Terms and Conditions

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This page details the following terms and conditions with repect to Fiona Wills Accountancy Services Ltd:

Use of this website constitutes your acknowledgement of this page and the content therein.

Business Terms and Conditions

The term 'We' refers to Fiona Wills Accountancy Services Ltd, whose registered office is Unit 3, Pixel Mill, 44 Appleby Road, Kendal, Cumbria, LA9 6ES, Company Registration Number: 07694560, England and Wales. The term 'You' refers to the client.

Anti-money Laundering Legislation

All accountants must comply with onerous duties imposed by the Proceeds of Crime Act, 2002, the Terrorism Act, 2000 and the Money Laundering Regulations, 2007, which are intended to inhibit the activities of terrorists and other criminals by denying them access to technical expertise. If we fail to perform these duties, we risk imprisonment.

Before we accept your instructions, we may need to obtain satisfactory evidence to confirm your identity. In certain circumstances, we may need to obtain evidence confirming the identities of third parties, the source of any funds or other property, the purpose of any instructions or any other matter. We may also need to obtain such evidence after we have begun to act on your instructions.

We assume that our clients are honest and law abiding. However, if at any time, there appear to be grounds to suspect (even if we do not actually suspect) that your instructions relate to criminal property, we are obliged to make a report to the Serious Organised Crime Agency (SOCA), but we are prohibited from telling you that we have done so.

In such circumstances, we must not act on your instructions without consent from SOCA. If SOCA do not refuse consent within 7 working days we may continue to act. If SOCA issue a refusal within that time, we must not act for a further 31 days from the date of the refusal.

Criminal property is property in any illegal form, whether money, real-estate property, rights or any benefit derived from criminal activity. It does not matter who carried out the criminal activity or how removed the property is from the original crime. Even if you are honest in your dealings, if your property represents a benefit from someone else's crime, we must still make a report.

Activity is considered 'criminal' if it is a crime under UK law, no matter how trivial For example, tax evasion is a criminal offence but an honest mistake is not. We will assume that all discrepancies are mistakes unless there is contrary evidence.

Fees

Our fees are computed on the basis of time spent on your affairs and the responsibility and skill involved by the partners and staff of this firm. Unless otherwise agreed, our fees will be charged separately for each main class of work mentioned above and will be billed at appropriate intervals during the course of the year.

Unless specifically agreed, payment of our invoices is due within 30 days from the date of the invoice.

Ownership of Records

In the event of non-payment of our fees for services rendered, we may exercise a particular right of lien over the books and records in our possession and withhold the documents until such time as payment of our invoice is received in full.

File Destruction

Whilst certain documents may legally belong to you, unless you tell us not to, we intend to destroy correspondence and other papers that we store which are more than seven years old, other than documents which we think may be of continuing significance. If you require the retention of any document, you must notify us of that fact in writing.

Ethical Guidelines

We will observe the ethical guidelines of the Association of Chartered Certified Accountants (ACCA) and accept instructions to act for you on the basis that we will act in accordance with those guidelines. A copy of these guidelines will be supplied to you on request.

Customer Service

We are committed to providing a high standard of customer service. If you have any ideas as to how our service to you could be improved, or if you are dissatisfied with the service you are receiving, please let us know. In the event that you have a complaint, we will look into this carefully and promptly and do all we can to explain the position to you or address your concerns. If you are still not satisfied you may of course make a complaint to the Association of Chartered Certified Accountants (ACCA).

Third parties

All accounts, statements and reports prepared by us are for your exclusive use within your business or to meet specific statutory responsibilities. They should not be shown to any other party without our prior consent.

No third party shall acquire any rights pursuant to our agreement to provide professional services.

Applicable law

This engagement letter is governed by, and construed in accordance with, English law. The Courts of England will have exclusive jurisdiction in relation to any claim, dispute or difference concerning this engagement letter and any matter arising from it. Each party irrevocably waives any right it may have to object to any action being brought in those courts, to claim that the action has been brought in an inappropriate forum, or to claim that those courts do not have jurisdiction.

Disclaimer

We will not be liable for any loss suffered by you or any third party as a result of our compliance with the Anti-Money Laundering Legislation or any UK law or at all.

