Relevant Trading Terms

For convenience we have decided to publish our trading terms. These are split into four categories:-

• General terms of trade
• Specific terms relating to training services
• Specific terms relating to consulting services
• Specific terms relating to telephone advisory services

All of these terms and conditions can be downloaded from our website in “pdf” format by clicking the respective buttons above. Because we provide advice by various methods, i.e. email, telephone, face to face and / or in writing, we have some very specific terms of trade and these are detailed in the attached documents. We recommend that any clients using our consulting services download and become familiar with these terms.

Professional Indemnity Insurance

As a firm operating under the “Institute of Chartered Accountants” designation, we are required to carry professional indemnity insurance. Whilst all care is taken and due diligence is exercised, the level of coverage of the firm is $1 million per event or claim. Clients, upon engaging our firm and/or members of our staff (acting for the firm), should be aware that we expressly limit our exposure for any claims made against this firm and its staff, to this $1 million limit to the extent it is possible under law to place this restriction on such claims.