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Terms and Conditions:

We have made every effort to ensure our Terms and Conditions are clear and easy to understand. If anything in this document is unclear, please contact us for a more detailed explanation.

This agreement establishes a contractual relationship between Goodwin Barrett Limited T/a Goodwin Barrett (Company No:09294215) Mikar Business Park, Northolt Drive, Bolton, BL3 6NJ and the individual(s) who prints their name(s) and the individual(s) who sign this agreement. By signing, the client authorises the Firm to advise, investigate, and represent them in lodging a complaint against relevant third parties, including pursuing claims for Ongoing Advice Fees or Unsuitable Investment or Pension Advice.

The service provided by Goodwin Barrett will be as follows:

• Obtain relevant information from your investment provider to investigate the merits of your claim
• Obtain relevant information from you to ascertain the basis of the claim and investigate its merits
• Advise you about whether the claim has a prospect of success or not prior to presenting your claim
• Submit a claim on your behalf to your investment provider
• Liaise with your investment provider following the submission of the claim until the claim is concluded
• If the claim is rejected or has gone beyond the 8-week deadline, we will potentially escalate the claim to the Financial Ombudsman Service and advise you if we do so.

Client Obligations:

• To provide all information/paperwork that you have in your possession as required by Goodwin Barrett to help with the claim
• To not enter into any agreements with your investment provider without consulting Goodwin Barrett, though you may receive a call from them to confirm the details of your claim.
• To co-operate with Goodwin Barret to enable us to provide the claims management service to you
• To notify Goodwin Barret when an offer of compensation is made by your investment provider or when you receive compensation directly from them.
• To accept offers of compensation that Goodwin Barret advises are reasonable

Cancellation

Goodwin Barrett may terminate this agreement at any time, with no fee payable by you, if we determine there are no grounds for a claim or that your claim is unlikely to succeed. You have the right to cancel the contract within 14 days of signing, by phone, email, or in writing to Goodwin Barrett, with no charge. If you cancel after 14 days and we have submitted your claim, and an offer of compensation is made, we will charge the full fee as outlined below, even if you do not wish to accept the offer. If you cancel after 14 days and we are unsuccessful in submitting your claim, no fee will be charged.

Law & Jurisdiction

The law applicable to this contract shall be English law and the parties consent to the jurisdiction of the English courts in all matters affecting this contract.

Making a claim yourself

You do not need to use Goodwin Barrett to make this claim – you can do this yourself free of charge and if your claim is unsuccessful, you can pursue this with the Financial Ombudsman Service. In the event that your financial adviser is no longer in business you may be able to use the services of the Financial Services Compensation Scheme.

Payment of our fee

Goodwin Barrett will endeavour to recover all monies in respect of your claim and undertake to forward any payment from your investment provider to you within seven days from the date received. You must pay our fee within 7 days of receiving compensation (if paid directly to you) or within 7 days of our recommendation if you reject the offer. (See the "How to complain about our service" section of the Client Care Document for information on challenging a bill.) Unpaid bills may incur interest at a rate of 8% above the Bank of England's base rate, accruing before a court judgment.

Our fee structure is as follows:

Redress Amount	Our Fee	Max Total Fee (Inc VAT)
£1 - £1,499	30% + VAT - Total 36%	£500
£1,500 - £9,999	28% + VAT - Total 33.6%	£3,000
£10,000 - £24,999	25% + VAT - Total 30%	£6,000
£25,000 - £49,999	20% + VAT - Total 24%	£9,000
£50,000+	15% + VAT - Total 18%	£12,000

Complaints may be made in writing, by e-mail, by telephone or in any other form in respect of a claims management service that we have provided. For further details about your right to complain, please see the 'How to Complain About Our Service' section of the Client Care Document above. Our formal Complaints Procedure can be found on our website

Our contact details are as follows:
Address: Goodwin Barrett Ltd, Mikar Business Park, Northolt Drive, Bolton, BL3 6NJ
Telephone: 01204 471280.
Email: info@goodwinbarrett.co.uk

To view the Privacy Policy please visit www.goodwinbarrett.co.uk/privacy-policy

Privacy Policy

Goodwin Barrett Ltd company number 09294215, registered in England & Wales. Authorised and regulated by the Financial Conduct Authority 830495. Goodwin Barrett Ltd is registered with the Information Commissioner's Office under registration reference ZA085532

At Goodwin Barrett we are committed to safeguarding the privacy of our customers. The privacy policy has been established to inform you as to how we use your personal data, who we share it with, our legal obligations and legal bases for processing your personal data as well as what this means. This policy should be read in conjunction with our Cookie Policy and the Terms and Conditions of our service.

