These Terms and Conditions, together with any and all other documents referred to herein, sets out the basis on which we will act and set out the terms of use under which you may use this website, www.optimyze.finance. Please read these Terms and Conditions carefully and ensure that you understand them. Your agreement to comply with and be bound by these Terms and Conditions is deemed to occur upon your first use of Our Site. If you do not agree to comply with and be bound by these Terms and Conditions, you must stop using Our Site immediately and contact us (link it to email:connect@optimyze.finance).
These are the Terms of Business and Engagement of Optimyze Finance Llp. In this document, “we”, “our”, "the Supplier", “this accountancy practice”, “the practice” or “us” refer to Optimyze Finance Llp.
We are company number OC447276 registered in the United Kingdom. Our registered office is at Sutton Point 6 Sutton Plaza, Sutton Court Rd, Sutton
London, England SM14FS.
References to "the Client” or "you" or “your” or “user” or "“related party” refer to an entity visiting our site or in a or looking to be in a business relationship with us.
“Content” means any and all text, images, audio, video, scripts, code, software, databases, contracts, Statement of Work, our Services or Projects, our Systems developed or to be developed, together with any other form of information capable of being stored on a computer that appears on, or forms part of, or executed in full or in counterparts, or our Site.
“Instituties” means AICPA-CIMA.
1. Introduction
We promise to follow the following data protection principles:
Our Site, www.optimyze.finance and www.optimyze.accountants, is owned and operated by us.
We are regulated by www.aicpa-cima.com/home.
We are a member of www.aicpa-cima.com/home.
2. Our responsibilities
We are responsible to:
1. Observe the Laws of the Institutes.
2. Keep and maintain records of work, and keep records and information in compliance with the Data Protection Act 2018.
3. The members of the institutes work within the framework of the Institutes Code of Ethics: www.aicpa-cima.com/resources/landing/code-of-ethics. The code requires accountants to comply with the principles of integrity, objectivity.
4. As members of the institutes we have a duty to observe the highest standards of conduct and integrity, and to uphold the good standing and reputation of the profession.
5. It is our duty to not exclusively satisfy your needs. In complying with the ethical requirements of the Institutes Code of Ethics we are obliged to act primarily within the public interest.
6. Provide regular reports on the progress of any work being completed on your behalf.
7. Register any issues or concerns that may be found during the term of the business and engagement with a relevant authority .
8. Uphold your data privacy rights. Use of Our Site is also governed by Our Cookie and Privacy Policies, available from www.optimyze.finance/privacy-policy.
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9. If you are Our Client and We become unable to provide the services or projects agreed through incapacity or death, a Continuity Arrangement has been made. You can ask for the details by contacting connect@optimyze.finance. The purpose of Section 13 is to look after the Client interests by providing continuity of services. You will be contacted in the event of such circumstances arising and then you will have the option to decline to be covered by these arrangements.
3. Your responsibilities
1. Provide the relevant information for anti-money laundering regulations and in accordance with the Institutes and UK AML/CTF regime.
2. Ensure that records of your business activities are correct and maintained to meet the requirements of regulatory authority.
3. Disclose all relevant and correct information to us
4. Execute relevant declaration(s) for representation in accounting and tax matters under the English civil law.
5. Allow full and free access to financial and other records held by you or your third parties.
6. Refrain from anything that may prejudice our independence.
7. Understand Institutes Client Money Regulations.
8. Make any and all arrangements necessary in order to access Our Site.
9. Link to Our Site provided that:
a. You do so in a fair and legal manner.
b. You do not do so in a manner that suggests any form of association, endorsement or approval on Our part where none exists.
c. You do not use any logos or trademarks displayed on Our Site without Our express written permission.
d.You do not do so in a way that is calculated to damage Our reputation or to take unfair advantage of it.
10 .Use Our Site in a manner that is lawful.
4. Intellectual Property Rights
All Content included on Our Site and the copyright and other intellectual property rights subsisting in that Content, unless specifically labelled otherwise, belongs to or has been licensed by Us. All Content is protected by applicable United Kingdom and international intellectual property laws and treaties.
