Terms & Conditions of Engagement

 

These terms and conditions apply across all services I provide and media I operate (for example, website or social media accounts). For the purpose of this notice, I’ll call them my "services". I use “Helen Pettifer” throughout these terms in reference to myself, business, and services.

I may need to update this notice from time to time. Where a change is significant, I'll make sure to let you know - usually by sending you an email.

 

Please read these Terms and Conditions in full and keep a copy for your records.

 

Helen Pettifer is the trading name for Helen Pettifer, Sole Trader.

These terms and conditions aim to present a fair and sustainable structure to all.

I am committed to the safety of all persons and deliver to the highest standard of service. Please read these in full and accept in writing by signing the Letter of Engagement if you accept and wish to proceed with my services. Payment of invoices will also be considered as accepting these terms.

 

 

1. Intellectual property

1.1       All materials provided by Helen Pettifer including graphics, text products, design, video, and audio are owned by Helen Pettifer.

 

1.2       The design and use of training materials are included in the training course fee. If the client requires further copies of the training material, these can be supplied at an additional cost.

 

1.3       Helen Pettifer will remain the first owner of the copyright and exclusively own all client-branded materials until all outstanding invoices relating to the project have been paid in full.

 

1.4       No content, in whole or in part may be sold, copied, reproduced, uploaded, posted, displayed, linked to, or used in any way other than with the prior written permission of Helen Pettifer.

 

1.5       Any such use is strictly prohibited and will constitute an infringement of these terms and conditions and other intellectual property rights of Helen Pettifer.

 

2. Consultancy services

2.1       Consultancy work and projects will be completed based on the information, brief, and timescales provided by the client.

 

2.2       Any changes to the information, brief and timescales must be given in writing by the client at the earliest opportunity and any changes to the fees and scope of work will be discussed with the client.

 

2.3       Helen Pettifer will provide a cost, either as a consultancy hour/day rate, or a combined project fee based on the details provided by the client.

 

2.4       Clients will be invited to read, review, and amend any of the project details. Any amendments must be received before 5 working days of the commencement of services.

 

2.5       A Letter of Engagement will be sent to the client for approval. Projects and consultancy work will not commence until a signed copy has been received.

 

3. Training courses

3.1       Training courses will be designed based on the information, brief, and timescales provided by the client.

 

3.2       The client is invited to review the course content and make amendments up to 2 weeks before the training course is delivered.

 

3.3       Training courses will take place at a mutually agreed location. This can be at the client's premises, an agreed third party venue or via an online platform such as Zoom.

 

3.4       If the course is delivered at a third party venue, the cost of using this venue will be discussed and charged to the client for the exclusive use of the training course.

 

3.5       Helen Pettifer will provide a cost based on the needs and details provided by the client.

 

3.6       A Letter of Engagement will be sent to the client for approval. Training courses will not commence until a signed copy has been received.

 

4. Fees

4.1       The work Helen Pettifer provides is tailored to the needs of the client's business and the fees reflect this and are charged accordingly. These will be set out in the Letter of Engagement.

 

4.2       For consultancy work, fees will be invoiced upon approval of the Letter of Engagement or upon project completion.

 

4.3       For training courses, fees will be invoiced in two parts:

• 50% upon acceptance of Letter of Engagement

• 50% upon completion of the training

 

4.4       In the event that the scope of work is amended in any way, Helen Pettifer will bring any changes to the client's attention and advise of any changes to fees.

 

4.5       Prompt payment is appreciated, and full payment is expected within 30 days of the invoice date unless previously agreed with the client.

 

5. How to pay

5.1       Invoices will be raised via the accounting software Xero, and payment can be made online and via BACS.

 

5.2       Should you want more information about Xero accountancy software, visithttps://www.xero.com/uk/about/legal/privacy/

 

5.3       Helen Pettifer reserves the right to refuse or stop services until payment has been made in full.

 

6. Late payments

6.1       In the event of any overdue invoices, all services will be put on hold until the payment has been received in full.

