Your agreement
Please read this carefully. Signing below creates your partner account and is a legally binding electronic signature.
MASTER REFERRAL AGREEMENT
This Agreement is made on the date of electronic signature recorded below between:
(1) Squiggle Consult Ltd, an estate-planning firm ("Squiggle"); and
(2) [your organisation] (the "Partner"),
a charity partner.
Summary of what the Partner qualifies for: Free wills (employees & supporters).
1. PURPOSE
The Partner and Squiggle wish to work together so that the Partner's people
and clients can access professional estate-planning advice and, where
applicable, free wills. This Agreement sets out the basis of that
relationship.
2. WHAT SQUIGGLE PROVIDES
1. Free wills. Squiggle Consult Ltd will prepare, at no cost to the individual, a standard will for employees, supporters of [your organisation] who are referred under this Agreement. A "standard will" is a single or mirror will covering straightforward wishes; more complex estates will be quoted separately and are not covered by this offer. This is subject to Squiggle Consult Ltd's normal scope and suitability checks, and, where the eligible group is large, to numbers agreed in advance. These free wills are offered in connection with [your organisation]'s legacy-giving aims: an individual may, if they wish, choose to leave a gift to [your organisation] in their will, but there is no obligation on any individual to do so and the Partner will not suggest otherwise.
3. REFERRALS
The Partner may introduce individuals to Squiggle with their consent. Each
individual remains free to choose their own adviser; a referral is an
introduction only and creates no obligation on the individual to instruct
Squiggle. Squiggle is responsible for the advice it gives and for its own
regulatory compliance.
4. DATA PROTECTION
Each party is an independent controller of the personal data it holds and
will comply with UK data-protection law. The Partner confirms it has a lawful
basis to share an individual's contact details with Squiggle for the purpose
of an introduction, that the individual has been told their details will be
shared and why, and that the individual has not objected. Each party will keep
the shared data secure and use it only for the introduction.
5. NO EMPLOYMENT OR PARTNERSHIP
Nothing in this Agreement creates a partnership, joint venture, agency or
employment relationship between the parties. Neither party may bind the other.
6. TERM AND TERMINATION
This Agreement starts on the date of signature and continues until ended by
either party on 30 days' written notice.
7. GOVERNING LAW
This Agreement is governed by the law of England and Wales.
By signing electronically below, the Partner confirms they are authorised to
enter into this Agreement on behalf of [your organisation] and agree to its terms.