Terms Conditions

Terms Conditions

TERMS AND CONDITIONS

These Terms and Conditions of Use (the "Terms") govern access to and use of the Plan Bot AI-powered exit planning application, related mobile applications, and website located at www.planbot.ca (collectively, the "Platform").

The Platform is owned and operated by EAPO LIB POW Inc., an Ontario, Canada–based corporation (the "Company", "Plan Bot", "we", "us", or "our"). The content, images, and materials on this platform are protected by copyright and other intellectual property laws. Unauthorized use, reproduction, or distribution is strictly prohibited.  

By accessing or using the “Platform”, you agree to be legally bound by these Terms. If you do not agree, you must not access or use the “Platform”.

1. DEFINITIONS

For the purposes of these Terms, the acronyms and definitions set out in Schedule A – Acronyms & Definitions form an integral part of this Agreement.

2. ELIGIBILITY

You must be at least eighteen (18) years of age and have the legal capacity to enter into binding contracts to use the Platform. By using Plan Bot, you represent and warrant that you meet these requirements.

3. NATURE OF THE SERVICE – NO PROFESSIONAL ADVICE

Plan Bot is a decision-support and planning tool designed to assist users in developing conceptual exit plans, exit readiness assessments, business continuity plans, and implementation action reports based on user-provided information and artificial intelligence–assisted analysis.

Plan Bot:

  • Does not provide legal, tax, accounting, valuation, investment, insurance, or financial advice;
  • Does not replace the services of licensed or regulated professionals;
  • Produces outputs that are conceptual, illustrative, and informational only.

All outputs must be independently reviewed and validated by qualified professional advisors prior to implementation. Reliance on Plan Bot outputs without professional validation is entirely at the user’s own risk.

4. ACCOUNT REGISTRATION AND SECURITY

Certain features require account creation. You are responsible for maintaining the confidentiality of your login credentials and for all activity conducted under your account.

You agree to:

  • Provide accurate and complete information;
  • Promptly notify us of unauthorized access or security breaches;
  • Ensure only authorized individuals access your account.

The Company shall not be liable for losses arising from unauthorized account access caused by your failure to safeguard credentials.

5. PLAN BOT SUBSCRIPTION (PBS)

5.1 Subscription Scope

Unless otherwise stated at the time of purchase, each Plan Bot Subscription (PBS) includes:

  • Ten (10) years of access to the Plan Bot application;
  • Ten (10) years of secure, encrypted data storage on a private or dedicated server environment;
  • Free updates and upgrades during the subscription term;
  • Access to the Plan Bot Boot Camp and instructional content;
  • Access to the Directory of Specialized Exit Advisors;
  • Optional multi-company monitoring features (where applicable);
  • Single-device use (a complimentary second device may be authorized upon request).

Each PBS license covers one (1) business entity only.

5.2 Compliance

Failure to comply with these Terms may result in immediate suspension or termination of the PBS without refund and may expose the user to legal remedies.

6. AFFILIATION PROGRAMS (PBAP & PBAMP)

Plan Bot operates an Affiliation Program (PBAP) and Affiliate Member Program (PBAMP) designed for:

  • Organizations
  • Associations
  • Professional Networks
  • Corporate Partners
  • Other qualifying networks

(collectively, "Affiliation Entities" or "AEs").

6.1 Role of Affiliates

Affiliates and their members (Affiliate Members – AMs) may refer end users (Plan Bot Users – PBUs) to the Platform. Affiliates and AMs:

  • Are independent third parties;
  • Do not act as agents, partners, or representatives of Plan Bot;
  • Are prohibited from representing Plan Bot outputs as professional advice or guarantees.

6.2 Referral Codes and Tracking

All commissions, discounts, and referrals are tracked via automated referral codes (AEAC / AMRAC). Users are solely responsible for entering the correct referral code at purchase.

6.3 Commissions and Payments

  • Commissions are calculated automatically through the Platform wallet dashboard;
  • Minimum withdrawal thresholds apply;
  • Payments are processed via third-party providers (e.g., Stripe);
  • The Company reserves the right to audit, adjust, suspend, or reverse commissions in cases of fraud, misuse, or non-compliance.

Participation in PBAP or PBAMP is a privilege, not a right, and may be revoked at any time.

