updated February 18, 2026
These Service Subscription Terms apply to all Authorized Users as designated by Kovack Securities, Inc. and its affiliated companies (“Kovack”) who subscribe for ClientGen, LLC’s services.
ClientGen, LLC (the “Company”) will make available to Client, via the Company Portal, those services for which Client has subscribed via a webform or digital form on the Company’s website, or by other means established and authorized by the Company (the “Services”). The Company’s provision of the Services is subject to these Service Subscription Terms (including the ClientGen Services Agreement, as described herein). The effective date shall be the date upon which Client subscribed for the Services as reflected in the Company’s records (“Effective Date”).
The initial term of the Agreement shall commence on the Effective Date and shall continue for a period of ninety (90) days (the “Initial Term”). Upon expiration of the Initial Term, the Agreement will automatically renew monthly for successive one-month terms (each, a “Renewal Term”), unless terminated in writing in accordance with the Agreement.
The first sixty (60) days of Services will be provided at no cost to Client. The initial monthly service fee is due and payable, and will be charged to Client, on the sixty-first (61st) day after the Effective Date, and again on each successive month thereafter during the Term of the Agreement.
Client agrees to provide and maintain with the Company throughout the Term of the Agreement, a valid credit card or bank account Automated Clearing House (ACH) information for automatic billing of the monthly service fee. The credit card will be charged or the ACH payment will be initiated on the date each monthly service fee is due as described herein.
Client shall be responsible for the payment of any applicable sales, use taxes, value added or similar taxes payable with respect to the Services, or arising out of or in connection with the Services Agreement.
Either Party may terminate the Agreement without cause by providing written notice to the other Party. If such written notice is provided on or before the sixtieth (60th) day after the Effective Date, Client will be responsible for payment of the initial monthly service fee, and the Agreement will terminate upon expiration of the Initial Term. If such written notice is provided on or after the sixty-first (61st) day of the Initial Term and prior to the ninetieth (90th) day of the Initial Term, the Agreement will renew for one Renewal Term and Client will be responsible for payment of the initial monthly service fee and one additional monthly service fee. Upon expiration of the Initial Term, either Party may terminate the Agreement without cause by providing written notice to the other Party no less than thirty (30) days prior to the commencement of a Renewal Term.
The Agreement may be terminated for cause as provided in the Services Agreement.
The Agreement may also be terminated immediately upon Company’s determination, which shall be made in Company’s sole discretion, that Client is no longer an Authorized User of Kovack.
These Service Subscription Terms are made subject to, and incorporate by this reference, the ClientGen, LLC Services Agreement, available at: https://clientgen.ai/services-agreement/ (“Services Agreement”). The Services Agreement together with these Service Subscription Terms form the full legal agreement (“Agreement”) between Client and the Company regarding the Services.
All undefined capitalized terms used in these Service Subscription Terms have the meaning set forth in the Services Agreement. To the extent of any conflict between these Service Subscription Terms and the Services Agreement, the specific terms of these Service Subscription Terms will govern but only with respect to the terms set forth herein. The Services may only be used pursuant to and in accordance with the Agreement.