 

6.2       Invoices that are overdue by 30 days will incur a £30 credit control administration fee.

 

6.3       Invoices that are overdue by 45 days will be passed to a third party civil enforcement agency.

 

7. Rescheduling

7.1       Where a customer has requested to reschedule services for which they have received confirmation of booking, Helen Pettifer will accommodate as near to the newly requested dates as possible.

 

7.2       All requests should be submitted in writing at the earliest opportunity and offer suitable dates for rescheduling.

 

7.3       Any travel, accommodation or subsistence costs incurred (including incidental costs e.g., car parking) are entirely the responsibility of the client.

 

7.4       Rescheduling charges for services

 

Time period before services start date that rescheduling is made

Charge to customer

15 days or more

No charge

8 – 14 days

25% of total cost

2 – 7 days

50% of total cost

Within 48 hours

100% of total cost

 

 

8. Cancellations

8.1       In the unlikely circumstance that services are cancelled, the aforementioned is still the case and Helen Pettifer does not accept any liability for reimbursement of any costs incurred whatsoever in relation to its services.

 

8.2       Any travel, accommodation or subsistence costs incurred (including incidental costs e.g., car parking) are entirely the responsibility of the client.

 

8.3       Where services have been agreed upon and subsequently cancelled by the client, the client will be liable for the below charges. All postponements and cancellations must be in writing at the earliest opportunity and offer timescales for rescheduling.

 

8.4       Cancellation charges for consultancy work

 

Time period before services start date that cancellation is made

Charge to customer

Up to 1 week before commencement of the project

No charge

Within 1 week of commencement of the project

25% of total cost

Once commencement of project has started

50% of total cost

 

8.5       Cancellation charges for training courses

 

Time period before services start date that cancellation is made

Charge to customer

15 days or more

No charge

8 – 14 days

25% of total cost

2 – 7 days

50% of total cost

Within 48 hours

100% of total cost

 

 

9. Refunds

9.1       If you decide to exercise your right to cancel your booking and you have made the payment, Helen Pettifer will refund fees paid in accordance with the above cancellation policy.

 

9.2       Refund payments will only be made to the same card or account from which payment was received.

 

10. Privacy Policy

10.1     Helen Pettifer adheres to a strict Privacy Policy which can be found on the website (www.helenpettifer.com/privacy-policy.html)

 

10.2     The Privacy Policy details how Helen Pettifer collects, stores, and uses personal data in line with the General Data Protection Regulation (GDPR).

 

 

11. Specific needs

11.1     Helen Pettifer aims to ensure that services provided are accessible to all. If you have any specific needs, please advise Helen Pettifer at your earliest convenience and contact will be made to discuss your requirements.

 

11.2     It is the responsibility of clients to inform Helen Pettifer about any specific needs or requirements they may have as near to the time of booking as possible.

 

 

12. Commitment to Equal Opportunities

12.1     Helen Pettifer has a commitment to ensure that the services, products, and activities are of value and worth to everyone regardless of race, culture, sexuality, language, gender, age, experience, religion, background, ability, or disability.

 

12.2     Helen Pettifer aims to promote an environment that is free from all forms of unlawful or unfair discrimination and values the diversity of all people.

 

12.3     At the heart of the equal opportunities policy statement, Helen Pettifer seeks to treat people fairly with dignity and respect. A copy of this is available upon request.

 

13. Limitation of Liability

13.1     Under no circumstances will Helen Pettifer, or any of the group companies, employees, officers or agents, or any other organisation involved in creating, producing, maintaining, or distributing the services be liable for any loss of:

• Profits

• Business or business opportunities

• Savings you expect to make

• Goodwill

• Use of, or corruption of information

 

13.2     Helen Pettifer will endeavour to be clear about what services can be provided and manage expectations, but please check that your criteria can be met before reserving Helen Pettifer for any services. Helen Pettifer does not accept liability for being unfit for purpose once services to be provided have been agreed.