Common use of Effects of cancellation Clause in Contracts

Effects of cancellation. If you cancel this contract, we will reimburse to you all payments received from you, including the costs of delivery (except for the supplementary costs arising if you chose a type of delivery other than the least expensive type of standard delivery offered by us). We will make the reimbursement without undue delay, and not later than 14 days after the day on which we are informed about your decision to cancel this Contract. We will make the reimbursement using the same means of payment as you used for the initial transaction, unless you have expressly agreed otherwise; in any event, you will not incur any fees as a result of the reimbursement. If you requested to begin the performance of services during the cancellation period, you shall pay us an amount which is in proportion to what has been performed until you have communicated to us your cancellation from this Contract, in comparison with the full coverage of the contract. I wish to provide the following instructions: Please start work on my matter straightaway. I understand that by instructing the firm to start work before the 14-day (no obligation) cancellation period expires, I will become liable for any costs and expenses incurred during this time. I accept that this liability exists if I then choose to cancel this contract. I also understand that where, on my instruction, the full service agreed has been performed within the cancellation period, my cancellation rights will cease to exist in accordance with the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013, as set out in the ‘Cancellation Rights’ and ‘Cancellation Notice’ clauses of the firm’s Terms of Business. Signed: Date: Signed: Date: Version: March 2021 Cancellation Notice Form COMPLETE, DETACH AND RETURN THIS FORM ONLY IF YOU WISH TO CANCEL THIS CONTRACT To [here the trader’s names, geographical address, and where available, fax number and e-mail address are to be inserted by the trader]: I/We [*] herby give notice that I/We [*] cancel my/our [*] contract for the supply of the following service [*]: Reference number (located at the top of the Client Care Letter) …………………………………………………………………………………………… Date of initial instructions: ………………………………………… Name of consumer(s): …………………………………………………………………………………………………………………………………………… Address of consumer(s): …………………………………………………………………………………………………………………………………………… Signature of consumer(s) (only if this form is notified on paper): …………………………………………..…………………………………………..……………………………………………….…. Date: ………………………………………………………………………………………..………...

Effects of cancellation. We may decide to stop providing services to you at any time; if we do so we will write to you to confirm this. You can ask us to stop providing any services to you at any time, without penalty, but you must do so in writing. We will keep a copy of this agreement on our files so that we have a copy of the terms on which we acted for you. Notices given by you under this agreement must be sent in writing by post. Notices will be treated as having been received by us on the second business day after you posted the notice to us. We will have no authority to act for you after this agreement has ended. If you cancel this contractthe agreement is ended while we are providing services to you, we will reimburse finish providing the agreed services unless you ask us not to. You will have to you all payments received from youpay any outstanding charges for our initial and ongoing services already provided, including even if this agreement has ended. Any fees outstanding at the costs date of delivery (except for termination will be due within 30 days of the supplementary costs arising termination date. What happens if you chose a type of delivery other than decide to cancel your investment early? If you have paid the least expensive type of standard delivery offered by usinitial adviser charge directly, then no further action is required. If we do take our charges via your investment product(s) and you subsequently cease to pay the premiums or cancel the investment, we may not have been able to take our total adviser charges from your investment(s). We will make In such cases, we may exercise our right to charge you the reimbursement without undue delayamount we have been unable to recover. If we exercise this right, and not later than 14 days after you agree to pay us the day amount due on which we are informed about your decision to cancel this Contractdemand. We will make the reimbursement using the same means of payment as you used for the initial transaction, unless The maximum amount you have expressly agreed otherwise; in any event, you to repay will not incur any fees as a result of exceed the reimbursementtotal adviser charge agreed. Client Declaration This document and our Client Agreement Document set out the legal relationship between us. For your own benefit and protection you should read these terms carefully before signing. If there are any terms within this agreement that you requested to begin the performance of services during the cancellation perioddo not understand, you shall pay us an amount which is in proportion to what has been performed until you have communicated to us your cancellation from this Contract, in comparison with the full coverage of the contractplease ask for further information. I wish to provide the following instructions: Please start work on my matter straightaway. I understand that by instructing the firm to start work before the 14-day (no