Terms of Use

Last updated: 26 September 2025

1. What this is

These Terms of Use explain how you can use AIQ Markets, including AIQ Insight™ and our AI-powered tools for fixed-income markets. If you use our services, you agree to these terms.

2. Using AIQ Markets

  • Use the product for your own internal business purposes.
  • Keep your account secure. You are responsible for activity under it.
  • Do not resell, redistribute, or try to break, bypass, or reverse engineer the service.

3. Market data and AI content

  • Some data comes from third parties and is subject to their licences.
  • AI-generated outputs are for information only and are not investment advice.
  • Validate important results before making decisions.

4. How we use trusted providers

We use trusted third parties to run and improve the service. Examples include:

  • AWS to host our infrastructure and store data with encryption in transit and at rest.
  • LLM providers such as OpenAI, Anthropic, and Google for AI processing. We send only the minimum data needed to fulfil your request.
  • These providers process data on our behalf under contracts that require confidentiality and security.

We may engage other trusted processors and may change them over time.

5. Fair use policy

  • Usage limits may differ by product tier; your plan defines applicable limits.
  • We may throttle, rate-limit, or temporarily disable features to protect platform stability.
  • We may require an upgrade to a higher plan for sustained high usage.
  • We may set and adjust usage thresholds at our discretion.

6. Acceptable use

  • No illegal activity, market manipulation, or abuse of the platform.
  • No unauthorised access, scraping, or interfering with our systems.
  • No automated use beyond allowed limits without our permission.

7. Fees and cancellation

  • Subscriptions are billed in advance monthly or annually.
  • Fees are generally non-refundable except where required by law.
  • We may suspend service for non-payment. You can cancel at any time via your account or by contacting us.

8. Intellectual property

We (and our licensors) own the service, software, models, and content we provide. Using the product doesn’t give you ownership of our IP. You may use it only as needed to access the service for your internal business purposes.

9. Disclaimers and liability

The service is provided "as is". We don't promise it will be uninterrupted, error‑free, or fit for your particular use. Market data and AI outputs can be wrong or delayed.

We work hard to keep the service reliable, but it may not be perfect. To the extent the law allows, we are not responsible for indirect losses (like lost profits or data). Our total liability is limited to the fees you paid in the last 12 months.

10. Indemnification

You'll reimburse us for losses and costs (including reasonable legal fees) arising from your unlawful use of the service, breach of these terms, or infringement of third‑party rights, to the extent caused by you.

11. Termination

Either of us may end your access at any time. We may suspend or terminate immediately for misuse or non‑payment. After termination, your right to use the service ends; sections that reasonably should survive will continue to apply.

12. Changes

We may update these terms by posting a new version on this page. The "Last updated" date will change. Continued use of the service means you accept the updated terms.

13. Individual plan – FINRA terms and definitions

The Individual plan is intended for personal, non‑commercial use. When using FINRA TRACE data under this plan, you agree to the following provider terms:

I hereby certify, for the purpose of using the Trade Reporting and Compliance Engine (TRACE) Data ("Data") supplied by Financial Industry Regulatory Authority, Inc. ("FINRA") that I am accessing via this service or website, that I am using the Data for personal, non-commercial purposes only.

I understand that FINRA may be provided records regarding my access to the data to monitor compliance with these Terms of Use and that my access to this Data may be terminated at any time for any reason.

I agree that, as between FINRA and myself, FINRA owns the Data and that I will not: 1) duplicate or download the Data, other than for my own personal individual use; 2) use any robot, spider, other automatic device or manual process to monitor or copy the Data; or 3) otherwise distribute the Data.

Non‑Professional definition (FINRA Rule 7730):

  • (A) registered nor qualified in any capacity with the SEC, the Commodity Futures Trading Commission, any state securities agency, any securities exchange or association, or any commodities or futures contract market or association, nor an employee of the above and, with respect to any person identified in this subparagraph (A), uses TRACE transaction data for other than personal, non-commercial use;
  • (B) engaged as an "investment adviser" as that term is defined in Section 202(a)(11) of the Investment Advisers Act (whether or not registered or qualified under that Act), nor an employee of the above and, with respect to any person identified in this subparagraph (B), uses TRACE transaction data for other than personal, non-commercial use;
  • (C) employed by a bank, insurance company or other organization exempt from registration under federal or state securities laws to perform functions that would require registration or qualification if such functions were performed for an organization not so exempt, nor any other employee of a bank, insurance company or such other organization referenced above and, with respect to any person identified in this subparagraph (C), uses TRACE transaction data for other than personal, non-commercial use; nor
  • (D) engaged in, nor has the intention to engage in, any redistribution of all or any portion of the TRACE transaction data.

