Below The Line Mentoring: Terms and Conditions for Mentoring Sessions
Effective date: Updated 22 October 2024
Please read these Terms and Conditions carefully before purchasing a mentoring session.
Agreement to Terms
By purchasing a mentoring session, you agree to be bound by these Terms and Conditions. If you do not agree with any part of these Terms and Conditions, you must not use our website or purchase any products or services.
1. Scope of Services
1.1. The mentoring sessions provide business guidance, personal development support, and strategic financial insight. The goal of the sessions is to help the client enhance their knowledge, confidence, and skills in line with agreed objectives.
1.2. The mentoring agreement covers a set number of sessions as outlined in the engagement letter or session package purchased.
1.3. Email Support is included for the duration of the engagement. Clients may reach out via email for questions and updates between sessions. The mentor will aim to respond within 48 hours but may have longer delays due to other commitments.
1.4. Additional Charges: If a query between sessions requires more complex or time-consuming work outside the scope of standard mentoring, additional charges may apply. The client will be advised beforehand if this applies.
2. Mentor's Responsibilities
2.1. Goal Setting: The mentor will work with the client to set clear, actionable goals for their business or personal development.
2.2. Facilitating Learning: The mentor will provide guidance, resources, and strategies to assist the client in improving their skills and business outcomes.
2.3. Professional Conduct: The mentor will maintain a respectful and professional relationship based on equality.
2.4. Referral to Other Services: If the mentor feels that another professional or service is better suited to address the client’s needs, a referral may be suggested.
3. Client's Responsibilities
3.1. Engagement: The client is expected to actively participate in sessions and take responsibility for their progress.
3.2. Follow-Through: The client will commit to the agreed actions between sessions to work toward their goals.
3.3. Openness to Learning: The client is expected to remain open to learning and applying new ideas and strategies.
3.4. Autonomy: The client acknowledges they are responsible for their own decisions and the implementation of strategies discussed during the mentoring sessions.
4. Payment and Refunds
4.1. The fee for mentoring sessions is due in advance and is non-refundable. In case of unforeseen circumstances, sessions may be rescheduled.
4.2. If the client needs to reschedule a session, they are encouraged to provide at least 24 hours’ notice.
5. Confidentiality and Data Management
5.1. Privacy: All information shared in mentoring sessions will remain confidential, with the exception of legal or ethical obligations.
5.2. Professional Development: The mentor may discuss mentoring cases with a supervisor for professional development purposes while ensuring the client’s confidentiality is maintained.
5.3. Data Management: Any personal data held during the mentoring process will be managed according to Below The Line Finance’s privacy policy, and in compliance with applicable data protection laws. You can refer to our Privacy Policy here.
6. Punctuality, Cancellation, and Communication
6.1. Flexibility in Scheduling: While punctuality is important, we understand that life can sometimes interfere with schedules. There is flexibility for occasional delays or rescheduling.
6.2. Communication of Changes: Clients are expected to communicate any scheduling changes as early as possible.
7. Review and Feedback
7.1. Session Evaluation: At the end of each session, a brief evaluation will take place to assess effectiveness and plan for future sessions.
7.2. Ongoing Feedback: Feedback will be sought regularly from the client to ensure continuous improvement in the mentoring process.
8. Intellectual Property
8.1. Any materials, resources, or documents shared during the mentoring sessions are for your use only and remain the intellectual property of the mentor. These materials cannot be copied, distributed, or used for commercial purposes without explicit written consent.
9. Limitation of Liability
9.1. The mentor shall not be held liable for any losses, damages, or expenses incurred as a result of the client's reliance on the advice provided during the mentoring sessions. The client is responsible for all decisions and actions taken as a result of the sessions.
9.2. No Third-Party Responsibility: Unless explicitly agreed, our work is not to be made available to third parties. We will not accept any responsibility to third parties for any part of our professional services provided to the client.
10. VAT and International Tax Information
10.1. The listed price for mentoring services is inclusive of 20% Value Added Tax (VAT), as mandated by UK tax regulations. Clients purchasing from outside the UK should be aware that tax implications may vary. For detailed queries related to tax treatment or VAT invoices, contact admin@belowthelinefinance.co.uk.
11. Electronic Communication
11.1. We may communicate with you electronically. Although we use virus-scanning software, we cannot guarantee the security of electronic communication, and we are not responsible for any loss or damage caused by electronic transmission, including but not limited to viruses. It is the responsibility of the client to check for viruses and handle sensitive information securely.
12. Governing Law and Dispute Resolution
12.1. These Terms and Conditions shall be governed by and construed in accordance with the laws of England and Wales.
12.2. In the event of a dispute, both parties agree to attempt to resolve the matter through mediation before pursuing legal action.
13. Changes to Terms and Conditions
13.1. We reserve the right to update or modify these Terms and Conditions at any time without prior notice. It is the client's responsibility to review these Terms and Conditions periodically for any changes.
Contact Us
If you have any questions, concerns, or complaints about this policy for mentoring sessions, please contact us: