Plarelo

Advisor Agreement

Last updated: October 27, 2026

This Advisor Agreement (the “Agreement”) is an end-user licence agreement between you and the creators and operators of Plarelo (“we”, “us”, or “our”). It applies to anyone who uses Plarelo with an advisor account, including relocation advisors, consultants, destination service providers, school placement consultants, property finders and the businesses they act for (“you” or the “Advisor”).

This Agreement supplements our Terms of Service and Privacy Policy, which continue to apply. If this Agreement conflicts with the Terms of Service, this Agreement prevails for your use of an advisor account. By clicking “I accept” in the app, or by using an advisor account, you agree to this Agreement. If you accept on behalf of a business, you confirm that you are authorised to bind it, and “you” includes that business.

1. Definitions

  • Service means the Plarelo web application and related services, including AI-assisted plan generation, templates, collaboration and email notifications.
  • Client means an individual or household whose relocation you manage using the Service, whether or not they have their own Plarelo account.
  • Client Data means any personal data relating to a Client that you or your Clients enter into projects you own.
  • Advisor Content means everything else you put into the Service, including your templates, notes, checklists and practice information.
  • Subscription means the plan you are on (free or paid) and the features, project limits and AI generation credits that come with it.

2. Licence

Subject to this Agreement and your Subscription, we grant you a limited, non-exclusive, non-transferable, non-sublicensable, revocable licence to access and use the Service for the purpose of planning and managing relocations for your Clients in the course of your business.

Each advisor account is for one named person. You may not share your login with colleagues or staff; each person who needs advisor access must have their own account. Inviting Clients into a project is permitted and does not count as sharing your account.

3. Restrictions

In addition to the acceptable-use rules in the Terms of Service, you must not:

  • resell, rent, white-label or sublicense the Service, or offer it to third parties as a stand-alone product;
  • circumvent project limits, credit limits or other Subscription restrictions, including by creating multiple accounts or reusing projects for different Clients;
  • use the Service, or any output of it, to build or train a competing product, or copy its features, workflows or templates in bulk;
  • enter special-category data (such as health, religious or biometric data) or identity and financial credentials (such as passport, national ID, tax ID or bank account numbers) beyond what is genuinely necessary to plan the relocation; or
  • use the Service to provide regulated legal, immigration, tax or financial advice that you are not qualified or licensed to provide.

4. Subscriptions and Fees

  • Plans. The features, project limits and AI generation credits of each plan are described on our pricing page or in the offer you accepted. Free plans may be changed or withdrawn at any time.
  • Fees. Paid Subscriptions are billed in advance for each billing period at the price agreed when you subscribed. Prices exclude VAT and other applicable taxes, which you are responsible for. Except where required by law or stated otherwise in writing, fees are non-refundable, including for partial billing periods.
  • Renewal and cancellation. Paid Subscriptions renew automatically for the same period unless cancelled before the renewal date. Cancellation takes effect at the end of the current billing period.
  • Price changes. We will give you at least 30 days' notice of any price increase, which will apply from your next renewal. If you do not agree, you may cancel before it takes effect.
  • Downgrades. If your Subscription ends or is downgraded, paid features stop at the end of the billing period. Your existing projects are not deleted, but you may be unable to create or join further projects, generate plans or use collaboration features until you are back within the limits of your plan.
  • Late payment. If a payment fails and is not resolved within 14 days of our notice, we may downgrade or suspend your paid features.

5. You and Your Clients

  • Your services are yours. You alone are responsible for the services you provide to your Clients, your fees, your contracts with them, and any advice you give. We are not a party to your relationship with your Clients and are not responsible for it.
  • Client accounts. Clients you invite create their own Plarelo account and agree to our Terms of Service and Privacy Policy. You must not create accounts on their behalf or use their login.
  • Professional standards. You will comply with all laws, licensing requirements and professional rules that apply to your services in the countries you work in.

6. AI Features

AI-generated plans, suggestions and timings are a drafting aid, not professional advice. Before relying on them or sharing them with a Client, you are responsible for reviewing them with the care expected of a professional in your field. Before generating a plan for a Client you must confirm that the Client has consented to their data being processed by AI for this purpose, as described in section 5 of the Terms of Service.

We do not use Client Data or Advisor Content to train AI models.

7. Data Processing Terms

This section forms the data processing agreement between you and us under Article 28 of the EU General Data Protection Regulation (GDPR) and equivalent laws. It applies to Client Data.

