1.1 We will raise invoices on your behalf for the services you provide to your customers, based upon the information provided to us by you or your customers.
1.2 If we are in receipt of a valid VAT number and a copy of your VAT certificate, we will ensure that VAT is correctly applied to the Invoices to your customers.
1.3 When we receive the necessary funds from your customer, we will make a payment to you in settlement of your invoice, including any VAT charged.
1.4 We will settle payments to third-party suppliers that have agreements in place with you. Monies owed to you will be deducted where we have been instructed to do so by you and on your behalf.
2.1 You are legally responsible for:
2.2 To enable us to carry out our work, you agree:
To provide full information necessary for dealing with your affairs: this includes but is not limited to the following:
– Full name and address and including any changes;
– Bank details and any changes thereto;
– Details of any changes to your VAT status;
3.1 Communication between us is confidential, and we shall take all reasonable steps to keep confidential your information except where we are required to disclose it by law, by regulatory bodies, by our insurers or as part of an external peer review.
Unless we are authorised by you to disclose information on your behalf, this undertaking will apply during and after this engagement.
We reserve the right, for the purpose of promotional activity, training or for other business purposes, to mention that you are a client. As stated above, we will not disclose any confidential information.
4.1 Should you have a complaint regarding our service, please contact us as soon as possible.
5.1 Our fee for having access to all the features of the Wise application and for us to process your invoices and payments is £12.50 per weekly invoice. We do not charge fees on the weeks where we do not work on your behalf.
5.2 Our fees will include the cost of raising invoices on your behalf, collecting monies due to you in respect of your invoices from your customers and paying these monies to you. Any additional services requested by you and any associated fees will be agreed before the work is undertaken.
5.3 We reserve the right to deduct any fees due from any monies held on your behalf.
6.1 We will provide our services as outlined with reasonable skill and care. We will not be responsible for any losses, penalties, surcharges, interest, or additional tax liabilities whereby our advice has not been followed correctly.
7.1 By signing these terms & conditions, you give Wise permission to share necessary information with 3rd parties you are either engaged or looking to engage with when operating on your behalf.
8.1 Upon receiving a written request, we will provide you with details of our public liability insurance policy.
9.1 We confirm that we will comply with the provisions of the Data Protection Act 2018 when processing personal data about you and your family. In order to carry out the services of this engagement and for related purposes such as updating and enhancing our client records, analysis for management purposes and statutory returns, legal and regulatory compliance and crime prevention, we may obtain, process, use and disclose personal data about you.
To enable us to discharge the services agreed in these terms & conditions, comply with related legal and regulatory obligations, and for other related purposes, including updating and enhancing client records and analysis for management purposes, as a data controller, we may obtain, use, process and disclose personal data about [you/ your business/ company/ partnership/ its shareholders/ members/ officers and employees].
We confirm when processing data on your behalf that we will comply with the provisions of all relevant data protection legislation and regulation.
You are also an independent controller responsible for complying with data protection legislation and regulation in respect of the personal data you process and, accordingly, where you disclose personal data to us, you confirm that such disclosure is fair and lawful and other does not contravene relevant requirements.
Nothing within these terms & conditions relieves you as a data controller of your own direct responsibilities and liabilities under data protection legislation and regulation.
Data protection legislation and regulation places obligations on you as a data controller where we act as a data processor to undertake the processing of personal data on your behalf, for instance, where we operate a payroll service for you.
We, therefore, confirm that we will at all times take appropriate measures to comply with relevant requirements when processing data on your behalf. In particular, we confirm that we have adequate security measures in place and that we will comply with any obligations equivalent to those placed on you as a data controller.
10.1 Insofar as we are permitted to so by law or professional guidelines, we reserve the right to exercise a lien over all funds, documents and records in our possession relating to all engagements for you until all outstanding fees and disbursements are paid in full.
We look forward to working for you.
