Terms of sale and use

Last updated 10 November 2026

Family Office Roster (familyofficeroster.com) is run by Avvale Ltd, a company registered in England and Wales with company number 14805382. Registered office: 2a Bray Road, Reading RG30 3JD, United Kingdom. Contact: hello@familyofficeroster.com.

1. What you buy

Each product is a one-time digital file (Excel and CSV) of the organizations described on our pricing section, as at the edition date shown in the file. Prices are in US dollars and are the full price you pay. There is no subscription and nothing renews.

2. Delivery

After payment you go straight to a download page. That page keeps working for 12 months from the date of purchase, so you can download again later (see section 7). Stripe emails your receipt. If a download fails, email hello@familyofficeroster.com and we will send the file.

3. Your license

We grant your organization a non-exclusive, non-transferable license to use the file for its own business, including its staff and advisers working on its behalf. You may not:

• resell, rent, sublicense or give the file or any substantial part of it to anyone outside your organization;
• publish it, or upload it to a shared database, marketplace or public site;
• use it to build a product that competes with ours.

4. Contacting people in the file

You are responsible for how you use the data. If you contact anyone, follow the law that applies to you and to them, including UK GDPR and the Privacy and Electronic Communications Regulations (PECR) in the UK, GDPR in the EU and CAN-SPAM in the US. Contact people in their professional role, say where you found their details, and stop if they ask. If someone asks us to remove their details, we may ask you to delete them from your copy, and you agree to do so. If you are outside the UK and EEA, you agree to protect the personal data in the file to the standard UK GDPR requires.

5. Accuracy and our guarantee

We check every row against a public source and show the date and source. People change jobs and firms change strategy, so we cannot promise every row is still correct when you read it. If you find an error, tell us and we fix it within 5 working days. If more than 5% of the rows in your file have a critical error (wrong organization, dead website, or a person who has left) when you receive it, tell us within 30 days of purchase and we will replace the file or refund you in full.

6. Cancellation and refunds

If you buy as a consumer, you have the right to cancel within 14 days, but for digital content that right ends once the download starts, if you agreed to that at checkout. Apart from the guarantee in section 5 and any rights the law gives you, payments are not refundable.

7. Updates

12 months of updates included. For 12 months from the date of purchase, your download page serves the current edition of the product you bought, so each time we refresh the data you can download the newer file at no extra cost. After 12 months the page shows a notice in place of the files, so keep a copy of what you have downloaded. The copies you hold stay yours to use under section 3. If you need help with a download, email hello@familyofficeroster.com.

8. Not investment advice

The files are information only. We do not arrange investments, make introductions to investors, or give financial, legal or investment advice, and listing an organization is not a recommendation.

9. Liability

Our total liability to you for any product is limited to the price you paid for it. We are not liable for lost profits, lost opportunities or indirect losses. Nothing in these terms limits liability that cannot be limited by law, or your statutory rights as a consumer.

10. General

We may update these terms; the version in force when you bought applies to that purchase. These terms are governed by the law of England and Wales, and the courts of England and Wales have jurisdiction, though consumers may also bring claims in the courts where they live.