Legal Documents
For Foundant Clients
We are dedicated to transparent communication of and access to the Agreements governing the use of Foundant Software and Services. We’ve recently updated these Agreements to provide transparency in how we deliver services and process client data. To make it easy to find the information you’re looking for, we’ve assembled all of these Agreements in one place and provided PDF copies below.
Foundant Technologies Client Agreements
Updated and effective immediately, for all new and renewing clients with Order Forms dated on or after January 12, 2024, the following Agreements apply to your order.
- Data Processing Agreement
- Master Subscription Agreement (updated)
- Professional Services Agreement
- Service Level Agreement
Updated and effective May 2, 2022, for all new and renewing clients, the following agreement apply to your order.
- Data Processing Agreement
- Master Subscription Agreement
- Professional Services Agreement
- Service Level Agreement
For any Clients who were new or renewed their subscription(s) prior to May 2, 2022, the versions of the Agreements that were in effect on the original date of your purchase of Foundant Services will apply to your order.