TERMS AND CONDITIONS | Family Lines

Terms and Conditions

Your information and instructions

Your contact and family information are treated as strictly confidential and will not be provided to any other person or organization without your permission. If you wish me to communicate with anyone other than you regarding your family research, I will first require your written permission to do so.
I may from time to time ask your permission to publish extracts from my research on my website and social media sites.
Occasionally I may incorporate results of research in academic coursework or assignments I set for genealogy students/in talks I give or publications I write. No information about living people would be revealed. By agreeing to these terms and conditions you agree to me using your research for this purpose without seeking your further permission. Any new information discovered would be communicated to you.
Before beginning any research, I will confirm your instructions in writing and my understanding of any specific research requests.
If you provide details of any previous research it is your responsibility to ensure its accuracy to avoid any research being inadvertently repeated, unless you specifically instruct me to check its accuracy. Anything found during the course of the research which duplicates something you already know or have found yourself but have not disclosed prior to research starting, will still be billed.
You understand that I cannot guarantee I will be able to find any particular person(s), family or other information and that I cannot predict how successful a search will be, if at all. If a search is unsuccessful I reserve the right to charge for my time in conducting such a search.

My commitment to you

7. I offer family history research of the highest quality, delivered in such a way as to ensure clients are happy with the service they receive, are aware of progress

and feel involved at every stage and you will be kept informed as to my progress at regular intervals.

8. I will not exceed the time initially commissioned by you without prior agreement.

9. I undertake to report the findings of the research with detailed sources of the information obtained, including unsuccessful search details.

10. Where research is not successful I will provide information as to the avenues that have been explored.

11. Paid time includes research, analysis, drawing charts and reporting time as well as time spent communicating with you by telephone and/or email.

12. If in the course of my research it becomes clear that research has reached an insurmountable hurdle I may offer a partial refund of the payment received. This

will depend on the length of time spent on the project before coming to this conclusion.

13. If research does not take as long as expected or cannot progress as anticipated, any unused pre-paid research hours will be refunded to the client.

14. It may be necessary on some projects for me to instruct other researchers as sub-contractors, either because of the distance to the area in which the records are

held or because of a need for a particular subject specialist. In these cases researchers are carefully selected based on their specialisms and quality of work and

you will be consulted prior to them being instructed.

15. I remain the primary contact on all projects and oversee all research conducted under the banner of Family Lines Genealogy.

Professional Standard

16. As a member of the Register of Qualified Genealogists (RQG), I abide by their Professional Code which can be found online at:

www.qualifiedgenealogists.org/the-professional-code.

Payment Terms

17. For any agreed package deal, an invoice will be issued on receipt of instructions and a down payment of 50% is required in advance. The remaining balance will

be due on completion of the work and before the report and any supporting documentation is sent to you.

18. For hourly research, on receipt of instructions an estimate will be provided along with an invoice for the first 10 hours of research in advance. Invoices will then be

provided at appropriate stages (before each 10 hours of research). Where the work is likely to exceed the estimate, I will provide an interim report and further

estimate for approval before further work is undertaken. Where the research is likely to be under 10 hours, an invoice will be provided in accordance.

19. A payment plan can be agreed at any stage of the research, but the final report and any supporting documentation will not be sent to you until full payment is

received. Statements will be issued weekly.

20. The cost of documents is in addition to my costs - see below.

21. Where travel is required to archives or place of interest outside of 20-mile radius of South Shields, I reserve the right to charge additional costs of travel at the

rate of 0.45p per mile.

22. All invoices should be paid within 14 days.

Document copies

23. Documents are supplied at cost price and no documents will be purchased for without your prior agreement and advance payment.

24. Where a budget has been agreed, documents will be purchased without your prior agreement unless to do so would exceed the budget, in which case they will

not be purchased without your prior agreement.

25. Where copies of documents are required and a definite cost of these cannot be determined upfront, an invoice will be issued, and the cost will be deducted from

any amount paid to date.

Additional expenses

26. Birth, Marriage and Death Certificates are obtained at the current General Register Office price, see www.gro.gov.uk for current pricing. These can be either as a

PDF or paper copy, depending on availability and your requirements.

27. Additional expenses incurred, for example, by obtaining photograph permit for archives, photocopies of documents, etc, will be agreed with you in advance.

28. Reports are supplied as an electronic PDF document with accompanying digital photographs where applicable. If you require a hard copy, a quotation can be

provided on request. Hard copies will be printed on 100gsm Vellum Laid Paper and bound in a Springback binder.

