Payment Terms and Conditions
All payments are subject to the following terms and conditions.
Payment methods
| Item |
Payment Methods |
Payment frequency |
Membership fee (Accredited / Affiliate / Associate / Ambassador) |
GoCardless Direct Debit |
Annually or monthly |
| Enhanced Listings |
GoCardless Direct Debit |
Annually or monthly |
| Standards (LLLAS / RAS) – application fee |
GoCardless Direct Debit |
One off payment |
| Standards (LLLAS / RAS) – renewal fee |
GoCardless Direct Debit |
Annually or monthly |
| Accreditation |
GoCardless Direct Debit |
One off payment or three instalments (as long as full amount is paid by application submission date) |
| Events (webinars / regional groups) |
GoCardless Direct Debit Credit card (via Paypal) BACS |
One off payment |
| Marketing Materials |
GoCardless Direct Debit BACS |
One off payment |
Direct Debit Mandates
For all ongoing payments (Membership fees, Enhanced Listings and Standard fees), you should ensure that you have an active Direct Debit in place during the term of your membership.
You can have more than one Direct Debit mandate in place if you need payments for different items to be made from different accounts.
Cancelling or changing your Direct Debit
If you wish to cancel you membership payments please note that:
- there is a 14 day notice period (to stop the direct debit)
- monthly membership payments are taken in arrears, so will cease from the following month
If you need to change or cancel your Direct Debit mandate at any time, please contact the SOLLA Team to arrange for a new mandate to be set up.
Invoices for payments
An invoice showing reciept of payment will be available within the My Invoices section of the SOLLA website members areas. For GoCardless payments this will be available within 1-2 days of the payment being taken.
Price payable
The price payable will be as quoted on the website at the time you place your order, book/register for an event, or make payment for membership. If you subsequently amend your order or change your booking, the price may be amended as applicable at the time the amendment is confirmed, and an amendment fee may apply.
New Membership and standards
Your membership or standard will not be activated until your Direct Debit Mandate and been created and the payment set up, and membership has been approved.
Membership and standard renewals
Members and standard holders will be sent details of their renewal one month before their renewal date. The renewal form and payment must be completed before the due date, and we reserve the right to suspend membership, including access to membership benefits, if this is not done.
Ending your membership
Any members not wishing to renew their membership must notify us in writing prior to the start of the new membership year. Unless written notice has been received the renewal subscription will remain due and any subsequent resignation will be effective from the next renewal date.
Accreditation assessment bookings
Once booked, changes to your assessment date are subject to the following:
| Reason |
Timing |
Conditions |
| Change of assessment date or venue |
Before submission date |
First deferral - charge of £100 will apply Any subsequent deferrals - charge of £250 will apply |
| Change of assessment date or venue |
After submission date |
First deferral - charge of £200 will apply Any subsequent deferrals - charge of £250 will apply
|
| Absence from assessment |
n/a |
No refund * |
| Cancellation |
Before submission date |
Refund of amount paid made on request minus £100 admin fee** |
| Cancellation |
After submission date |
No refund * |
| * |
|
In the case of cancellation or absence from assessment due to illness you will be able to transfer your assessment booking to the next available session - please see above for details of charges for any changes |
| ** |
|
Request for refund must be made within 30 days of cancellation |
Event booking and cancellation policy
All event bookings are non-refundable. If you are no longer able to attend an event that you have booked for, we are happy for the booking to be moved to another person. In exceptional circumstances we will transfer the amount paid as a credit towards another future event booking. In this circumstance, you must contact us as soon as possible at events@societyoflaterlifeadvisers.co.uk.
Payment at the time of booking will secure your place at the event. If payment hasn't been made within seven day of making the booking, your place will be cancelled.
Non-attendance at an event for any reason does not entitle you to a refund.
Event right of cancellation
We will notify you before an event should it be cancelled for any reason. Our maximum liability to you will be limited to the total price that you have paid to SOLLA for the event and if you are likely to incur other expenses you are strongly recommended to take out suitable insurance cover.