Agreement of Terms

Once agreed, these terms remain effective from the date of signature until it is replaced. Either party may vary or terminate our authority to act on your behalf at any time without penalty. Notice of termination must be given in writing.

Regulatory Bodies

We have a duty to act professionally. Fiona Wills Accountancy Services Ltd is regulated by:

  • Member of the Association of Chartered Certified Accountants (ACCA)
  • HMRC for all tax regulations within the United Kingdom
  • Companies House for all Company Incorporations
  • The Department Of Immigration & Border Control with respect of employment within the United Kingdom

The above list is not conclusive and maybe enhanced with regard to EEC regulatory institutions if required or United Kingdom governmental additions.

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Privacy Policy

The Data Protection Act 1998 (the Act) and the Freedom Of Information Act 2005 regulate the use of 'personal data', essentially any information about identifiable living individuals. As a 'data controller' under the Act, Fiona Wills Accountancy Services Ltd (We) must comply with its requirements.

The records covered by the Act include all computer records and, since 1 January 2005, the Freedom of Information Act has extended the type of paper files that come within the Act for public bodies, so that any personal data kept in a paper file is now covered.

The Act's eight principles establish enforceable standards for obtaining, holding, using or disclosing information. The Act also requires appropriate security arrangements to be in place to protect personal data and gives individuals the right to access personal information held about them.

As part of our statutory obligations, we are required to register, or 'notify' the Information Commissioner annually of any processing of personal information.

The notification covers all Fiona Wills Accountancy Services Ltd activities that involve processing personal information.

Personal Information

Fiona Wills Accountancy Services Ltd collect and use certain types of information about people we deal with as part of our business process and functions. These may include private individuals as well as companies, and those who may have dealings with our own employees, suppliers and others we conduct business with.

In addition, we may occasionally be required by law to collect and use certain types of information to comply with the requirements of government departments. However no data is exported or supplied to any third parties for the purpose of advertising or promotional purposes.

Security

For information on the way that Fiona Wills Accountancy Services Ltd protects personal information sent to external organisations contact enquiries@accounting-fionawills.co.uk via email or in writing to Data Protection Officer, Fiona Wills Accountancy Services Ltd, Unit 3, Pixel Mill, 44 Appleby Road, Kendal, Cumbria, LA9 6ES.

Your Rights

Under the Act you have the right to access your personal information (subject to certain exemptions). If you wish to find out what information, if any, we hold (or are processing) that relates to you, please complete contact via email or in writing as above.

Want to know more?

If you have any queries, please email enquiries@accounting-fionawills.co.uk.

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Website Terms and Conditions

By using this website, you are agreeing to comply with and be bound by the following terms and conditions of use.

If you disagree with any part of these terms and conditions, please do not use this website.

The term 'We' refers to Fiona Wills Accountancy Services Ltd, the owner of the website whose registered office is Unit 3, Pixel Mill, 44 Appleby Road, Kendal, Cumbria, LA9 6ES, Company Registration Number: 07694560, England and Wales. The term 'You' refers to the user or viewer of this website.

The use of this website is subject to the following terms of use:

  • The content of the pages of this website are for your general information and use only. It is subject to change without notice.
  • Neither we nor any third parties provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or suitability of the information and materials found or offered on this website for any particular purpose. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law.
  • Your use of any information or materials on this website is entirely at your own risk, for which we shall not be liable. It shall be your own responsibility to ensure that any products, services or information available through this website meet your specific requirements.
  • This website contains material which is owned by or licensed to us. This material includes, but is not limited to, the design, layout, look, appearance and graphics. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions.
  • All trademarks reproduced in this website, which are not the property of, or licensed to the operator, are acknowledged on the website. ACCA is the trademark of the Association of Chartered Certified Accountants
  • Unauthorised use of this website may give rise to a claim for damages and / or be a criminal offence.
  • From time to time, this website may also include links to other websites. These links are provided for your convenience to provide further information. They do not signify that we endorse the website(s). We have no responsibility for the content of the linked website(s).
  • Your use of this website and any dispute arising out of such use of the website is subject to the laws of England, Northern Ireland, Scotland and Wales.
 
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