Last updated: March 2026
These terms govern your participation in the Involv Assure early access waitlist and referral program. By joining the waitlist, you agree to these terms.
The short version: We’re offering genuine rewards to early supporters. These terms exist to prevent abuse and ensure fairness for everyone. If you’re signing up in good faith, you have nothing to worry about.
Waitlist Members are assigned to reward tiers based on the order in which they join:
| Tier | Eligibility | Reward |
|---|---|---|
| First 100 | Waitlist positions 1–100 | Lifetime free access to Assure Essentials plan (2 seats) + $0 implementation fee + First 100 private community access |
| Next 100 | Waitlist positions 101–200 | 50% discount on the Assure Essentials plan for life + Free Independent Review Pack for Year 1 (valued at $1,500) |
| Waitlist Club | Waitlist positions 201+ | 20% discount on the Assure Essentials plan for life + Free Plus Success Plan for Year 1 (valued at $2,400) |
Your tier is determined by your waitlist position at the time of registration. Waitlist position is assigned sequentially based on the timestamp of your completed registration.
Where we refer to “lifetime” or “for life” discounts or access:
The “Lifetime Free Essentials” reward includes:
It does not include:
If a First 100 member wishes to upgrade to a higher-tier plan (Growth, Firm, Enterprise), standard pricing for that tier applies, less a 20% loyalty discount for the first 12 months.
The 50% lifetime discount applies to:
It does not apply to:
The Free Independent Review Pack (Year 1) is provided at no charge for the first 12 months following your account activation. Standard pricing applies from Year 2 onward.
The 20% lifetime discount applies to:
It does not apply to:
The Free Plus Success Plan (Year 1) is provided at no charge for the first 12 months following your account activation. Standard pricing applies from Year 2 onward.
All waitlist discounts (50% for Next 100, 20% for Waitlist Club) apply to monthly subscription plans only.
Higher discounts may be available through Assure’s standard multi-year subscription plans. These multi-year discounts are available to all Assure customers and are not exclusive to Waitlist Members.
If you elect a multi-year plan, you will receive the greater of:
Discounts are not additive in this context.
If a Next 100 or Waitlist Club member wishes to upgrade from Essentials to a higher-tier plan (Growth, Firm, or Enterprise):
All waitlist tier rewards are available only to registrations completed before the Reward Expiry Date (June 30, 2026 at 11:59pm AEST). Registrations completed after the Reward Expiry Date will receive standard pricing with no waitlist discounts.
The Waitlist is open to:
Each business entity (firm, practice, or company) is entitled to one Waitlist registration and one set of tier rewards.
If multiple individuals from the same firm register, only the first registration will be entitled to tier rewards. Subsequent registrations from the same firm will be merged with the original registration.
We determine “same firm” by reference to:
You must provide accurate and complete information when registering. Registrations containing false, misleading, or fraudulent information may be disqualified at our discretion.
Assure is designed for Australian professional services firms subject to AUSTRAC regulation. Waitlist registration is open to Australian entities and individuals only at this time.
Each Waitlist Member receives a unique referral link upon registration. When someone registers using your referral link, and that registration meets the criteria for a Qualified Referral, you earn credit toward referral rewards.
Certain referral rewards require your Qualified Referrals to become Converted Referrals (paid subscribers) before the reward is unlocked. See Section 4.3 for details.
| Qualified Referrals | Reward | Conversion Requirement |
|---|---|---|
| 1 | Move up 20 positions on the waitlist + “Tranche 2 Audit-Ready Checklist” (digital PDF) | None |
| 3 | Free Independent Review Pack for Year 1 (valued at $1,500) | At least 1 Converted Referral |
| 5 | Founder Status: Additional 20% discount on Essentials for life + 30-minute strategy call with Involv CEO | At least 2 Converted Referrals |
| 15 | Founder Office Hours: 30-minute private compliance strategy session | At least 4 Converted Referrals |
To prevent abuse and ensure program sustainability, certain referral rewards are only unlocked when a minimum number of your Qualified Referrals become paid subscribers (Converted Referrals) before 30 September 2026.
| Reward Tier | Qualified Referrals Required | Converted Referrals Required |
|---|---|---|
| 1 Referral | 1 | 0 (no conversion required) |
| 3 Referrals | 3 | 1 |
| 5 Referrals | 5 | 2 |
| 15 Referrals | 15 | 4 |
Example: To unlock the Free Independent Review Pack (3-referral reward), you must have at least 3 Qualified Referrals, of which at least 1 has become a paid Assure subscriber.
