Partner Program Terms and Conditions

These Adviser Partner Program Terms and Conditions (“Terms”) govern your participation in the Adviser Partner Program (“Program”) operated by TWMT Pty Ltd (ACN 621 581 584) of c/- MGISQ, Level 1, 200 Mary Street, Brisbane QLD 4000 trading as Coinstash AU (“TWMT”, “Platform”, “we”, “us” or “our”). By participating in the Program, you agree to be bound by these Terms.

Eligibility and Approval

Eligibility

The Program is open to advisers who provide financial, tax, or accounting services to their clients.

Application and Approval

Participation in the Program is subject to our sole and absolute discretion. Submission of an application does not guarantee approval. We may approve, decline, suspend, or revoke Partner status at any time for any reason, including compliance or reputational concerns.

Partner Status

You must not represent yourself as an approved Partner unless and until you have received written confirmation from us of your acceptance into the Program.

Referral Activities

Permitted Activities

As an approved Adviser Partner, you may refer your clients (“Referred Clients”) to the Platform using a referral link or process provided by us.

Prohibited Conduct

You must not:

• provide personal advice or hold out the Platform as providing personalised investment recommendations.
• make any misleading or unapproved statements about the Platform or its services; or
• engage in any unlawful, misleading, or unethical conduct in connection with the referral.

Program Benefits

Benefits

Subject to these Terms, we may from time to time provide you with access to certain promotional material, reporting dashboards, or other benefits (“Program Benefits”).

Changes to Benefits

We may change, suspend or terminate any Program Benefits at any time without notice.

No Agency or Endorsement

Independent Relationship

Your participation does not create any agency, partnership, or employment relationship between you and the Platform. You must not act on our behalf or bind us in any way.

No Endorsement

Approval as a Partner does not constitute an endorsement, accreditation, or certification by the Platform of your services.

Termination

The Platform may terminate these Terms, and disable or revoke your participation in the Program immediately, if:

• you breach any provision of these Terms, or if applicable, the Adviser Access Agreement;
• you breach any applicable law, professional standard, or regulatory obligation in connection with your use of this Program, or if applicable, the Adviser Portal made available to you under the Adviser Access Agreement;
• the Platform reasonably suspects that your access or use of the Adviser Portal and/or the Program poses a security, confidentiality, reputational, legal or operational risk to the Platform, a Platform user, or any third party;
• you fail to cooperate with a lawful request from the Platform or a regulator;
• you misrepresent your authority, identity, or relationship with the Platform or a Referred Client;
• your conduct is otherwise, in the Platform’s reasonable opinion, inconsistent with the intended purpose of this Program or the Platform’s policies, business integrity, or compliance obligations.

The Platform may also suspend or restrict your participation in the Program without prior notice in urgent circumstances, including to investigate suspected misuse, fraud, data breach, or unauthorised activity.

The Platform may audit your activity logs following termination of these Terms for compliance or security purposes.

Upon termination, you must immediately cease referring clients and using any materials or designations associated with the Program.

Confidentiality and Privacy

Confidential Information

You must keep all non-public information received from us confidential and use it only for the purposes of participating in the Program.

Privacy

You must comply with applicable privacy laws and ensure appropriate handling of personal information. Our Privacy Policy applies to all personal information we collect.

Limitation of Liability

To the extent permitted by law, we exclude all liability arising in connection with your participation in the Program, except where caused directly by our negligence or misconduct.

You agree to indemnify, defend and hold harmless the Platform, its affiliates, officers, directors, employees and agents from and against any and all claims, damages, liabilities, costs, and expenses (including reasonable legal fees) arising out of or related to:

• any breach of these Terms, including any misrepresentation or failure to perform obligations under these Terms;
• any negligence, gross negligence, or wilful misconduct of you, your employees, contractors, or agents;
• any violation of applicable laws, regulations or industry standards by you; and
• any false or misleading statements made by you to potential or actual Referred Clients regarding the Platform, and/or our products or services.

The obligations under this clause 7 shall survive the termination or expiration of this Agreement.

General

Amendments

We may amend these Terms at any time by providing notice to you (including via email or posting an updated version on our website).

Governing Law

These Terms are governed by the laws of Queensland and the parties agree to submit to the exclusive jurisdiction of the Courts of that State.

Entire Agreement

These Terms constitute the entire agreement between the parties relating to the Program. In the event that any provision of this Agreement is held to be invalid, illegal or unenforceable, then such provision will be fully severed and the Agreement will be construed and enforced without that severed provision.

Assignment

The rights created under these Terms are non-assignable. For the avoidance of doubt:

• no future Program Benefits will be due and payable to you if your participation in the Program is terminated pursuant to clause 5, whether the right to the Program Benefits arose prior to the termination or otherwise;
• the relationship between the parties will be severed so that there is no longer an obligation to provide Program Benefits.

Updated on: 24/07/2025