Terms of business

Our terms of business

Version 8, Effective from 1 September 2021 for new agreements entered into on or after 1 September 2021 and from 1 January 2022 for agreements that existed as at 1 September 2021 and which remain in force on 1 January 2022 (view previous versions)

These terms combine with each instruction form accepted by you through our client portal, to establish the agreement between us for the provision of our services. Any terms contained in an instruction form will override these terms if there’s any conflict between them.

We may need to change these terms at any time in response to legal or regulatory requirements, changes to our business or ways of working. If any changes affect existing instructions, we’ll give you advance notice of them and if we don’t hear from you within 14 days of such notice, we’ll assume that you’re happy with such changes.

1. Who we are

2. What we do (and what we don’t)

3. How we work

4. Fees, invoicing and payment

5. Travel and expenses

6. Our liability to you

7. Termination and cancellation

8. Data protection

9. Protecting our business interests

10. Other important terms