Effective Date: 9 May 2026
1. Not professional advice
True Holder is a software platform for organising information about entities, individuals, ownership, trusts, valuations, succession plans and related records. We are not a law firm, accountancy practice, tax adviser, financial adviser, regulated investment manager, broker, insurer, trustee, or fiduciary. Nothing in the Service or on this website constitutes legal, tax, accounting, investment, regulatory, fiduciary, or other professional advice. You must obtain advice tailored to your specific circumstances from suitably qualified professionals before acting on any information generated, displayed, or summarised by the Service.
2. AI-generated content
Some features (including AI-drafted confirmation letters, summaries, and engagement letter scaffolds) use generative AI models. AI output may be inaccurate, incomplete, or out of date. Do not rely on AI-generated content as a substitute for professional review. Every document produced via AI must be checked, edited and signed off by a qualified human professional before any reliance is placed on it.
3. Valuations and net-worth figures
Valuations shown in the Service are derived from inputs you (or your advisors) provide, with optional manual overrides and pro-rata roll-ups. They are indicative only and are not a formal valuation, audited financial statement, or fair-market opinion. They must not be used for transactional, accounting, regulatory, or tax-filing purposes without independent verification.
4. No solicitation
Nothing on this website or in the Service is an offer to sell, or a solicitation of an offer to buy, any security, financial product, or service in any jurisdiction where such an offer or solicitation would be unlawful.
5. Third-party content and links
The Service may include or link to information provided by third parties. We do not endorse and are not responsible for third-party content, products or services, and accessing them is at your own risk and subject to their own terms.
6. Jurisdiction
The Service is operated from the United Kingdom. Information on the Service, including descriptions of legal forms, statutes, tax rules, or regulatory regimes, is generic and may not be accurate or applicable in your jurisdiction. You are responsible for ensuring your use of the Service complies with the laws applicable to you.
7. No warranty; limitation of liability
The Service is provided “as is” and “as available” without warranties of any kind, whether express, implied, statutory or otherwise, to the maximum extent permitted by law. Without limiting the foregoing, we do not warrant that the Service will be error-free, uninterrupted, secure against all threats, or fit for any particular purpose. To the maximum extent permitted by law, we exclude liability for any indirect, special, incidental or consequential loss; loss of profits, revenue, goodwill, data, or anticipated savings; loss arising from any reliance placed on AI-generated output; and loss arising from your failure to obtain professional advice. Nothing in this disclaimer excludes liability that cannot lawfully be excluded, including for death or personal injury caused by negligence, or for fraud.
8. Updates
We may update this disclaimer from time to time. Continued use of the Service after changes constitutes acceptance.