Sage & Hollow
Terms and Conditions of Engagement
Effective Date: 01/05/2025
Version: FINAL
1. Definitions
- Consultant: Sarah-Ann Stevens trading as Sage & Hollow.
- Client: The individual or organisation receiving the Services.
- Services: Any work agreed via the Engagement Letter and Fee Schedule.
2. Scope of Services
2.1 The Consultant will provide the Services set out in the Engagement Letter and Fee Schedule.
2.2 Any change to the scope of Services must be agreed in writing and may incur additional fees.
3. Engagement and Documentation
3.1 All Services are governed by an Engagement Letter signed by both parties, outlining scope, fees, timelines, and cooling-off rights.
3.2 An opening file letter will confirm matter reference, scope, and applicable documents.
3.3 Upon completion, a closing letter will summarise services delivered, storage period, and retrieval instructions.
4. Fees and Payment
4.1 Fees are as specified in the current Fee Schedule and Engagement Letter.
4.2 Invoices are issued upon completion of Services or at agreed milestones.
4.3 Payment is due within 30 days of the invoice date.
5. Late Payment
5.1 Overdue payments incur interest at 8% above the Bank of England base rate, calculated daily from the due date until full payment.
5.2 The Consultant may suspend or terminate Services if invoices remain unpaid 14 days after the due date.
6. Consumer Cancellation Rights
6.1 For off-premises or distance contracts, Clients have a 14-day cancellation right under the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013.
6.2 Cancellation must be made in writing within the 14-day period; any fees already incurred will be deducted from any refund.
6.3 Where the Client signs the waiver clause in the Engagement Letter, this right is waived once Services commence.
7. On-Premises Engagements
7.1 Services commencing at the Consultant’s business premises are not subject to the 14-day cancellation right and may begin immediately upon signature of the Engagement Letter.
8. No Holding of Client Money
8.1 The Consultant does not hold client funds on account. All fees are payable post-completion or per agreed milestones.
9. Confidentiality and Data Protection
9.1 All Client information is treated as confidential and used solely for delivering the Services.
9.2 The Consultant complies with the UK GDPR and Data Protection Act 2018.
9.3 A Privacy Notice is available on request and published at [www.sageandhollow.co.uk].
10. Data Retention and File Management
10.1 Client files will be retained in accordance with the Privacy Policy, typically for a minimum of six years following completion of Services, or longer where legally required or professionally appropriate (e.g., for wills or powers of attorney).
10.2 Clients may request access to their file in writing at any time before destruction.
11. Anti-Money Laundering (AML)
11.1 The Consultant will perform identity checks (ID and proof of address) prior to starting Services.
11.2 AML records are retained for at least five years after completion of the matter.
12. Conflict of Interest
12.1 A conflict check is performed prior to engagement.
12.2 If a conflict arises, the Consultant will notify the Client and may withdraw from the matter.
13. Complaints Procedure
13.1 Complaints should be submitted in writing to the Consultant.
13.2 The Consultant will acknowledge receipt within 7 working days and aim to resolve the matter within 28 days.
14. Professional Indemnity Insurance
14.1 The Consultant maintains professional indemnity insurance of at least £[insert actual amount] covering all Services provided.
14.2 Evidence of cover is available on request.
15. Limitation of Liability
15.1 The Consultant’s liability for professional negligence or breach of these Terms is limited to the total fees paid for the relevant Services.
15.2 The Consultant is not liable for any indirect or consequential losses.
16. Governing Law and Jurisdiction
16.1 These Terms are governed by the laws of England and Wales.
16.2 Disputes are subject to the exclusive jurisdiction of the courts of England and Wales.
17. Variation
17.1 These Terms may be updated from time to time. The most current version is available at [www.sageandhollow.co.uk] or on request.
Consultant: Ms Sarah-Ann Stevens trading as Sage & Hollow
Registered Office: 6 Lea Pound, Patchway, Bristol BS34 5QR
Company Registration Number: 12382543 (Kealys Keys Ltd, trading as Sage & Hollow)
Email: Enquiries@SageandHollow.co.uk | Mobile: 07923 565610
Client Acceptance
I have read, understood, and agree to these Terms and Conditions.
Signature: ________________________
Date: ____________________________