Likelihood of Success

29. It is sometimes not possible to trace a family back as far as expected or find the expected information in a particular document. Research time includes time

spent searching with a negative outcome. However, all research is positive in that a particular document or direction has been ruled out. Any negative outcomes

will be included in my report.

Cancellation

Your rights

30. The Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013 give you the right to cancel your agreement with me at any time

during the fourteen working days immediately following the day that you return the copy of this letter duly signed. It is in your interests that I start work as soon as

possible. Please, note, therefore, that by signing and returning this letter, you authorise me to start work immediately. This means if you later choose to exercise

your right to cancel, you must do so in writing by completing the Cancellation Form attached and returning it to beverley.turner@familylinesgenealogy.com. You

will be liable to pay for the work I have done up to the date you cancel. The amount due will be deducted from any payment you have made to me and any

balance remaining will be returned to you within 14 days of the date of cancellation.

My Rights

31. I reserve the right to decline cases where I consider the likelihood of success to be low e.g. if the only information were to be a starting point of “his name was

John Smith, and he was born in the UK in about 1900”.

32. If payment is not made under the terms of this agreement and/or any invoice submitted to you, I reserve the right to cancel your instructions and discontinue work

on your behalf. All outstanding payments will however remain outstanding.

33. Failure to pay may result in dispute resolution and/or court proceedings to recover any outstanding fees, which may in themselves result in further costs being

payable by you.

34. If I have not received a signed copy of the letter back within 14 days, I shall assume that you do not wish to proceed and will take no further action.

Limitation of Liability

35. Documents are provided and interpreted on an "as is” basis, and I do not accept responsibility for any errors in those documents.

36. My liability for any actual, incidental, indirect or consequential loss or damage howsoever caused, is limited to the value of the contract.

37. The services of any third party instructed to assist in the research process are subject to these terms and conditions. If they require you to agree to their own

terms and conditions, it is your responsibility to ensure that you have read and understood them and you agree that any recourse for dissatisfaction or problems

with any third party research will be sought from the third party provider.

38. Any documents prepared by me in the process of my research, including any charts, reports, transcriptions and translations remain the copyright Family Lines

Genealogy and should not be published without my prior consent.

39. Any material which has been digitised by and obtained from websites remains the copyright of the individual website and will be fully acknowledged in my work. It

should not be further published.

40. Documents obtained from the General Register Office (either in pdf format or as certified copies of originals) by Family Lines Genealogy acting as your agent are

owned by you but remain the copyright of the Crown and will be fully acknowledged in my work.

General Data Protection Regulations (GDPR)

41. By agreeing to these terms and conditions you agree to me holding your personal information as is required and necessary to conduct the research on your

behalf and for me to retain them for a minimum period of 5 years as required by law.

42. Personal details or documents provided by you which contain information about living people are provided with their implied consent.

Complaints procedure

43. In the unlikely event of you not being satisfied with the research received, I will endeavour to address any issues as quickly as possible and agree a refund where

appropriate. If I am unable to resolve your complaint satisfactorily, I would refer you to the RQG’s Resolution Procedure which can be found at

www.qualifiedgenealogists.org.

Applicable Law

44. The law applicable to this agreement shall be the law of England & Wales.

Notices

45. Any notices should be addressed to and served on Beverley Turner MSc QG, beverley.turner@familylinesgenealogy.com.

Non-performance

46. If, for reasons of injury or ill health rendering me unable to work, I am unable to complete your instructions, I will provide a full report of work carried out to date

along with full supporting information and documentation. I will also provide my written consent for such report, information and documentation to be provided to

an alternative genealogist/family historian of your choosing. You agree to pay for all work completed up to that date and where pre-payment is made, any

balance, after deduction for the work carried out, the balance will be returned within 14 days.

47. If, for reasons of my death, I am unable to complete your instructions, my Executors will provide a copy of the work carried out to date along with full supporting

information and documentation as they are able to ascertain from my research records. In those circumstances these terms and conditions provide my written

consent for such information and documentation to be provided to an alternative genealogist/family historian of your choosing. You agree to pay for all work

completed up to that date and where pre-payment is made, any balance, after deduction for the work carried out, the balance will be returned as soon as ever

possible, subject to the laws of probate.

Other

48. These terms and conditions are based on the template created and freely provided by the Register of Qualified Genealogists

(https://www.qualifiedgenealogists.org/): Client Terms & Letter, September 2020 © Register of Qualified Genealogists, as amended by Beverley Turner, Family

Lines Genealogy.