SPECIALISTS IN FINANCIAL MODELLING
0 item(s) $0.00 AUD + GST

Terms and Conditions

Here is all the fine print that you need to know about Plum Solutions products.

Workshops
Online Courses
Support Centre

Please see our Privacy Policy for more details on how we collect and treat your personal information.

FACE TO FACE WORKSHOPS

Payment Terms

A tax invoice will be emailed on receipt of booking confirmation. Payment is due in full two weeks prior to course date. Payment can be made by electronic transfer, cheque or credit card.

Cancellation Policy

If you are unable to attend a course for which you have registered, please contact Plum Solutions as soon as possible by calling    1300 852 215  or emailing info at plumsolutions.com.au

To obtain a full refund on a course, delegates must notify Plum Solutions in writing at least ten business days (two weeks) prior to the workshop or event start date that they wish to transfer to an alternate date, or cancel. Delegates who transfer or cancel from a workshop or event inside two weeks from the start date shall forfeit the full program fee.  No refunds will be given in this instance, but if the online version of this course is available, this can be undertaken instead.  Substitutions can be made at any time (see below).

Substitutions

Substitutions can be made, with prior notification in writing to Plum Solutions, at any time up to the workshop or event start date, with no penalty.  Please contact us as soon as possible with the name of your substitute attendee so that we can arrange a certificate in their name.

Non Attendance

If a delegate fails to attend a course, even in the case of illness, program fees will not be refunded or allocated to another course. 

Cancellation or transfer notifications should be made in writing to info at plumsolutions.com.au

Please Note:  It is the responsibility of the registered person to ensure transfer or cancellation notifications are received by Plum Solutions with at least two weeks' notice.

General

Please note that Plum Solutions may change or cancel any class (but will offer you a full refund if the date or content of the course is not the same as the one that you booked on). If a course has been cancelled, you will be notified ten days prior to the scheduled course date or earlier.  We will not be held liable for any costs incurred by the attendee if a course is cancelled or postponed. If travelling interstate to attend a course, we recommend you book a flexible flight in the unlikely event of course cancellation or date change. Plum Solutions reserves the right to modify course content or substitute presenters at its discretion.

Plum Solutions' course material is protected by copyright. The material must not be copied or utilised in any way other than for personal education purposes of the original delegate.

Contact

By registering for a workshop, you are consenting for Plum Solutions to send you information pertaining to your course, such as pre-course survey, venue and post-course support information.  Following the course we may send you other information very occasionally about other courses we think you might be interested in.  You can unsubscribe from this at any time.

Please see our Privacy Policy for more details on how we collect and treat your personal information.

Continuing Education

A certificate of attendance will be awarded on completion of the course. Courses are not offered as vocational training and will not qualify you for any specific employment. Course credits are not transferable to any accredited educational institution.

If you are a member of a professional association, you may be eligible for Continuing Professional Development (CPD) points.  Please enquire with your association as to whether a particular course satisfies any of your continuing educational requirements.

ONLINE COURSES

The course fee must be paid prior to receiving course materials. Once materials have been accessed and downloaded, your course fee cannot be refunded, however, if you are not fully satisfied with the course content, please contact us within 48 hours of your first access for a full refund.

If you do not wish to pay by credit card, an invoice can be emailed to you and payment can be made alternatively by direct bank transfer or cheque.

We reserve the right to cancel or terminate a course or to refuse any enrolment as permitted by law.

The course materials are designed for individual student use. They are the intellectual property of Plum Solutions and they cannot be copied, distributed or reproduced in any way except with the written permission of Plum Solutions.

Contact

By registering for an online course, you are consenting for Plum Solutions to send you information pertaining to your course, such as course details, reminders and support information.  During the course access period, emails will generally be sent on a weekly basis.  Following your completion of the course, we may send you other information very occasionally about other courses we think you might be interested in.  You can unsubscribe from this at any time.

Please see our Privacy Policy for more details on how we collect and treat your personal information.

