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STANDARD TERMS OF ENGAGEMENT FOR BALDWINS INTELLECTUAL PROPERTY
These terms of engagement (Terms) apply to all the services we provide to you, unless we agree otherwise in writing. You do not need to sign these Terms in order to accept them. If you have any questions, please contact the partner or team leader responsible for providing our services.
While many of our partners and staff provide services to clients on behalf of both Baldwins Intellectual Property and Baldwins Law Limited, others provide services only on behalf of either Baldwins Intellectual Property or Baldwins Law Limited. For further details, please visit http://www.baldwins.com/people.
A partner or team leader is the client manager responsible for managing our relationship with you. If required, the client manager may involve other partners or staff to assist in relation to your matter, having regard to their level of expertise and technical specialisation.
Conflicts of Interest
If a legal conflict of interest arises in relation to a matter on which you have engaged us, we will inform you of this as soon as possible. In this case:
Nevertheless, we may act for clients working in the same or competing markets and whose commercial interests compete with yours.
Where we are advising more than one person (such as a partnership or multiple shareholders in a venture), we may require each person to take separate advice where appropriate.
We will charge a fee which is fair and reasonable in the circumstances. Our fee will take account of the factors detailed in the Lawyers and Conveyancers Act (Lawyers: Conduct and Client Care) Rules 2008 (Conduct Rules), including:
To avoid incurring additional fees, please instruct us reasonably in advance of any deadlines and provide us with all relevant information regarding your matter.
We will charge you separately for general office services to cover the cost of photocopying, printing, telephone and other office charges. The office service charge is 5% of our fee, although if our actual costs significantly exceed this amount, we may invoice you for these additional costs.
In addition, we will pass on to you the fees and other costs (including official fees, foreign agent fees, travel costs and courier fees) which we incur on your behalf. These fees and costs are identified as “disbursements” in our invoices.
Any applicable goods and services tax (GST) will be passed on to you and will be itemised separately on our invoices. Unless we indicate otherwise, our fee estimates exclude GST (if applicable) and office service charges.
Payments in Advance
We may ask you for a payment in advance to cover our anticipated fees and costs. We may not start work until we receive the payment (even if important deadlines are due, such as for filing applications to register intellectual property).
We maintain a separate trust account for all funds which we receive from clients (other than payments of our invoices). We:
We will generally invoice you at certain stages or monthly, unless we have agreed otherwise. We will also send an invoice to you on the completion of your matter.
Our invoices are payable on the due date shown on the invoice. Where we do not receive payment by the due date, we may:
You are responsible for paying us, even if you expect someone else will reimburse you for our fees and other charges, or if you ask us to send our invoices to someone else for payment.
We will use the information we acquire and hold about you and your business to provide our services, obtain credit and other references, and undertake credit management. We may also use your information to inform you of developments, services and seminars that may be of interest to you (but please let us know if you do not want your information to be used for this purpose).
Subject to this, we will keep all confidential information we acquire about you and your business strictly confidential, and will not disclose that information to any other person (besides our contractors and agents) except where:
Under the Privacy Act 1993, you have the right of access to, and correction of, your personal information held by us.
We generally use CPA Global Limited, a limited liability company based in Jersey which specialises in processing intellectual property globally, to manage our clients’ patent, trade mark and design renewals. We receive commissions from referrals to CPA.
We prefer to communicate with you by email, and will generally do so unless you instruct us otherwise.
While we take appropriate steps to ensure our emails are secure and accurate, we cannot guarantee that they will not be intercepted, interfered with, or will be free of defects (such as viruses). We do not accept responsibility, and will not be liable, for any damage or loss caused by an email that is intercepted, interfered with or is defective. Therefore, please request an acknowledgement of receipt for important communications.
Only you may rely on our advice. If you would like someone else to be able to do so, you must first obtain our written consent.
Where you are a company, we act for you alone and not for your directors and shareholders, unless we otherwise agree in writing.
We are committed to complying with the Australian Code of Conduct for Patent and Trade Mark Attorneys 2013 (Australian Code). To the extent that we provide services to you in Australia on behalf of Baldwins Intellectual Property for the first time, or if any services we provide are materially different from those previously provided to you, we confirm that the patent attorney providing services to you:
In this case, and in accordance with the Australian Code, we will provide you with a written estimate for the services that we will provide to you, along with other relevant information regarding the implications of having our registered patent attorney provide you with the services (including procedures, cost and timing).
