Version 0.1-draft · prepared 2026-07-05 · effective date pending attorney sign-off · sha256 7c7df4695bc9
Remy Marlo — Advisor / B2B Design-Partner Terms (skeleton)
DRAFT — attorney review required before publication. Prepared 2026-07-05. Short by design: the design-partner agreement for the first advisor cohort. Expand into full MSA at commercial launch.
Parties: [Remy Marlo / OPERATING ENTITY TBD] ("Provider") and the travel advisor / agency ("Advisor").
1. What the Advisor gets
- The right to deploy Remy on client trips the Advisor organizes, under a white-label/co-brand posture: Advisor presents Remy as "my always-on group concierge"; Provider's brand may appear at the level agreed per deployment. The AI disclosure is never removable regardless of branding (Terms §19; consent-kit beat #1).
- The trip-operator surfaces: intake, roster mapping, preflight, monitoring, kill switch.
- The post-trip client-intelligence report (§5).
- Design-partner status: early access, direct input,
[pricing terms — not in this doc].
2. Money and merchant-of-record
- Advisor remains the client-facing merchant of record for the Advisor's own fees. The Advisor bills the client for their planning services (into which the concierge is absorbed or marked up); Provider bills the Advisor a flat per-trip fee
[amount/terms in order form — no pricing in this document]. Provider never handles client funds and never sells travel services (Terms §3(b)); this structure is also load-bearing for seller-of-travel analysis — the registered/exempt Advisor is the one selling travel. Advisor represents it holds any seller-of-travel registration its own activities require (CA/FL/WA/HI). - Pilot/design-partner trips: complimentary per the Pilot Addendum.
3. Roles, data ownership, and responsibility split
| Item | Advisor | Provider |
|---|---|---|
| Client relationship, trip design, human escalations | owns | supports (flags to Advisor) |
| Client/traveler notice + consent (informing the group, parental consent for minors) | owns — Advisor executes the Organizer Attestation per trip | provides the consent kit copy + in-chat disclosure |
| Trip materials & roster data | Advisor's client data — Advisor warrants right to share | processes as service provider/processor solely to run the trip [attorney: confirm controller/processor mapping] |
| Chat-derived trip data | — | processed per Privacy Policy; per-trip isolation applies between the Advisor's own clients too |
| Client-intelligence report | Advisor receives + owns their copy | generates under §5 rules |
| Preference data reuse for the Advisor's future trips ("clone", cross-trip) | only via the client-facing toggles/consents | enforces default-off |
Provider signs a DPA with the Advisor covering processing of client personal data [attach: DPA template — attorney].
4. Advisor obligations
Deploy only with the attestation completed per trip; don't strip disclosures; don't promise clients capabilities Remy doesn't have (no booking/canceling/paying/calling — the honesty section of the site is contractual here); comply with the AUP; maintain their own E&O insurance [recommended: require proof at commercial tier].
5. Client-intelligence report consent
The advisor-facing report (questions asked, assists, preferences learned, follow-up opportunities) is generated only if: (a) the group intro/consent surface disclosed that the trip's organizer receives a trip report [REQUIREMENTS INPUT: add one disclosure line to the intro/attestation when the organizer is an advisor]; (b) individual sensitive preferences (health/dietary detail) appear only with that traveler's consent or in de-identified group form; (c) opted-out members are excluded entirely. The report is the Advisor's confidential business record for serving that client and may not be sold or shared outside the agency.
6. Boilerplate (inherits consumer Terms where not overridden)
Accuracy disclaimer, capability boundary, SLA/refund (per-trip fee credit to Advisor), LoL (cap: fees paid by Advisor in the [3] months preceding the claim [attorney]), warranty disclaimer, force majeure, term/termination (either party, 30 days' notice; live trips complete their run), confidentiality (mutual — Advisor sees pre-release product; Provider sees client data), no exclusivity either direction [Mike may trade exclusivity for design-partner commitments — his call], governing law [STATE TBD], publicity only with consent (each side may not name the other publicly without written OK — advisors may quietly want the opposite; negotiate per partner).
7. Open items for the full MSA (flagged, not drafted)
Volume pricing/tiers; multi-seat agency accounts and permissions; co-marketing; support SLAs; audit rights on the DPA; insurance minimums; territory; data-residency asks from luxury agencies with EU clients.