Financial-services firm, 2–9 staff: research and client records

Research and client records from a financial-services firm in the United States with 2–9 staff and 2–4 years of history. Which records it holds, and over how many years, is being confirmed.

Research and client records of a financial-services firm · United States

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Team: 2–9
Typical data: Research, clients
Region: United States
History: 2–4 yrs

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Non-exclusive license for the uses named in it: training, evals or agent environments.
Training permission doesn’t include public release, resale or sublicensing of the raw data.
No attempts to re-identify people, customers or the seller.
Raw data is deleted at the end of the term; models already trained may remain, as the license sets out.

Draft agreements: NDA template, license agreement.

SMD-90330 · Last reviewed Nov 4, 2026