Pilot Terms

1) Scope of Pilot

• Duration: 30 days (unless extended in writing).
• 1 broker, 1 account, 1 environment (customer-owned VM/cloud).
• 1–2 strategies maximum; strict caps configured up front.
• Framework + tooling + onboarding support only.

2) Deliverables

• Configuration snapshot (caps/params) at kickoff and upon changes.
• Weekly ops report (activity, errors/rejects, incidents, notes).
• Audit log export (decision → order → fill chain, where available).
• Incident log (what happened, mitigation, recovery notes).

3) Customer Responsibilities

• Customer provisions and controls the VM/cloud environment.
• Customer retains and manages brokerage keys/credentials.
• Customer is responsible for approving parameters/caps and monitoring usage.
• Customer is responsible for all trading decisions and outcomes.

4) Safety Controls

• Caps: daily spend/loss (as applicable), max exposure, max order rate.
• Kill switch: disables execution + attempts to cancel open orders (where supported).
• Monitoring/alerts: API failures, rejects, staleness, basic health checks.

5) Fees, Billing, Refunds

• Fees are as shown at checkout (Stripe payment links).
• Setup fee is generally non-refundable once onboarding begins.
• Monthly subscription (if applicable) can be canceled by the customer at any time; service continues through the paid period unless terminated earlier for safety/non-payment.

6) Support Boundaries

• Best-effort support; no guaranteed uptime/SLA during pilot.
• Changes outside scope (new strategies, heavy customization) require a separate agreement.

7) Suspension / Termination

• We may pause or terminate the pilot if safety controls are bypassed, misuse is detected, or continued operation is unsafe.
• Either party may terminate for material breach; non-payment terminates access to services.

8) Liability

• No consequential damages (including lost profits).
• Maximum liability is limited to fees paid during the pilot period (or the last 30 days), to the extent permitted by law.

9) Disclosures

See Disclosures for risk warnings and “no advice / no custody” statements. Those disclosures are incorporated by reference.