Terms of Service
APEX ADVISORS LTD — professional tax consulting and advisory
These Terms of Service (“Terms”) describe the conditions under which APEX ADVISORS LTD (“we”, “our”, “the Firm”) provides professional tax consulting and associated advisory. By engaging with our website, materials, scheduling tools or by instructing us to provide services (“Services”), you acknowledge that you have read and accepted these Terms.
1. Scope of Services
The Firm offers structured tax analysis, compliance support, advisory on corporate and cross-border frameworks, and related documentation guidance. The exact scope for each engagement is defined in writing (for example, an email confirmation, proposal, or statement of work) and may include assumptions and exclusions appropriate to the matter.
Services are consultative in nature. We do not provide audit, investment management, legal representation, or services outside the agreed scope unless expressly confirmed in writing.
2. Professional Basis & Independence
Work is performed with professional care and independence. Advice is prepared using information you provide, applicable public guidance, and our internal methodologies. Where a position involves interpretation, we set out risks and alternatives proportionately.
3. Your Responsibilities
- Provide complete, accurate and timely information, and promptly inform us of changes that could affect the analysis.
- Review deliverables and raise questions where clarification is needed.
- Remain responsible for management decisions and for filing, payment and operational obligations unless we have agreed otherwise in writing.
4. Fees, Invoicing & Payment
Fees may be fixed-price or time-based. Rates and any applicable taxes are outlined prior to work commencing. Invoices are payable upon receipt unless a different schedule is set out in the engagement confirmation. We may pause work if invoices remain unpaid beyond a reasonable period.
Out-of-pocket expenses (for example, certified translations or courier costs) may be recharged where relevant and proportionate.
5. Confidentiality & Data Handling
We handle information discreetly and implement reasonable administrative and technical measures to protect it. Access is limited to those who need it for the Services. We may use secure third-party tools (e.g., document storage or e-signature platforms) under appropriate terms.
Unless you instruct otherwise, non-identifying insights derived from engagements may inform internal methodologies and knowledge assets.
6. Communications & Reliance
Advice is provided for your use and for the specific purpose stated in the engagement confirmation. No third party may rely on our work without prior written consent. Drafts are not to be relied upon until marked final.
We may communicate electronically. While reasonable protections are used, you acknowledge that electronic communications carry inherent risks.
7. Intellectual Property
Ownership of templates, models and methods used in delivering the Services remains with the Firm. You receive a non-exclusive right to use deliverables for the agreed purpose. You will not reproduce or distribute our materials beyond that purpose without consent.
8. Conflicts & Non-Exclusivity
We provide services to a range of organisations and individuals. Engagements are managed to avoid conflicts of interest. If a potential conflict arises, we will discuss practical steps, which may include informed consent or withdrawal.
9. Limitations of Liability
To the fullest extent permitted by applicable law, the Firm’s aggregate liability in connection with the Services is limited to a reasonable multiple of the fees paid for the relevant engagement. We are not liable for indirect or consequential losses, loss of profit, or matters outside our reasonable control.
Tax authorities may exercise judgement and may update guidance. Outcomes depend on facts, filings and timing. Our role is advisory; ultimate responsibility for decisions and filings rests with you unless explicitly delegated and accepted by us in writing.
10. Term, Suspension & Termination
Either party may terminate the engagement on reasonable notice. We may suspend or terminate if information is unavailable, conflicts arise, or fees remain unpaid. Obligations intended to survive (e.g., payment, confidentiality, reliance restrictions, IP, and liability limitations) will continue to apply as appropriate.
11. Anti-Bribery, Financial Crime & Sanctions
The Firm operates policies addressing ethical conduct, anti-bribery, financial crime and sanctions. We may need to perform proportionate client acceptance checks and may decline or withdraw if these cannot be completed satisfactorily.
12. Governing Principles
The Services are delivered under professional standards and applicable law relevant to the engagement. Any disputes should first be discussed in good faith with the aim of reaching a pragmatic resolution.
If you have any questions about these Terms, please contact us before relying on the information or proceeding with any decision.