Advisor Academy

Policies & Agreements

The documents that govern participation in the Nuveda AI Advisor Academy and the Nuveda AI Business Advisor Program — including the commercial Business Advisor Agreement. Every document here is open to read in full, at any time.

These documents are specific to the Advisor Academy and Business Advisor Program. They are separate from the Nuveda AI Legal Center, which governs use of the Nuveda AI platform itself.

What you are asked to accept

Two documents require an affirmative acceptance. Each one incorporates the policies listed under it, so those policies are accepted together with their controlling document rather than one checkbox at a time.

  1. 1Advisor Academy Terms of Service· Academy enrollment

    “I agree to the Nuveda AI Advisor Academy Terms of Service and incorporated Certification & Qualification Policy.”

    Incorporates: Certification & Qualification Policy.

    Provided for review, no separate acceptance required: Academy Privacy & Data Notice.

  2. 2Business Advisor Agreement· Business Advisor activation

    “I agree to the Nuveda AI Business Advisor Agreement and its incorporated policies.”

    Incorporates: Commission & Customer Attribution Policy, Active Advisor & Inactivity Policy, Suspension & Termination Policy, Advisor Code of Conduct, Advertising, Social Media & Claims Policy, Customer Data & Security Policy, Lead Registration & Customer Ownership Policy, Earnings & Opportunity Disclosure.

Advisor Academy

The participation documents for the Nuveda AI Advisor Academy — enrollment, training, assessments, certification, and how your Academy data is handled.

Business Advisor Program

The commercial agreement for appointed Nuveda AI Business Advisors and the Program policies incorporated into it.

Business Advisor Agreement

The commercial agreement governing appointment to and participation in the Nuveda AI Business Advisor Program, incorporating the eight Program policies below.

Effective September 9, 2026

Accepted at Business Advisor activation

Commission & Customer Attribution Policy

Commission eligibility, customer attribution, calculation, payment, adjustments, and disputes under the Business Advisor Program.

Effective September 9, 2026

Active Advisor & Inactivity Policy

Requirements for maintaining active participation in the Program and the procedures that apply when an Advisor becomes inactive.

Effective September 9, 2026

Suspension & Termination Policy

Circumstances, procedures, and consequences applicable to suspension, restriction, resignation, and termination under the Program.

Effective September 9, 2026

Advisor Code of Conduct

The professional, ethical, and behavioral standards applicable to participation in the Business Advisor Program.

Effective September 9, 2026

Advertising, Social Media & Claims Policy

Rules governing advertising, marketing, social media activity, testimonials, earnings representations, and product claims made by Advisors.

Effective September 9, 2026

Customer Data & Security Policy

Privacy, confidentiality, security, access-control, device, incident-reporting, and offboarding requirements applicable to Advisors.

Effective September 9, 2026

Lead Registration & Customer Ownership Policy

Rules governing lead registration, prospect attribution, opportunity protection, duplicate and dormant leads, reassignment, and customer administration.

Effective September 9, 2026

Earnings & Opportunity Disclosure

Important information about the Academy, the Business Advisor Program, commission opportunities, and potential earnings. No earnings are guaranteed.

Effective September 9, 2026