obligation) cancellation period expires, I This agreement will become liable for any costs be interpreted and expenses incurred during this time. I accept that this liability exists if I then choose to cancel this contract. I also understand that where, on my instruction, the full service agreed has been performed within the cancellation period, my cancellation rights will cease to exist construed in accordance with English law and is subject to the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013, as set out in the ‘Cancellation Rights’ and ‘Cancellation Notice’ clauses exclusive jurisdiction of the firmEnglish courts, except if your address is in Scotland, when the courts of Scotland shall have non-exclusive jurisdiction. I agree to the following: Initial fees: Insert details of initial fee’s Terms applicable: Client please tick box in agreement: To be deducted from investment / Direct payment (delete as appropriate) Ongoing fees: Insert details of Business. Signedclient category & ongoing fee’s applicable: DateClient please tick box in agreement: SignedTo be deducted from investment / Direct payment (delete as appropriate) Client (1) Signature: DatePrint Name: Version: March 2021 Cancellation Notice Form COMPLETE, DETACH AND RETURN THIS FORM ONLY IF YOU WISH TO CANCEL THIS CONTRACT To [here the trader’s names, geographical address, and where available, fax number and e-mail address are to be inserted by the trader]: I/We [*] herby give notice that I/We [*] cancel my/our [*] contract for the supply of the following service [*]: Reference number (located at the top of the Client Care Letter) …………………………………………………………………………………………… Date of initial instructionsSignature: ………………………………………… Name of consumer(s): …………………………………………………………………………………………………………………………………………… Address of consumer(s): …………………………………………………………………………………………………………………………………………… Signature of consumer(sClient (1) (only if this form is notified on paper): …………………………………………..…………………………………………..……………………………………………….…. DateSignature: ………………………………………………………………………………………..………...Print Name:

Effects of cancellation. If you cancel this contract, we will reimburse to you all payments received from you, including the costs of delivery (except for the supplementary costs arising if you chose a type of delivery other than the least expensive type of standard delivery offered by us). We will make the reimbursement without undue delay, and not later than 14 days after the day on which we are informed about your decision to cancel this Contract. We will make the reimbursement using the same means of payment as you used for the initial transaction, unless you have expressly agreed otherwise; in any event, you will not incur any fees as a result of the reimbursement. If you requested to begin the performance of services during the cancellation period, you shall pay us an amount which is in proportion to what has been performed until you have communicated to us your cancellation from this Contract, in comparison with the full coverage of the contract. I wish to provide the following instructions: Please start work on my matter straightaway. I understand that by instructing the firm to start work before the 14-14 day (no obligation) cancellation period expires, I will become liable for any costs and expenses incurred during this time. I accept that this liability exists if I then choose to cancel this contract. I also understand that where, on my instruction, the full service agreed has been performed within the cancellation period, my cancellation rights will cease to exist in accordance with the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013, as set out in the ‘Cancellation Rights’ and ‘Cancellation Notice’ clauses of the firm’s Terms of Business. Signed: Date: Signed: Date: VersionDate: March 2021 Cancellation Notice Form COMPLETE, DETACH AND RETURN THIS FORM ONLY IF YOU WISH TO CANCEL THIS CONTRACT To [here the trader’s namesTo: Constructive Law Ltd Registered Office Address 00 Xxxxx Xxxx, geographical addressXxxxxxxxx, and where available, fax number and e-mail address are to be inserted by the trader]: Xxxxxxxxx XX00 0XX Email xxxxxxx@xxxxxxxxxxxxxxx.xx.xx I/We [*] herby hereby give notice that I/We [*] cancel my/our [*] contract for the supply of the following service [*]: Reference number (located at the top of the Client Care Letter) …………………………………………………………………………………………… Date of initial instructions: ……………………………………………… Name of consumer(s): …………………………………………………………………………………………………………………………………………………… ……………….. Address of consumer(s): …………………………………………………………………………………………………………………………………………………… ……………….. Signature of consumer(s) (only if this form is notified on paper): …………………………………………..…………………………………………..……………………………………………….…. Date: ………………………………………………………………………………………..…………………………………………………….. Date: ……………………...…………………………

