Terms & Conditions

These terms govern your use of the ROI Consultants platform and services. Last updated: 30 August 2026.

Note: This document is a working draft prepared for ROI Consultants and has not yet been reviewed by a qualified attorney. It should be reviewed and, if necessary, amended by legal counsel before being relied upon as a final, binding agreement.

1. Acceptance of These Terms

By creating an account, subscribing to a plan, or otherwise using the ROI Consultants platform ("the Service"), you ("the Employer", "you") agree to be bound by these Terms & Conditions. If you do not agree, please do not use the Service.

2. Description of the Service

ROI Consultants provides two categories of subscription:

  • Training Access — unlimited access to our course catalogue for your registered employees.
  • SDF Managed — includes Training Access, plus ROI Consultants acting as your appointed Skills Development Facilitator (SDF), including support with your Workplace Skills Plan (WSP) and Annual Training Report (ATR) submissions.

Where ROI Consultants is appointed as your SDF, we compile and file your WSP/ATR submission using the training records you maintain on the platform, including any external training you log under Manage WSP & ATR. We do not independently verify external training claims beyond the evidence you provide, and it remains your responsibility to ensure the accuracy of information submitted.

3. Subscription Plans & Billing

3.1 Subscriptions are billed either monthly or annually, at the rate displayed at checkout for your selected employee band.

3.2 Annual plans are billed once upfront at the discounted rate shown and are non-refundable except as set out in Section 5.

3.3 Annual-only sign-up window. To prevent short-term use of the Service solely to obtain SDF/WSP-ATR filing benefit for a single reporting cycle, new sign-ups to a Training Access or SDF Managed plan during January, February or March of any year must select the equivalent annual plan; monthly billing is not available for new sign-ups during this window. This restriction applies to new subscriptions only and does not affect existing subscribers already on a monthly plan.

3.4 We reserve the right to change subscription pricing with reasonable notice. Price changes will not affect an active billing cycle already paid for.

4. Employee Seats

4.1 Each plan includes a fixed number of employee seats based on your selected band. You may add, edit or revoke employee seats at any time via the Manage Employees area, up to your plan limit.

4.2 To protect the integrity of compliance records, an employee name, surname and ID number cannot be changed once a seat has been created; a seat must be revoked and a new one created if this information was entered incorrectly.

5. Cancellation & Refunds

5.1 Monthly plans may be cancelled at any time, effective at the end of the current billing period. No partial-month refunds are provided.

5.2 Annual plans may be cancelled at any time but are non-refundable for the remaining portion of the annual term, except where cancellation occurs within 7 days of initial sign-up.

5.3 Where ROI Consultants is your appointed SDF, cancellation does not retroactively affect WSP/ATR submissions already filed on your behalf for a completed reporting cycle.

6. Employee Data & POPIA

6.1 In the course of providing the Service, we collect and process personal information about your employees, including in some cases special personal information such as ID number, population group, gender and disability status, strictly for skills development and compliance reporting purposes as required by SETA and DHET frameworks.

6.2 You confirm, when adding an employee to the platform, that you have obtained that employee consent under the Protection of Personal Information Act 4 of 2013 (POPIA) for this processing. You are the responsible party for ensuring this consent is validly obtained and may be asked to produce evidence of it.

6.3 Further detail on how we handle personal information is set out in our Privacy Policy.

7. Course Access, Completion & Certificates

7.1 Course completion certificates are generated automatically upon an employee completing a course and are provided as evidence of training completed, not as a guarantee of competency assessed by any external body unless the course is explicitly stated to be SETA-accredited.

7.2 Course content is provided "as is" and may be updated, replaced or withdrawn from time to time. We will make reasonable efforts to maintain equivalent training value where a course is withdrawn.

8. Intellectual Property

All course content, platform software, branding and materials remain the property of ROI Consultants or its licensors. Your subscription grants a limited, non-exclusive right to access this content for your employees training for the duration of your active subscription. No content may be downloaded, redistributed or resold outside the platform.

9. Acceptable Use

You agree not to misuse the Service, including by sharing login credentials outside your organisation, attempting to access another employer data, or submitting false information for compliance reporting purposes.

10. Limitation of Liability

To the maximum extent permitted by law, ROI Consultants liability for any claim arising from your use of the Service is limited to the fees paid by you in the 12 months preceding the claim. We are not liable for indirect or consequential loss, including loss arising from delayed or incomplete WSP/ATR filings caused by inaccurate or incomplete information provided by you.

11. Changes to These Terms

We may update these Terms from time to time. Material changes will be communicated to active subscribers by email or in-platform notice. Continued use of the Service after changes take effect constitutes acceptance of the updated Terms.

12. Governing Law

These Terms are governed by the laws of the Republic of South Africa. Any disputes will be subject to the jurisdiction of the South African courts.

13. Contact

Questions about these Terms can be directed to us via our Contact page.