Your Plum Account

  1. Plum Solutions retains the right to exclude access to online courses at its discretion.
  2. Your course access may be transferred to another party under certain conditions.
  3. You must use all reasonable efforts to keep your username and password confidential.
  4. You must not allow any third party to access the content using your username and password and make use of the content on your behalf.
  5. You must notify Plum Solutions in writing as soon as you become aware of any unauthorised use of your Plum Account, username or password.
  6. You acknowledge and agree that you are liable for, and will indemnify Plum Solutions, its related bodies corporate, affiliates, officers, directors, agents and employees against, any and all claims made by a third party arising out of your access to, and use of, the Plum Solutions site content.

SUPPORT CENTRE

Use of the Financial Modelling Support Centre is subject to the terms and conditions listed below.  You must agree to these terms and conditions prior to using the Financial Modelling Support Centre.
The most important thing to be aware is that when using our services it is important to be aware that you, the client will retain responsibility for the model output. We will provide advice and guidance on model design, structure and formulas, but validation of input data, calculations and interpretation of results is the responsibility of the client.

Contact

By registering for the Support Centre, you are consenting for Plum Solutions to send you information pertaining to your support. We may also send you other information very occasionally about other products we think you might be interested in.  You can unsubscribe from this at any time.

Please see our Privacy Policy for more details on how we collect and treat your personal information.

Terms and Conditions

1.    Disclaimer and limitation of liability.

a.    The output from the Services is believed to be accurate and current. However, the Financial Modelling Support Centre does not give any representation or warranty as to the reliability or completeness of the output.  Nor does the Financial Modelling Support Centre warrant that any of the functions contained in the output of the services will be error-free.
b.    The Financial Modelling Support Centre shall not be liable in any way for any loss or damage, howsoever arising (whether in negligence or otherwise) out of or in connection with the provision of the Services except where liability is made non-excludable by legislation.
c.    The user must indemnify and hold harmless the Financial Modelling Support Centre and keep it indemnified, against all loss, actions, proceedings, costs, expenses (including legal fees), claims and damages arising from:
i.    any breach by the user of the General Term and Conditions; or
ii.    reliance by the user on any information arising from the use of spreadsheets provided as part of the Service

2.    ABN. Plum Solutions Pty Ltd (ACN: 108 071 343) is a duly incorporated company and acts as Trustee for the Fairhurst Family Trust with the ABN 62 594 042 148, and is registered for GST.

3.    GST. GST will be charged in addition to standard or quoted fees and will be itemised in our tax invoices in accordance with relevant legislation if the user is located within Australia.  GST is not applicable for overseas based users.

4.    Payment. Payments must be made monthly in advance by credit card if subscribing to a paid service.  Monthly fees will be deducted automatically each month on the anniversary date of joining.

Below is our confidentiality agreement.  In effect, by signing up with the Financial Modelling Support Centre you have our assurance that your personal or company information contained in your models will remain your property, and will remain confidential.  We understand, however, that some companies have very strict security procedures and they may require you to remove data before sending the files to use.  That’s fine – we understand and won’t take it personally.

Confidentiality Agreement:

The Financial Modelling Support Centre acknowledges that during the provision of support it will have access to and become acquainted with various trade secrets, inventions, innovations, processes, information, records and specifications owned or licensed by the User and/or used by the User in connection with the operation of its business including, without limitation, the User’s business and product processes, methods, customer lists, accounts and procedures.  The Financial Modelling Support centre agrees that it will not disclose any of the aforesaid, directly or indirectly, or use any of them in any manner, either during the term of this Agreement or at any time thereafter, except as required in the course of this support with the User, unless otherwise authorised by the User in writing.  All files, records, documents, blueprints, specifications, information, letters, notes, media lists, original artwork/creative, notebooks, and similar items relating to the business of the User, whether prepared by the Financial Modelling Support Centre or otherwise coming into its possession, shall remain the exclusive property of the User.  The Financial Modelling Support Centre further agrees that it shall at all times preserve the confidential nature of its relationship to the Client and of the services hereunder.  The Financial Modelling Support Centre further acknowledges that the information provided to the Financial Modelling Support Centre by the User is the confidential information of the User and the Financial Modelling Support Centre further agrees not to disclose that information other than to authorised representatives of the Financial Modelling Support Centre  and that the Financial Modelling Support Centre also agrees to be bound by the provisions of this clause and to maintain the integrity and confidentiality of the User’s information  Other staff engaged by the Financial Modelling Support Centre shall be bound by the foregoing duties with respect to User confidentiality.