Terms of Business

PAMELA JANES NOTARY PUBLIC
Telephone: 07726 203193 (+44 (0)7726 203193)
Email: contact@pamjanesnotary.co.uk
Website: www.pamjanesnotary.co.uk

My main business address to which all written communications should be addressed is Pamela Janes, Notary Public, care of John Bays & Co Solicitors, 240A High Road Wood Green, London N22 8HH. I also practise and offer appointments care of Dagless & Whitlock Solicitors 44 High Street Milford on Sea Lymington Hampshire SO41 0QD 

VISITING A NOTARY PUBLIC AND MY TERMS OF BUSINESS

1. Why a notary? It is almost always the case that you have been asked to see a notary because you have a document that needs to be used abroad. Seeing a notary is never a mere rubber-stamping exercise.  The international duty of a Notary involves a high standard of care.  This is not only towards the client but also to anyone who may rely on the document and to Governments or officials of other countries.  These people are entitled to assume that a Notary will ensure full compliance with the relevant requirements both here and abroad; and to rely on the Notary’s register and records. Great care is essential at every stage to minimise the risks of errors, omissions, alterations, fraud, forgery, money laundering, the use of false identity, and so on.

I offer appointments as a sole practitioner during business hours and occasionally outside of business hours in exceptional circumstances. I am also prepared to make home visits or visit corporate clients at their place of business. If the notarial appointments take place outside of my office I will make an additional charge to cover travelling time and expenses.  Occasionally I may not be able to see you within the timeframe you require, or I may decide that I am not able to act for you in which case I will advise you that this is the case and will provide you with the necessary information to locate an alternative notary.

2. Signatures: The Notary should normally witness your signature.  Please do not sign the document in advance of your appointment with me.

3. Papers to be sent to me in advanceIt will save time, expense and mistakes if, as long before the appointment as possible, you can let me have the originals or photocopies of:

  • The documents to be notarised;

  • Any letter or other form of instruction which you have received about what has to be done with the documents;

  • Your evidence of identification.

4. Identification: I have to be satisfied as to your identity and I will need you to produce by way of formal identification the original of (in preferred order):

  • Your current passport (or, if not available) a current new driving licence (with photo) or national identity card and

  • A utility bill, credit card or bank statement showing your current address which should not be more than 3 months old or council tax bill.

If neither of the above are available, at least two of the following

  • A current government or police issue certificate bearing a photo or other formal means of identification;

  • A utility bill, credit card or bank statement showing your current address which should not be more than 3 months old or council tax bill;

You must also bring any other means of ID which may be referred to in the papers sent to you as being required such as a foreign Identity Card. I may also ask to see further evidence of identity such as marriage certificates etc and will advise you of this if necessary.

5. Proof of namesIn a case where the name on the document is different from the name you are currently using, or there has been a variation in the form of spelling of the name over the years, please provide me as appropriate with Certificates of Birth, Marriage or Divorce Decree or Change of Name Deed showing all the different names that you use.  If there has been a change of name, then I will need to see a copy of the Deed Poll or Statutory Declaration which dealt with it.

6. My responsibilities: As well as having to be satisfied as to your identity, I must also be satisfied as to your legal capacity, your authority and your understanding and approval of the document(s). I shall try to ensure that the document, in the manner of its execution, its form and substance achieves its purpose. I must also be satisfied that you are acting voluntarily and that no fraud, violence or duress are involved; and that the required formalities of English and the relevant foreign law are complied with. If I am not satisfied about any one of these things, I can refuse to act for you in the matter.

7. Advice on the documentIf you bring a document to me for authorisation as a Notary, I will advise you as to the formalities required for completing it. However, I will not be attempting to advise you about the transaction itself. My obligation is to be satisfied that you understand the content of the document and that you intend to be bound by it. You are therefore, where appropriate, advised to first seek advice from your own independent legal advisor who either practises in, or is skilled in the law of the jurisdiction to which the document will be sent.

8. Written Translations:  It is essential that you understand what you are signing.  

  • If the document is in a foreign language which you do not understand sufficiently, I may have to insist that a translation be obtained.  If I arrange for a translation, a further fee will be payable and I will provide you with details of this.

  • If you arrange for a professional translation, the translator should add his/her name, address, relevant qualification, and a certificate stating: “Document X is a true and complete translation of document Y, to which this translation is attached.”