The agreed services or projects may require us to develop systems, or procure services and products, which improve operational efficiency. This includes the procurement of third-party services for automating tasks or developing bespoke code to automate tasks, and to the extent that these developments are bespoke, these developments are our intellectual property unless otherwise agreed.
You may not reproduce, copy, distribute, sell, rent, sub-licence, store, or in any other manner re-use Content from Our Site or Our Projects unless given express written permission to do so by Us.
5. Links to Other Sites
Links to other sites may be included on Our Site. Unless expressly stated, these sites are not under Our control. We neither assume nor accept responsibility or liability for the content of third party sites. The inclusion of a link to another site on Our Site is for information only and does not imply any endorsement of the sites themselves or of those in control of them.
6. Disclaimers
Nothing on Our Site constitutes advice on which you should rely. It is provided for general information purposes only. Professional or specialist advice should always be sought before taking any action relating to Accountancy, Taxation , Law, Advisory or Business set up. Insofar as is permitted by law, We make no representation, warranty, or guarantee that Our Site will meet your requirements, that it will not infringe the rights of third parties, that it will be compatible with all software and hardware, or that it will be secure.
We make reasonable efforts to ensure that the Content on Our Site is complete, accurate, and up-to-date. We do not, however, make any representations, warranties or guarantees (whether express or implied) that the Content is complete, accurate, or up-to-date.
7. Our Liability
To the fullest extent permissible by law, We accept no liability to any user for any loss or damage, whether foreseeable or otherwise, in contract, tort (including negligence), for breach of statutory duty, or otherwise, arising out of or in connection with the use of (or inability to use) Our Site or the use of or reliance upon any Content included on Our Site.
To the fullest extent permissible by law, We exclude all representations, warranties, and guarantees (whether express or implied) that may apply to Our Site or any Content included on Our Site.
Our Site is intended for non-commercial use only. If you are a business user, We accept no liability for loss of profits, sales, business or revenue; loss of business opportunity, goodwill or reputation; loss of anticipated savings; business interruption; or for any indirect or consequential loss or damage.
We exercise all reasonable skill and care to ensure that Our Site is free from viruses and other malware. We accept no liability for any loss or damage resulting from a virus or other malware, a distributed denial of service attack, or other harmful material or event that may adversely affect your hardware, software, data or other material that occurs as a result of your use of Our Site (including the downloading of any Content from it) or any other site referred to on Our Site.
We neither assume nor accept responsibility or liability arising out of any disruption or non-availability of Our Site resulting from external causes including, but not limited to, ISP equipment failure, host equipment failure, communications network failure, natural events, acts of war, or legal restrictions and censorship.
The Institutes have a duty of care to you and we must observe the highest standards of conduct and integrity. We hold current and appropriate Professional Indemnity Insurance.
Where any loss or damage occurs to you as the result of you providing or maintaining misleading, incomplete or false information or data, no liability will be accepted. Where a loss or damage occurs to you as a result of our failure to comply with duty of care, the limit of liability shall be decided mutually and in case would be higher than the fees due under the annual period of engagement.
Nothing in these Terms and Conditions excludes or restricts Our liability for fraud or fraudulent misrepresentation, for death or personal injury resulting from negligence, or for any other forms of liability which cannot be excluded or restricted by law. For full details of consumers’ legal rights, including those relating to digital content, please contact your local Citizens’ Advice Bureau or Trading Standards Office.
8. Complaints and disputes
We want you to be entirely satisfied with Our Site, Our Content, and Our Services & Projects. If, however, you are not, please contact connect@optimyze.finance for the Complaints Handling Procedure.
Any disputes arising from our engagement will be subject to the procedure per Our Complaints Handling Procedure and governed by English law.
If a complaint cannot be resolved through Our Internal Complaints Handling Procedure, under the Consumer Rights Act 2015 we are required to point you towards alternative dispute resolution (ADR) providers.
9. Legislation and compliance
These Terms and Conditions, and the relationship between you and Us (whether contractual or otherwise) shall be governed by, and construed in accordance with the law of England & Wales.
If you are our client, We are obliged by law and the Institutes to undertake checks to ensure you and your business is operating lawfully. By agreeing to use Our Site you accept that We are authorised to complete such checks as necessary, and We would need to report, Under Money Laundering Regulations, any suspicious transactions made by you or your third party
