1.1. Telephone advice, estimates and quotations will be free of charge or obligation.
1.2. No time spent on 1.1 above will be carried over to be offset against any subsequent instructions from any client.
1.3. Every Budget of Fixed Fee agreed with a client will be used in full on research matters only.
1.4. No part of any Budget or Fixed Fee will be held back or reserved as a profit margin.
1.5. All Budget quotes are aimed at completing a task in the first stage of research (Finders achieve this in around 90% of cases). If a second stage of research is required no further work will go ahead or further charges incurred without the clients specific instructions.
1.6. Disbursements on a Budget or Fixed Fee basis will always be re-charged to the client at cost.
1.7. A Disbursement Fee Limit will be offered to the client and, if set, will be strictly adhered to (no disbursement fees are payable at all when working on a Contingency Fee basis, see 1.12 below).
1.8. All work on obtaining indemnity insurance policies will be free of charge and not paid by or deducted from a Budget or Fixed Fee.
1.9. Finders are paid a small commission by the insurers for each indemnity insurance policy that is taken out (details available on request as commission varies).
1.10. All indemnity insurance monies are held in a separate bank account [Finders (Insurance)].
1.11. Contingency Fee cases that prove negative (ie no heirs are found, the family has died out etc.) will still be reported in full to the client, free of charge. Our report may then be used to secure indemnity insurance where appropriate and with the consent of Finders.
1.12. When research is on a Contingency Fee basis there are no fees, disbursements or other charges payable by the referring solicitors or Estate Custodians, the general Estate or any beneficiary. All contingency fees are deducted, by agreement, from the beneficiary’s net entitlement on distribution of the Estate.
1.13. All work is carried out in accordance with our clients instructions and any fee limits on any charging basis strictly adhered to.
1.14. Confirmation of instructions will be sent in writing on commencement of research and updates on progress sent at regular intervals.
1.15. If a time limit is specified we will always do our utmost to keep to this and notify the client at the earliest possible moment if it does not seem likely that this can be met.
1.16. All confidential information obtained in the course of our work will be held as such and the provisions of the Data Protection Act adhered to.
1.17. Our Data Protection Registration will always be visible to clients and others via our website.
1.18. Our Company Registration will always be visible to clients and others via our website.
1.19. Any company endorsements, qualifications or charitable support will always be visible to clients and others via our website.
1.20. All links, logos or testimonials used on our website or within our advertising will have been used only with the express permission of those concerned and proofs are held at our offices.
1.21. We undertake to provide quotations, charge for our services or negotiate agreements in a professional, fair and ethical way.
1.22. We undertake to provide regular support and donate whenever possible to the charities featured on our website or within our advertising.
1.23. We undertake to keep abreast of any legal or technological developments in our field of work and to understand as far as possible, with the help of our legal advisors where necessary, the implications and requirements of any such developments.
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