Bond Sizer terms of service
Version 1 · Last updated: 2026-11-08
These terms apply when you order Bond Sizer from Rotomal. They sit alongside our general terms, privacy policy and refund policy; where they differ, these product terms apply to Bond Sizer.
Who provides the service
Bond Sizer is provided by Rotomal, Israel ("we"). Contact: hello@rotomal.com.
The service
Bond Sizer is a one-time review of your CARM financial security. From the statements you download from the CARM Client Portal, we rebuild your monthly balances, estimate the requirement, compare it with the security you have posted and set out your options before the new amount applies on 15 January.
What is included
- Utilization check ($19 once, credited in full against a review ordered within 30 days): one RM account, current utilization against 75 and 100 percent, bond validity date and what to download, with a reply within one business day.
- Annual review: one RM account, 12 to 15 months of balances rebuilt, requirement estimate and gap, bond and deposit mix options, utilization headroom, a reduction request pack if over-secured and one re-check when CBSA's notice arrives.
- Multi-account review: up to 5 RM accounts or client businesses, everything in Annual review per account, a summary across accounts, two utilization re-checks during the year and email help for 90 days.
- Review delivered within two business days of receiving your statements.
Plans and prices
| Plan | Price | Covers |
|---|---|---|
| Utilization check | $19 one-time | One RM account, current position |
| Annual review | $129 one-time | One RM account, before the 15 January date |
| Multi-account review | $290 one-time | Up to 5 RM accounts or client businesses |
Prices in US dollars, paid once. The $19 utilization check is credited in full against a review ordered within 30 days. We work only from statements and documents you download and send; we never log in to the CARM Client Portal, never contact CBSA or your surety for you, and never post or change security. CBSA sets the requirement; our figure is an estimate to plan with. Founding customer pricing applies to early-access orders.
Prices are founding-customer prices for early-access orders. Taxes are added where the law requires.
Limits and extra use
Utilization check covers one RM account. Annual review covers one RM account and one re-check. Multi-account review covers up to 5 RM accounts or client businesses and two utilization re-checks during the year. Work beyond these caps is quoted by email before we start and is never charged without your written OK.
How an order starts
Submitting a request does not create a contract or a charge. A contract starts only when we confirm your order by email and payment has been agreed. We start within 3 business days of that confirmation.
Billing, cancellation and refunds
This is a one-time service, paid once after we confirm the scope by email. There is no subscription and nothing renews. If we cannot deliver what was agreed, you are refunded in full.
Refunds and cancellations also follow our refund policy. rotomal.com/refund-policy/
What is not included
- We never log in to the CARM Client Portal and do not need your login.
- We do not contact CBSA or your surety for you, and we never post, change or reduce your security.
- We do not submit reduction requests; you submit them in the portal.
- Our figure is an estimate to plan with; CBSA sets the requirement, and we do not promise CBSA will approve a reduction.
- We do not give legal, tax, financial or customs brokerage advice, and we are not affiliated with CBSA.
Your responsibilities
- Check our estimate and options, and confirm them with your customs broker, surety provider or accountant, before changing your bond or deposit.
- Download and send complete and accurate CARM statements and bond or deposit details.
- Make sure you have the right to share these documents, including for client businesses on the Multi-account plan.
- Ask your surety to change the bond, adjust the deposit or submit any reduction request yourself, before 15 January.
- Watch CARM utilization alerts and your bond's expiry and renewal dates.
- You use the service only for lawful purposes and keep your account details safe.
Regulatory status
Bond Sizer is a calculation and record-keeping service. We are not a licensed customs broker, not a surety, not a tax or legal advisor and not affiliated with CBSA. You (or your customs broker, surety or accountant) review our estimate and decide what to post, change or request, and you stay responsible toward CBSA for your financial security and your Release Prior to Payment privilege. CBSA's requirement and its decisions, including on any reduction request, are final and outside our control.
Outside services
- CBSA and the CARM Client Portal: CBSA sets the requirement and may change its method or dates; our estimate is checked against CBSA's notice when it arrives.
- Your surety provider: changes to your bond are made and priced by the surety, not by us.
- QuickBooks or Xero exports: if payment exports are incomplete, the balance rebuild may need your corrections.
The service relies on systems run by others. We are not responsible for their availability, changes or decisions; when one of them changes, we adapt the service as soon as we reasonably can.
Your data
Data and files you send stay yours. We process them only to provide Bond Sizer, as described in our privacy policy, keep them no longer than the service needs, and delete them on request when the service ends.
Early access and errors
Bond Sizer is an early-access service, provided as is and as available. We work carefully, but output can contain errors. If you show us an error in our output, we correct it and redo the affected work at no charge; this is your main remedy for errors.
No professional advice
Bond Sizer is a software and data service. It is not legal, tax, customs, accounting, insurance or other professional advice. Confirm decisions that depend on such advice with a qualified professional.
Liability
- Our total liability for all claims about Bond Sizer is limited to the fees you paid us for Bond Sizer in the 12 months before the claim.
- We are not liable for indirect or consequential loss, lost profit or revenue, or for fines, penalties, duties, taxes, surcharges, interest or chargebacks imposed on you by an authority, carrier, marketplace, bank or other third party, even where our output was used.
- Nothing in these terms limits liability that the law does not allow to be limited, including for fraud, intent or gross negligence, death or personal injury, or the mandatory rights of consumers.
Suspension and ending the service
We may suspend the service if it is used unlawfully or against these terms. We may also stop offering Bond Sizer; if we do, we give paying customers at least 30 days' notice by email and refund any prepaid period not used.
Changes to these terms
We may update these terms. For existing customers, changes take effect 30 days after we email them and never change a price we have already confirmed to you. The date at the top shows the current version.
Law and disputes
These terms are governed by the laws of the State of Israel, and disputes go to the competent courts in Israel. If you are a consumer, you keep the protection of the mandatory laws of the country where you live and may also bring a claim there.
Contact
Questions about these terms: hello@rotomal.com.