Caroline’s Club Terms and Conditions for Professional Advisers 

Whereas 

a. Caroline’s Club is a club for professional advisers, Client Mapping Professionals (CMP) as

i) a strategic business development methodology and marketing platform, and 

ii) Coaching of professional advisers for good working practices

b. Caroline’s Club is supported by a digital platform, the Club’s Platform to publish the marketing material created by its members and linked to their profile on a CMP Members Directory which is available only to Members

c. The Caroline’s Club strategic business development methodology is focused on ‘Client Mapping’, which is outlined in a Training Program available only to CMP Members on the Club’s Platform. It is a three-stage process

i) Identify the client types which produce the most profit for the organisation

ii) identify who serves this client type in the organisation, a Marketing Cluster, and in their network Marketing Pods

iii) host events for the Marketing Clusters and Marketing Pods to listen to coaching on Client Mapping and then to share and record case studies to publish on the Club’s Platform together with their Blogs and Podcasts.

d. A CMP Member of Caroline’s Club is a professional adviser who has subscribed to join the Club and will be entitled to promote their services in their profile with links to their Marketing Cluster, Marketing Pods, Blogs and Podcasts

e A Member is entitled to the benefits of membership as set out in Clause 1 and in the schedule

f Coaching at Marketing Pods, Marketing Clusters, Professional Away Days or any other event which a CMP Member may require can be arranged for members through the Events Manager of Caroline’s Club

g.Members can contact each other directly through an internal messaging service, Connect

h Members are encouraged to share the link to their Marketing Pod with their clients

i. The Club and its members are promoted through a weekly Newsletter and through appropriate social media.

jThe single shall include the plural and vice versa 

k. These terms and conditions may change from time to time in accordance with Clause[   ]hereof 

Now it is hereby declared 

1. Definitions 

1.1. A Note from Caroline is a weekly Newsletter which is published by Caroline’s Club and circulated to its wider network of contacts and clients 

1.2. Club’s Platform means a digital platform which provides a directory of all CMP Members  with contact details available only to other CMP Members

1.3. CMP (Client Mapping Professional) is a professional adviser who has subscribed to the Club in advance for the Term and may put the initials CMP after their name

1.4 Event means a meeting of a CMP Member with other CMP Members in their organisation for a Marketing Cluster or with other Professional Advisers from other disciplines at a Marketing Pod

1.4. Podcast Interview shall mean an interview carefully curated by Caroline’s Club and shall consist of six questions and is expected to last approximately one half an hour. It will be promoted through the Note from Caroline, and published on Apple I Tunes and Spotify How to Keep your Money 

1.5 Term means one year’s or a quarter’s membership which starts on the date of payment for that forthcoming period

1.6 Events Manager is shall liaise with the CMP Member or their Executive Assistant to put on events such as Marketing Clusters, Marketing Pods, Podcasts and Training sessions for the CMP Members.

2. CMP Membership

 2.1. A CMP Member shall be a professional adviser person who uses their experience and training to resolve problems of clients and has paid an annual or quarterly subscription for an unexpired term in advance 

2.2. A CMP Member shall be entitled to have an entry in the CMP  Members Digital Directory with links to their blogs, podcasts, and audio and video case study recordings 

2.3. A CMP Member may cancel their membership at any time but will remain eligible for events for which their Membership entitles them to until the Term expires 

2.4. A CMP Professional Member shall pay the annual subscription set out in Schedule 1 

 2.5. A CMP Professional may at any time apply for a Podcast Interview for which an additional subscription fee is payable as set out in Schedule 1, this will be promoted on the Note from Caroline newsletter as soon as possible after it is first published and then from time to time at the discretion of Caroline’s Club 

2.6. A CMP Member shall have access to the online training program, which sets out the Strategic Business Development Methodology of Client Mapping and good working practices 2.7. A CMP Member shall be entitled to the publication of four Marketing Pods, one blog, one Marketing Cluster and one Podcast on the Club’s platform, within their subscription, and if more, at the additional fee set out in Schedule 1

