1. AI suggestions, dashboards, reconciliations, calculations and generated drafts must be reviewed before posting, filing, signing or sending.
  2. Outputs depend on the completeness, accuracy and timeliness of information supplied by users and connected systems.
  3. Ledzerly does not guarantee acceptance by a tax authority, regulator, auditor, bank or other third party.
  4. Nothing on the website is legal, tax, accounting, audit or investment advice for a specific situation.
  5. This policy applies to Ledzerly website visitors, trial users, customers, authorised workspace users and service providers where relevant.
  6. Ledzerly documents operational decisions, assigns responsibility and reviews controls as the products, threats and applicable requirements change.
  7. Customers must provide accurate information, maintain appropriate internal approvals and ensure that their users have the authority to act on their behalf.
  8. A concern or request should include the relevant account, dates, records and contact details so Ledzerly can investigate and respond proportionately.
  9. Ledzerly may update this policy when its services, providers, security controls or legal obligations change, with the revised date shown on the page.
  10. Nothing in this policy limits rights or remedies that cannot lawfully be excluded, and the final customer agreement may contain additional obligations.

Review notice: This original draft is product guidance, not a substitute for legal advice or a signed customer agreement. Ledzerly should confirm the final contracting entity, applicable law, dispute process, data retention schedule and regulatory obligations before publication.

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