Schedule B — Content OS

To the House of Work Terms of Service

This Schedule B forms part of your agreement with House of Work LLC ("House of Work") under our Terms of Service (the "Terms"). It applies to the Content OS service and to no other service. "The Client" means the firm that subscribes to Content OS. Where this Schedule conflicts with the Terms, this Schedule controls for Content OS.

Annex B to our Data Processing Agreement sets out the data-protection terms specific to Content OS and is incorporated into this Schedule.

B1. The service

Content OS is a subscription to a content platform built, hosted and operated by House of Work. House of Work researches the Client's niche and market, generates draft content assets, runs an automated compliance review over them, presents each asset in the Client's portal for approval, and publishes approved assets to the destinations the Client has connected.

The components that make up Content OS — the agent ensemble, prompts, workflow architecture, model selection and configuration, databases, research pipelines and the client portal — run on infrastructure and accounts that House of Work owns and contracts for. They are not built in, transferred to, or hosted within the Client's accounts.

B2. Accounts, data and roles

B2.1 House of Work owns, contracts for and operates the platforms and infrastructure on which Content OS runs. Separately, the Client owns and contracts for the destination systems to which approved content is published — its website, its social accounts, and its email service provider where integrated (the "Client Destination Systems"). House of Work is granted publishing access to the Client Destination Systems for the term and will relinquish that access on termination.

B2.2 Email. Where the Client integrates its own email service provider, Content OS creates draft campaigns in the Client's own account for the Client to review and send. House of Work does not send email to the Client's subscribers and does not take custody of the Client's subscriber list. The Client sends, and remains the sender of record. The managed email add-on in B7.5 is the only arrangement under which House of Work sends on the Client's behalf.

B2.3 Content OS is not connected to the Client's client records, CRM, custodial or planning systems, and does not receive the Client's client or prospect data. Data-protection responsibilities are governed by the Data Processing Agreement as modified by Annex B.

B3. Access, not ownership

B3.1 Licence. During the term, House of Work grants the Client a non-exclusive, non-transferable, non-sublicensable and revocable right to access and use Content OS for the Client's own internal business purposes.

B3.2 Ownership retained. All right, title and interest in and to Content OS — including the agent ensemble, prompts, workflow architecture, model configurations, databases and schemas, portal software, research methodology, and the SEO, keyword and niche datasets House of Work builds and maintains — is and remains House of Work's Background IP under Section 4.1 of the Terms. This includes any configuration, tuning or customisation House of Work performs for the Client. Nothing in the Terms or this Schedule transfers ownership of any part of Content OS to the Client, and no licence to Content OS survives termination.

B3.3 Restrictions. The Client will not copy, reverse engineer, decompile or attempt to derive the prompts, workflows or configuration underlying Content OS, nor use Content OS to build or assist in building a competing service, nor permit any third party to do so.

B3.4 No transfer on termination. House of Work has no obligation on termination to leave any part of Content OS operational, to transfer it to the Client or a successor provider, or to provide its configuration. Section B10 governs what the Client receives on termination.

B4. Content ownership

B4.1 The Client owns the Content. The content assets produced for the Client through Content OS and approved by the Client — including blog articles, social posts, market and niche newsletters, lead magnets and scripts (the "Content") — are owned by the Client on and from approval, together with such copyright and other rights as subsist in them. House of Work assigns to the Client all right, title and interest it may hold in approved Content.

B4.2 Survival. The Client's ownership of Content approved before termination survives termination and is not conditioned on the payment of fees for any period after termination.

B4.3 What is not Content. Unapproved drafts, House of Work's niche research and market monitoring outputs, SEO maps, keyword clusters, ranking data and drafting methodology are not Content and remain House of Work's Background IP under Section 4.1 of the Terms, notwithstanding that Content was produced using them. The Client's own brand assets, positioning materials, ideal client profile and pre-existing content remain the Client's under Section 4.2 of the Terms.

B4.4 Machine-generated material. Content is produced with substantial assistance from generative models. The extent of copyright protection available for machine-generated material is unsettled, and B4.1 assigns whatever rights subsist rather than warranting that any particular right does. The Client's review under B5 is its opportunity to satisfy itself before publication.

B5. Approval, and the Client as advertiser

B5.1 Approval. Section 3 of the Terms applies. In addition, nothing is published in the Client's name, to the Client's audience, or through the Client Destination Systems without approval by an authorised person at the Client. The Client will designate at least one named approver with authority to approve marketing content, will keep that designation current, and will make the approver reasonably available. House of Work is entitled to treat approval given through the portal by a designated approver as the Client's approval.

B5.2 The Client is the advertiser. Content approved and disseminated by or on behalf of the Client is the Client's own advertisement for the purposes of Rule 206(4)-1 under the Investment Advisers Act (the SEC Marketing Rule) and, where applicable, FINRA Rule 2210 and Section 482 of the Securities Act. The Client is solely responsible for its own regulatory review and approval of Content, for any filing obligation, for its books-and-records obligations, and for the accuracy of any performance, testimonial, endorsement or third-party rating material it directs be included.

