Terms & conditions

In this document, “we”, “our”, or “us” refer to Independent Investment Consultancy.


This agreement governs the relationship between Independent Investment Consultancy (IIC) and its clients, outlining the terms of service, payment, confidentiality, and dispute resolution procedures.


  1. Definitions:

    • Define key terms like “client,” “services,” “fees,” etc.
  2. Services:

    • Describe the specific services offered by IIC (e.g., investment analysis, portfolio reviews, financial planning).
    • Explain the scope and limitations of the services.
  3. Fees and Payment:

    • Detail the fees for each type of service, including hourly rates, project fees, or retainer fees.
    • Specify payment terms, due dates, and accepted methods of payment.
    • Outline any late payment fees or interest charges.
  4. Client Responsibilities:

    • Describe the information and cooperation expected from the client for IIC to provide services effectively.
  5. Confidentiality:

    • Explain the obligations of both IIC and the client to maintain the confidentiality of sensitive information shared during the engagement.
    • Define exceptions to confidentiality, such as disclosures required by law.
  6. Termination:

    • Specify the conditions under which either party can terminate the agreement.
    • Outline any notice requirements for termination.
  7. Limitation of Liability:

    • Limit IIC’s liability for any losses or damages arising from the use of its services, except for gross negligence or willful misconduct.
  8. Indemnification:

    • Have the client agree to indemnify and hold IIC harmless from any claims, damages, or losses arising from the client’s use of IIC’s services.
  9. Dispute Resolution:

    • Describe the process for resolving disputes, such as mediation or arbitration.
  10. Governing Law:

    • Specify the jurisdiction whose laws will govern the agreement.


Kemp House, 152-160 City Road, London, EC1V 2NX

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07767 310385




Kemp House, 152-160 City Road, London, EC1V 2NX