Child Trust Fund (CTF) Agreement and Terms
Table of Contents
1. Introduction
2. Service Fee and Invoicing
3. Cancellation Fee
4. Cooling-Off Period
5. Client Responsibilities
6. Breach of Client Responsibilities
7. Payment Terms
8. Communication Clause
9. Governing Law and Jurisdiction
10 .Severability Clause
11. Client’s Right to Withdraw Consent
12. Document Retention Policy
13. Dispute Resolution
14. Limitation of Liability
15. Amendment Clause
16. Force Majeure
1. Introduction
We are delighted that you have chosen us to locate your Child Trust Fund. Our dedicated team of specialists will assist you
Turner Lewis Limited is not regulated by the FCA as we do not at any point offer financial advice to clients but only assist them in
locating their CTF.
2. Service Fee and Invoicing
∙The service fee is capped at 25% + VAT of the funds within the CTF once evidence is provided.
∙You agree to pay a service fee of £350 + VAT.
∙You must provide evidence within 14 days of receiving the invoice to amend the invoice.
4. Cooling-Off Period
- You have a 14-day cooling-off period in compliance with UK consumer protection laws.
- Exclusion of Cooling-Off Period: The 14-day cooling-off period does not apply if the service has been fully completed within this period, with your prior express consent and acknowledgment that you will lose the right to cancel once the service is fully performed.
- Cancellation Process: To cancel during the cooling-off period, please contact us at [email protected] with your request.
4. Cooling-Off Period
∙You have a 14-day cooling-off period in compliance with UK consumer protection laws.
∙Cancellation Process: To cancel during the cooling-off period, please contact us at [email protected] with your request.
5. Client Responsibilities
∙You are required to provide necessary documentation and notify us upon receipt of funds.
∙Consequences of Failing to Provide Documentation: Delays in service or additional fees may apply.
6. Breach of Client Responsibilities
∙Failing to adhere to client responsibilities may result in cancellation fees.
∙Breach Notification: Clients will be notified of breaches and given an opportunity to rectify the situation.
7. Payment Terms
∙Payment is due within 14 days of successfully locating the fund.
∙Accepted Payment Methods: Credit card, debit card, or bank transfer.
∙Late Payment Penalties: Late payments may incur interest at a rate of 2% per month.
8. Communication Clause
∙We will communicate with you by email and telephone.
∙We Company will endeavour to respond to all your inquiries within 5 business days.
9. Governing Law and Jurisdiction
∙This agreement shall be governed by and construed in accordance with the laws of England and Wales.
∙Any legal action or proceeding arising under this agreement shall be brought exclusively in the courts of England and
Wales.
10. Severability Clause
∙If any provision of this agreement is found to be invalid or unenforceable, the remaining provisions will continue to be
valid and enforceable.
11. Client’s Right to Withdraw Consent
∙You have the right to withdraw consent for the use of their personal data at any time by providing written notice to us.
∙Withdrawal of consent does not exempt you from fulfilling contractual obligations, including the payment of any
applicable fees, such as service fees or cancellation fees.
12. Document Retention Policy
∙We will retain client documents and personal data for a period of 7 years from the date of the last transaction.
13. Dispute Resolution
∙Any disputes arising out of or in connection with this agreement shall be resolved through mediation.
∙If mediation fails, the dispute shall be settled by binding arbitration in accordance with the rules of the Arbitration
Institute.
14. Limitation of Liability
∙Our liability to you for any claim in contract, tort, or otherwise arising out of or in connection with the provision of
services shall be limited to the amount of fees paid by you for the services.
∙We shall not be liable for any indirect, special, economic or consequential damages.
15. Amendment Clause
∙This agreement may only be amended or modified by a written document signed by both the Client and the Company.
16. Force Majeure
∙TheCompanyshallnotbeliableforanyfailuretoperformitsobligationsunderthisagreementifsuchfailureresults
fromcircumstancesbeyondtheCompany’sreasonablecontrol,includingbutnotlimitedtonaturaldisasters,actsofwar
orterrorism,pandemics,governmentrestrictions,ortechnicalfailures.
Your Child Trust Fund with Turner Lewis Limited
At Turner Lewis Limited, we offer expert services to help you locate your Child Trust Fund on a no win, no fee basis. Our fee is 25% plus VAT of the total amount in the account, only if we successfully locate your fund.
Alternative Free Option
Please be aware that you also have the option to locate your Child Trust Fund for free directly through HMRC. However, our dedicated team has successfully assisted thousands of clients, providing comprehensive results and peace of mind.