CAS - Terms & Conditions

Palantir Business Group – Pay-Per-Lead (PPL) Service

Terms & Conditions Agreement

This Agreement is made and entered into between Palantir Business Group, the Marketing and Business Development Consultant (hereinafter referred to as the "Consultant"), and you, the client (hereinafter referred to as the "Client").

1. Scope of Services

1.1 The Consultant agrees to provide the Client with a pay-per-lead service, which delivers booked pension appointments directly to the Client’s calendar or provided scheduling link (e.g., Calendly), along with the full email transcript and contact details for each prospect.

1.2 A “lead” is defined as an individual who has expressed interest in receiving financial advice in response to a GDPR-compliant marketing campaign executed by the Consultant. While the Consultant delivers leads to the Client as booked appointments, prospects may independently choose to seek advice from more than one adviser or to delay engagement. The Consultant is not responsible for any such decisions made by the prospect. The Consultant will aim to deliver up to the number of leads requested by the Client each month, without exceeding that amount.

1.3 While the Consultant will use all reasonable efforts, expertise, and resources to generate and deliver leads in accordance with the agreed parameters, outcomes and results cannot be guaranteed. Lead delivery may vary due to market conditions, campaign performance, targeting criteria, or platform algorithms. Fluctuations in lead volume are a normal aspect of pay-per-lead marketing services.

2. Term and Termination

2.1 This Agreement commences once the Client has confirmed to start the Pay-Per-Lead service. Services continue until terminated in accordance with this Agreement.

2.2 Either party may terminate this Agreement with 2 months written notice (by email). Appointments will continue to be delivered until the end of the notice period, up to the number of leads originally requested.

2.3 The Consultant may terminate this Agreement immediately if there is reasonable suspicion of a breach by the Client, and the Client fails to remedy the breach within 15 days of written notice.

3. Compensation

3.1 The Client agrees to pay the Consultant £100 per lead as specified in the Confirmation email. Payment is due for each booked appointment delivered; there are no refunds.

3.2 Payment is made via direct debit. The Consultant will issue a payment link upon confirmation of the service. Any additional setup fees, if applicable, will be specified at the time of sign-up. There is a monthly £2.95 direct debit fee.

4. Client Responsibilities

4.1 The Client is responsible for responding to leads in a timely manner, converting appointments into business, and managing follow-up communications.

4.2 The Consultant provides high-quality leads to the specified location and target audience but does not guarantee conversion, sales, or revenue.

5. Confidentiality

5.1 Both parties agree to maintain the confidentiality of information designated as confidential, except where information:

(i) is publicly available,

(ii) was already in possession,

(iii) is independently developed, or

(iv) is required by law to be disclosed.

6. Intellectual Property

6.1 Any work product produced by the Consultant remains the property of the Consultant, except where explicitly transferred in writing.

6.2 The Consultant may reuse general skills and knowledge obtained during the engagement without using the Client’s confidential information.

7. Independent Contractor

7.1 The Consultant is an independent contractor. Nothing in this Agreement creates an employer-employee, partnership, or agency relationship.

7.2 The Consultant has no authority to bind the Client or incur liability on their behalf.

8. Indemnification

8.1 The Client shall indemnify and hold harmless the Consultant against all claims, damages, losses, and expenses arising out of the Client’s use of the service, except in cases of gross negligence or willful misconduct by the Consultant.

9. Limitation of Liability

9.1 Neither party shall be liable for indirect, incidental, consequential, special, or punitive damages, including lost profits, even if advised of the possibility.

9.2 Total liability of the Consultant under this Agreement shall not exceed the total fees paid by the Client. No refunds will be issued for leads delivered.

10. Governing Law

10.1 This Agreement is governed by and construed in accordance with the laws of the United Kingdom.

11. Miscellaneous

11.1 Entire Agreement: This Agreement, including all exhibits, constitutes the entire agreement between the parties and supersedes prior agreements.

11.2 Amendments: Any changes must be agreed in writing by both parties.

11.3 Waiver: Failure to enforce any provision shall not constitute a waiver of future enforcement rights.

11.4 Severability: If any provision is found invalid or unenforceable, remaining provisions remain in full force.

11.5 Lead Fluctuation: Lead delivery may vary due to market conditions, campaign performance, targeting criteria, or platform algorithms, and fluctuations in lead volume are normal.

By using Palantir Business Group’s Pay-Per-Lead service, you acknowledge and agree to these Terms and Conditions.