Referral Terms & Conditions

These Referral Terms & Conditions ("Terms") govern participation in the Accountant Bookkeeping Ltd Refer a Friend Scheme ("Referral Scheme").

By submitting a referral, participating in the Referral Scheme, or accepting any referral reward, you agree to be bound by these Terms.

The Referral Scheme allows existing and former clients to introduce prospective new clients to Accountant Bookkeeping Ltd.

Subject to these Terms, Accountant Bookkeeping Ltd may award referral account credit to both the referrer and the referred person where all qualifying conditions have been satisfied.

Participation in the Referral Scheme does not create any contractual right to a referral reward.

To be eligible for a referral reward:

• The referrer must be an existing or former client of Accountant Bookkeeping Ltd.
• The referred person must be a genuine individual or business seeking accountancy, taxation, bookkeeping, payroll, VAT, advisory or related services.
• The referred person must be a new client and must not have previously engaged Accountant Bookkeeping Ltd for paid services.
• The referral must be submitted before the referred person formally instructs Accountant Bookkeeping Ltd.
• The referral must be submitted using an approved referral method.

Accountant Bookkeeping Ltd reserves the right to determine eligibility at its sole discretion.

Referral rewards may be available in relation to qualifying services, including but not limited to:

• Self-Assessment Tax Returns
• Landlord Tax Returns
• Company Accounts
• Corporation Tax Services
• Bookkeeping Services
• Payroll Services
• VAT Services
• Ongoing Accountancy Packages

Not all services qualify for referral rewards. Accountant Bookkeeping Ltd reserves the right to determine whether a service is a qualifying service.

Any referral reward will be issued as account credit only.

• Referral credit has no cash value.
• Referral credit cannot be exchanged for cash.
• Referral credit is non-transferable.
• Referral credit may only be used against future invoices issued by Accountant Bookkeeping Ltd.
• Referral credit cannot be used retrospectively against invoices already paid.

Reward values may vary depending on the service purchased by the referred client. Typical referral rewards currently range from £25 to £100 account credit per successful referral, although Accountant Bookkeeping Ltd reserves the right to vary, withdraw, replace or amend reward values at any time.

Referral credit may only be awarded where:

• The referred person becomes a client of Accountant Bookkeeping Ltd;
• The referred person purchases and completes a qualifying service;
• All relevant invoices have been paid in full;
• Any applicable cancellation, refund or cooling-off periods have expired; and
• Accountant Bookkeeping Ltd has verified compliance with these Terms.

No referral credit will be awarded for cancelled, refunded, disputed, written-off or unpaid work.

Where multiple individuals refer the same person or business, Accountant Bookkeeping Ltd reserves the right to determine which referral, if any, qualifies for a reward.

Its decision shall be final.

By submitting a referral, the referrer confirms that:

• They have a genuine relationship with the referred person;
• They have informed the referred person about the referral;
• They have obtained permission to provide the referred person's contact details to Accountant Bookkeeping Ltd; and
• They are authorized to provide such information.

Accountant Bookkeeping Ltd reserves the right to decline referrals where appropriate consent is not believed to have been obtained.

Accountant Bookkeeping Ltd may refuse, withhold, cancel or recover referral rewards where it reasonably believes that:

• False or misleading information has been provided;
• The Referral Scheme is being manipulated or abused;
• Self-referrals have been made;
• Artificial, duplicate or fictitious referrals have been submitted; or
• Any participant has acted dishonestly or in breach of these Terms.

The decision of Accountant Bookkeeping Ltd in such matters shall be final.

Referral credit may be withheld, reduced or removed where either party has outstanding overdue amounts owed to Accountant Bookkeeping Ltd.

Credit cannot result in a cash refund or a payment being made to the client.

Any tax implications arising from receipt or use of referral credit are the responsibility of the recipient.

Accountant Bookkeeping Ltd accepts no responsibility for any tax liabilities arising from participation in the Referral Scheme.

To the fullest extent permitted by law, Accountant Bookkeeping Ltd shall not be liable for any indirect, consequential or economic loss arising out of or in connection with the Referral Scheme.

Nothing in these Terms shall exclude or limit liability where such exclusion or limitation would be unlawful.

Accountant Bookkeeping Ltd reserves the right to:

• Amend these Terms;
• Modify reward values;
• Suspend the Referral Scheme; or
• Withdraw the Referral Scheme entirely,

at any time and without prior notice. Any referral reward remains subject to the Terms in force at the time the reward is assessed.

The interpretation and administration of the Referral Scheme shall be determined by Accountant Bookkeeping Ltd, whose decision shall be final.

If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions shall continue in full force and effect.

These Terms shall be governed by the laws of England and Wales, and any disputes shall be subject to the exclusive jurisdiction of the courts of England and Wales.

For details on how we handle personal data submitted through a referral, please see our Privacy Policy.