Effects of cancellation. We may decide to stop providing services to you at any time; if we do so we will write to you to confirm this. You can ask us to stop providing any services to you at any time, without penalty, but you must do so in writing. We will keep a copy of this agreement on our files so that we have a copy of the terms on which we acted for you. Notices given by you under this agreement must be sent in writing by post. Notices will be treated as having been received by us on the second business day after you posted the notice to us. We will have no authority to act for you after this agreement has ended. If you cancel this contractthe agreement is ended while we are providing services to you, we will reimburse finish providing the agreed services unless you ask us not to. You will have to pay any outstanding charges for our initial and ongoing services already provided, even if this agreement has ended. Any fees outstanding at the date of termination will be due within 30 days of the termination date. If you all payments received from you, including the costs of delivery (except for the supplementary costs arising if you chose a type of delivery other than the least expensive type of standard delivery offered by us). We will make the reimbursement without undue delay, and not later than 14 days after the day on which we are informed about your decision have elected to cancel this Contract. We will make the reimbursement using the same means of payment as you used pay for the initial transaction, unless you have expressly agreed otherwise; in any event, you will not incur any fees as a result of the reimbursement. If you requested to begin the performance of services during the cancellation period, you shall pay us an amount which is in proportion to what has been performed until you have communicated to us your cancellation from this Contract, in comparison with the full coverage of the contract. I wish to provide the following instructions: Please start work on my matter straightaway. I understand that by instructing the firm to start work before the 14-day (no obligation) cancellation period expires, I will become liable for any costs and expenses incurred during this time. I accept that this liability exists if I then choose to cancel this contract. I also understand that where, on my instructionadvice via instalments, the full service agreed has been performed amount of the initial adviser charge will need to be paid irrespective of whether:  The recommended product(s) is / are cancelled before the amount is fully paid; and/or  You subsequently decide to transfer your business to another firm / financial adviser. Upon receipt of your instructions to cancel an ongoing service, we will, if relevant:  Arrange for the refund of any payments made in advance for ongoing services that are no longer to be provided; and  Arrange for any future payment of any associated charges to cease. Any refund of payments already made in advance will be refunded to you via bank transfer. This payment will be forwarded to you within 10 business days of receiving your written instructions. If we receive any payments for any ongoing services that are no longer to be provided, we will arrange for the cancellation periodrelevant payment(s) to be refunded to you via bank transfer. Any refunds will be forwarded to you within 10 business days of receiving the actual payment. What happens if you decide to cancel your investment early? If you have paid the initial adviser charge directly, my cancellation rights will then no further action is required. If we do take our charges via your investment product(s) and you subsequently cease to exist pay the premiums or cancel the investment, we may not have been able to take our total adviser charges from your investment(s). In such cases, we may exercise our right to charge you the amount we have been unable to recover. If we exercise this right, you agree to pay us the amount due on demand. The maximum amount you have to repay will not exceed the total adviser charge agreed. Marketing Options From time to time we would like to tell you about our other financial advisory services that may interest you. Please tick if you would not like to hear about these services by: via telephone via post via email via SMS You can opt out of marketing communications at any time by contacting us: By phone: 00000 000000 By email: xxxxxx@xxxxxxxxx.xx.xx By post: Bourne Xxxxxx Xxxxxxx Limited, Neville House, 00 Xxxx Xxxxxx, Xxxxxx-in-Xxxxx, West Midlands, B95 5BX Client Declaration This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read the terms carefully before signing, as by signing you consent to the terms contained within. If there are any terms within this agreement that you do not understand, please ask for further information. The Client Agreement will come into effect from the date of acceptance of this agreement, which will be confirmed by the date provided in the ‘date of signature’ box below, unless otherwise stated. This agreement will be interpreted and construed in accordance with English law and is subject to the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013, as set out in the ‘Cancellation Rights’ and ‘Cancellation Notice’ clauses exclusive jurisdiction of the firm’s Terms English courts, except if your address is in Scotland, when the courts of BusinessScotland shall have non-exclusive jurisdiction. Signed: Date: Signed: Date: Version: March 2021 Cancellation Notice Form COMPLETE, DETACH AND RETURN THIS FORM ONLY IF YOU WISH TO CANCEL THIS CONTRACT To [here the trader’s names, geographical address, and where available, fax number and e-mail address are to be inserted by the trader]: I/We [*] herby give notice that I/We [*] cancel my/our [*] contract for the supply of agree to the following service [*]: Reference number service(s): Client 1 Client 2 Name(s) Client Category Initial Fee (located at the top % and £) Initial Fee method of the Client Care Letterpayment (delete as applicable) …………………………………………………………………………………………… Direct Provider/Platform Facilitated Direct Provider/Platform Facilitated Ongoing Fee (% and £) Ongoing Fee method of payment (delete as applicable) Direct Provider/Platform Facilitated Direct Provider/Platform Facilitated Signature Date of initial instructions: ………………………………………… Name Signing Date of consumer(sIssue Tailored Service - Tick boxes on Proposition Summary must be completed. Notes (if applicable): …………………………………………………………………………………………………………………………………………… Address If outside of consumer(s): …………………………………………………………………………………………………………………………………………… Signature standard charging structure, why? / Details of consumer(sany specific services to be provided BTN Proposition Summary 2018 SERVICES TRANSACT- IONAL BRONZE SILVER GOLD TAILORED AMOUNT INVESTED N/A £0 to £200,000 £200,001 to £500,000 £500,001 and over Ongoing meetings Main annual review meeting    Interim review meeting if required (1 pa)   Ad hoc meeting (only if this form is notified on paper): …………………………………………..