B5.3 The compliance review is a tool, not an opinion. The automated compliance review in Content OS flags language for the Client's attention. It is a drafting aid. It is not legal advice, not compliance advice, and not a substitute for review by the Client's chief compliance officer or compliance consultant. House of Work does not represent or warrant that any Content complies with any rule, and does not act as the Client's compliance consultant. The acceptance provisions in Section 3 of the Terms apply to approved Content, and House of Work is not liable for losses arising from Content the Client approved and published.

B5.4 Testimonials and endorsements. House of Work is compensated for providing the services in this Schedule and not for any endorsement, testimonial or referral of the Client. Where the Client directs that Content include a testimonial, endorsement or third-party rating, the Client is responsible for the disclosures and for any promoter arrangements the Marketing Rule requires.

B6. Records and export

B6.1 What the portal holds. The portal holds the Client's Content assets and their current approval status for the term of the service. The portal is a production and delivery tool. It is not a compliance archive, and House of Work does not represent that it retains a complete or immutable record of drafts, revisions, compliance flags or approval history.

B6.2 The Client's records are the Client's own. The Client is responsible for its recordkeeping obligations under Rule 204-2 of the Investment Advisers Act and any other applicable rule, including retaining copies of its advertisements and evidence of its own review and approval. The Client will not treat the portal as its system of record.

B6.3 Export. On the Client's reasonable request during the term, and once on termination, House of Work will provide an export of the Client's Content in a commonly usable format at no charge. House of Work will provide the termination export within 30 days of the end of the final paid period.

B6.4 Future capability. House of Work may extend the portal's record-keeping and export capability over time. Any such capability is offered as described at the time it is made available, and does not alter B6.2.

B7. Term, fees and cancellation

B7.1 Term. Content OS runs month to month from the date the Client's first payment is taken, with no minimum commitment, and renews automatically each month until cancelled.

B7.2 Fees. Content OS is $750 per month, billed in advance on the same date each month. Any add-on services the Client selects are billed on the same cycle at the rates then agreed.

B7.3 Cancellation. Either party may cancel Content OS on 30 days' written notice, taking effect at the end of the billing period in which the notice period expires. Fees for a billing period already begun are not refundable.

B7.4 Fee changes. House of Work may change the fees for Content OS on 60 days' written notice. If the Client does not accept a change, it may cancel with effect from the date the change would take effect, and the notice period in B7.3 does not apply to that cancellation.

B7.5 Managed email add-on (optional). Where the Client has no email service provider of its own, House of Work offers a managed email add-on under which it provisions and operates a dedicated sending account on the Client's behalf and sends approved email to the Client's subscriber list. The add-on applies only where the Client elects it in writing, is billed at the rate then agreed in addition to the fees in B7.2, and may be cancelled on the notice in B7.3 independently of Content OS. Section B.9 of Annex B governs the data-protection terms of the add-on, and under it the Client remains the sender of record and the controller of its list.

B8. Availability, changes and suspension

B8.1 Availability. House of Work will use commercially reasonable efforts to keep Content OS available, and Section 9.1 of the Terms applies. Content OS depends on third-party platforms and model providers House of Work does not control, and House of Work does not warrant uninterrupted availability or any particular output quality, ranking, traffic or business result.

B8.2 Changes to the platform. House of Work develops Content OS continuously and may add, modify or retire features, models and workflows, provided it does not materially reduce the core functionality described in B1 during a paid period. Improvements are included at no additional cost.

B8.3 Suspension. House of Work may suspend the Client's access to Content OS if undisputed fees are 15 days or more overdue, on 10 days' written notice. Suspension does not affect the Client's ownership of Content already approved, and House of Work will provide the export in B6.3 on request notwithstanding a suspension.

B9. Exclusivity

During the term, House of Work will not provide Content OS to another firm whose target niche and market are the same as the Client's, as recorded in the Client's onboarding. This commitment applies to the niche and market as recorded and not to the Client's geography, competitor list or client base generally, and it lapses on termination.

B10. Termination

On cancellation, expiry or termination:

1. the Client's access to the portal and to Content OS ends at the end of the final paid period;
2. House of Work provides the export described in B6.3;
3. House of Work relinquishes or transfers back its publishing access to the Client Destination Systems;
4. where the managed email add-on was elected, House of Work exports and then deletes the subscriber list and closes the sending account in accordance with Annex B, Section B.9.6;
5. the agents, workflows, prompts, datasets and configuration operated for the Client remain House of Work's property and are decommissioned; and
6. House of Work returns or deletes Client personal data in accordance with the Data Processing Agreement as modified by Annex B.

Section 8.3 of the Terms (transition services) applies. Section 8.4 of the Terms applies, and in addition B3.2, B3.3, B4, B5 and B6.2 survive termination.

B11. Everything else

All other provisions of the Terms apply to Content OS as written, including Section 2 (Your responsibilities), Section 5 (Documentation), Sections 6.2 to 6.4 (suspension, late payment and taxes), Section 7 (Confidentiality), Section 9 (Warranties, liability and indemnity), Section 10 (Regulatory responsibility) and Section 12 (General).