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Training and development / Terms and ConditionsWORKSHOP & EVENTS BOOKING TERMS & CONDITIONSThe terms and conditions as defined in this document cover the following workshops and events:
These terms and conditions may also apply to other events as advised by the IFP. MEMBER RATESMember rates are only applicable to fully paid-up members of the IFP. The relevant membership number should be clearly written on the registration form. All registrations will be checked by the IFP. PAYMENTUpon registration payment must be made by credit/debit card (Amex is not accepted) or by a cheque made payable to 'Institute of Financial Planning'. Bookings made within 10 working days of the workshop/event are at the discretion of the IFP and must be paid for by credit card. No places can be reserved without payment. GROUP SIZECertain workshops (marked with an * above) will take place with a minimum of four and maximum of ten delegates. The IFP reserves the right to cancel any workshop/event which does not achieve the minimum number of participants. Delegates will be informed no later than five working days prior to the date of the workshop/event. In this instance a full refund minus a charge to cover the costs of any materials or a transfer to another workshop/event will be offered. The IFP will not be liable for any additional expenses incurred by the attendee. IFP WORKSHOP CANCELLATIONIn the unlikely event that the IFP needs to cancel a workshop/event we will endeavour to notify you as soon as possible before the workshop date. The IFP reserves the right to cancel or postpone a workshop and in such an event the total liability of the IFP for such a cancellation or postponement shall be limited to a refund of any fee paid by the attendee (minus a charge for any training material as appropriate). ATTENDEE CANCELLATION / TRANSFER / SUBSTITUTION POLICYAny cancellation, transfer or substitution must be made in writing or by email to the IFP. Cancellations
Important note: If an attendee fails to attend a confirmed workshop/event (without prior written cancellation) no refund will be offered. Substitution of one attendee for another will be accepted without charge, but must be supported by a fully completed Registration Form. Substitutions Substitution of one attendee for another will be accepted without charge at any time but must be supported by a fully completed Registration Form. Please notify the IFP as early as possible if this is the case. Transfers Transfers are not applicable to all workshops and events. Please check with the IFP if you are considering transferring. If you wish to transfer your booking to a different workshop/event taking place within the following six months, you may do so, without incurring any charges. Notifications of transfers must be made in writing and received at the IFP no later than 10 working days prior to the workshop. Notification received after this time will be treated as a cancellation and will be subject to the normal cancellation charges. Important note: If you cancel a re-booked place at any time before the course start date, the total charge for the cancellation and re-booking will be 100% of the total cost of the workshop/event. WORKSHOP MATERIALCertain workshops (marked with an * above) will include a variety of training material. Upon cancellation (either by the attendee or the IFP) an appropriate charge for the workshop material may be made as detailed below:
LIABILITYThe IFP does not accept any liability for any property damage or loss incurred at any time during the workshop/event. The IFP shall not be liable (whether such liability arises due to negligence, breach of contract, misrepresentation, or for any other reason excluding fraudulent misrepresentation) for any loss of use of any software, data, loss or use of any computer or indirect, consequential loss or damage (including loss or damage suffered by the attendee as a result of an action brought by a third party) even if such loss was reasonably foreseeable or the IFP had been advised of the possibility of the attendee incurring the same. COPYRIGHTCopyright relating to any workshop/event materials provided remains the sole property of the IFP. All training and reference materials and equipment provided by the IFP for use in connection with any workshop are provided for the exclusive use of the named attendee alone and must not be copied in whole or part. All rights in such materials are reserved. NON-DISCRIMINATION POLICYThe IFP complies with all UK and European laws applicable in relation to discrimination on any grounds. Accordingly, the IFP is committed to providing equality of opportunity and fair treatment for all. The IFP will not discriminate on the basis of gender, age, marital status, sexual orientation, ethnic origin, religion, culture or disability in dealing with candidates. DATA PROTECTIONAny information that you provide to us will be added to our membership database and will be processed in accordance with the Data Protection Act 1998. For further information please email: enquiries@financialplanning.org.uk. REGISTRATION PROCESSTo book a place at any of the above workshops or events please complete and return the relevant registration form to: Institute of Financial Planning Or alternatively by fax: 0117 929 2214 In the event that a workshop or event booking is made, this will be deemed to constitute acceptance by the attendee of these Terms and Conditions. |
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are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.