These terms and conditions govern the services provided by Prestige Legal Services Ltd. through our Associate; Life Is Too Short Limited.
Prestige Legal Services Ltd (hereinafter referred to as “the Company”) operates in accordance with a Code of Practice, copies of which are available free of charge from the Company at the address below. Any instances of non-compliance with the Code of Practice should be addressed to the Company.
1. Fees
The Company’s fees for writing wills and for any additional products or services are available upon request and included in a letter of engagement.
2. Our obligations
a) The Company usually operates a two-meeting system. The first meeting is to discuss your situation and your requirements and to obtain as much information as possible to enable us to draft your documents. A second meeting will be arranged to return your documents, to explain them to you so that you can be sure that they meet your requirements and to supervise the signing of them.
b) Either meeting may be agreed to be held remotely and if documents are required to be signed without the presence of the Company, then signing instruction will be provided with a checking system recommended.
c) The Company is obliged to give you the best advice. In some cases, this may require additional products or services, provided at extra cost either by the Company or another company recommended by us. You are under no obligation to take up any product or service, but the Company may require you to sign a disclaimer if you choose not to follow the advice provided by the Company.
d) The Company may require you to sign a disclaimer if you instruct us to draft any product or service in a way that is contrary to our advice.
e) Any advice that is given by the Company is based on its understanding of law, practices and procedures at the date of this agreement. The Company is not responsible for any consequences arising from any future changes in law, practices or procedures.
f) The Company does not give tax advice of any kind. Certain taxes may be mentioned as a consideration during our services but this does not constitute tax advice and the advice of a qualified tax specialist should always be sought.
g) The Company has Professional Indemnity Insurance of £2 million to cover claims and losses arising as a result of any negligent act by it. Should you have any queries regarding the insurance, please contact the Company at the address provided.
h) The Company has Public Liability Insurance of £1 million to cover claims and losses or damages arising from action by it. Should you have any queries regarding the insurance, please contact the Company at the address provided.
i) The Company reserves the right to withdraw from any transaction if it is unable to complete any transaction in whole or in part but if it does so, it will write to you immediately and you will not be liable to pay any fees.
j) The costs of correcting any error or omission on the part of the Company shall be borne entirely by the Company.
k) The Company will provide advice free of charge in matters relating to this transaction for its lifetime.
3. Your obligations
a) The validity, accuracy, and suitability of any documents that we provide will partly depend upon the honesty, completeness, and accuracy of your answers to our questions. The Company therefore requires you to be open and honest with the information that you provide to us. The Company is not responsible for any consequences arising from inaccurate or incomplete information provided by you.
b) To provide sufficient evidence of your identity to enable the Company to confirm your identity and/or comply with Money Laundering Regulations.
c) It is your obligation to thoroughly check the draft documents provided to you to ensure all details, such as spellings of names and addresses, are correct. Failure to check your documents may result in an additional resource charge if they are approved and then required to be reprinted.
d) Instructions for signing your documents must be read and followed, otherwise you risk invalid documents and the Company takes no responsibility for issues arising from incorrectly signed documents where instructions have been provided. There may be an additional resources charge to provide new documents where this occurs.
4. Timescales
a) If you agree to the above your draft documents* will be available for approval no later than 7 days from the date on which the Company has all the information that it requires. Your completed document will be available for signing within 7 days of your approval. If you do not agree to waive the statutory notice period your drafts will be available after the 14th day of this agreement. You may agree a different timescale, which is acceptable to you and the Associate.
b) If the Company is unable to meet the above timescale, you will be able to renegotiate this agreement or cancel it, provided that you have not received your draft documents, by following the cancellation process provided.
c) If you are unable to provide all of the information that the Company requires to draft your documents then you will be liable to pay half of the total fees on the 28th day after this agreement. Any fees paid at this time will be deducted from your final invoice.
*These timescales only relate to draft Wills and LPAs; other documents may have longer timescales, which your Associate will discuss.
5. Payment
50% of your fee is payable upon receipt of instruction and the remainder upon finalisation of work. In some instances, more than 50% or the full fee may be payable at the outset, and your Associate will confirm this.
6. Complaints
a) If you are not happy with any aspect of service provided by the Company, you should first of all contact our Company Director, Katie Hanson whose telephone number is 01909 547 277.
b) If you wish to make a complaint about any aspect of service provided by the Company, you must, in the first instance write to our Company Director, Katie Hanson at the address below including your contact details. She will acknowledge your letter within 5 days of receipt and then investigate the circumstances of your complaint and write to you with the results of her investigation within 56 days of receipt of the complaint.
c) These complaints procedures do not prevent you from seeking other means of redress.
7. Use of personal information
The legal basis on which any personal information that the Company collects from you, or that you provide to it, will be processed is as follows. This information may be collected during meetings, in correspondence or in telephone conversations.
a) Personal information may be processed by the Company for a number of legitimate purposes, including:
To carry out its obligations under this agreement. To provide you with information, products and/or services which the Company believes may be of interest to you, provided that you have given your consent.For accounting purposes and statistical analysis.b) The Company will maintain client files for a period of 6 years after your death, or for a period of 6 years after you have notified us in writing that your document(s) have been revoked, whichever event occurs first.
c) The Company may disclose your personal information to its partner firms and/or sub-contractors who it relies on to be able to provide its services to you, but in doing so it will ensure that they apply the same or greater controls in terms of data protection as the Company does.
d) The Company may also disclose your personal information in the following circumstances:
If the Company or substantially all of its assets are acquired by a third party, in which case personal information held by us about our customers will be one of the transferred assets. To prevent fraud or if required to do so by law.e) Other than as provided in sections (a) to (d) above, the Company will not disclose any personal information to anyone outside of the Company without your specific permission.
f) Whenever the Company processes personal information as described in sections (a) to (d) above it will ensure that it always keeps the Personal Data rights of you and anyone whose personal information that you provide in high regard and will take account of these rights. You have the right to object to this processing and if you wish to do so, please contact the Company at the address below. Please bear in mind that if you object, it may affect the ability of the Company to carry out its obligations under this agreement and/or to provide products or services to you.
g) All personal information will be held by the Company under appropriate security and within the European Union.
h) You have a right to request a copy of the personal information provided by you that the Company processes. If you would like a copy of some or all of this personal information, please contact the Company at the address below.
i) The Company wants to make sure that personal information that it processes is accurate and up to date and you may ask it to correct or remove information that you think is inaccurate.
j) If you wish to raise a complaint on how your personal information has been handled, please contact us and we will investigate further. If you are not satisfied with our response or believe we are not processing your personal information in accordance with the law, you can complain to the Information Commissioner’s Office (ICO). Their contact details are given at the bottom of this page.
These Terms and Conditions are provided for your benefit and to help you understand the service that we provide. The terms shall not affect your statutory rights.
Prestige Legal Services Ltd, Matrix @ Dinnington Business Centre, Nobel Way, Dinnington, Sheffield, S25 3QB
Wills and all other Estate Planning services are produced on behalf of Life Is Too Short Limited
by Prestige Legal Services, Matrix at Dinnington, Nobel Way, Sheffield, S25 3QB
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