If you have any questions about this privacy policy or our treatment of your personal data, please contact us:
by post to Goodwin Barrett Ltd, Mikar Business Park, Northolt Drive, Bolton BL3 6NJ
or by email to info@goodwinbarrett.co.uk
by telephone on 01204 471280

Controller

Goodwin Barrett Ltd is the controller of personal data submitted and is responsible for the security and safety of your personal data.

What data do we collect

We collect, use, store and transfer different kinds of personal data about with regard to the services we provide.

Identification data such as your first and last name, maiden name, marital status, title, date of birth and gender

Contact data such as your current and previous addresses, email address and telephone numbers

Financial Data such as investment and pension details and account history for the purposes of investigation your potential mis selling claim

Claims related data such as information provided by yourself for the purposes of investigating your potential mis selling claim

Transaction data such as details of products and services you have engaged us for

Technical data includes internet protocol (IP) addresses, browser type and version, time zones setting and location and other technology and devices you use to access our website

Usage data such as information about how you use our website, products and services

Marketing and communications data includes your preferences in receiving marketing/communications from us and our 3rd parties and your communication preferences

Your Rights

You can control, access or restrict the use of your data. You can withdraw your consent for us to contact you at any time. However, if you have signed a contract our contractual rights will still apply and we may contact you in relation to a cancellation fee or any outstanding monies owed to us.

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How to make a complaint

Complaints may be made about the service provided or an invoice we have sent you. Complaints may be made in writing, by e-mail, by telephone or in any other form in respect of a claims management service that we have provided.

Address: Goodwin Barrett Ltd, Mikar Business Park, Northolt Drive, Bolton, BL3 6NJ
Telephone: 01204 471280
Email: info@goodwinbarrett.co.uk

We will send you a written or electronic acknowledgement of a complaint within five business days of receipt, identifying the person who will be handling the complaint for the business. Wherever possible, that person will not have been directly involved in the matter which is the subject of the complaint, and will have authority to settle the complaint.

Within four weeks of receiving a complaint, we will send you either:

1. A final response adequately addressing the complaint; or
2. A holding response, which explains why we are not yet in a position to resolve the complaint and indicates when we will make further contact with you.

Within eight weeks of receiving a complaint we will send you either:

1. A final response adequately addressing the complaint; or
2. A response which:
   1. Explains why we are still not in a position to make a final response, giving reasons for the further delay and indicating when we expect to be able to provide a final response; and
   2. Informs you that you may refer the handling of the complaint to the Legal Ombudsman Service if you are dissatisfied with the delay.

Where we decide that redress is appropriate, we will provide you with fair compensation for any acts or omissions for which we are responsible and will comply with any offer of redress that you accept. Appropriate redress will not always involve financial redress, but could involve an apology or another suitable form of redress.

If you are not satisfied with our response, or if a complaint is not resolved after twelve weeks, you may refer the complaint to the Legal Ombudsman Service within 6 months of the date of our Final response letter. The Legal Ombudsman can investigate your compliant up to 6 years from the date of the problem occurring or within 3 years of when you found out about the problem.

Their contact details are as follows:

Website: www.legalombudsman.org.uk
Email: enquiries@legalombudsman.org.uk
Telephone: 0300 555 0333
In writing: Legal Ombudsman, PO Box 6806, Wolverhampton, WV1 9WJ

The Solicitors Regulation Authority can help you if you are concerned about our behaviour. You can raise your concerns directly with the Solicitors Regulation Authority (www.sra.org.uk)