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Terms of use


The advinda Investor Cloud GmbH, Prinzregentenstr. 54 80538 München, Germany (hereinafter referred to as “advinda” ) provides the website www.advinda.com (hereinafter referred to as “Website”), an application distributed in app stores (such as Google Play App Store, iTunes App Store) (hereinafter referred to as the “App”) and the advinda Investor Cloud. The advinda Investor Cloud is a database containing information on “Institutional Investor Intelligence”, including e.g. top lists of EU and US Pension Funds and top lists of EU and US insurance companies and contact details thereof (referred to as “advinda Investor Cloud”) which can be accessed via the Website and the App.

Access is aimed exclusively to enterprises (Clients) within the meaning of Section 14 of the German Civil Code (“BGB”) and only to Clients who have entered into a Subscription Agreement with advinda and ordered user licenses for the usage of the advinda Investor Cloud. The usage requires a prior registration of the employees of the Client who are allowed to use the advinda Investor Cloud (“User”).


  1. These are the Terms of Use of advinda for the use of the advinda Investor Cloud by Users. As part of the registration process, the User clicks on checkboxes by which he/she agrees to these Terms of Use. By agreeing, the User warrants to advinda that he/she will not use the Website or the App (including the advinda Investor Cloud) in a way that breaches the Terms of Use.
  1. The User can call up and download the App from the usual app stores. The use of the app stores (Apple Store, Google Play Store) is subject to their own terms and conditions, which can be found directly on the website of the respective app store operator; advinda has no influence on these terms and conditions or on the operation of the app stores. advinda, on the other hand, is solely responsible for the operation of the App, not the respective app store operator.
  1. advinda expressly reserves the right to update and adapt these Terms of Use due to changes in the law, supreme court rulings or changes in market conditions. The User will be informed separately in text form about changes to the Terms of Use. The changes shall be deemed approved if the Registered User does not object to them in text form within one calendar month. advinda shall also separately inform the User of this legal consequence.


  • The Website and App (including the advinda Investor Cloud) offer functionalities of a client relationship management tool that allows Users to create investment campaigns, create tasks and to upload contact details and other content (such content hereinafter referred to as “Custom Data”). The advinda Investor Cloud, as part of the Website and/or App, is available based on

different advinda Investor Cloud modules with deviating scope and content, as further described on the Website and/or App.

  • The Website and App (including the advinda Investor Cloud) also offers Users the possibility to connect with other Users in customized networks (hereinafter called “Teams”). A User may enter a Team by joining an existing Team or creating a new Team and inviting other Users. Every Team member has access to all Custom Data uploaded by other Users in the same Team. The User hereby agrees that his/her own Custom Data is shared with other Team members and that he/she has sufficient rights to share his/her Custom Data with other Team members. The User agrees that he/she will not unlawfully process, save or transfer other Team member’s Custom Data that is available to him in his position as a Team member. If a User leaves a Team, the User no longer has access to any Custom Data from other Team members. However, the Custom Data of the Team member that has dropped out of a Team can still be accessed and used by the remaining Team members (e.g. existing tasks can be completed by other Team members).


  • Access to the paid services of the Website and/or App and usage of the advinda Investor Cloud requires prior registration and creation of an account by the Client and / or its administrator. Subsequently, the Client and / or its administrator invites the Users via an invitation email to join the account and to create an User account. The User shall provide required information, as set out on the Website and/or App, and individual login data which are password- protected. The creation of the User account is only permitted to persons of full legal capacity.
  • Subsequent to submitting of the initial registration data (email address and password) of a potential User for the first time and acceptance of this Terms of Use by the potential User by means of the checkboxes provided for this purpose, the App or Website sends a registration link to the potential User’s email address. The potential User clicks on the registration link and submits the registration request. With advinda’s confirmation that the registration was successful, a Contract of Use (including these Terms of Use) regarding the use of the App or Website (including the advinda Investor Cloud) is concluded with this registered User. If further individuals register for the same Client, the relationship between the Client and the Company will be governed by a separate Contract of Use for each User.
  • The User agrees not to provide any false personal information. Furthermore, the User agrees to check this information regularly in order to ensure its accuracy. There is no possibility to correct input errors. In the event of input errors during registration, the User must contact advinda in order to let the input errors be corrected.


