How to Add Your Privacy Policy and Terms & Conditions

This article explains how to add your Privacy Policy and Terms & Conditions links to your business settings, and how these will appear to your clients.

Why this matters

Adding your Privacy Policy and Terms & Conditions ensures your clients can easily review your legal and compliance information before engaging with your services.

How to add your Privacy Policy and Terms & Conditions

1. Log in to your Business Admin account.
2. Navigate to your Broker Business on the left-hand side
3. Select the Broker Business in the list and click "Edit"
4. Locate the fields for:
   • Privacy Policy / Terms & Conditions URL
5. Paste the full website links into the relevant fields.
   • These can be links to your own website or external sources (for example, a hosted policy page).
6. Click Save to apply your changes.

What your clients will see

• Once you invite a client to the platform, they will see your Privacy Policy and Terms & Conditions link when logging in to the dashboard.
• When a client clicks the link, they will be redirected to the exact URL you have provided.

Helpful tips

• Make sure the links are publicly accessible (no login required).
• Double-check that the URLs are correct before saving.
• Update these links anytime if your policies change.

Need help?

If you have any questions or need assistance, please don’t hesitate to reach out to our support team at support@effi.com.au. We’re happy to help 😊