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Terms & Conditions

Please read this document carefully.

The website: The “site” is owned by Optimum Technology Transfer Ltd. Our main place of business is Saxon House, 48 Southwark Street, London, SE1 1UN, UK.

Cancellation policy: A 100% charge will be made for any booking which is changed or cancelled with less than 10 full working days’ written notice.


Refund policy: Refunds of course fees will be made in the following circumstances:

If you are not accepted onto the course that you have chosen, for whatever reason

If Optimum reschedules the course and you prefer to have a refund rather than a new date

If you cancel the course, giving at least 10 working days’ notice in writing or by email.

A refund will not be given if you cancel a booking with less than 10 working days notice. To apply for a refund, or for further information, please telephone us on +44 (0)20 7234 0380 or contact us via the Request information button on this page.

Taking up your course place: Once you have booked a course, you will receive an email confirming your booking, and confirming the cost and terms of your booking. This will be sent to the email address specified by you when booking. The confirmation email contains your joining instructions: date, time, location and any other necessary information for you to join the course.

You should arrive at the training centre in good time to help ensure the course starts on time and runs smoothly. Refreshments in our comfortable seating area will be available half an hour prior to the course start time.

If you have any difficulty in joining the course for any reason, please telephone us on 020 7234 0380.


Optimum is committed to ensuring that our corporate clients and individual delegates receive excellent service. If, for any reason, you are happy or unhappy with the service you have received we would like to know about it.

Our Guarantee

We will repeat, without further charge, any course that you feel was not up to the standard you expect.

We will research the cause of the problem and take action to improve our service as necessary.

If you are unable to resolve any complaint with your account manager, you should contact:

Corrina Hill, Operations Director, Saxon House, 48 Southwark Street, London, SE1 1UN, UK / +44 (0)20 7234 0380

General Disclaimer

while we endeavour to ensure that the information contained in the site is accurate, the material is of a general nature and not intended to be a substitute for specialist advice. Therefore, we cannot guarantee that the content of the site will be suitable to your circumstances or adequate to meet your particular requirements.

Accordingly, we will not be liable for any losses or damages that may arise from the use of the site or any websites linked to the site or the material on such websites, including, but not limited to, loss or damage due to viruses that may infect your computer equipment, software, data or other property on account of your access to, use of, or browsing the site or your downloading of any material from the site or any websites linked to the site.

The content/information found on this site is provided ‘as is’. While every effort is made to ensure the accuracy of the content/information, errors can occur and legislation, practice and regulations change.

Third party websites

As a convenience to users, the site includes links to other websites and material which are beyond our control. We are not responsible for content on the Internet or World Wide Web pages outside the site or any other website owned and operated by us.

Governing law and jurisdiction

Your use of the site will be governed by and construed in accordance with the laws of England and Wales and any disputes will be decided only by the courts of England and Wales.

Other Information Certain associated companies of Optimum training are authorised and regulated by the Financial Services Authority, Institute of Chartered Accountants for England and Wales, the Association of Chartered Certified Accountants, the Institute of Chartered Taxation, the Insolvency Practitioners Association and by the London Stock Exchange to act as a nominated adviser.

For further information regarding our registration with these regulatory bodies; the professional rules and codes of conduct applicable to Optimum; and Optimum’s VAT details please contact Jodie Sutherland on 020 7234 0380. If you have any queries with regard to this website please contact us via the Request information button on this page.

Intellectual property

The content of the site is protected by copyright, trademarks, database and other intellectual property rights. You may retrieve and display the content of the site on a computer screen or print one copy of such content for your own personal, non-commercial use, provided you keep intact all and any copyright and proprietary notices. You may not otherwise reproduce, modify, copy, publish, distribute or make available to the public (whether in print or electronic form) any of the content contained in the site without our prior written consent.

Privacy Statement

Optimum is committed to safeguarding your privacy online. We have posted this Privacy Statement to help you understand what information we are gathering and how we will use it. We believe your personal privacy on the Internet is a fundamental right, and we are committed to clear, open and accessible privacy policies.

You should be aware that this policy only applies to Optimum training websites and not to other websites that we provide links to.

We hope that you feel our Privacy Statement explains clearly how we gather and use any data we may collect from you. We have used our best efforts to compose a policy that is fair, respectful and protects your privacy online. Your feedback is important to us. Please email any questions, comments or suggestions via the Request information button on this page.

Optimum’s Commitment to User Privacy Except where Optimum discloses personal data to third parties as part of the provision of services, Optimum will not wilfully disclose individually identifiable information about its users to any third party.


Gathering, Use, and Disclosure of Information

1 Personally Identifiable Information

a) Optimum may collect personally identifiable contact information as part of our sales process or during the registration process for some services.

b) This information includes contact details, such as name, address, and e-mail address. The personally identifiable information we collect may change from time to time, but can only be collected when you voluntarily give it to us.

c) With your permission, we may also use your contact information to tell you about news or promotional materials from Optimum or its strategic partners that we believe may interest you. As described below, you are not automatically subject to such mailings, but must actively request them, either when you provide your registration information or later. We may also use this information to communicate with you about your account with us, even if you have opted-out of receiving promotional materials. Such communications will not be promotional, but limited to essential discussions required to maintain your account.