  • The use of the advinda Investor Cloud might require the download and installation on a suitable end device (e.g. smartphone) of the User (especially the App). For technical reasons, the

App may not be available for some end devices and operating systems. However, advinda endeavours to offer the App for as many different model types and operating systems as possible. Due to the constantly changing product ranges on the market for mobile end devices, advinda cannot offer an up-to-date list of all end devices and operating systems with which use of the App is possible. The Client alone is responsible for the compatibility of the end device. The system requirements can be found in the notes in the respective App Store.

  • The use of the advinda Investor Cloud on the Website or App requires the end device to be connected to the internet. Therefore, the User’s end device must have a functioning internet con- nection. In this respect, advinda only guarantees that the Website or App (including the advinda Investor Cloud) is functional at the transfer point of advinda’s own data communication network to the internet. The scope and frequency of the data transmissions that occur depend, among other things, on the type and scope of the use of the Website and / or App. The User and/or the Client shall bear the connection costs incurred for the data transmission.


  • The User may only use the advinda Investor Cloud for the stated purposes and in compliance with these Terms of Use to the extent necessary. The User is obligated to refrain from any use of the advinda Investor Cloud contrary to the provisions of these Terms of Use; in particular, systematic reuse or systematic extraction of content is not permitted.
  • The User is obliged to keep its login data and passwords confidential. The User is also obliged to prevent unauthorised use of its login data and passwords by third parties. If the User becomes aware of any unauthorised use of login data or passwords, the User shall immediately inform advinda thereof, and advinda shall be entitled to block access to the Website/App and, as the case may be, advinda Investor Cloud until unauthorised use has terminated. The User shall be liable for any unauthorised use of login data and/or passwords negligently or willfully.
  • The User agrees not to harm advinda’s service in any way that is likely to interrupt, damage or otherwise impair advinda’s services or access. Furthermore, advinda’s services may not be used for fraudulent or in connection with any crime, unlawful activity, harassment or inconvenience.
  • Any information uploaded by Users should be thematically appropriate. Any uploading or creation of content that is illegal, pornographic, glorifying violence, discriminating, infringing against common decency, anticompetitive, insulting, disparaging, libelous and/or injurious to the rights of third parties (for example, trademark rights, copyrights, personality, and/or image rights), or includes false factual claims about the Website or App (including the advinda Investor Cloud), are prohibited. Furthermore, it is expressly forbidden for Users to initiate contracts for actions prohibited by law or violating common decency (such as money laundering, fraud, drug dealing, terrorist acts etc.) or sexual services. Any actions that might impair the contents and services of the Website or App or can make these unfit for use, are also prohibited. This applies in particular

to the introduction of malicious software, the mass and unsolicited sending of content (so-called spamming) as well as to actions which are aimed at creating fake profiles, or registering one User multiple times, manipulating search functions as well as manipulating, blocking and/or modifying contents of other Users.

  • The User shall not attempt to gain unauthorized access to the Website, App or advinda Investor Cloud or its related systems or networks. The User shall not permit direct or indirect access to or use of the Website, App or advinda Investor Cloud in a way that circumvents a contractual usage limit, or use Website, App or advinda Investor Cloud to access or use any of advinda’s intellectual property except as permitted under this Terms of Use. The User shall not copy Website, App or advinda Investor Cloud or any part, feature, function or User interface thereof and shall not access Website, App or advinda Investor Cloud in order to build a competitive product or service. Furthermore, the User shall not reverse engineer Website, App or advinda Investor Cloud, unless permitted by mandatory law.


  • Within the scope of its technical and organisational possibilities, advinda uses commercially reasonable efforts to provide 98.5% – 99% average availability of the Website and App (including the advinda Investor Cloud) per calendar year. The decisive point of measurement for such average availability is the point of connection of advinda Investor Cloud servers with the internet. advinda points out that it is technically impossible to provide the Website, App and the advinda Investor Cloud free of errors of any kind and that advinda therefore accepts no responsibility in the event that errors can lead to temporary shutdown, that availability is dependent on conditions and services outside the control of advinda, such as transmission capacities and telephone connections between the individual parties. advinda is not responsible for any disruptions falling into this area.
  • advinda performs all maintenance works and selection procedures regarding the content of the Website, App and the advinda Investor Cloud with due diligence and reserves the right to make modifications with respect to the content of advinda Investor Cloud in so far as they are necessary to correct any errors or deficiencies, or to update or complement the content. advinda also uses its commercially reasonable efforts to continuously adapt the Website, App and the advinda Investor Cloud to the current technological requirements and therefore reserves the right to make modifications necessary to adapt the Website, App and the advinda Investor Cloud to the state of the art as well as to optimise it, especially in order to enhance its user-friendliness.


