Surrey Oakmont LTD (hereinafter referred to as “the Company”) is a private limited company in England and Wales. Registration Number 10836119.
The purpose of this Letter of Engagement is to explain to you what your rights and obligations are and what rights and obligations the Company has.
The terms of this agreement are governed by English laws and any dispute shall be resolved within the jurisdiction of the courts of England and Wales.
The Company is keen to ensure that it provides its services to the highest standards within the profession and compliance.
Fees -The Company’s fees for writing Wills and for any additional products or services are here
The Company usually operates a two-contact system.
The first contact is to discuss your situation and your requirements and to obtain as much information as possible to enable us to draft your documents. A second contact will be arranged to return your documents, to explain them to you so that you can be sure that they meet your requirements and when required, supervise the signing of them.
The Company is obliged to give you best advice. In some cases, this may require additional products or services, provided at extra cost either by the Company or another company recommended by us. You are under no obligation to take up any product or service, but the Company may require you to sign a disclaimer if you choose not to follow the advice provided by the Company.
The Company may require you to sign a disclaimer if you instruct us to draft any product or service in a way that is contrary to our advice.
Any advice that is given by the Company is based on its understanding of law, practices and procedures at the date of this agreement. The Company is not responsible for any consequences arising from any future changes in law, practices or procedures.
The Company has Professional Indemnity Insurance of £2million to cover claims and losses worldwide (except in the United States and Canada) arising as a result of any negligent act by it.
The Company reserves the right to withdraw from any transaction if it is unable to complete any transaction in whole or in part but if it does so, it will write to you immediately.
The costs of correcting any error or omission on the part of the Company shall be borne entirely by the Company.
The validity, accuracy and suitability of any documents that we provide will partly depend upon the honesty, completeness and accuracy of your answers to our questions.
The Company therefore requires you to be open and honest with the information that you provide.
The Company is not responsible for any consequences arising from inaccurate or incomplete information provided by you.
To provide sufficient evidence of your identity to enable the Company to confirm your identity and/or comply with Money Laundering Regulations.
Timescales. Your completed final draft documents will be available for signing 21 days from the date on which the Company has all the information that it requires to complete your documents.
To provide all information required by the company to draft your documents within the timescales requested by the company.
If you are or unwilling to provide all the information that the Company requires to draft your documents your fees are still payable. In these circumstances a refund may be offered in good faith by the company at their discretion.
Payment. Payment will be required, in full and in advance of documents being drafted.
If you are not happy with any aspect of service provided by the Company, you should first of all contact our customer service department whose telephone number is 01276942020.
If you wish to make a complaint about any aspect of service provided by the Company, you must, in the first instance write to our customer service department at the address below.
The company will acknowledge your letter upon receipt and then investigate the circumstances of your complaint and write to you with the results of the investigation within 60 days of receipt of the complaint. If you are not happy with the results of the investigation by the Company, we will advise you on how to proceed matters further. These complaints procedures do not prevent you from seeking other means of redress.
Use of personal information:
The legal basis on which any personal information that the Company collects from you, or that you provide to it, will be processed is as follows. This information may be collected during consultations, email correspondence, [by completing a contact form on the Company website,] in correspondence or in telephone conversations.
Personal information may be processed by the Company for a number of legitimate purposes, including: To carry out its obligations under this agreement.
To provide you with information, products and/or services which the Company believes may be of interest to you, provided that you have given your consent.
For accounting purposes and statistical analysis.
The Company will maintain client files for a period of 6 years but may choose to hold indefinitely.
The Company may disclose your personal information to its partner firms and/or sub-contractors who it relies on to be able to provide its services to you, but in doing so it will ensure that they apply the same or greater controls in terms of data protection as the Company does.
The Company may also disclose your personal information in the following circumstances:
If the Company or substantially all of its assets are acquired by a third party, in which case personal information held by us about our customers will be one of the transferred assets.
To prevent fraud or if required to do so by law.
Other than as detailed above the Company will not disclose any personal information to anyone outside of the Company without your specific permission.
Whenever the Company processes personal information as detailed above it will ensure that it always keeps the Personal Data rights of you and anyone whose personal information that you provide in high regard and will take account of these rights. You have the right to object to this processing and if you wish to do so, please contact the Company at the address below. Please bear in mind that if you object, it may affect the ability of the Company to carry out its obligations under this agreement and/or to provide products or services to you.
All personal information will be held by the Company under appropriate security.
You have a right to request a copy of the personal information provided by you that the Company processes. If you would like a copy of some or all of this personal information, please contact the Company at the address below.
The Company wants to make sure that the personal information that it processes is accurate and up to date and you may ask it to correct or remove information that you think is inaccurate.
If you wish to raise a complaint on how your personal information has been handled, please contact us and we will investigate further. If you are not satisfied with our response or believe we are not processing your personal information in accordance with the law, you can complain to the Information Commissioner’s Office (ICO).