Training and Workshop Terms

1. Who these terms are for

I am Jake Morrison, a self-employed sole trader trading as Jake Morrison Training & Consultancy.

These terms apply to live courses and workshops that I supply directly. The Proposal, quotation, course listing or booking confirmation identifies the course, date, delivery format, price and pricing basis.

A Business Client is an organisation or other customer buying wholly or mainly for business, organisational, trade, craft or professional purposes. A Participant is the person attending and is not necessarily the contracting customer.

A Business Client may buy one or more Open Course Places. A booking does not become a consumer booking merely because only one Participant is named or attending.

A Consumer is an individual personally contracting with me wholly or mainly outside their trade, business, craft or profession. Where I accept a consumer booking, statutory consumer rights apply in addition to these terms and cannot be excluded by them.

2. Booking and contract formation

A website enquiry or request for dates is not a confirmed booking.

A booking is confirmed when the essential details have been agreed and I accept it in writing, for example by confirming the place or date, accepting an instruction to proceed, accepting a purchase order, or confirming an accepted quotation.

I make these terms reasonably available before or at the point I accept the booking, normally by linking them in the Proposal, quotation, booking correspondence or confirmation. An invoice may be issued before, at around the same time as, or after confirmation depending on the Client's procurement process. It records the payment position and may repeat the terms link for reference; a later invoice does not by itself retrospectively introduce or change contractual terms.

If a purchase order or other Client document seeks to impose materially different standard terms, I do not accept those conflicting terms merely by receiving or administratively processing the document. Any material conflict should be resolved in writing before substantive work begins.

3. Pricing basis

The booking information should make clear how the training is priced. The main models are:

• Open Course Place: one or more places on an already scheduled course, priced by place;
• Fixed Private Cohort: a fixed fee for reserving and delivering a private course for a group up to a stated maximum; or
• Per-Person Private Cohort: a private organisational course priced by the number of confirmed Participants, which may be subject to a clearly stated minimum private-course fee or pricing band.

For a Fixed Private Cohort, the fee is for the reserved private course and does not reduce merely because fewer Participants ultimately attend.

For a Per-Person Private Cohort with a stated minimum private-course fee, the agreed total fee cannot fall below that minimum while the Client continues with the private course. For example, if the booking is £100 per Participant subject to a £500 minimum private-course fee, the minimum price for continuing with that private course is £500 even if fewer than five Participants ultimately attend.

Where the agreed number is above the minimum, a sufficiently early reduction in confirmed places can reduce the total price, but not below the stated minimum. A later reduction is a partial cancellation and section 7 applies to the cancelled places.

Any minimum private-course fee or pricing band must be made clear before the booking is accepted. I will not introduce an undisclosed minimum after the booking has been agreed.

4. Fees, invoices and payment

The agreed price is stated in the Proposal, quotation, course listing or invoice. I am not currently VAT registered and do not currently add VAT.

Business invoices are normally due within the period stated on the invoice or Proposal and normally no more than 30 days from the invoice date. A different arrangement can be agreed for a particular Client.

Reasonable travel, accommodation, venue or third-party course costs are only recharged where stated in the booking or agreed in advance.

For qualifying overdue commercial debts I reserve my statutory rights under the Late Payment of Commercial Debts (Interest) Act 1998 and related legislation.

5. Participant information, accessibility and attendance

The Client will provide the Participant names, contact information and other administration details reasonably needed by the stated deadline. Please do not send unnecessary medical, grievance or other sensitive information.

Tell me as early as reasonably possible about access needs or reasonable adjustments. I will take reasonable steps relating to my own delivery; the Client remains responsible for venue, systems and employment arrangements within its control.

Mental-health and suicide-awareness training can cover distressing subjects. Participants may step out or choose not to contribute to a particular discussion. Training is educational and developmental, not therapy, counselling, clinical care or crisis support.

Participants are expected to engage respectfully. I may pause or end participation where behaviour is abusive, discriminatory, threatening, unsafe or seriously disruptive.

Non-attendance, late withdrawal, late arrival, leaving early or failure to complete required course elements does not by itself reduce the agreed fee or create a refund. Attendance and payment are separate from whether a Participant meets the applicable completion or certificate requirements. A short break for wellbeing or accessibility reasons will be handled reasonably and in line with the applicable course rules.

6. MHFA England courses and other third-party courses

Where I deliver an MHFA England course, I will follow the curriculum, quality, administration and Participant requirements that apply to that course.

Attendance, completion, eligibility and certificate requirements are governed by the applicable course rules. I cannot mark a Participant as having completed a course or secure a certificate contrary to those requirements.

Joining information may contain practical requirements that do not need to be repeated in these terms, such as session times, platform details, pre-course work or Participant registration steps.

Third-party course materials remain the intellectual property of their owner and are subject to the owner's licence rules.

7. Business Client cancellations, transfers and substitutions

Unless the Proposal or booking confirmation says otherwise, the following scale applies to a Business Client cancelling a future live-delivery booking or confirmed course place:

The scale reflects reserved delivery capacity, preparation already committed and the reduced opportunity to replace work or resell a place at shorter notice.

