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Consultancy Helpline - Terms and Conditions

The following Standard Terms of Use apply to all advice given via the Stewardship Consultancy Helpline (SCH) whether it is charged or provided free of charge. All work carried out is subject to these Standard Terms of business, except where changes are expressly agreed in writing.

1. Consultant Network

1.1 In order to provide this service, we make use of an internal and external consultant network and responses to enquiries may be provided by an external consultant.

2. Limitation of liability

2.1 Our liability for any work carried out on your behalf or for any advice we may provide will be limited to a multiple of 10 times the annual helpline subscription.

3. Data Protection 

3.1 We shall only process client personal data:

  • in order to provide this service to you and perform any other obligations in accordance with our engagement with you;
  • in order to comply with our legal or regulatory obligations; and
  • where it is necessary for the purposes of our legitimate interests and those interests are not overridden by the data subjects’ own privacy rights 

3.2 For the purpose of providing our services to you, pursuant to this arrangement, we may disclose client personal data to our regulatory bodies or other third parties (for example, our professional advisors or service providers).

3.3 All data, including that transferred to external consultants, will be handled in accordance with the Data Protection principles and any other regulations.

3.4 Under data protection legislation, you have a right of access to the personal data that we hold about you.

3.5 Should you require any further details regarding our treatment of personal data, please see our privacy notice at stewardship.org.uk/privacy.

4. Retention of Records

4.1 During the course of our work we may collect information from you and others acting on your behalf, and we shall return any original documents to you following completion of work.

4.2 Whilst certain documents may legally belong to you, we intend to destroy correspondence and other papers that we store in accordance with Data Protection principles and other regulations. If you require retention of any document, you must indicate that fact to us in writing.

5. Electronic Communication

5.1 E-mail may be used to enable us to communicate with you. As with other means of delivery, this carries with it the risk of inadvertent misdirection or non-delivery.  It is the responsibility of the recipient to carry out a virus check on any attachments received.

5.2 Internet communications are capable of data corruption (including ‘spoofing’ and viruses) and therefore we do not accept any responsibility for changes made to such communications after their despatch. It may therefore be inappropriate to rely on advice contained in an e-mail without obtaining other written confirmation of it. We do not accept responsibility for any errors or problems that may arise through the use of internet communication and the risks connected with sending commercially or otherwise sensitive information relating to your charity are borne by you. If you do not agree to accept this potential risk, you should notify us in writing that e-mail is not an acceptable means of communication and we can provide you with alternative methods.

6. Regulatory requirements

6.1 Our files may be subject to inspection by professional bodies and other regulatory bodies. We will provide officials and representatives of such bodies with information and explanations that they may reasonably require in accordance with their rights and powers. Such inspectors will normally be bound by the same requirements for confidentiality as our staff.

7. Independence and confidentiality

7.1 We confirm that where you give us confidential information, we shall at all times keep it confidential, except as required by law or as provided for in regulatory or other professional pronouncements applicable to our engagement.

8. Rights of third parties

8.1 A person or company who is not a party to this engagement has no right under the Contracts (Rights of Third Parties) Act 1999, or any subsequent legislation, to enforce any term of this engagement but this does not affect any right or remedy of a third party which exists or is available apart from such Act.

8.2 The advice, which we give you is for your sole use and does not constitute advice to any third party to whom you may communicate it. We accept no responsibility to third parties for any aspect of our professional services or work that is made available to them.

9. Quality of service

9.1 If at any time you would like to discuss with us how our service to you could be improved or (in the unlikely event) you are dissatisfied with the service you are receiving, please let us know by telephoning or e-mail to [email protected] We undertake to look into any complaint carefully and promptly, and to do all we can to explain the position to you. If we have given you a less than satisfactory service, we undertake to do everything reasonable to put it right.