Rewards are unlocked once both the Qualified Referral count and the Converted Referral count thresholds are met. You will be notified by email when a reward is unlocked.
Referral rewards are cumulative. If you achieve 5 Qualified Referrals with the required Converted Referrals, you receive the rewards for 1, 3, and 5 referrals (subject to each tier’s conversion requirements being met).
The “Founder Status” reward provides an additional 20% discount on the Assure Essentials plan for life. This discount:
If a Founder Status member wishes to upgrade to a higher-tier plan (Growth, Firm, Enterprise):
The Founder Status 20% discount stacks with your waitlist tier discount on the Essentials plan, up to a maximum combined discount of 60%.
| Waitlist Tier | Tier Discount | + Founder Status | Combined Discount |
|---|---|---|---|
| First 100 | Free Essentials | +20% off additional seats | 20% off additional seats |
| Next 100 | 50% off | +20% | 60% off (maximum) |
| Waitlist Club | 20% off | +20% | 40% off |
Discounts do not stack beyond 60% under any circumstances. These combined discounts apply to the Essentials plan only. Higher-tier plans are subject to standard pricing with the 12-month loyalty discount as described in Section 4.5.
When you earn the 1-referral reward, your waitlist position number decreases by 20 (e.g., from #347 to #327). This does not change your tier assignment. Your tier is locked at the time of your original registration. Moving up positions provides earlier access during the staged launch rollout.
A referral is “Qualified” when all of the following are met:
A Qualified Referral becomes a “Converted Referral” when:
Free trials, if offered, do not count toward conversion until a paid subscription commences.
The following do not count as Qualified Referrals:
The following do not count as Converted Referrals:
Qualified Referral credit is awarded provisionally upon registration and is subject to validation. We may remove credit if a referral is later determined to be non-qualifying.
Converted Referral credit is awarded after the referred user’s first successful payment has been processed and any applicable refund period has passed (typically 14 days).
You will receive email notifications when:
The following conduct is prohibited and may result in disqualification from the Waitlist, forfeiture of rewards, and/or account termination:
We reserve the right, at our sole discretion, to:
We will make reasonable efforts to notify affected parties, but are not obligated to do so in cases of clear abuse.
We may modify these terms at any time by posting updated terms at this URL. Material changes will be communicated via email to registered Waitlist Members. Changes to reward tiers or structures will not retroactively affect rewards already earned or tier assignments already made, except where necessary to address fraud or abuse.
We reserve the right to terminate the Waitlist or Referral Program at any time. In such event:
Assure is under active development. Features, pricing, and plan structures described in Waitlist materials are subject to change prior to and after Launch Date. Waitlist tier rewards are based on the plan structures in effect at Launch Date. If plan structures change materially, we will map your rewards to the nearest equivalent offering.
When you join the Waitlist, we collect:
We use your information to:
By joining the Waitlist, you consent to receive email communications from Involv regarding Assure. You may unsubscribe at any time via the link in any email. Unsubscribing from marketing emails does not affect transactional emails (e.g., account activation, reward notifications) or your Waitlist registration.
Your information is handled in accordance with our Privacy Policy. We do not sell your personal information to third parties.
While we intend to launch Assure and honour all Waitlist rewards, circumstances beyond our control may affect timing, features, or availability. Joining the Waitlist does not guarantee access to Assure or any specific features.
Waitlist tier rewards are contingent on you activating an Assure account within 60 days of receiving your account invitation. If you do not activate within this period, your tier rewards may be forfeited and reassigned.
Referral rewards that require Converted Referrals (see Section 4.3) are contingent on the relevant conversions occurring. There is no guarantee that your Qualified Referrals will become paid subscribers, and Involv is not responsible if conversion requirements are not met.
Assure is a software tool to assist with AML/CTF compliance. It does not constitute legal, financial, or regulatory advice. You remain solely responsible for your compliance obligations under the AML/CTF Act and AUSTRAC regulations.
These terms are governed by the laws of Victoria, Australia. Any disputes will be subject to the exclusive jurisdiction of the courts of Victoria.
Questions about these terms or your Waitlist registration?
New waitlist rewards will cease to be issued after 30 June 2026 at 11:59pm AEST.