Disclosure statement

By law, you must give a client a copy of the pre-contractual disclosure statement before they sign a contract.

This disclosure statement describes the introduction services you will provide under the contract.

The statement must:

• include your name
• note the type and levels of service you will provide
• show the price of each level of service and the method of payment
• list the criteria you use for introductions
• describe how you introduce clients
• note your refund policy, including when you will give a refund
• detail your complaint procedure
• show how much the client must pay to end the contract early
• note anything else the client must do.

You face penalties if you break the law.