GENERAL TERMS OF ENGAGEMENT

This is an overview of the general terms of engagement when employing Progressive Edge Solutions (trading as Education Banking Consultancy). They should be read alongside your formal quotation or contract.

About Us:
Progressive Edge Solutions (trading as Education Banking Consultancy)
1 Harbour House, Harbour Way, Shoreham-By-Sea, West Sussex, BN43 5HZ

Progressive Edge Solutions Limited, trading as Education Banking Consultancy, is an Introducer Appointed Representative of Medifinance Limited who is authorised and regulated by the Financial Conduct Authority

Company No. 12006673
VAT registration number 327 4092 08

Contact Details:

ianbuss@educationbanking.co.uk

Telephone: 07796 940193

Services

We offer consultancy services including, but not limited to, banking efficiency, deposit and treasury function reviews, banking reviews. We offer broker services and act as an introducer for deposits and loans including, but not limited to term loans, overdrafts, finance leases and operating leases. We act as an introducer for outsourced services including, but not limited to, HR Legal services, DPO roles, H&S and risk management.

Fees

Education Banking Consultancy will offer basic support and guidance on banking efficiency and Deposit opportunity without charge.
If you wish to engage us further, we will agree a fee with you that will be either a fixed value or a percentage of potential gain in deposit interest or a percentage of funding value.

All fees will be subject to VAT at the prevailing rate.

In some instances, we will not levy a fee on you and will rely on introducer commission from a financial partner.

Introducer Commission

In some circumstances, we will receive a commission or fee share from an organisation we introduce you to. If we do receive such a payment, this is retained by us.
In certain circumstances we may agree to rebate an element of this fee to you. If this is the case, it will be confirmed to you in your written quotation and/or contract.

Legal Advice

Our services do not constitute any form of legal advice. We recommend you seek independent legal opinion where necessary.

Accounting and ‘Going Concern’

We recommend that you seek advice from your auditors to ensure you continue to comply with all accounting regulations and requirements and that your business remains liquid and solvent.