…………………………………………..……………………………………………….…. Date: ………………………………………………………………………………………..………...required)  Risk Assessment (minimum every 2 years)    Reporting Online access to client portal (if applicable)    Portfolio Valuation (1 per year)     Main review meeting report (1 per year)    Interim review meeting report   Ad hoc valuations  Investment Management Access to BTN Model Portfolios   Portfolio re-balancing (3 per year)  Portfolio re-balancing (1 per year)   Bespoke portfolio management  Contact Telephone / email direct access to adviser   Telephone / email assistance via the office     Enhanced client contact  Administration Client file retention & maintenance     Forward provider correspondence     BTN Website access     Monthly newsfeed via website     Annual Budget Newsletter via Website     Annual Autumn Statement Newsletter via Website     Professional Services Liaising with 3rd party professionals   Capital Gains Tax Advice  End of tax year service   Bespoke Services Provision of additional bespoke services  ANNUAL CHARGES – CORE PACKAGE N/A 1.0% Per annum 0.75% Per Annum 0.75% Per Annum INITIAL CHARGES 3% of Investment Amount 3% of Investment Amount 2% of Investment Amount 1% of Investment Amount

Effects of cancellation. We may decide to stop providing services to you at any time; if we do so we will write to you to confirm this. You can ask us to stop providing any services to you at any time including initial or ongoing services, without penalty, but you must do so in writing. We will keep a copy of this agreement on our files so that we have a copy of the terms on which we acted for you. Notices given by you under this agreement must be sent in writing by post. Notices will be treated as having been received by us on the second business day after you posted the notice to us. We will have no authority to act for you after this agreement has ended. If you cancel this contractthe agreement is ended whilst we are providing services to you, we will reimburse finish providing the agreed services unless you ask us not to. You will have to pay any outstanding charges for our initial and/or ongoing services already provided, even if this agreement has ended. Any fees outstanding at the date of termination will be due within 10 business days of the termination date. Upon receipt of your instructions to cancel an ongoing service, we will, if relevant:  Arrange for the refund of any payments made in advance for ongoing services that are no longer to be provided; and  Arrange for any future payment of any associated charges to cease. Any refund of payments already made in advance will be refunded to you all via BACS or cheque. This payment will be forwarded to you within 10 business days of receiving your written instructions. If you receive any payments for any ongoing services that are no longer to be provided, we will arrange for the relevant payment(s) to be refunded to you via BACS or cheque. Any refunds will be forwarded to you within 10 business days of receiving the actual payment. What happens if you decide to cancel your investment early? If you have paid the initial adviser charge directly, then no further action if required. If we do take our charges via your investment product(s) and you subsequently cease to pay the premiums or cancel the investment, we may not have been able to take out total adviser charges from your investment(s). In such cases, we may exercise our right to charge you the amount we have been unable to recover. If we exercise this right, you agree to pay us the amount due on demand. The maximum amount you must repay will not exceed the total adviser charge agreed. What happens if I cancel my insurance policy early? In the unlikely event that you cancel an insurance product purchased following advice received from youus, including we will be obliged to refund to the costs product provider some or all of delivery (except for the supplementary costs arising if commission that has been paid to us. This is known as “clawback” and it can apply up to five years, known as the “clawback period”. Where commission is recovered by clawback, we will charge you chose a type of delivery other than the least expensive type of standard delivery offered by us)amount we have lost. If we exercise this right, you agree to pay us the lost amount on demand. We will make confirm the reimbursement without undue delay, exact amount that will need to be repaid by you and not later than 14 days after the day on timescale over which it will need to be repaid in the Suitability Report we are informed about your decision to cancel this Contractwill send you when a recommendation is made. We will make the reimbursement using the same means of payment as not charge any such fee if you used for the initial