It is important that you are fully informed about how your instructions will be handled by Sussex Wills CIC Writing herein referred to as "the Company". This page sets out the Company's Terms and Conditions of Business. Please read this entire document carefully and keep in a safe place for your future reference.
We reserve the right to make amendments to these Terms of Business. We will let you know of any changes should they affect your current matter. Copies of the Company's amended Terms and Conditions of Business will be available upon request.
By proceeding with your instructions constitutes acceptance of these Terms and Conditions of Business. It is the Company's policy that we are unable to commence work on your behalf until these Terms and Conditions of Business have been accepted and the relevant fees agreed. By signing the Client Agreement you are deemed to have read, understood and accepted the Company's Terms of Business in their entirety except where they have been varied in writing with our agreement. If you pay for any products that you have ordered, after we have sent to you a copy of these Terms, it shall be deemed that such terms have been accepted in their entirety.
1. Service we provide
2. What you will receive
3. Joint Instructions
4. What we do not provide
Will(s)/Trust(s) or other legal documents if your circumstances change. The following are examples of changes in your circumstances / life events of either yourself / spouse/ civil partner / partner and / or your beneficiaries where we would recommend that you consider contacting us, such as:
This list is not exhaustive but if you have any doubts on how a change of circumstances may affect your legal documents, please contact Sussex Wills CIC.
5. The cost to you
The cost to you will be detailed by Sussex Wills CIC at the point of sale. A receipt will be provided to you at the point of sale.
In addition to the costs detailed on the receipt, there may be disbursement costs and other expenses. It shall be your responsibility to settle all the legal costs, disbursements and expenses that we incur throughout your matter. Where we are instructed by more than one person or legal entity to represent their joint interests, those instructions are considered to be joint and several and thus we reserve the right to look to either party for settlement of any outstanding costs, disbursement and expenses.
7. Rights of Cancellation
It will have been explained to you at the point of sale that you could either:
Instruct us to proceed immediately in which case you would not be able to cancel this agreement if we had started work.
8. After sales
If we have made an error in the drafting of your legal documents, or you require changes to be made you should contact us immediately upon receipt. We will then correct any error or make any cosmetic amendments. Please feel free to contact us with any questions you might have.
9. Identification Requirements and Money Laundering
We may be required by law to obtain satisfactory evidence of the identity of our clients and/or any third parties involved in your instructions. To comply with the law, we may need to obtain proof of your identity, depending on the nature of the work we are carrying out on your behalf, as soon as possible.
Please note, the identification requirements adhered to herein may vary depending on the individual circumstances of each case. We therefore reserve the right to request further documentation should we deem it appropriate in order to satisfy the Money Laundering Regulations 2007 and any other such governing regulations and/or legislation.
10. Confidentiality and Data protection
11. File Retention and Retrieval
Whilst we assume that you will be pleased with our service, in the unlikely event that you do have any cause for complaint, this should be made within 6 months of completion of your order and in the first instance should be raised with the person who took your instructions. We have an agreed complaint procedure in place which is available on request. Your adviser will attempt to settle any dispute that you may have. Please direct your concerns to:
Sussex Wills CIC
14. Explanation of Terms
15. Conflicts of Interests
16. Limit on our liability
17. Changes in the Law