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PRIVATE CLIENT CARE TERMS OF BUSINESS

Private Client Care - Terms and Conditions

Private Client Care is designed to provide numerous benefits to clients of The Planning Crowd Limited. These benefits include, but are not limited to the access of the secure storage and dedicated aftercare facility and a retail discount card powered by Vectis Card.

The Vectis Card benefits can be accessed through the website at www.privateclientcare.co.uk and by downloading the Vectis Card App on your smart devices.

Your login details will be sent to the email address you provided to The Planning Crowd Limited when you set up the Private Client Care Plan.

Payment and Term of Contract

You may choose to pay for the Private Client Care Plan by a recurring direct debit either annually, quarterly or monthly. The minimum term of the contract as set out in these terms and conditions is one year and it is renewable at the anniversary of the plan coming into effect.

Secure Storage and Dedicated Aftercare

Once your estate planning documents have been attested correctly, please return them to The Planning Crowd Limited, Fidelis House, The Point, Weaver Road, Lincoln, LN6 3QN. The documents will be checked and validated.

If the documents are dated, signed and witnessed correctly, they will be placed into The Planning Crowd’s secure storage facility and you will receive a certificate of storage confirming the same.

If the documents are dated, signed and witnessed incorrectly, then new documents will be drafted for you free of charge and sent back out to you with further advice on the correct signing procedure. The Planning Crowd Limited reserves the right to charge for replacement documents where the client has made repeated signing errors.

Once your documents are securely stored, should you wish to amend them, please contact the Client Care Team on 0333 600 1000 in the first instance.

Should you wish to remove your documents from the secure storage facility The Planning Crowd reserves the right to charge a retrieval fee at the prevailing rate. Please see the retail prices at www.theplanningcrowd.com for further details. No retrieval fee is charged to your chosen executors following your death.

The Planning Crowd Limited cannot accept any liability for the validity of your documents should you decide not to return them. In such a case, there is no refund in full or part where the secure storage facility is not being utilised. The Planning Crowd Limited recommend that all signed legal paperwork is returned via recorded or special delivery using Royal Mail.

PCC T+C (Client Copy) – May 2018

Retail Savings – Website

The website is run by Saving Works, a trading name of iCOM Works Limited. They are a limited company registered in England and Wales with registered office 8 Ash Tree Court, Woodsy Close, Cardiff Gate Business Park, Cardiff, CF23 8RW and Company No. (3419460) Registered with the Information Commissioner’s Office under number Z566699X. Saving Works is compliant with the General Data Protection Regulation.

The provision of the website is funded by The Planning Crowd Limited and provides a genuine benefit to you. All discounts, cashback and commission that are obtained from retailers are used for your benefit.

The website enables access to savings and cashback arranged with retailers to save you money and you will have access to the website for the duration of your contract. However, Saving Works make no guarantee that website will be available at any particular time but will endeavour to ensure it is operational at all times. They reserve the right to deny users access to the website without prior notice and at any time.

Should you no longer have access to the website, you will no longer be able to access or claim any discounts, offers or cashback associated with the website. Any products or items that have been pre-purchased or requested before can still be used.

Saving Works ensure all information on the website is valid and accurate. If they make a mistake they will put things right as soon as they are aware of it, so you don't lose out. Whilst they make every effort to ensure that offers and information advertised on the website are exclusive, valid and correct some retail partners and service providers may promote offers and services outside and above what is advertised on the website.

Retail partners and service providers can change or withdraw their offer, services or information at any time and sometimes without notice. The website information is intended to help you save money and provide information. We do not advise which retailers to choose or buy from.

You are not allowed to advertise, use, give, or resell any offer or information associated with the website or offer to do so or use it in connection with a competition, promotion, business and charitable or any other similar venture without the permission of Saving Works.

You should not copy, reproduce, re-distribute, republish, download, post, broadcast, transmit or otherwise use the site content in any way except for your own personal, non-commercial use. If you have been found to have distributed codes, you may be prevented from using the website and will be responsible for all discounts found to have been made through illegal disclosure of discount codes.

