Client Portal Terms

Effective Date: January  1, 2014

YOU MUST READ AND AGREE TO THESE CLIENT PORTAL TERMS BEFORE USING THE CLIENT PORTAL.

BST in connection with its third-party licensors, provides access and use of this Client Portal subject to your agreement to these Client Portal Terms (the “Terms”). You should have already signed a formal retainer agreement (“retainer”) with BST. These Terms, and the terms and conditions of the Website Terms of Use and Privacy Policy, both of which are expressly incorporated herein by reference, supplement any other agreement you have with BST and govern the relationship between BST and you, the Visitor, with respect to your use of the Client Portal. YOUR USE OF THE CLIENT PORTAL BINDS YOU TO THESE TERMS. If you do not agree to these Terms, the Website Terms of Use and Privacy Policy, you must not use the Client Portal.

As used in this Agreement, the words “you” and “your” refer to any person accessing the BST Website. The words “we,” “us,” and “our” refer to BST. All definitions from the Website Terms of Use and Privacy Policy are incorporated herein. The terms and definitions in these Terms govern to the extent that any term of definition in such agreements conflicts with a term or definition in these Terms.

ELIGIBILITY
Eligibility to use the Client Portal is not automatic, and all decisions regarding your eligibility to utilize the Client Portal section of the Website are made solely and exclusively in the discretion of BST. You agree not to contest any eligibility determination made by BST. As guidance, you must be a current client of SaxbST and have entered into a retainer with BST to be eligible to use the Client Portal.

To commence the approval process for use of the Client Portal, please contact BST at webmaster@bstco.com. If BST determines that you may use the Client Portal, it will issue you a username and password or provide you with instructions for being issued a username and password.

USE OF THE CLIENT PORTAL
The Client Portal is provided as a convenient way for authorized users to access documents related to services being provided to you by BST. Upon your request, BST may upload your documents in BST’s possession to your account. You may also upload documents to your Client Portal account through Website functionality, but you may only upload documents related to services being provided to you by BST. The Client Portal may not be used to back-up ordinary materials or other records.

Client Portal accounts are allotted limited space for the storage of materials, and BST is under no obligation to provide you with additional space if you exhaust your storage space.

If you direct or have previously directed BST, via e-mail, phone or other method, to upload material to your account, or if you upload or have previously uploaded material to your account, you hereby consent to the transmission, storage and processing of such material by BST and by BST’s third-party information technology service provider.

BST is under no obligation to maintain the Client Portal or any material that you submit, post or make available to the Client Portal. BST reserves the right to withhold, remove and/or discard any such material in the Client Portal, with or without notice at any time.

SECURITY OF PASSWORD
In accordance with the Website Terms of Use, You may not share any password or access to any area of the Website granted to you by BST with any other person, including but not limited to the Client Portal. You must keep your user password and any other information needed to log-in to the Client Portal confidential and secure. BST is not responsible for any unauthorized access to your account or profile by other Website visitors and any ramifications of such access. However, under confirmed unauthorized use circumstances, BST may take reasonable efforts with reasonable speed, to disable, lock or otherwise address your situation. In the event that you would like to report a breach, please contact webmaster@bstco.com with the term “Account Breach Notice” in the subject line.

AVAILABILITY OF THE CLIENT PORTAL
The Client Portal is offered to some clients of BST as a specialized service. BST may cease offering such service at any time and may impose restrictions on the Client Portal. You agree that BST is not liable to you as a result of BST’s cessation or modification to the offering of such service.

BST provides the Client Portal in association with third-party information technology service providers, and BST cannot and does not guarantee, represent or warrant that access to the Client Portal will be uninterrupted or error-free, and BST does not guarantee that users will be able to access or use all or any of the Client Portal features at all times.

CLIENT PORTAL SECURITY AND DISCLAIMER OF LIABILITY
The Client Portal is currently operated by Thompson Reuters (“Thompson”), and BST may provide your personal information to Thompson Reuters in connection with the operation of the Client Portal, as outlined in the Privacy Policy. You further understand that Thompson represents that it maintains the strict security and confidentiality of data uploaded and stored to its systems, as outlined in its data security Fact Sheet.

http://cs.thomsonreuters.com/products/pdfs/Fact_Sheet_Data_Security.pdf

In addition to the Limitation of Liabilities and Disclaimers noted in the Website Terms of Use, You understand and agree that BST does not manage the storage of information placed on accounts in the Client Portal, and shall not be liable for any data breach, loss, damage, or disclosure of the information placed on the Client Portal, nor shall BST be liable for any losses or damage based on such failures. You further acknowledge that BST exercised appropriate due diligence and care in the selection of Thompson for the management of the data stored on and through the Client Portal.

Circular 230 Disclosure : Pursuant to recently-enacted U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this Website, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.

IN NO EVENT SHALL BST, ITS SUPPLIERS OR OTHER THIRD PARTIES MENTIONED ON THE WEBSITE BE LIABLE FOR ANY DAMAGES WHATSOEVER RESULTING FROM YOUR USE OR ANY OTHER INDIVIDUAL’S USE OF OR ACCESS TO THE WEBSITE OR THE CLIENT PORTAL. BST DOES NOT WARRANT THAT ACCESS TO THE WEBSITE WILL BE UNINTERRUPTED OR ERROR-FREE. ADDITIONALLY, BST DOES NOT WARRANT THAT ANY INFORMATION TRANSMITTED BY BST TO ANY INDIVIDUAL VIA THE WEBSITE IS ACCURATE, SECURE OR EFFECTIVE. FURTHER, NEITHER BST, NOR ANY OTHER PARTY INVOLVED IN THE CREATION, PRODUCTION OR HOSTING OF THE WEBSITE SHALL BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL OR PUNITIVE DAMAGES ARISING OUT OF YOUR USE AND/OR ACCESS TO THE WEBSITE AND ANY SERVICES CONTAINED HEREON, INCLUDING BUT NOT LIMITED TO THE CLIENT PORTAL. YOUR SOLE REMEDY FOR DISSATISFACTION WITH THE WEBSITE OR THE MATERIALS IS TO STOP USING THE WEBSITE OR THE MATERIALS.

Without limiting the foregoing, everything on the Website, including but not limited to the Client Portal, is provided to you “AS IS” and BST SPECIFICALLY DISCLAIMS ALL WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING WITHOUT LIMITATION THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT WITH RESPECT TO THE WEBSITE, ITS CONTENTS, AND ANY SERVICE PROVIDED VIA THE WEBSITE.

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