3. Coaching

3.1 A CMP Member can arrange for coaching at a Marketing Pod or Marketing Cluster through the Events Manager

3.2 The fee for the coaching is set out in Schedule 1

4. Confidentiality 

4.1. Caroline’s Club shall use its best endeavours to ensure that the privacy of its CMP Members shall be respected at all times, but shall not be held liable for anything which is said during a Podcast Interview either by Caroline’s Club or by a CMP Member or at any other Event or anything which is published in the Club’s Directory or in any other way on the Club’s Platform

5. Honesty and Accuracy 

5.1. The CMP Members undertake to provide honest and accurate information, including correct name, address and contact details and shall not be liable for any information about the PCP Member during a Podcast Interview. 

5.2. The CMP Member undertakes to notify Caroline’s Club of any change in employment, address, contact details or name 

5.3. The CMP Member shall be responsible for everything which he/she does through Caroline’s Club 

5.4. CMP Members undertake not to use Caroline’s Club or any Podcast Interview to abuse, discriminate, threaten, harass or communicate offensive or fictitious messages about its business or the business of any other business whether a CMP Member or not, or any other third party 

5.5.CMP Members shall not infringe the intellectual property or other rights of any person or entity, not breach any applicable law ether criminal, tortious or otherwise 

5.6. Caroline’s Club reserves the right to terminate the membership of any CMP Member without reason and without notice by email or any other form of correspondence 

5.7. Any CMP Member whose membership has been terminated in accordance with 5.6 above may not reapply as a CMP Member without the prior consent of Caroline’s Club 

6. Limitation of Liability 

6.1. Caroline’s Club is not responsible for the accuracy of any information provided by a CMP Member or during a Podcast Interview 

6.2. The CMP Member shall use the Club’s Platform and any Event entirely at their own risk 6.3. To the extent the law permits, CMP Members release Caroline’s Club and its directors, contractors and employees from all liability (including any dispute with other CMP Members) arising out of any use of Caroline’s Club and/ or the Digital Platform 

7. Indemnity 

7.1. The CMP Members shall indemnify Caroline’s Club and its directors, contractors and employees against all liabilities, claim and expenses that may arise from any breach of the Agreement by a CMP Member 

8. Assignment 

8.1. Caroline’s Club reserves the right to assign this Agreement and to assign or, subcontract any or all its rights and obligations under this Agreement 

8.2. A CMP Member may not without the written consent of Caroline’s Club assign any benefit from Membership to a third party or any other part of this Agreement to a third party or to dispose of this Agreement 

9. Whole agreement

9.1. This Agreement which shall include the Schedule and any Privacy Policy which may be added as an addendum and notified to the CMP Members from time to time, shall replace all earlier agreements and understandings except for any fraud or fraudulent representation 

9.2. A person who is not a CMP Member has no rights under the contracts (Rights of Third Parties) Act 1999 to rely upon or enforce any term of this Agreement 

10. Amendment 

10.1. Caroline’s Club reserves the right to amend, vary or change any of the terms and conditions of this Agreement with the CMP Members from time to time and post the new version on the Digital Platform 

10.2. Caroline’s Club will notify its CMP Members of the amendment, variation or change of any of the terms and conditions of this Agreement and post the new Agreement there 

10.3. This Agreement and any version of it in the future shall take effect immediately subject to any clause to the contrary 

11. Severability 

11.1. In the event that any term of this Agreement is held to be invalid or unenforceable by judicial decree of decision the remainder of this Agreement shall remain valid and enforceable 

12. Dispute resolution 

12.1. If any dispute arises in connection with this Agreement, the parties will attempt to settle it by mediation in accordance with the CEDR Model Mediation Procedure. Unless otherwise agreed between the parties, the mediator will be nominated by CEDR. 

13. Law 

13.1. This Agreement shall be governed by and construed in accordance with the laws of England and Wales. 

Schedule 1