Services Agreement

Sample document for design reference — not legal text. Last updated July 2026.

Under revision. These documents are being updated to reflect the current platform model — no user fees, no transaction execution — and are provided for reference only pending counsel review.

Part A — Platform services

This agreement governs your use of the marketplace, including placing bids, creating listings, matching, and settlement coordination. It includes a predispute arbitration clause (Clause 16).

Part B — Seller obligations

Sellers represent that they own, or have the right to own through unexercised options, the shares they list, and that transfers comply with the issuer's governing documents.

Part C — Buyer obligations

Buyers represent that they meet applicable accreditation requirements and will complete reasonable diligence before executing any transaction.

Part D — Fees & settlement

The platform charges no fee to either side of a transaction. Indications of interest posted on the platform are non-binding and do not by themselves create a settlement obligation. Where the parties proceed to a transaction, settlement is coordinated through the partner-bank escrow after the issuer's requirements (such as a right of first refusal, typically a 30-day window) are satisfied. Deal principal is never reduced by a platform charge, because none is made.

Part E — Interest & float

The Client acknowledges that all unallocated cash balances resting within the platform ecosystem — including pre-funded wallet balances and amounts held in escrow pending settlement — are maintained in non-interest-bearing transactional ledgers relative to the Client at the partner bank. The Client waives all rights to any underlying interest or sweep float generated during the custody period, which is retained solely by the platform to offset the costs of real-time cap-table verification, fraud monitoring, and automated identity badging. This waiver is a condition of maintaining a Verified Liquidity badge and zero-commission institutional routing.

Part F — Termination

Either party may terminate at any time; obligations relating to executed transactions, confidentiality, and dispute resolution survive termination.