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Terms of Business

As with all well properly managed businesses, we work for clients on the basis of an agreed set of terms and conditions. These terms deal with the fundamental aspects of our professional working relationship and aim to cover all issues which may arise. They are for the benefit of both you and us.

Our terms of business include the issues noted below:

  • New client identity verification
  • Anti-Money Laundering compliance checks
  • Confidentiality
  • Our responsibilities
  • Your obligations
  • Calculating our fees
  • Payment terms
  • Limitation of liability
  • Our professional indemnity insurance
  • Termination
  • Complaints handling policy & procedure
  • Privacy and Transparency notice