transaction, unless you have expressly agreed otherwise; in any event, you will not incur any fees as a result of the reimbursement. If you requested to begin the performance of services during the cancellation period, you shall pay us an amount which is in proportion to what has been performed until you have communicated to us exercise your cancellation from this Contract, in comparison with the full coverage of the contract. I wish to provide the following instructions: Please start work on my matter straightaway. I understand that by instructing the firm to start work before the 14-day (no obligation) cancellation period expires, I will become liable for any costs and expenses incurred during this time. I accept that this liability exists if I then choose right to cancel this contract. I also understand that where, on my instruction, the full service agreed has been performed within the with any cancellation period, my cancellation rights will cease notice sent to exist in accordance with the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013, as set out in the ‘Cancellation Rights’ and ‘Cancellation Notice’ clauses of the firm’s Terms of Business. Signed: Date: Signed: Date: Version: March 2021 Cancellation Notice Form COMPLETE, DETACH AND RETURN THIS FORM ONLY IF YOU WISH TO CANCEL THIS CONTRACT To [here the trader’s names, geographical address, and where available, fax number and e-mail address are to be inserted you by the trader]: I/We [*] herby give notice that I/We [*] cancel my/our [*] contract for the supply of the following service [*]: Reference number (located at the top of the Client Care Letter) …………………………………………………………………………………………… Date of initial instructions: ………………………………………… Name of consumer(s): …………………………………………………………………………………………………………………………………………… Address of consumer(s): …………………………………………………………………………………………………………………………………………… Signature of consumer(s) (only if this form is notified on paper): …………………………………………..…………………………………………..………………………………………………life insurance company.…. Date: ………………………………………………………………………………………..………...

Effects of cancellation. If you cancel this contract, the cancellation ends all obligations on you and us to perform this contact. In the unlikely event that you have made any advance payments to us, we will reimburse to you all payments received from you, including the costs of delivery (except for the supplementary costs arising if you chose a type of delivery other than the least expensive type of standard delivery offered by us). We will make the reimbursement without undue delay, and not later than 14 days after the day on which we are informed about your decision to cancel this Contractcontract. We will make the reimbursement using the same means of payment as you used for the initial transaction, unless you have expressly agreed otherwise; in any event, you will not incur any fees as a result of the reimbursement. If However, if you requested to begin the performance of services during the cancellation period, you shall pay us an amount which is in proportion to what has been performed until you have communicated to give us your cancellation from this Contract, in comparison with the full coverage of the contract. I wish express written consent to provide the following instructions: Please start work on my your matter straightawaywithin the 14 day period, while you may still cancel the contract, you may have to pay for the work we have actually done. I understand that by instructing If within the firm 14 day period we have completed all the work you have asked us to start work before do you will no longer have the 14-day (no obligation) cancellation period expires, I will become liable for any costs and expenses incurred during this time. I accept that this liability exists if I then choose right to cancel the contract and will have to pay for the work we have done. CANCELLATION NOTICE (Complete, detach and return this contract. I also understand that where, on my instruction, the full service agreed has been performed within the cancellation period, my cancellation rights will cease to exist in accordance with the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013, as set out in the ‘Cancellation Rights’ and ‘Cancellation Notice’ clauses of the firm’s Terms of Business. Signed: Date: Signed: Date: Version: March 2021 Cancellation Notice Form COMPLETE, DETACH AND RETURN THIS FORM form ONLY IF YOU WISH TO CANCEL THIS CONTRACT To [here the trader’s names, geographical address, and where available, fax number and e-mail address are to be inserted by the trader]THE CONTRACT) To: Xxxxxx Xxxxxx Legal UK Services Ltd 0 Xxxxxx Xxxxx Broadheath Altrincham Wa14 5GL Email: xxxxxxx@xxxxxxxxxxxxxxx.xxx I/We [*] herby (delete as appropriate) hereby give notice that I/We [*] we (delete as appropriate) cancel my/our [*] (delete as appropriate) contract for the supply of solicitors services in respect of my/financial mis selling claim, namely the following service [*]: Reference number (located at the top of the Client Care Letter) …………………………………………………………………………………………… Date of initial instructions: ………………………………………… Damage Based Agreement made between us. Name of consumer(s): …………………………………………………………………………………………………………………………………………… Consumer: Address of consumer(s): …………………………………………………………………………………………………………………………………………… Consumer: Signed: (Signature of consumer(s) (only necessary if this form cancellation is notified on paper): …………………………………………..…………………………………………..……………………………………………….…. ) Date: ………………………………………………………………………………………..………...reference Schedule 1