PCC T+C (Client Copy) – May 2018

Data Protection

In order to fulfil all elements of your contract your name and email address will be passed on to iCOM Works Limited. This will allow them to establish your Vectis Card account so you can take advantage of the retail discounts and special offers. No information, other than your name and email address will be passed on to iCOM Works Limited without your express consent. You may withdraw your consent at any time. Please see the Privacy Notice at www.theplanningcrowd.com for further information on compliance with the General Data Protection Regulation and your rights.

Cancellation

You may cancel the Private Client Care Plan at any time within 14 days of setting up the plan without incurring any fees.

You can cancel the Private Client Care Plan at any time after the 14-day cooling off period by cancelling your quarterly or monthly direct debit payment, but the balance of the annual payment will become due immediately. If you pay by annual direct debit you can cancel any time after the 14-day cooling off period but no refund is due.

Deemed Delivery

Except as otherwise expressly provided in these terms and conditions, each such notice shall be effective on the date three days after the date of posting or, if delivered by hand or professional courier, or transmitted via email or facsimile, on the date of delivery, provided, however, that notices to the The Planning Crowd Limited will be effective upon receipt.

Understanding

You are bound by these terms and conditions once delivery has been deemed and/or you have signed below.

Signed Print Name Date

Signed Print Name Date

............................................................................. ............................................................................. .............................................................................

............................................................................. ............................................................................. .............................................................................

PCC T+C (Client Copy) – May 2018

Notice of the Right To Cancel

You have the right to cancel this contract within 14 days without giving any reason. The cancellation period will expire after 14 days from the day after you signed this contract.

To exercise the right to cancel, a cancellation request should be addressed to the Client Care Team in writing and be sent to The Planning Crowd Limited, Fidelis House, Weaver Road, Lincoln, LN6 3QN; you can also email your request to enquiries@tpcrowd.com

You may use the cancellation form below, but it is not obligatory. When a notice of cancellation is posted, it is recommended that it is sent by Recorded Delivery. Cancellation will be deemed to be served as soon as it is posted or sent to us.

If you cancel this contract, we will reimburse to you all payments received from you. We will make the reimbursement as soon as possible and not later than 28 days after the day on which we are informed of your decision to cancel this contract.

You can cancel this agreement with The Planning Crowd Limited later than 14 days after the date of this agreement by writing to the Company at the postal address or email above and:

  1. (1)  If you have paid by annual direct debit you will have full use of the Private Client Care Plan for the balance of the year after your payment was made. No refund is payable by The Planning Crowd Limited.

  2. (2)  If you have paid by quarterly direct debit you will be liable for the balance of the year from the anniversary date i.e. up to and including the fourth quarterly payment, or the eighth quarterly payment, or the twelfth quarterly payment and so on.

  3. (3)  If you have paid by monthly direct debit you will be liable for the balance of the year from the anniversary date i.e. up to and including the twelfth monthly payment, or the twenty fourth monthly payment, or the thirty sixth monthly payment and so on

 

Cancellation Form

To: The Client Care Team, The Planning Crowd Ltd, Fidelis House, Weaver Road, Lincoln, LN6 3QN. Telephone: 0333 600 1000. E-Mail: enquiries@tpcrowd.com

I/We (delete as appropriate) hereby give notice that I/We (delete as appropriate) cancel my/our (delete as appropriate) contract for the Private Client Care Plan as detailed below:

Direct Debit reference number:..................................................................................................................................

Ordered on: .....................................................................................................................................................................

Name(s): ...................................................................................................................................................................................

Address: ....................................................................................................................................................................................

Signed: ..................................................................................... Date: ........................................................................

PCC T+C (Client Copy) – May 2018

Estate Planning Lincoln
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Fidelis House, Weaver Rd, Lincoln LN6 3QN

The Planning Crowd Limited is a wholly owned subsidiary of HAIG Consumer Group Limited, registered in England and Wales (Company number 10212566)

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