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Basiq User Terms

Last revised on Aug 17, 2022

PocketSmith Ltd has engaged Basiq Pty Ltd (ABN 95 616 592 011) (Basiq) who operates a data aggregation platform (Platform) to retrieve and collate User Data.

Data Source Access

User authorises and appoints PocketSmith and its service providers, expressly including Basiq, as User's limited agent solely for the purpose of accessing third party data sources designated by User (User Accounts) via the Consumer Data Right or such third party websites, applications and servers, and retrieving information and related documents (User Data) from the designated User Accounts for the purposes of collecting and collating the User Data obtained. PocketSmith and Basiq will use due skill and care in acting as limited agents.

For these purposes, User licenses to PocketSmith, and authorises PocketSmith to grant Basiq a non-exclusive, royalty-free sub-license to authentication details and other information required for the access to User Accounts. User agrees that the User Account providers shall be entitled to rely on the foregoing authorisation granted and the appointment as agent.

User Warranties

User warrants and agrees that:

  • User is requiring User Data for User's personal and non-commercial use;
  • all information User provides or submits about the User and about User Accounts, is true, accurate, current and complete;
  • User possesses the legal authority to provide the information (e.g. User must be the relevant account holder, or have permission of joint account holders); and
  • User is responsible for updating and maintaining correct (a) information about User (including your personal details) and your User Accounts (including your access information), and (b) information that Basiq retrieves from User Accounts at User's request.

User Acknowledgement

User acknowledges that Basiq is acting as PocketSmith's subcontractor and that User's sole recourse is under its agreement with PocketSmith. Basiq is in no way responsible for User's relationship with the providers of User Accounts or PocketSmith, or any of their products, services, acts or omissions. User releases Basiq from all liability and will hold Basiq harmless against any and all claims resulting directly or indirectly from Basiq's access to User Accounts and the retrieval and collation of User Data.

To the extent User accesses the Basiq Website or Platform, please note the Basiq End User Terms available on the Basiq Website.

For information on Basiq's privacy practices, please review Basiq's privacy policy available on its Website.

For information on Basiq's Consumer Data Right practices, please review Basiq's CDR policy available on its Website.

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