Fee Collection System

Introduction

• This sets out , in detail, the “Fee Collection System” as part of our engagement process.
• Fees for services may be collected as follows:
  • As may be agreed between us and notified to you in writing or telephone recording.
  • BACS Payment or Bank Transfer.
  • Payment by Debit or Credit Card.
  • For one off assignments (not covered by annual arrangements) by by Debit or Credit Card.
  • Annual fees payable monthly can also be collected in the same way.
  • Annual fees payable monthly can be wither by direct debit or monthly standing order.
  • Pay as you Go via collections on Debit/Credit Card.
• A Fee Note (including Vat) will be issued, for your records, as agreed as part of the engagement.
• The bank details together with debit/credit card details will be retained by our service provider, Stripe.
• Stripe provide a secure banking service to safeguard your interests.
• All approval forms will require you to give approval for automatic collection of fees by us.
• This automatic collection would be agreed as part of the engagement basis.

Initial Setup

• The first collection (Initial Collection) of fees by Credit/Debit Card is for setup services.
• A deposit on becoming a “Guest Client” is made for the above purpose.
• This enables us to capture your Debit/Credit card details