Barrons Chartered Accountants Standard Terms & Conditions

Investment Business Activities
Data Protection
Payment Terms
Complaints Procedure
 

Investment Business Activities

If during the provision of professional services to you, you need advice on investments, we may have to refer you to someone who is authorised by the Financial Services Authority.

However, as we are licensed by the ICAEW, we may be able to provide certain limited investment services where these are complementary to, or arise out of, the professional services we are providing to you. In the unlikely event that we cannot meet our liabilities to you, you may be able to claim compensation under the Chartered Accountants’ Compensation Scheme in respect of exempt regulated activities undertaken.

Data Protection

The proper use and security of your information is very important to us. Any personal data we may collate whilst providing our services are processed in accordance with the Data Protection Act 1998. The purposes for which we use the data are registered with the Information Commissioner's Office (ICO) - the enforcement body for this legislation. These purposes are available on the Public Register of Data Controllers on the ICO website, www.ico.gov.uk

Data is only shared with third parties if we are required to do so by law, as part of our contracted services and/or to protect your interests.

None of the above affects your statutory rights of access to your personal data. If you wish to request a copy of you personal data we may hold on you, please do so in writing - email is acceptable. Please note that we may charge a £10 administrative fee payable in advance and non-refundable.

For the purposes of the Data Protection Act 1998, the Data Controller in relation to personal data supplied about you is Richard Mumford.

Payment Terms

Our fees are based upon the degree of responsibility and skill involved and the time necessarily occupied on the work. 

Fees are charged separately for each of the main classes of work described above and will be billed at appropriate intervals during the course of the year.

Fees are due for payment within 30 days of the date of the fee note.

All queries on fee accounts rendered by us must be raised in writing within 14 days of the account being issued.  Any account received by you and not queried in writing within 14 days will be deemed to be accepted as a reasonable charge for the work done.

We reserve the right to charge interest on overdue accounts at the 3% over Barclays Bank plc base rate under the late Payment of Commercial Debts (Interest) Act 1998. We also reserve the right to terminate our engagement and cease acting if payment of any fees billed is unduly delayed.

If, for any reason it becomes necessary for us to withdraw from the engagement, our fees for work performed up to that date will be payable by the company.

Complaints Procedure

We wish to provide a high quality service at all times.  If at any time you would like to discuss with us how our service to you could be improved or if you are concerned with the service you are receiving please let us know by telephoning Gary Raven. 

We undertake to consider any comments carefully and promptly and to do all we can to explain the position to you.  We undertake to do everything reasonable to resolve any problems and if you are still not satisfied you may, of course, take up matters with the Institute of Chartered Accountants In England and Wales (ICAEW).                                   

The Institute of Chartered Accountants in England and Wales
Chartered Accountants Hall
PO Box 433
Moorgate Place
London
EC2P 2BJ