Retention and Disposal of Documents
We will generally retain your files and documents for a period of 10 years after we close the file. However, we may review retained files after 6 years to determine whether we need to retain them any longer, and you authorise us to destroy your files and documents after this 6 year period.
We may store your files and documents in either electronic or paper form, or both.
If you uplift your files or other documents at any time, we may make copies of these files and documents before they are uplifted.
You may terminate our engagement at any time by written notice to us.
We may terminate our engagement in the circumstances permitted by the Conduct Rules.
You must pay all fees and costs charged and incurred by (or for) us up to termination and any other fees and costs we may incur, such as debt recovery costs. If you terminate our engagement, we may retain your files and other documents until all fees and charges are paid.
Limitation of Liability
To the extent permitted by law and unless we agree otherwise in writing, our total liability to you (whether in contract, tort or otherwise) in relation to any matter you engage us on, is limited to the greater of:
Our relationship with you is governed by New Zealand law, and subject to the exclusive jurisdiction of the New Zealand courts.
We may change these Terms at any time by notifying you in writing of the changed Terms. The changes will bind you in respect of any matters for which we accept instructions after notification, unless otherwise agreed in writing.
These Terms bind you and your successors.
CLIENT SERVICE INFORMATION
Client Care and Service
Where we provide services to you through Baldwins Law Limited we must:
The obligations lawyers owe to clients are described in the Conduct Rules. Those obligations are subject to other overriding duties, including duties to the courts and to the justice system.
If you have any questions, please visit www.lawsociety.org.nz or telephone the New Zealand Law Society on 0800 261 801.
If you have any complaint about our services, please raise it with the person who is responsible for your work.
If you are not satisfied with their response or you do not want to raise your complaint with that person, you may contact our Chief Executive Officer, by letter, email or telephone at:
|Chief Executive OfficerBaldwins Intellectual PropertyLevel 16, HSBC Building1 Queen StreetAuckland, New ZealandTelephone: +64 9 373 3137Fax: +64 9 373 2123Email: email@example.comWeb: www.baldwins.com|
You may also raise your complaint with the New Zealand Law Society Complaints Service by telephoning 0800 261 801.
Professional Indemnity Insurance
We hold current professional indemnity insurance which meets the minimum standards from time to time specified by the New Zealand Law Society.
The Lawyers Fidelity Fund
The New Zealand Law Society maintains the Lawyers’ Fidelity Fund to provide compensation to clients of lawyers with protection against pecuniary loss arising from theft by lawyers. The maximum amount payable by the Fidelity Fund by way of compensation to an individual claimant is limited to $100,000. The Fidelity Fund does not usually cover a client for loss relating to money that a lawyer is instructed to invest on behalf of a client.
Baldwins Intellectual Property asserts copyright and all other intellectual property rights in this web site, unless otherwise stated. All trade marks which appear on this web page are the property of Baldwins Intellectual Property and are indicated by the appropriate symbol.
Baldwins Intellectual Property also reserves copyright and all other intellectual property rights in all its documents and images appearing on or linked to this web site. Users of this web site may download a single copy of these documents and images for their personal use only.
Any information appearing on or linked to by this web site in which Baldwins Intellectual Property has reserved copyright shall not be reproduced in any form, adapted or transmitted in any form by any process, including electronic form, without Baldwins Intellectual Property's express permission.
All information provided by Baldwins Intellectual Property on this website is provided to the public as a source of general information on intellectual property issues. In legal matters, no publication, whether in written or electronic form, can take the place of professional advice given with full knowledge of the specific circumstances of each case, and proficiency in the laws of the relevant country. The reader should not consider the information on the website to be an invitation for an attorney/solicitor client relationship.
Although every effort has been made to ensure the accuracy of the information on this website, it should not be treated as the basis for formulating business decisions without further professional advice. We emphasise that intellectual property laws vary from country to country, and between states within some countries. The information included on this website will not be relevant or accurate for all countries or states.
Statements and opinions expressed in articles are solely those of the author or authors and may or may not be shared by the staff and management of Baldwins Intellectual Property or Baldwins Law Limited.
Baldwins Intellectual Property does not intend links on the website to be referrals or endorsements of the linked entities. Finally, the use of the internet email for confidential or sensitive information is discouraged.