9. Oral InterpreterIf you and I cannot understand each other because of a language difficulty, we may have to make arrangements for a competent interpreter to be available at our interview and this may involve a further fee.

10. Companies, Partnerships etcIf a document is to be signed by you on behalf of a company, a partnership, a charity, club or other incorporated body, there are further requirements on which I may have to insist.  Please be prepared for these and telephone with any point of difficulty before attending on the appointment.

In each case I shall need:  

  1. Evidence of identity of the authorised signatory (as listed above).

  2. A copy of the current letterhead (showing the registered office if it is a company).

  3. A Letter of Authority, Minute, Resolution or Power of Attorney, authorising you to sign the document.

Additionally, for companies: Certificate of Incorporation and of any Change of Name, a copy of the Memorandum and Articles of Association, details of Directors and Secretaries.  In all instances I will be carrying out various company searches, which may have an effect on the level of fees charged.

Additionally, for partnerships, clubs, etc: A Partnership Agreement; or relevant Trust Deed; or Charter; or Constitution/Rules.

11. Notarial charges and expenses:  Details of my charges are set out below. Please note that if I have to make payments of expenses (known as disbursements) on your behalf such as legalisation fees, translator or interpreter fees, courier fees or other costs such as travelling expenses, your approval to these will be obtained and you are normally required to make payment in advance of any such amounts.

Charges: If the matter is simple I will endeavour to charge a fixed fee to include disbursements such as legalisation fees, postage, consular agent fees, courier fees, travelling expenses, translating costs and so on. I do not charge VAT on my fees. If however at the appointment when we meet the matter proves to be more complicated than anticipated or there are more documents or people involved that you indicated or was first thought, I reserve the right to increase the fee or charge you at my hourly rate (see below) but would not do so without advising you of this in advance and obtaining your approval.

For more complicated or time-consuming matters, the fee will be based on my hourly rate of £270.00 subject to a minimum fee of £80.00, plus disbursements. The fee charged may include time spent on seeing you, preliminary advice, drafting and preparation time, making and receiving telephone calls, correspondence written and received in all formats, arranging legalisation and record keeping. My preparation work includes checking and dealing with any documents presented by you, dealing with any instructions  accompanying the documents, consideration of the documents before, during and after seeing you, making any amendments or completing any blanks in the documents, binding the documents securely  and dealing with any special requirements or formalities of the foreign country. Letters, emails and phone calls are each charged at six minute units of my time or otherwise the time taken. If I am asked to do very urgent work or work which needs to be done outside office hours or at the weekend, I reserve the right to increase my hourly rate but would not do so without advising you of this in advance and obtaining your approval. 

Disbursements: Some documents require legalisation before they will be accepted for use in the receiving jurisdiction by obtaining an apostille through the UK Foreign and Commonwealth Office and, for some countries, additional legalisation is required through the relevant embassy or consulate. The costs of legalisation will either be included in a fixed fee or if my bill is to be based on my hourly rate, details of the likely disbursements will be explained to you at the outset wherever possible. Other typical examples of disbursements include, but are not limited to, postage and courier costs, travelling expenses, copying charges, charges made by Registries for certified copies and so on. I will not incur these disbursements without first obtaining your consent to do so.

Payment can be made by cheque made payable to Pamela Janes, a debit or credit card payment or bank transfer.  Payment of my fee and disbursements is due when the document has been prepared which I may retain pending payment in full. Occasionally unforeseen or unusual issues arise during the course of the matter which may result in a revision of my fee estimate. Examples of this could include where additional documents are required to be notarised, additional translations or legalisations are needed to meet the requirements of the receiving jurisdiction, third party fees are adjusted to reflect external factors such as fuel price changes and so on. I will notify you of any changes in the fee estimate as soon as possible.

12. Typical Stages of a notarial transaction: Each notarial matter is different and the requirements and timescales will vary greatly according to whether the client is a private individual or a company and in particular according to the processing times of third parties such as the Foreign and Commonwealth Office, legalisation agents, translating agencies and couriers, etc . Some of the typical key stages are likely to include:

  • Receiving and reviewing the documents to be notarised together with any instructions you may have received

  • Liaising with your legal advisors or other bodies to obtain the necessary documentation to deal with the document (e.g. information from Companies House or foreign registries, powers of attorney etc)

  • Checking the identity, capacity and authority of the person who is to sign the document

  • If a document is to be certified, checking with the issuing authorities that the document/award is genuine. In the case of academic awards, this would entail checking with the appropriate academic institutions.