7. USER CONDUCT

You agree not to:

  • Copy, share, sublicense, resell, or allow unauthorized access to the Platform;
  • Reverse engineer, decompile, or attempt to extract source code;
  • Use the Platform to create competing products;
  • Upload unlawful, misleading, or malicious content;
  • Misrepresent Plan Bot outputs or affiliation status.

8. INTELLECTUAL PROPERTY

All intellectual property rights in Plan Bot, including software, AI models, workflows, databases, content, trademarks, and trade names, are owned exclusively by EAPO LIB POW Inc. or its licensors.

No rights are granted except for the limited, revocable, non-transferable license expressly set out in these Terms. 

INTELLECTUAL PROPERTY AND PROPRIETARY AI

All intellectual property rights in and to the Plan Bot Platform are and shall remain the exclusive property of EAPO LIB POW Inc. and/or its licensors.

This includes, without limitation:

  • The Plan Bot software, application architecture, and system design;
  • Proprietary artificial intelligence algorithms, models, logic, methodologies, workflows, scoring systems, and analytical frameworks, whether rule-based, machine-learning–assisted, or hybrid;
  • Databases, data structures, schemas, and system configurations;
  • Report formats, templates, output structures, and visualizations;
  • Trade names, trademarks (registered or unregistered), service marks, logos, and branding;
  • All related documentation, enhancements, and derivative works.

The proprietary AI algorithms and methodologies underlying Plan Bot constitute confidential trade secrets and are protected under applicable intellectual property, trade secret, copyright, and unfair competition laws, regardless of registration status.

No ownership, license, or intellectual property rights are transferred to any Plan Bot User (PBU), Affiliate Member (AM), or Affiliation Entity (AE) by virtue of accessing or using the Platform.

Users are granted only a limited, non-exclusive, non-transferable, revocable license to access and use the Platform strictly in accordance with these Terms.

Any attempt to:

  • Reverse engineer, decompile, disassemble, or derive source code;
  • Extract, analyze, benchmark, scrape, infer, or replicate proprietary algorithms, logic, or decision pathways;
  • Use Plan Bot outputs, system behavior, or performance characteristics to develop or enhance competing products or services;

is strictly prohibited and may result in immediate suspension or termination of access, forfeiture of affiliate privileges, and legal action.

 

9. DATA, CONFIDENTIALITY, AND PRIVACY

You retain ownership of all data you enter into the Platform. By using Plan Bot, you grant the Company a limited license to process such data solely to operate, maintain, and improve the Platform.

Use of the Platform is subject to the Plan Bot Privacy Policy, which forms an integral part of these Terms.

10. LIMITATION OF LIABILITY

To the maximum extent permitted by law:

  • The Platform is provided "as is" and "as available";
  • The Company disclaims all warranties, express or implied;
  • The Company shall not be liable for indirect, incidental, consequential, special, or punitive damages, including loss of profits, data, or business opportunities.

Your sole remedy is to discontinue use of the Platform.

11. INDEMNIFICATION

You agree to indemnify and hold harmless the Company, its officers, directors, employees, and affiliates from claims arising from:

  • Your use or misuse of the Platform;
  • Your violation of these Terms;
  • Your reliance on outputs without professional validation.

12. TERMINATION

The Company may suspend or terminate access at any time, with or without notice, for non-compliance or risk exposure. Upon termination, all licenses granted herein immediately cease.

13. GOVERNING LAW AND JURISDICTION

These Terms are governed by the laws of the Province of Ontario and the laws of Canada applicable therein. You submit to the exclusive jurisdiction of the courts of Ontario.

14. AMENDMENTS

The Company may amend these Terms at any time. Continued use of the Platform constitutes acceptance of the amended Terms.

 

BY USING PLAN BOT, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREED TO THESE TERMS AND CONDITIONS.

 

SCHEDULE A – ACRONYMS

Acronyms: (in alphabetical order)

AE & AEs: Affiliation Entity & Affiliation Entities 

AEAC: Affiliation Entity Account Code

AM & AMs: Affiliate Member & Affiliate Members

AMP: Affiliate Member Privileges

AMR & AMRs: Affiliate Member Referral & Affiliate Members Referrals

AMRAC: Affiliate Member Referral Account Code (automated from “AEAC”)

AMRC: Affiliate Member Referral Commission

DAAC: Demo Account Access Code

IPAIT: Infrastructure Proprietary Artificial Intelligence Tool

MCPO: Multiple Company Purchase Option

PBS: Plan Bot Subscription  

PBAMP: Plan Bot Affiliate Member Program

PBU: Plan Bot User