Screen Reader Mode Icon

FITZWILLIAM FINANCE AND LAW POWER TEAM

Compliance Support Questionnaire
Last year, members of the Finance and Law Power Team committed to collaborating to help ensure you achieve compliance across the various services we provide. As we begin this year, we are introducing this questionnaire to establish a baseline for such support.
Your participation will allow us to coordinate and tailor our efforts, allocating the necessary resources to assist you effectively.
Thank you for your cooperation.

Question Title

* 1. Do you consent to us collecting and retaining your data for 3 months to conduct a Finance and Law health check of your business, concluding with a presentation to the Chapter?

Question Title

* 2. Legal form and structure of Business

Question Title

* 3. ⁠Have you had a financial health check with a financial advisor

Question Title

* 4. Did you complete a review with an accountant in the current financial year?

Question Title

* 5. Are you utilising all your tax allowances each year?

Question Title

* 6. Do you employ staff (on pay roll), as opposed to subcontract?

Question Title

* 7. Do you have a Data Protection Policy?

Question Title

* 8. How many people own your business or the business you work for?

Question Title

* 9. Do you have will?

Question Title

* 10. Do you have a Lasting Power of Attorney in place?

Question Title

* 11. Does your website have the following?

  Yes No Not Sure
Terms and conditions of Use?
Standard Terms and Conditions of Business?
Consent to cookies?
Links to other websites?
Links from other websites?
Privacy Policy?
Disclaimer?
Data Collection forms e.g. contact page?
Other

Question Title

* 12. Do you or your business own any of the following?

  Yes No
Trademarked Logo?
Trademarked  Name?
Patent
Registered design rights?
Registered Business Name

Question Title

* 13. To protect against non-payment, do you carry out the following?

  Always More often than not Rarely Never
Credit check against new customers?
Limit your exposure by taking payment upfront or at regular intervals?
Insist on staged payments against objectives and not proceed until paid?
Include interest for late payment in your contracts?
Have effective credit control measure in place?

Question Title

* 14. Do you have this insurance?

  Yes No Not sure
Employers' Liability Insurance
Public Liability Insurance
Directors Liability Insurance
Professional Indemnity Insurance
Product Liability Insurance
Business Interruption Insurance
Credit Risk insurance
Key Person insurance
Legal Expenses Insurance
Other insurance

Question Title

* 15. Office - Where do you work from? Please Check all that apply

Question Title

* 16. What do you supply?

Question Title

* 17. Do you process personal data?

Question Title

* 18. Do you have subcontractors?

Question Title

* 19. Do other business subcontract work to you?

Question Title

* 20. Do your contracts with SUPPLIERS include a mediation clause?

Question Title

* 21. Do your contracts with CLIENTS include a mediation clause?

Question Title

* 22. Do you have drafted Terms of Business?

Question Title

* 23. Do you have an Agreement, separate and additional to your Terms of Business which specifies the services you are providing to a particular client?

Question Title

* 24. Source of Agreement and Terms of Business?

  Agreement Terms of Business
Drafted by a Lawyer
Drafted by me or other non-lawyer

Question Title

* 25. Do you have a Credit Policy?

Question Title

* 26. Estimate % of your debtors who do not pay within the required time

0 50 100
Clear
i We adjusted the number you entered based on the slider’s scale.

Question Title

* 27. Do you have debt collection arrangements in place?

Question Title

* 28. Do you sell products and services from your website?

Question Title

* 29. Please provide the full legal name of your business:

Question Title

* 30. Please enter your full name

Question Title

* 31. Please enter your email address  all CAPS

Question Title

* 32. Please enter your webpage

Question Title

* 33. We will publish the anonymised report on social media (no names of person or business). Please provide you social media links if you would like us to tag you?

0 of 33 answered
 

T