Protect from E-Assist
Review & Re-Write Service

  • Do you know your customer’s trading style?
  • Do you know why your customers’ trading style is important?
  • Do you have your customers complete an opening account form?
  • Do you conduct your business transactions face-to-face?
  • Do you conduct your business transactions face-to-face?
  • Do you have any documentation?
  • Do you have any written terms and conditions?
  • Were your documentation or terms and conditions written by a lawyer?
  • Do your written terms and conditions appear in your pre-invoice document?
  • Do you know how to make sure your terms and conditions prevail over your customer’s business terms?
  • Do your terms and conditions fit your business and customer sector?
  • Do your terms and conditions set out your terms of payment?
  • Do your terms include a right to claim interest and costs if your customer does not pay you on time?
  • Do you know what rights you have if your customer cannot pay or becomes insolvent?
  • Are your terms drafted with relevant legislation in mind? E.g. data protection, late payment charges, consumer law, unfair contract terms?
  • Is your financial liability restricted if things go wrong?
  • Do you know what to do and where to go if you and your customer need to resolve a dispute?