This is a working draft for commercial and legal review. It must not be presented as CherryMoney's final binding agreement until the contracting entity, programme policies, liability position and data-processing terms have been approved by qualified UK counsel.
01 · The agreement
1. Who this agreement is between
1.1 This Partner Agreement is between the person or organisation accepted into the CherryMoney Partner Programme (Partner, you or your) and the CherryMoney contracting entity identified in your written onboarding confirmation (CherryMoney, we, us or our).
1.2 If you accept this agreement for a firm or other organisation, you confirm that you have authority to bind it.
1.3 This agreement applies alongside the CherryMoney Terms and Privacy Notice. If there is an inconsistency about programme participation, this agreement takes priority; for use of the CherryMoney service, the Terms take priority.
02 · Joining the programme
2. Eligibility and acceptance
2.1 The programme is intended for accountants, bookkeepers, fractional finance teams and other professional advisers supporting business clients in the United Kingdom.
2.2 Applying does not guarantee acceptance. We may assess whether the programme is suitable for your practice, including professional standing, service model, client profile and ability to meet programme requirements.
2.3 Your participation begins when we confirm acceptance in writing and you complete any required onboarding steps. We may ask you to maintain current practice, contact and billing details.
03 · Partner responsibilities
3. Acting as a CherryMoney partner
3.1 You will act honestly, professionally and in your clients' interests, comply with applicable laws and professional duties, and avoid statements that could mislead clients about CherryMoney or your relationship with us.
3.2 You remain responsible for your professional services, advice and work product. CherryMoney does not review, approve or assume responsibility for advice you provide to a client.
3.3 You will keep your staff appropriately trained, protect account credentials, use the service only for lawful business purposes and promptly tell us about suspected misuse or security incidents affecting the programme.
3.4 You must not represent that you are employed by, authorised to contract for, or able to make commitments on behalf of CherryMoney.
04 · Clients and permissions
4. Client relationships and access
4.1 You must have each client's valid authority before accessing, importing, sharing or managing information in their CherryMoney workspace.
4.2 You will maintain appropriate access controls for your staff, remove access when it is no longer required and cooperate with a client's reasonable request to transfer or revoke access.
4.3 A client's use of CherryMoney is governed by its own agreement with CherryMoney. You must not prevent a client from accessing or controlling its information because of a fee dispute or the end of your professional engagement.
4.4 You are responsible for checking the accuracy and suitability of information or AI-assisted suggestions before relying on them or sharing them with a client.
05 · Levels and benefits
5. Programme status
5.1 The programme may include Member, Growth and Premier levels. Level criteria may take account of active client adoption, product usage, learning completion, service quality and programme engagement.
5.2 Benefits may include a partner workspace, onboarding, learning resources, support, directory visibility, referrals, events, campaigns and strategic planning. Availability can vary by level, region, capacity and product.
5.3 Benefits have no cash value, cannot be transferred and may be subject to separate eligibility rules. We may correct a level or benefit applied in error.
06 · Brand and intellectual property
6. Using each other's brand
6.1 CherryMoney and its licensors retain all rights in the service, software, programme materials, trademarks and other intellectual property.
6.2 While you are an active partner, we grant you a limited, non-exclusive, revocable and non-transferable licence to use approved partner badges and materials in line with our current brand guidance.
6.3 You must not alter an approved badge, imply endorsement beyond your current status, register a CherryMoney mark in a company name or domain, bid on protected brand terms without permission, or continue using programme branding after participation ends.
6.4 You grant us permission to display your approved practice name, logo and profile information for programme administration and agreed directory or campaign activity. You may withdraw this permission for future public use by contacting us.
07 · Data protection and confidentiality
7. Protecting information
7.1 Each party will comply with applicable data-protection law, including the UK GDPR and Data Protection Act 2018, for personal data it controls.
7.2 Where either party processes personal data for the other as a processor, the parties will put an appropriate data-processing agreement in place before that processing begins.
7.3 Each party will protect the other's confidential information, use it only to perform this agreement and share it only with people who need it and are bound by confidentiality duties. This does not apply to information that is public without breach, already lawfully known, independently developed, or required to be disclosed by law.
7.4 These confidentiality obligations continue for three years after this agreement ends; obligations relating to personal data and trade secrets continue for as long as the information remains protected by law.
08 · Fees, tax and third parties
8. Commercial arrangements
8.1 There is no programme joining fee unless we agree otherwise in writing. Product subscriptions, client billing, referral arrangements, discounts or revenue shares are governed by the applicable order, offer or commercial schedule.
8.2 Each party is responsible for its own taxes, costs and expenses unless a written commercial schedule says otherwise.
8.3 Some benefits may be provided by third parties. Their services are governed by their own terms, and CherryMoney is not responsible for an independent third party's acts, availability or performance.
09 · Changes to the programme
9. Keeping the programme current
9.1 We may develop the programme, its criteria and benefits over time. We will give reasonable notice of material changes that are likely to significantly disadvantage active partners, unless an urgent legal, security or operational reason requires a faster change.
9.2 Updated agreement terms will apply from the stated effective date. If you do not accept a material change, you may end your participation before it takes effect.
10 · Term, suspension and termination
10. Ending participation
10.1 This agreement continues until either party ends it. Either party may end it for convenience by giving 30 days' written notice.
10.2 We may suspend programme access or benefits while we investigate suspected fraud, security risk, legal non-compliance, misuse, client harm or a material breach. Where reasonable, we will explain the concern and give you an opportunity to respond.
10.3 Either party may end this agreement immediately if the other commits a material breach that cannot be remedied, or fails to remedy a remediable material breach within 14 days of written notice.
10.4 When participation ends, programme benefits stop, you must stop using programme badges and each party must return or securely delete confidential material when reasonably requested. Client subscriptions and access continue under the agreements that govern them.
11 · Liability
11. Allocation of responsibility
11.1 Nothing in this agreement excludes or limits liability that cannot lawfully be excluded or limited, including liability for fraud, fraudulent misrepresentation, or death or personal injury caused by negligence.
11.2 Subject to clause 11.1, neither party is liable under this agreement for indirect or consequential loss, loss of profit, revenue, goodwill or anticipated savings, or loss of data where reasonable backups were not maintained.
11.3 The final agreement must state an appropriate aggregate liability cap and any agreed exceptions. This commercial position remains subject to legal and insurance review.
12 · General terms
12. The legal framework
12.1 The parties are independent contractors. Nothing creates an agency, employment relationship, partnership in law, fiduciary relationship or joint venture.
12.2 Neither party may assign this agreement without the other's written consent, not to be unreasonably withheld, except to an affiliate or in connection with a genuine business reorganisation or sale of substantially all relevant assets.
12.3 A delay in enforcing a right is not a waiver. If a provision is unenforceable, the remaining provisions continue. This agreement and documents expressly incorporated into it form the entire agreement about the programme.
12.4 Notices must be sent to the business email recorded for the programme and to CherryMoney through the contact method specified in the onboarding confirmation.
12.5 This agreement is governed by the laws of England and Wales, and the courts of England and Wales have exclusive jurisdiction, subject to any mandatory rights that apply.
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