Caroola referral relay terms

Table of contents

    The offer

    This Refer a Friend Offer is open to existing Caroola Accountancy clients on one of our limited company packages (Accountancy Lite, Accountancy, Accountancy+ [plus]) and  sole trader clients on one of our sole trader packages (Sole Trader, Sole Trader+ [plus]) and is subject to the terms and conditions set out below.

    If you ("The Referrer") refer a friend (“New Client”) and they become a client of Caroola Accountancy, contracting to receive one of our Limited Company packages, you shall both be entitled to receive a £100 referral payment. These payments are subject to the below terms and conditions (“the Reward”). 

    Eligibility criteria

    In order for you and your friend to be eligible to receive this Reward, the New Client must:

    • Have paid one full monthly direct debit payment and must still be a client of Caroola
    • Have paid one full direct debit payment retaining one of our Limited Company packages or Sole Trader packages and still be a client of Caroola Accountancy. 

    The reward

    The Reward is a direct payment to the Referrer and the New Client’s business bank account.

    Please note that you will both only be entitled to receive a Reward when we deem that the Eligibility Criteria set out above has been met and subject to the Conditions set out below. We reserve the right, at our sole discretion, to determine whether you qualify for the Offer and our decision is final.

    Conditions

    It is a condition of this Offer that the New Client has not been a client of any of the Caroola Accountancy packages, Sole Trader packages, or services for a period of 2 years prior to the date of the referral. If the New Client has been engaged with Caroola Accountancy for any of the above services within 2 years prior to the date of the referral, we have the right to withdraw the Offer, and the Reward will not be made available. 

    This Offer is not available to any individuals, contractors, or limited companies who currently retain Caroola Accountancy for non-trading services, bespoke tax and/or accountancy advice, and/or individuals who have outstanding fees owing to Caroola, Accountancy or where Caroola Accountancy is in the process of completing cessation accounts. If you or the New Client engage Caroola Accountancy or us for any of the above, we have the right to withdraw the Offer and the reward will not be made available. 

    We reserve the right to withdraw and/or amend this Offer as necessary. 

    This Offer is available only to persons who can form legally binding contracts under English law. In addition, this Offer is not available to individuals under the age of 18. 

    This Offer is run in accordance with, and will be governed by, the laws of England.