14. Enterprise data and third-party terms

We license premium, enterprise‑grade market data so you can access expensive, proprietary datasets directly within AIQ—without negotiating separate contracts. To keep that access for everyone, we must pass through certain provider terms.

In short: use the data for your internal business purposes, don't redistribute it, and follow the provider rules. The specific terms below apply where relevant to your use.

FINRA TRACE Data

By accessing or using TRACE data within AIQ Markets, you acknowledge that you have read, understand, and agree to be bound by the FINRA Subscriber Agreement (v7.2), which is incorporated by reference into these Terms. If you do not agree, do not use TRACE data in the service.

Agreement: FINRA Subscriber Agreement (v7.2).

  • Use is limited to your internal business purposes; no redistribution or public display.
  • No creation of derived works or use that circumvents FINRA rules or system limits.
  • You must comply with all applicable FINRA Rules and any updates from time to time.

CUSIP Data

Subscriber agrees and acknowledges that the CUSIP Database and the information contained therein is and shall remain valuable intellectual property owned by, or licensed to, CUSIP Global Services ("CGS") and the American Bankers Association ("ABA"), and that no proprietary rights are being transferred to Subscriber in such materials or in any of the information contained therein. Any use by Subscriber outside of the clearing and settlement of transactions requires a license from CGS, along with an associated fee based on usage. Subscriber agrees that misappropriation or misuse of such materials will cause serious damage to CGS and ABA, and that in such event money damages may not constitute sufficient compensation to CGS and ABA; consequently, Subscriber agrees that in the event of any misappropriation or misuse, CGS and ABA shall have the right to obtain injunctive relief in addition to any other legal or financial remedies to which CGS and ABA may be entitled.

Subscriber agrees that Subscriber shall not publish or distribute in any medium the CUSIP Database or any information contained therein or summaries or subsets thereof to any person or entity except in connection with the normal clearing and settlement of security transactions. Subscriber further agrees that the use of CUSIP numbers and descriptions is not intended to create or maintain, and does not serve the purpose of the creation or maintenance of, a master file or database of CUSIP descriptions or numbers for itself or any third party recipient of such service and is not intended to create and does not serve in any way as a substitute for the CUSIP MASTER, DATABASE, INTERNET, ELECTRONIC Services and/or any other future services developed by CGS.

NEITHER CGS, ABA NOR ANY OF THEIR AFFILIATES MAKE ANY WARRANTIES, EXPRESS OR IMPLIED, AS TO THE ACCURACY, ADEQUACY OR COMPLETENESS OF ANY OF THE INFORMATION CONTAINED IN THE CUSIP DATABASE. ALL SUCH MATERIALS ARE PROVIDED TO SUBSCRIBER ON AN "AS IS" BASIS, WITHOUT ANY WARRANTIES AS TO MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE NOR WITH RESPECT TO THE RESULTS WHICH MAY BE OBTAINED FROM THE USE OF SUCH MATERIALS. NEITHER CGS, ABA NOR THEIR AFFILIATES SHALL HAVE ANY RESPONSIBILITY OR LIABILITY FOR ANY ERRORS OR OMISSIONS NOR SHALL THEY BE LIABLE FOR ANY DAMAGES, WHETHER DIRECT OR INDIRECT, SPECIAL OR CONSEQUENTIAL, EVEN IF THEY HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IN NO EVENT SHALL THE LIABILITY OF CGS, ABA OR ANY OF THEIR AFFILIATES PURSUANT TO ANY CAUSE OF ACTION, WHETHER IN CONTRACT, TORT, OR OTHERWISE, EXCEED THE FEE PAID BY SUBSCRIBER FOR ACCESS TO SUCH MATERIALS IN THE MONTH IN WHICH SUCH CAUSE OF ACTION IS ALLEGED TO HAVE ARISEN. FURTHERMORE, CGS AND ABA SHALL HAVE NO RESPONSIBILITY OR LIABILITY FOR DELAYS OR FAILURES DUE TO CIRCUMSTANCES BEYOND THEIR CONTROL.

Subscriber agrees that the foregoing terms and conditions shall survive any termination of its right of access to the materials identified above.

In the event Subscriber has a CGS License Agreement that permits broader rights than those granted above, then the terms of that Subscriber's CGS License Agreement shall govern such Subscriber.

15. Governing law

These terms are governed by the laws of the State of New York, USA, without regard to conflicts rules. Courts in New York County, New York have exclusive jurisdiction.

16. Contact

AIQ Markets
Email: legal@aiqmarkets.com
Address: New York, NY, United States