  • Meeting with the signatory to verify their identity and to ascertain that they understand what they are signing and that they are doing so of their own free will and ensuring that the document is executed correctly

  • Drafting and affixing or endorsing a notarial certificate to the document 

  • Arranging for the legalisation of the document as appropriate

  • Arranging for the storage of copies of all notarised documents in accordance with the requirements of the Notarial Practice Rules 2019.

13. Notarial Records and Data ProtectionWhen I carry out my work for you, I am required to make an entry in a formal register, which is kept by me as a permanent record.  I will retain a copy of the notarised documentation with that record. My practice is a registered with the Information Commissioner’s Office. Personal data received from clients is held securely and not capable of being accessed externally. Data collected as part of notarial records is used solely for the purposes of meeting our professional legal responsibilities as Notaries Public. For full details of my PRIVACY POLICY and data processing terms please see my website: www.pamjanesnotary.co.uk.

14. Insurance: In the interests of my clients I maintain professional indemnity insurance at a level of at least £1,000,000.00 per claim.

15. Termination/ Your Right to Cancel: You may terminate your instructions to me at any time by giving me reasonable written notice. All fees and disbursements incurred up to the date of termination will be charged. Consumer Cooling Off Cancellation Period –Consumer Contracts Regulations 2013 (“CCR”): Where the CCR apply (typically where you are an individual consumer and my contract with you was concluded without a meeting at my office or by a form of distance communication) you have a cancellation period of 14 days after the date you sign my retainer letter or the date on which you continue to give me instructions, whichever is earlier. You can cancel your contract within the cancellation period by giving me a clear statement and I will reimburse all payments received from you by the same method that you used, at no cost to you, without undue delay, and not later than 14 days after the day on which you inform me of the cancellation. If you ask us to begin work during the cancellation period, you can still cancel but you must pay me an amount in proportion to the work which I have performed and this proportion will not be reimbursed to you.

16. Termination by me:  I reserve the right to terminate my engagement by you if I have good reason to do so, for example, if you do not pay a bill or comply with my request for a payment on account or you fail to give me the co-operation which I am reasonably entitled to expect.

17. Complaints:  My notarial practice is regulated through the Faculty Office of the Archbishop of Canterbury:  

The Faculty Office 
1, The Sanctuary 
Westminster  London  SW1P 3JT 
Telephone 020 7222 5381
Email Faculty.office@1thesanctuary.com  Website www.facultyoffice.org.uk  

If you are dissatisfied about the service you have received please do not hesitate to contact me.  

If we are unable to resolve the matter you may then complain to the Notaries Society of which I am a member, who have a Complaints Procedure which is approved by the Faculty Office.  This procedure is free to use and is designed to provide a quick resolution to any dispute.

In that case please write (but do not enclose any original documents) with full details of your complaint to :-  
The Secretary of The Notaries Society 
PO Box 1023  
Ipswich  
IP1 9XB 
Email secretary@thenotariessociety.org.uk   

If you have any difficulty in making a complaint in writing please do not hesitate to call the Notaries Society/the Faculty Office for assistance.  

Finally, even if you have your complaint considered under the Notaries Society Approved Complaints Procedure, you may at the end of that procedure, or after a period of 8 weeks from the date you first notified me that you were dissatisfied, make your complaint to the Legal Ombudsman, if you are not happy with the result: 
 
Legal Ombudsman 
P O Box 6806 
Wolverhampton   WV1 9WJ  
Tel : 0300 555 0333
Email :  enquiries@legalombudsman.org.uk 
Website :  www.legalombudsman.org.uk  

If you decide to make a complaint to the Legal Ombudsman you must refer your matter to the Legal Ombudsman within one year from the act/omission, or within one year from when you should reasonably have known there was cause for complaint.  

18. Governing law and jurisdiction: The law governing my contract with you shall be governed by the law of England and the courts of England and Wales shall have exclusive jurisdiction over any dispute or claim relating to the service I provide to you.

I hope that these notes are of help to you in understanding what is expected of each of us.

Pamela Janes