  • The User acknowledges and agrees that Website, App and advinda Investor Cloud, in par- ticular its permanent contents (in particular texts, images, designs, logos, videos, sounds, data, graphics) are protected by intellectual property laws established by advinda and/or its licensors

and that these are the sole owner of all intellectual property rights relating to the Website, App and advinda Investor Cloud, as well as the software and databases ensuring its operation, unless otherwise indicated.

  • Trademarks, company logos, service marks or any proprietary notices or other characteristics serving identification of advinda may not be removed or changed either in electronic form or in prints.
  • No part of any service of advinda may be systematically extracted and/or re-used without express written consent. In particular, no data mining, robots, or similar data gathering and extraction tools may be used to extract any substantial parts of a Service for re-use without the express written consent. The User also may not create and/or publish his/her own database that includes substantial portions of any service of advinda without the express prior written consent of advinda.
  • The scope of the rights of use for each User is determined by the terms of the Subscription Agreement that the Client has entered into with advinda and that the Client grants to the User accordingly (i.e. a limited, nonexclusive, non-sub-licensable, non-transferable right to use the advinda Investor Cloud module(s) agreed upon in the Subscription Agreement).


  • The Contract of Use is concluded for an indefinite period of time and ends automatically when the subscription period agreed between the Client and advinda in the Subscription Agreement or the Subscription Agreement ends.
  • User may terminate the Contract of Use any time by deleting his account or by deleting the App.
  • Both Parties rights to terminate the Contract of Use for cause remain unaffected. This includes advinda rights to terminate the Contract of Use if the User breaches these Terms of Use.
  • Upon termination of the Contract of Use for any reason whatsoever, advinda will block User’s access to the advinda Investor Cloud and / or the App. In both cases, User must cease to execute any rights of use, immediately.


  • advinda shall use commercially reasonable efforts to ensure completeness of Website, App and advinda Investor Cloud; however, advinda cannot guarantee that the information in Website, App and advinda Investor Cloud is always correct and up-to-date at all times.
  • advinda shall be liable without any limitation only for intent, gross negligence, injury of life, personal harm or injury of health, fraudulent concealment of defects and assumption of guarantees as well as according to the Product Liability Act. advinda’s liability for slight negligence is restricted to claims based on violation of a material contractual obligation. Thereby the amount of damages shall be limited to the typical foreseeable damages. Material contractual obligations are such obligations which are to be imposed on advinda according to the spirit and objective of these Terms of Use. Any further liability on the part of advinda is excluded.
  • Insofar as the liability of advinda is excluded or limited, this shall also apply to the personal liability of employees, representatives and vicarious.


  1. advinda complies with data protection regulations. The User is hereby informed that personal data, e.g. address information, are electronically stored and used for documentation and accounting purposes. Personal data will be treated as confidential and will be passed on to third parties only in so far as data protection regulations give allowance hereto or the data subject has agreed hereto.
  1. The provisions of advinda’s Privacy Policy apply which is available on the Website under https://advinda.com/privacypolicy and which contains detailed information on the handling of personal data by advinda, the rights of the persons concerned, etc…


  1. These Terms of Use shall be governed by and interpreted in accordance with the laws of Germany. Should these Terms of Use be translated into a language other than English, the English language version shall prevail. The UN Convention of Contracts for the International Sale of Goods is excluded. Exclusive place of performance and jurisdiction shall be Munich, Germany.
  1. Further development of the Website, the App (including the advinda Investor Cloud) and the implementation of new technologies to improve services may require changes to these Terms of Use. The User shall re-read the Terms of Use from time to time. Alternatively advinda will notify the User before the changes take effect in electronic form (usually by Email).
  1. Should any provisions of these Terms of Use be or become invalid, ineffective or unenforceable as a whole or in part, the validity, effectiveness and enforceability of the remaining provisions shall not be affected thereby. Any such invalid, ineffective or unenforceable provision shall be deemed replaced by such valid, effective and enforceable provision as comes closest to the economic intent and purpose of such.

January 2024


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