Effective date: June 12, 2026 Last updated: June 12, 2026
These Terms of Service ("Terms") are a binding agreement between you ("you," the "Advisor," or "User") and Jaden Chu ("TellMark," "we," or "us") governing your use of the TellMark service (the "Service"). By creating an account, clicking "I agree," or using the Service, you accept these Terms. If you do not agree, do not use the Service.
TellMark lets a financial advisor upload a meeting recording. The Service transcribes the recording and formats it into a structured draft note designed to capture the kinds of information commonly documented for compliance purposes (for example: client objectives, the recommendation discussed and its rationale, suitability considerations, and action items). You can then review, edit, and download the note.
The Service is intended for financial professionals in the United States. Accounts are created and provisioned by us; there is no open self-registration. You are responsible for keeping your login credentials confidential and for all activity under your account. Accounts are individual and may not be shared.
This is the most important section. Read it carefully.
You agree that:
Your account may be subject to a limit on the number of meetings you can process. We may set, change, or enforce these limits.
Our handling of the information you provide is described in our Privacy Policy, which is incorporated into these Terms. In summary: audio is deleted immediately after transcription, transcripts are deleted after 30 days, and your notes remain in your account until you delete them. You can export your notes as PDF or Word at any time.
As between you and us, you own the recordings you upload and the notes the Service produces for you. You grant us a limited license to process your content only as needed to provide the Service to you. We do not use your client content to train AI models and do not sell it.
The Service is provided "as is" and "as available," without warranties of any kind, whether express or implied, including any implied warranties of merchantability, fitness for a particular purpose, accuracy, or non-infringement. We do not warrant that the Service will be uninterrupted, error-free, or that any note will be accurate, complete, or sufficient for any regulatory or other purpose.
To the fullest extent permitted by law, Jaden Chu will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss arising from your use of, or reliance on, any note or output of the Service, including any regulatory finding, fine, penalty, or client dispute. You acknowledge that you are the licensed professional responsible for your records and that you review every note before relying on it. Our total liability for any claim relating to the Service will not exceed the amount you paid us for the Service in the 3 months before the claim, or USD $100 if the Service was provided to you at no charge.
You agree to indemnify and hold harmless Jaden Chu from claims, losses, and expenses arising out of your use of the Service, your content, your failure to obtain required client consent, or your breach of these Terms or of any law or regulation applicable to you.
We may suspend or terminate your access if you breach these Terms or misuse the Service. You may stop using the Service at any time. Before your account is closed, you may export your notes. Sections that by their nature should survive termination (including Sections 3, 4, 8, 9, and 10) will survive.
We may change the Service or these Terms. If we make a material change to these Terms, we will update the "Last updated" date and, where appropriate, notify you. Continued use after a change means you accept the updated Terms.
These Terms are governed by the laws of the State of Missouri, without regard to its conflict-of-laws rules.
Questions about these Terms: jadenbchu123@gmail.com.