Terms & Conditions

 

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 will review these terms annually, or when needed if within the annual period, and make any necessary changes. Where a change has occurred, an email notification with the latest version will be sent to clients.

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. 

 

 

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% 1 month before delivery of training course

 

If the course date falls within 1 month of the agreement to proceed, the full course fee will be invoiced with the Letter of Engagement.

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       All expenses and payment terms will be provided in the proposal and/or in written communication and discussed and agreed with the client. Any expenses incurred (such as accommodation, travel etc) due to the rescheduling will be discussed with the client for reimbursement if required.

 

7.4       Rescheduling charges for services

 

Time period before services start date that rescheduling is made and 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       There may be occasions when services are cancelled, either by myself or the client. In the circumstance that services are cancelled by the client, the below cancellation fees apply (8.4 and 8.5). In the event that I cancel the services, I will look to reschedule services. If this is not a viable option a full refund will be made to the client. 

 

8.2       All expenses and payment terms will be provided in the proposal and/or in written communication and discussed and agreed with the client. Any expenses incurred (such as accommodation, travel etc) due to cancellation will be discussed with the client for reimbursement if required..

 

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 and 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 and 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.

14. Confidentiality

14.1      Helen Pettifer acknowledges that in the course of the services provided, I will have access to client information in whatever form (including and without limitation: written, oral, visual, and/or electronic) relating to the business, customers, clients, suppliers, products, affairs, and finances. This can also include confidential to the client and trade secrets including, without limitation, technical data and know-how relating to the business of the client or their customers, agents, distributors, shareholders, management, or business contacts, whether or not such information (if in anything other than oral form) is marked confidential (“Confidential Information”).

             

14.2      Helen Pettifer will not distribute or disclose any confidential, sensitive, or personal information without the client’s prior written consent except where:

  • it is necessary for us to do so in order to provide the services and the client has prior notice of this intent

  • the Confidential Information was lawfully received from a third party without obligations of confidentiality

  • the Confidential Information becomes known or in the public domain through no fault of Helen Pettifer’s

  • it is necessary to disclose by law or regulatory authority.

 

14.3      Helen Pettifer will afford the client’s confidential information the same level of security with which I would treat my own information.

15. Status

15.1      The relationship of Helen Pettifer to the client will be that of independent contractor and nothing in these terms shall render myself as an employee, worker, agent, or partner of the client.

16. Termination

16.1      Either party may terminate these terms by providing 30 days’ written notice of termination to the other party, by email or at their registered office address, principal place of business or such other address as notified from time to time.

17. Third Party Rights

17.1      Nothing in these terms is intended to confer any benefit on any third party or any right under the Contracts (Rights of Third Parties) Act 1999 to enforce any term.

 

18. Governing Law

18.1      These terms constitute the entire agreement between the parties and supersedes any previous communications. These terms and any dispute or claim arising out of or in connection with it shall be governed and construed in accordance with the laws of England and Wales. The courts of England and Wales shall have non-exclusive jurisdiction to settle any dispute or claim arising out of or in connection with these terms.

© 2021 by Helen Pettifer Training. Created by Lawrence Wood - Transformational Communications.

  • Connect with Helen on LinkedIn
  • Subscribe to Helen's channel on YouTube
  • Listen to Helen's podcast on Spotify