Terms & Conditions
Our work will be tailored to your needs and supported by an engagement letter which is supplemented by the general terms and conditions as below.
Applicable Law
This engagement letter is governed and construed in accordance with English law. The English Courts will have exclusive jurisdiction in relation to any claim, dispute or difference concerning this engagement letter and any matter arising from it. Each party irrevocably waives any right it may have to object to any action being brought in those courts, to claim that the action has been brought in an inappropriate forum, or to claim that those courts do not have jurisdiction.
Bribery Act 2010
In accordance with the requirements of the Bribery Act 2010 we have policies and procedures in place to prevent the business and its partners and staff from offering or receiving bribes.
Client Monies
We may from time to time hold money on your behalf. Such money will be held in trust in a client bank account, which is segregated from the firm's funds. The account will be operated, and all funds dealt with, in accordance with the Clients' Monies Rules of the Association of Chartered Certified Accountants.
Fees paid by you in advance for professional work to be performed and clearly identifiable as such shall not be regarded as clients' monies.
Commissions or Other Benefits
In some circumstances, commissions or other benefits may become payable to us, or to one of our associates in respect of transactions which we, or such associates, arrange for you. It is our policy not to accept such amounts.
Contracts (Rights of Third Parties) Act 1999
A person who is not party to the engagement letter signed by you shall have no right under the Contracts (Rights of Third Parties) Act 1999 to enforce any term of this agreement. This clause does not affect any right or remedy of any person that exists or is available otherwise than pursuant to that Act.
Data Protection
To enable us to discharge the services agreed under this engagement and for other related purposes, including updating and enhancing client records, analysis for management purposes and statutory returns, crime prevention and legal and regulatory compliance, we may obtain, use, process and disclose personal data about you. You have a right of access under data protection legislation, to the personal data that we hold about you. For the purposes of data protection, the Data Controller in relation to personal data supplied about you is Miss Lewis.
Electronic and Other Communication
E-mail may be used to enable us to communicate with you. As with other means of delivery, this carries with it the risk of inadvertent misdirection or non-delivery. It is the responsibility of the recipient to carry out virus checks on any attachments received.
As Internet communications are capable of data corruption, we do not accept any responsibility for changes made to such communications after their despatch. For this reason, it may be inappropriate to rely on advice contained in an e-mail without obtaining written confirmation. All risks, connected with the sending of commercially sensitive information relating to your business, are borne by you and are not our responsibility. If you do not accept this risk, you should notify us in writing that e-mail is not an acceptable means of communication.
Investment Business
This is regulated under the Financial Services and Markets Act 2000 and the Financial Services Act 2012. We are not authorised under these Acts.
Quality of Service
We aim to provide a high quality of service at all times. If you would like to discuss with us how our service can be improved, or if you are dissatisfied with the service that you are receiving, please let us know by contacting Miss Lewis.
We undertake to look into any complaint carefully and promptly and to do all we can to explain the position to you. If we do not answer your complaint to your satisfaction, you may take up the matter with the Association of Chartered Certified Accountants.
Retention of Records
During the course of our work, we will collect information from you and others acting on behalf of the business and will return any original documents to you following the completion of our work. You should retain them for six years. This period may be extended if the HM Revenue & Customs enquire into the tax return of the business.
Whilst certain records may legally belong to your business, we intend to destroy correspondence and other paperwork that we store which are more than seven years' old, other than documents that we consider to be of continuing significance. You must inform us by letter if you require retention of any particular document.
NB: Wherever the context so requires, the masculine gender includes the feminine, and the singular number includes the plural conversely.
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