A named Participant can normally be replaced by another eligible Participant from the same organisation without an administration fee, whether the booking is for an open-course place or a private cohort, provided I receive the information in time and the applicable course-owner rules, capacity and registration deadlines allow the substitution. If a late substitution creates an unavoidable additional third-party registration, materials or delivery cost, I may charge that actual reasonable additional cost after explaining it.

For a Fixed Private Cohort, fewer people attending does not reduce the fixed private-course fee. For a Per-Person Private Cohort with a minimum private-course fee, the amount payable while the Client continues with the private course will not fall below that stated minimum.

Where a private cohort is priced per Participant above a stated minimum, reducing confirmed places is a partial cancellation. The amount payable is the fee for the remaining places plus any cancellation charge applying to the cancelled places, subject to the agreed minimum private-course fee. A reduction made early enough to attract no cancellation charge may therefore reduce the price, but not below the stated minimum.

Non-attendance or failure to attend every required part of a course is not a cancellation made with notice and does not create a refund merely because the place was unused or the Participant did not qualify for completion or certification.

Agreed non-refundable third-party costs already reasonably incurred remain payable where they cannot be cancelled or recovered. If I obtain a refund, saving, replacement booking or substantially equivalent paid work that genuinely replaces the same loss or cost, I will take that recovery into account rather than recover twice.

One postponement may normally be agreed without a cancellation charge where the Client gives at least 14 calendar days' written notice and we agree a replacement date within three months of the original date. Further or later postponements may be treated as cancellation and rebooking.

8. Consumer cancellations

If you are a Consumer, the Business Client cancellation scale above does not remove any statutory consumer rights.

Where the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013 apply, I will provide the required pre-contract information, cancellation information and model cancellation form in the booking process and confirm the contract in a durable medium. A Consumer will normally have 14 days from the day after the contract is made to cancel a distance or off-premises service contract without giving a reason, unless a statutory exception applies.

I will not begin supplying a Consumer service during that cancellation period unless the Consumer has expressly requested early performance where the law requires that request. If the Consumer then cancels after requested performance has started, they may have to pay a proportionate amount for the service actually supplied up to cancellation. The cancellation right is lost on full performance during the cancellation period only where the legal requirements for the Consumer's request and acknowledgement have been met.

After any statutory cancellation period has ended, the cancellation arrangements confirmed for the particular Consumer booking will apply only so far as they are fair and lawful under consumer law.

9. If I need to change or cancel the training

If I cannot deliver because of illness, bereavement, insufficient viable attendance for an open course, or another genuine problem, I will tell the Client as soon as reasonably possible and offer a suitable replacement date where practical.

I may offer a suitably qualified associate where appropriate and consistent with any course-owner rules.

If I cancel and no suitable alternative can be agreed, I will refund any prepaid fee for the part I cannot provide. I am not responsible for indirect travel or accommodation losses unless the law requires otherwise.

Neither party is responsible for delay caused by events genuinely outside its reasonable control, provided reasonable steps are taken to reduce disruption.

10. Materials, recording and intellectual property

My pre-existing slides, handouts, frameworks, e-learning content, know-how and methods remain my intellectual property. Unless the booking says otherwise, supplied materials are licensed for Participants' own learning and the Client's agreed internal use.

They may not be resold, publicly redistributed, uploaded to another learning platform or used to provide competing commercial training without written permission.

A live session may not be audio-recorded, video-recorded, live-streamed or screen-recorded without my prior written agreement and any additional consent or course-owner approval required.

11. Scope, liability and organisational decisions

I will provide the training with reasonable care and skill. I do not guarantee a particular employment, organisational, learning, wellbeing or commercial outcome.

Unless expressly agreed, I do not provide therapy, counselling, diagnosis, medical treatment, legal advice, HR investigation, findings of fact or representation in employment or legal proceedings. The Client remains responsible for its own HR, legal, safeguarding, clinical and management decisions.

For Business Clients, subject to liabilities that cannot lawfully be limited and only to the extent the limitation is reasonable under applicable law, my aggregate liability arising from a particular booking is limited to the total fees paid or payable for that booking. I am not liable for indirect or consequential loss or for loss of profit, revenue, anticipated savings, business opportunity or goodwill to the extent the law permits.

Nothing in these terms limits liability for death or personal injury caused by negligence, fraud or fraudulent misrepresentation, or any liability that cannot lawfully be limited.

Consumer liability is governed by applicable consumer law; the Business Client limitation above is not intended to reduce mandatory consumer rights.

12. Privacy, complaints and general terms

Personal data is handled in accordance with my Privacy Notice.

Complaints are handled under my Complaints Procedure.

The version of these terms incorporated when the booking is agreed continues to apply unless we later agree a lawful change.

The agreement is governed by the law of England and Wales. For Business Clients, the courts of England and Wales have exclusive jurisdiction unless the Proposal expressly agrees another position. Consumer jurisdiction rights are not restricted where the law gives a Consumer the right to bring proceedings elsewhere.

Questions can be emailed to info@jakemorrison.co.uk.