2 Demographic Information

a) Optimum also collects demographic and profile information, such as interests or occupation, during the registration process and throughout your use of the site and service. Your personal identity is not linked to this information, and is gathered and stored in a manner which prevents us ever linking such information back to you personally.

b) Optimum uses this information to get a general idea of who is using the site and how they are using it. We may analyse this kind of information to find out what areas or topics are more or less popular with our users, to tailor our users’ visit to the site, and introduce new areas to the site which may interest our visitors.

c) No personally identifiable information, only aggregate information will be shared with Optimum’s strategic partners.

3 IP Addresses

a) Optimum may also track your domain name or IP address to assist our efforts to gather and track the information described above. For some computers, the IP address is a globally unique identifier of your computer. Multiple users of the same computer will share the same IP address. However, in most cases your ISP (or network server, if a business user) will allocate you an IP address only for the duration of your online session (about 80% of all surfers are using “temporary” IP addresses). This means that even when your IP address is noted, it is unlikely you will have the same IP address next time you use the internet.

b) IP addresses are never shared with third parties.

4 Cookies

a) Optimum may utilise “cookie” technology to make your use of the site and service more convenient and to assist our efforts to gather and track the information described above.

b) A cookie is a small amount of data that is sent to your browser from the Optimum site and stored on your computer’s hard drive. This data is used, among other things, to help us improve our site. It enables us to know who you are when you return to our site, allowing us to store and access your account preferences and customise your web space. Cookies are also used to help ensure the overall accuracy of the data collection and analysis processes described above.

c) If you do not wish to have cookies placed on your computer, you can disable cookies through your Internet browser. If you want to know how to do this, please look at the Help Menu on your browser. Disabling cookies may prevent you from accessing some features of our site and service.

d) We recommend you permit the use of cookies. This is because the cookie is stored on your computer. In other words, the data, which we, and other sites, gather about you, remains your property, under your control.

5 International Transfers

In the global environment of the internet, collecting and processing personal data requires the transmission of data on an international basis. Therefore, by browsing this website and communicating electronically with us, you acknowledge and agree to our processing of personal data in this way.

6 Other Websites Not Covered

a) The Optimum site contains links to other websites.

b) Optimum does not control, and is not responsible for, the privacy practices or the content of such websites. Please check with those websites to determine their privacy policies.

7 Opt-In and Opt-Out

a) The Optimum site always requires users actively select that they receive promotional communications from Optimum. We will never assume acceptance.

b) Once our account and services systems are in place users will be able to opt-in or opt-out by adjusting their account preferences.

c) Every promotional email sent out by Optimum will contain instructions on removing that email address from lists for further mailings.

8 The Data Protection Act 1998

According to the Government Data Protection website:

‘Processing’ is broadly defined and takes place when any operation or set of operations is carried out on personal data. The Data Protection Act 1998 requires that personal data be processed “fairly and lawfully”. Personal data will not be considered to be processed fairly unless certain conditions are met. A data subject must be told the identity of the data controller and why that information is to be processed.

Processing may only be carried out where one of the following conditions has been met:

the individual has given his or her consent to the processing; the processing is necessary for the performance of a contract with the individual; the processing is required under a legal obligation; the processing is necessary to protect the vital interests of the individual; the processing is necessary to carry out public functions; the processing is necessary in order to pursue the legitimate interests of the data controller or third parties (unless it could prejudice the interests of the individual).

9 The European Union Privacy Directive

The European Union (EU) encourages the free movement of goods, people, services and capital throughout the Union. It recognises that facilitating this requires the free flow of data from one Member State to another, but also that “fundamental rights of individuals should be recognised”. In October 1998, the EU adopted the Directive on Data Protection, which sets forth strict rules for companies which handle personal data about EU citizens.

The Directive instructs Member States to Optimum laws that specifically include the following terms:

Companies must notify both employees and consumers about how information collected about them will be used; Companies can only use data for its intended purpose; Companies cannot transfer data on employees and consumers to countries with inadequate privacy protection laws; Consumers will have a right to access data collected about them; Consumers will have a right to have inaccurate data rectified; Consumers will have a right to know the origin of data about them (if this information is available); Consumers will have a right of recourse in the event of unlawful processing of data about them; Consumers will have a right to withhold permission to use their data (e.g. the right to opt-out of direct marketing campaigns for free without providing a reason); Companies need explicit permission of consumers to process sensitive information, including information on racial origin, political or religious beliefs, trade union membership, medical data, and sexual life. Fundamentally this means companies must ask customers if they can collect personal data; disclose how any information will be collected and used; and provide customers with free access to data about themselves.

If you wish to access any personal information you feel we may have about you please contact us via the Request information button on this page.

10 Consent

By using and inputting personal information, you consent to the collection and use of this information. If we change our privacy and legal notice, we will post those changes on this page. Should we change our policy in the future, the change will not affect how the data you enter now is used.

11 Contacting the Website

If you have any questions about this policy, the practices of the Optimum site or our services, or your dealings with this website, please contact us via the Request information button on this page.

We consider good privacy practices to be very important. If you believe this document or our practices can be improved, please contact us via the Request information button on this page.