The following terms of business apply to all engagements accepted by Waite Financial Ltd. All work is carried
out under these terms except where changes are expressly agreed in writing.
1. APPLICABLE LAW
1.1. Our engagement letter, the schedules of services and our standard terms and conditions of business
are governed by, and should be construed in accordance with English law. Each party agrees that the
courts of [England] will have exclusive jurisdiction in relation to any claim, dispute or difference
concerning this engagement letter and any matter arising from it on any basis. Each party irrevocably
waives any right to object to any action being brought in those courts, to claim that the action has
been brought in an inappropriate forum, or to claim that those courts do not have jurisdiction.
1.2. We will not accept responsibility if you act on advice previously given by us without first confirming
with us that the advice is still valid in light of any change in the law or in your circumstances. We will
accept no liability for losses arising from changes in the law, or the interpretation thereof, that occur
after the date on which the advice is given.
2. CLIENT IDENTIFICATION
2.1. As with other professional services firms, we are required to identify our clients for the purposes of the
UK anti-money laundering legislation. We may request from you, and retain, such information and
documentation as we require for these purposes and/or make searches of appropriate databases. If
we are not able to obtain satisfactory evidence of your identity, we will not be able to proceed with
the engagement.
3. CONFIDENTIALITY
3.1. Unless we are authorised by you to disclose information on your behalf, we confirm that if you give us
confidential information we will, at all times during and after this engagement, keep it confidential,
except as required by law or as provided for in regulatory, ethical or other professional
pronouncements applicable to us or our engagement.
3.2. You agree that, if we act for other clients who are or who become your competitors, to comply with
our duty of confidentiality it will be sufficient for us to take such steps as we think appropriate to
preserve the confidentiality of information given to us by you, both during and after this engagement.
These may include taking the same or similar steps as we take in respect of the confidentiality of our
own information.
3.3. In addition, if we act for other clients whose interests are or may be adverse to yours, we will manage
the conflict by implementing additional safeguards to preserve confidentiality. Safeguards may include
measures such as separate teams, physical separation of teams, and separate arrangements for
storage of, and access to, information.
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