If no box is ticked, we will assume that you will settle the fees directly in accordance with option 1.
If you have chosen option 2 or option 3, you must ensure that your solicitor provides us with an undertaking in the form set out in the Schedule to this agreement within 7 days.
Alterations To The Services
In the event that it becomes necessary to change the services we have agreed to provide (or we have planned to perform, in either case as set out in the appendix) we reserve the right to revise our fees. This could become necessary if a change in your objectives or desired outcome alter the scope of the services required, if we are asked to carry out additional work (for example because you fail to disclose any material facts that have an impact on our advice) or if we are required to work with additional third parties.
Please note this list is not exhaustive.
Any changes to the fees that we have agreed will be agreed with you in writing.
There is no obligation on this Firm to provide any ongoing review as to whether your mortgage arrangements remain the most appropriate for you. If additional services are provided, we will agree a fee with you at that time.
Fees are not refundable.
These terms will apply unless specifically varied in the appendix.
You have confirmed that you understand and agree that as this Firm will now be spending time attending to your financial affairs, no rebates or refunds will apply if matters do not proceed, for example where you choose not to proceed with this Firm’s recommendation or for any reason your application is unsuccessful.
At any point in time you can request that this Firm ceases to act on your behalf. You acknowledge, in the event you do so, that you will pay this Firm all fees and charges reasonably incurred in providing the services to you up to the point at which we cease to act.
This agreement does not in any way restrict your ability to complain in the event you are dissatisfied with any element of the services provided.
Future contact with you in relation to similar products and services
By signing this Agreement you expressly consent to be contacted without further notice or arrangement by post, telephone (including mobile telephone and SMS communications) or email using the contact details you have previously provided to this Firm by a representative of this Firm.
Such contact may be regarding your mortgage arrangements and/or other products and services which you have not previously discussed with this Firm. Additionally, you will be contacted by this Firm in connection with any regulatory requirement by us if required to fulfil regulatory requirements.
We will hold your consent on file for six years unless you withdraw it at any time by written notice to this Firm for the purposes of mortgage, re-mortgage and protection review.
Entire agreement and general terms
This agreement supersedes any previous arrangement or understanding between us. If there are any points relating to this agreement, the IDD, the appendix or the general terms and conditions which you do not understand or you wish to discuss, please let us know as soon as possible.
Any variations to this agreement, including the appendix must be in writing and acknowledged as agreed by both the Firm and you.
We look forward to working with you.