Contact Information
Crestline Data
100 King Street West, Suite 5600
Toronto, ON M5X 1B8, Canada
Phone: +1 (416) 847-5219
Email: [email protected]
Terms of Service
Last Updated: November 15, 2025
Agreement to Terms
These Terms of Service govern your access to and use of the Crestline Data website and services. By accessing our website or using our services, you agree to be bound by these terms. If you do not agree with any part of these terms, please do not use our website or services.
These terms apply to all visitors, users, and others who access or use our services, whether you are browsing our website, submitting inquiries, or engaging us for professional services.
Use of Our Services
Permitted Uses
You may use our website and services for the following purposes:
- 1. Browsing and reviewing information about our financial analysis services
- 2. Submitting legitimate business inquiries through our contact forms
- 3. Engaging our professional services for financial analysis and advisory
- 4. Accessing resources and information we make publicly available
Prohibited Uses
You agree not to use our website or services to:
- • Violate any applicable laws, regulations, or third-party rights
- • Submit false, misleading, or fraudulent information
- • Transmit viruses, malware, or other harmful code
- • Attempt to gain unauthorized access to our systems or networks
- • Interfere with or disrupt the operation of our website
- • Harvest or collect information about other users without consent
- • Use automated systems to access the website without permission
- • Impersonate any person or entity or misrepresent your affiliation
Access Requirements
To access certain features of our website or engage our services, you may be required to provide accurate and complete information. You are responsible for maintaining the confidentiality of any credentials and for all activities that occur under your access.
Professional Service Engagement
Service Agreements
Professional financial analysis services are provided pursuant to separate written agreements between Crestline Data and the client. These Terms of Service supplement but do not replace specific service agreements. In the event of conflict, the terms of the specific service agreement will prevail.
Professional Standards
Our services are provided in accordance with professional standards applicable to financial analysis and advisory services. We exercise reasonable care and professional judgment in delivering our services, but the ultimate investment decisions remain with the client.
Information Accuracy
The quality of our analytical work depends on the accuracy and completeness of information provided by clients and third parties. While we verify information where practical, we rely on client representations and publicly available data sources for our analysis.
Independent Analysis
Our analysis represents professional opinions based on available information and standard analytical methodologies. Clients should conduct their own due diligence and consult with legal, tax, and other advisors as appropriate before making investment decisions.
Service Availability and Modifications
Website Availability
We strive to maintain continuous website availability but do not guarantee uninterrupted access. Our website may be temporarily unavailable due to maintenance, updates, technical issues, or circumstances beyond our control. We reserve the right to modify, suspend, or discontinue any aspect of our website at any time without prior notice.
Service Modifications
We may modify the features, functionality, or availability of our services at our discretion. We will make reasonable efforts to notify users of material changes that affect existing service engagements.
Geographic Limitations
Our services are provided from Canada and are primarily intended for clients in jurisdictions where we are authorized to provide such services. We make no representation that our services are appropriate or available for use in all locations.
Capacity Constraints
We may decline service engagements based on capacity constraints, conflict of interest considerations, or other professional judgment factors. Website access does not guarantee service availability or acceptance of specific engagements.
Intellectual Property Rights
Our Content Ownership
All content on our website, including text, graphics, logos, images, and software, is owned by Crestline Data or our licensors and is protected by copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, modify, or create derivative works from our content without express written permission.
Limited License to Users
We grant you a limited, non-exclusive, non-transferable license to access and use our website for its intended purposes. This license does not include the right to download (other than page caching), modify, or make any use of the website or its content except as explicitly permitted.
Client-Provided Information
When you provide information to us, you grant us a license to use that information for purposes of providing services, improving our operations, and as otherwise described in our Privacy Policy. You represent that you have the right to provide such information and grant such license.
Work Product
For professional service engagements, ownership of work product and deliverables is governed by the specific service agreement. Generally, clients receive appropriate rights to use deliverables for their intended business purposes.
Trademarks
Crestline Data and our logo are trademarks of our company. Other trademarks, service marks, and trade names appearing on our website are the property of their respective owners.
User Conduct and Responsibilities
As a user of our website and services, you agree to:
- Comply with all applicable laws and regulations in your use of our services
- Provide accurate and truthful information in all communications
- Respect the intellectual property rights of Crestline Data and third parties
- Use the website and services only for legitimate business purposes
- Maintain the security and confidentiality of any access credentials
- Notify us promptly of any unauthorized use of your account or security breach
- Refrain from conduct that could damage, disable, or impair our website
Third-Party Content and Links
Our website may contain links to third-party websites or resources. These links are provided for convenience only. We do not endorse and are not responsible for:
- The content, products, or services offered by third-party websites
- The privacy practices or terms of use of third-party websites
- The accuracy, legality, or appropriateness of third-party content
- Any damages or losses arising from your use of third-party websites
Your use of third-party websites is at your own risk and subject to the terms and conditions of those websites.
Termination of Access
We reserve the right to terminate or suspend your access to our website and services, without prior notice or liability, for any reason, including but not limited to:
- • Violation of these Terms of Service
- • Fraudulent, abusive, or illegal activity
- • Providing false or misleading information
- • Conduct that we determine to be harmful to our business or other users
Upon termination, your right to use the website and services will immediately cease. All provisions of these Terms that by their nature should survive termination shall survive, including ownership provisions, warranty disclaimers, and limitations of liability.
Changes to These Terms
We may modify these Terms of Service at any time by posting revised terms on our website. Material changes will be indicated by updating the "Last Updated" date at the top of this page.
Your continued use of our website or services after changes are posted constitutes acceptance of the modified terms. We encourage you to review these terms periodically to stay informed of any updates.
Questions About These Terms
If you have questions or concerns about these Terms of Service, please contact us at the information provided at the top of this page. We will make reasonable efforts to address your inquiries promptly.