Terms of business

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Our terms of business

Version 9, Effective from 13 June 2022 (view previous versions)

These terms combine with each instruction form accepted by you through our client portal (or any instructions we may agree with you by email), to establish the agreement between us for the provision of our services. Any terms contained in an instruction form or agreed between us by email 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.

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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