Corporate Consulting (Taxation) Ltd. Specialist Tax Planning Solutions for Successful Business Owners.

Completion of this form binds you to the Non-Circumvention and Fee Agreement set out below. Where an external Provider supplies specific tax planning services, these services may require you to sign an NDA from the Provider.

Please Note: You may not copy or use any materials or notes from this web site as marketing materials unless you have express written permission from us before doing so. This applies to emails as well as printed materials.

Our "Planning Overview Notes" are designed to give you an overview of some planning ideas - they are not a complete technical manual, and there will be questions that need to be asked about how certain things are implemented. All materials provided for IFAs are not designed for use with Clients and are for the education purposes of authorised Financial Advisors only.

This agreement is made this day of 2010 BETWEEN:

CORPORATE CONSULTING (TAXATION) LIMITED, Registered Company Number 06592789; whose registered office is at: Suite 12577, 145-157 St John's Street, London, EC1V 4PY. (hereinafter called "Corporate Consulting"); and

The Advisor Individual and Company named at the bottom of this form (hereinafter called "The Introducer"),

(Each of "Corporate Consulting" and "The Introducer" being classed as a "Party" and together classed as the "Parties").

A. Corporate Consulting is a private consultancy specialising in the implementation of tax mitigation concepts, trust applications, succession planning and protection advice. It is not authorised to give investment advice.

B. The Introducer is a limited company/individual wishing to access a range of non-regulated consultancy services, and investment contacts for the benefit of the Company, their Clients and Directors, Shareholders and Employees.

C. After establishing client needs, appropriate solutions will be recommended by Corporate Consulting, either directly or, if required, from a range of qualified solution providers.

It is agreed that all fees payable to Corporate Consulting for the provision of expertise and assistance will be shared with the Introducer as follows:

a) Introducer attends 100% of the client meetings and carries out full completion of all paperwork (supported by Corporate Consulting acting as a telephone and email support service)- 70% will be paid to the Introducer and 30% retained by Corporate Consulting.

b) Corporate Consulting are involved in the case by way of attending meetings with either the Introducer and/or the client - 40% will be paid to the Introducer and 60% will be retained by Corporate Consulting.

c) Corporate Consulting carry out 100% of the client meetings and complete the paperwork - 20% will be paid to the Introducer and 80% will be retained by Corporate Consulting.

For each case introduced, Corporate Consulting and the Introducer will agree which of the above is being accepted as the correct fee split, before the fees are earned.

The introducer will agree not to circumvent Corporate Consulting by using providers, concepts and planning knowledge highlighted at any meetings related to specific cases.

Corporate Consulting will agree to keep all client information confidential, and not attempt to circumvent the Introducer by offering competing services to that client.

Corporate Consulting UK will advise the Introducer in writing of the fee amount and, within 7 days of full payment of the fee, will request the Introducer sends an invoice to Corporate Consulting UK for the commission payment equal to either 70%, 50% or 20% of the fee amount. Corporate Consulting UK will make full payment of the fee by return.

Non-Circumvent Agreement:

Discussions between The Introducer and Corporate Consulting regarding novel tax strategies (the "Purpose"). Corporate Consulting is a firm of taxation facilitators specialising in marketing a range of taxation strategies provided by various specialists (the "Tax Specialists"). The Introducer has clients who may be interested in utilising such taxation strategies in the future. This letter (the "Agreement") sets out the terms on which each of us agrees to make available to the other certain information, which we regard as confidential in the course of our discussions.

This Agreement shall commence on the date on which the form details are submitted via the web site.

For the purpose of this Agreement the expression "Confidential Information" shall include all information know-how knowledge or data which either of us wishes to protect against unrestricted disclosure and which is marked as confidential or proprietary or is, by its nature, clearly confidential.

Confidential Information for the purposes of this Agreement shall not include information:

a) which can be shown to have been already in the possession of the recipient by legitimate means at the time of disclosure; or

b) which can be shown to have been independently developed or acquired by the recipient without any breach of confidence or any infringement of third party rights; or

c) which is or becomes in the public domain other than through breach of this Agreement; or

d) is trivial or obvious.

In consideration of the opportunity to consider the other's Confidential Information, we each undertake:

a) to maintain the Confidential Information in strict confidence save where ordered to disclose by a competent court of law or other empowered tribunal or authority;

b) to the extent permitted by law, to inform the other party promptly where disclosure has been ordered as envisaged in paragraph (a) immediately above;

c) to use the other's Confidential Information solely for the Purpose;

d) not to copy or reproduce the Confidential Information (or the Advisor Presentation) or make any record or re-formatting of it save as is reasonably necessary for the Purpose or to incorporate or combine or otherwise make derivatives of the Confidential Information;

e) to return or destroy all Confidential Information in our possession on the written instruction of the other; and

f) only to disclose the other's Confidential Information to such of our employees, directors, agents, and/or professional advisors as need to know for the Purpose and on condition that they will be informed of the confidential nature of such Confidential Information and directed to deal with it on terms no less onerous than the terms of this Agreement.

g) not to knowingly in any way whatsoever circumvent the interests of the disclosing party in the Confidential Information disclosed by it and to refrain from carrying out or omitting to carry out any act which would in any way diminish the value interests or benefits of the disclosing party in the Confidential Information disclosed. Corporate Consulting agrees that should any tax strategy be pursued at the conclusion of the Purpose between The Introducer and any of its Tax Specialists Corporate Consulting's function will be to administer such cases and ensure that fees are paid as agreed in accordance with the appropriate fee agreement to be entered into between The Introducer, Corporate Consulting and the relevant Tax Specialist. Corporate Consulting and The Introducer undertake to agree the fee structure between them prior to any agreement with the Tax Specialist being finalised.

For the avoidance of doubt, each of us shall retain all property rights in our respective Confidential Information at all times, however, neither of us shall be prevented from making use of know-how and principles learned or experience gained of a non-proprietary or non-confidential nature.

We each agree that if a competent court declares any of the terms of this Agreement unenforceable all the other terms shall remain in full force and effect and the unenforceable term shall remain to the extent that it is enforceable.

We each agree that damages may not adequately address the consequences arising from breach of this Agreement and that in addition to other remedies available we shall each have the right to apply for injunctive relief.

Further we each agree that where the equitable principles of English law provide a greater degree of protection or a wider remedy than those available under this Agreement the equitable principles apply instead of the relevant provisions of this Agreement.

The Contracts (Rights of Third Parties) Act 1999 shall have no application to this Agreement and neither of us intends to benefit any third party.

This Agreement shall be governed by English law and subject to the exclusive jurisdiction of the English courts.

Your acceptance of this Agreement is taken by you completing your details and pressing the SEND button below. Please also keep a printed copy of this page for your own records.

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