TERMS OF BUSINESS

Outlining the services we will provide

TERMS OF BUSINESS

Our Terms of Business document outlines the services we will provide. It is an important document, so please ensure that you take time to read it carefully.

If there is anything in this document that you are unsure about, please don’t hesitate to get in touch with us.

WHO WE ARE

Roots IR35 Status Services is a trading style of Roots Insurance Brokers Limited.

Roots Insurance Brokers Limited is authorised and regulated by the Financial Conduct Authority (FCA). Our registered number is: 930814.

IR35 SERVICES

IR35 SERVICES WE OFFER

We offer a range of IR35 status review services. These are not insurance products but offer an opinion on the individual circumstances presented and as to if the result (in our opinion) places the contractor insurance or outside of IR35.

FEES & COSTS – IR35 STATUS REVIEWS

We provide IR35 status reviews ourselves. You pay us a fee for doing this, of which we receive it all.

DUTY OF DISCLOSURE

Any advice provided is based on your personal financial circumstances and objectives. It is important that the information you provide is both accurate and honest, and a true reflection of your circumstances.

It is your responsibility to provide information in this way to a provider or organisation that provides products and services recommended for you.

Failure to disclose relevant information, or change of circumstances, to a provider may result in your chosen product being invalid.

We strongly recommend that any information provided is checked thoroughly prior to submission.

OTHER IMPORTANT INFORMATION

WHO REGULATES US

Roots Insurance Brokers Limited is authorised and regulated by the Financial Conduct Authority (FCA). Our registered number is: 930814

IF YOU ARE NOT HAPPY WITH OUR SERVICE

Our number one priority is to provide customers with the highest level of service. However, we know that sometimes things don’t go as planned.

Customer feedback helps us understand where things have gone wrong and gives us the opportunity to put them right. It also helps us to understand where we need to improve our products and services.

If you have a complaint about the service you received please contact us.

Post: Complaints Department, Roots IR35 Status Services, Jason Works, Clarence Street,

Loughborough, Leicestershire, LE11 1DX.

Email: complaints.department@rootsfinancegroup.co.uk

Phone: 0333 444 8844

Website: www.rootsir35.co.uk

PERSONAL DATA COMPLAINT

If your complaint is related to how your personal data has been processed and you are not satisfied with the response from us, you have the right to complain to the Information Commissioners Office (ICO) who is the regulator for data protection in the United Kingdom.

THE LAW THAT WE OPERATE UNDER

All of our agreements provided are governed and construed in accordance with the laws of England and Wales, in relation to any dispute. For your protection you agree to submit to the non-exclusive jurisdiction of the English courts.

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