  • Roles. You are the controller of Client Data and we are your processor. You are responsible for having a lawful basis for the processing, for giving your Clients the required privacy information, and for the declarations you make in the app.
  • Subject matter and purpose. We process Client Data only to provide the Service to you: storing and displaying projects, generating AI plans, sending invite and activity emails, and providing support. The data covers the relocation details you and your Clients enter (such as names, contact details, household composition, origin and destination, and plan items) for the duration of this Agreement.
  • Instructions. We process Client Data only on your documented instructions, which are this Agreement and your use of the Service, unless the law requires otherwise, in which case we will tell you unless the law prohibits it.
  • Confidentiality. Anyone we authorise to process Client Data is bound by a duty of confidentiality.
  • Security. We maintain appropriate technical and organisational measures, including encryption in transit, database row-level access controls and restricted administrative access. See our Security page for details.
  • Sub-processors. You authorise us to use the sub-processors listed in our Privacy Policy. We bind each of them to data protection obligations no less protective than these, and we remain responsible for them. We will update that list before adding or replacing a sub-processor; if you object on reasonable data protection grounds, you may terminate this Agreement.
  • International transfers. Where Client Data is transferred outside the EU/EEA, we rely on the EU Standard Contractual Clauses or the EU–US Data Privacy Framework as applicable.
  • Assistance. Taking into account the nature of the processing, we will reasonably assist you in responding to Client requests to exercise their data protection rights and with data protection impact assessments. If a Client contacts us directly about data you control, we will refer them to you.
  • Personal data breaches. We will notify you without undue delay, and in any event within 72 hours, after becoming aware of a personal data breach affecting Client Data, with the information you reasonably need to meet your own obligations.
  • Deletion. When this Agreement ends, we will delete Client Data in line with section 11, unless the law requires us to keep it.
  • Audits. On reasonable written request, we will provide the information you need to demonstrate our compliance with this section.

8. Your Content and Templates

You keep all rights in Advisor Content, including the templates you create. You grant us a non-exclusive licence to host, copy, process and display it only to provide the Service to you and the people you share it with. We may use aggregated usage statistics that do not identify you or your Clients to operate and improve the Service.

Starter and demo templates we provide remain ours; you may use and adapt them within the Service for your Clients.

9. Confidentiality

Each of us will keep the other's non-public business information confidential and use it only for the purposes of this Agreement. This does not apply to information that is or becomes public through no fault of the receiving party, was already lawfully known to it, or must be disclosed by law.

10. Availability and Support

We aim to keep the Service available and to fix problems promptly, but we do not offer a service-level guarantee. We may carry out maintenance and change features, and will give reasonable notice of any change that materially reduces the functionality of a paid Subscription. Support is provided by email at plarelo@plarelo.com on a reasonable-efforts basis.

11. Term, Termination and Your Data

  • This Agreement starts when you accept it and continues while you have an advisor account.
  • You may stop using the Service and close your account at any time. Paid fees are not refunded except as stated in section 4.
  • We may suspend or terminate your account if you materially breach this Agreement and (where the breach can be fixed) do not fix it within 14 days of our notice, or immediately where needed to protect the Service, other users or Clients, or to comply with the law. If we discontinue the Service, we will give you at least 30 days' notice.
  • Exporting your work. You can export plan items (for example as PDF) while your account is active. Please do so, and tell your Clients, before closing your account.
  • Deletion. When your account is closed, the projects you own, including projects shared with your Clients, are permanently deleted together with their Client Data. Clients keep their own accounts but lose access to those projects. Remaining personal data is deleted within 30 days, except where the law requires us to keep it.
  • Sections that by their nature should survive termination (including 7, 9, 12, 13 and 14) survive it.

12. Warranties and Disclaimers

You warrant that you have the right to enter into this Agreement and to put Client Data and Advisor Content into the Service. Except as expressly stated in this Agreement, the Service is provided “as is” and “as available” and the disclaimers in section 10 of the Terms of Service apply.

13. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, NEITHER PARTY IS LIABLE TO THE OTHER FOR ANY INDIRECT, INCIDENTAL, SPECIAL OR CONSEQUENTIAL LOSS, OR FOR ANY LOSS OF PROFITS, REVENUE, BUSINESS, GOODWILL OR CLIENTS, ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT.

EACH PARTY'S TOTAL LIABILITY ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT IS LIMITED TO THE GREATER OF (A) THE FEES YOU PAID US IN THE TWELVE MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM AND (B) €100.

Nothing in this Agreement limits liability for death or personal injury caused by negligence, for fraud, for your obligation to pay fees, for your indemnity in section 14, or for any other liability that cannot be limited by law.

14. Indemnity

You will indemnify us against claims, losses and reasonable costs (including legal fees) arising from a claim by a Client or other third party relating to: (a) the services or advice you provide; (b) your failure to obtain a required consent or authorisation for Client Data; or (c) your breach of this Agreement or of applicable law.

15. Changes to this Agreement

We may update this Agreement. For material changes we will update the “Last updated” date and ask you to accept the new version in the app before you continue using your advisor account. Changes that adversely affect a paid Subscription take effect at your next renewal; if you do not accept them, you may cancel before then.

16. General

  • This Agreement, together with the Terms of Service, the Privacy Policy and any order or offer you accepted, is the entire agreement between us about its subject matter.
  • You may not assign or transfer this Agreement without our written consent. We may assign it to a successor to the Service, including a company we incorporate to operate it, on notice to you.
  • If any provision is found unenforceable, the rest of the Agreement remains in effect. Failure to enforce a provision is not a waiver of it.
  • This Agreement is governed by the laws of Spain, and the courts of Spain have exclusive jurisdiction over any dispute arising out of or in connection with it. You confirm that you are entering into it for the purposes of your trade, business or profession, not as a consumer.

17. Contact

For questions about this Agreement, or to request a signed copy for your records, contact us at plarelo@plarelo.com.