Agreement and Booking

SERVICE CATEGORY
Advice Only (30-minute consultation only, no legal representation)

IMPORTANT INFORMATION FOR CLIENTS:
The terms and conditions of this agreement are set out below. Make sure you have read and understood the conditions before entering into the agreement. If you wish to seek independent legal advice about this agreement, you should do so before signing this agreement.

TERMS AND CONDITIONS
1. APPOINTMENT OF AUTHORISED REPRESENTATIVE
The Client appoints the Authorised Representative to represent the Client and to perform the services described in this agreement.

2. CODE OF CONDUCT
a. The Code of Conduct (the ‘Code’) is intended to regulate the conduct of the Authorised Representative by introducing a proper standard for the conduct of business as an Authorised Representative and establishes the minimum attributes and abilities that a person must demonstrate to perform as an Authorised Representative.
b. The Authorised Representative guarantees to provide a copy of the Code to the Client immediately on request.
It is also available at https://college-ic.ca/
c. If the Code is amended in a way that is inconsistent with this agreement, the Authorised Representative and Client agree to vary this agreement to comply with the new Code.

3. SERVICES TO BE PROVIDED
The services to be provided under this agreement include the following:
a. Provide advice relating to the Client’s migration goals and their choice of visa category.
b. Provide frank and candid advice regarding the prospects of success. The Authorised Representative does not guarantee the success of an application.
c. Analyse current Immigration Law relating to the nominated visa category or review application.

4. WHO WILL PERFORM THE WORK
All immigration work will be provided by: Louise A. Willis, RCIC
a. The Authorised Representative and other staff in the same firm of the Authorised Representative may work on your matter from time to time.
b. Administrative services may be provided by other staff. The Authorised Representative will properly supervise the work carried out by any staff.

5. THE AUTHORISED REPRESENTATIVE WARRANTS TO THE CLIENT AND AGREES THAT HE OR SHE:
a. Is registered with the College of Immigration and Citizenship Consultants (CICC).
b. Maintains the required level of Professional Indemnity Insurance.
c. Is agreeing to provide services to the Client and does not guarantee a visa result or a particular outcome. If the skill assessment, visa application or appeal or review application is refused, the Client may have a right, or a further right of appeal. In the event there is an appeal, additional fees would be payable and a separate Immigration Service Agreement would need to be entered into.
d. Maintains an efficient file, accounting, and client record system and will apply the system to the services to be provided under this agreement.
e. Has no conflict of interest in terms Article 9 of the Immigration Consultants of Canada Regulatory Council Code of Conduct. The RCIC Code of Professional Ethics and the RISIA Code of Ethics remain in effect and apply to all College licensees (RCICs and RISIAs, as appropriate) until the College’s Code of Professional Conduct is issued in final, approved form by the Government of Canada.
f. Will inform the Client in writing if they may receive a financial benefit as a result of providing advice of a non-migration nature to the Client.
g. Will act in accordance with the law and in the best interests of the Client, and deal with the Client competently, diligently and fairly.
h. Will provide courteous and attentive service.
i. Will ensure that the Client has access to an interpreter, if necessary, at the Client’s expense.
j. Will, on request, provide the Client with a copy of their application & any related documents
(The Authorised Representative is entitled to charge a reasonable amount for copies.)
k. Has sufficient knowledge of the relevant laws to be able to competently provide the agreed services.
l. Will advise the Client in writing, if in the Authorised Representative’s opinion, the application is vexatious or grossly unfounded.
m. To prepare the application in a comprehensive, timely, fair and ethical manner and lodge it within reasonable time frames and in accordance with the Immigration Refugee and Protection Act (IRPA) and Regulations. In doing so, the Authorised Representative will comply with all statutory and other deadlines provided it is within the Authorised Representative’s reasonable power to do so. For the sake of clarification it would not be within an Authorised Representative’s reasonable power to comply with a deadline if the client has failed to provide necessary documents or the fees necessary to effect such compliance.
n. Will give the client clear explanations of their immigration status and visa application processes available.
o. Will provide clear and timely advice on the progress and outcome of the client’s visa application.
p. Will observe and comply with the Code of Conduct prescribed for Immigration Consultants.
q. Will provide the client with a copy of the Code of Conduct, upon request.

6. THE CLIENT AGREES THAT:
a. The Authorised Representative is able to advise the Client about immigration law at a particular point in time but is unable to predict future changes in the law and cannot be held liable for any future changes in the law.
b. If the Client proceeds with the full services of Canadian Visa Specialists after the Initial Consultation, then the amount of CAD$150.00 will be deducted from future professional fees. This credit is valid for 30 days from the date of the consultation.
c. The Client will respond promptly to requests by the Authorised Representative for further information or documents.
d. The Client confirms that all information provided to the Authorised Representative is, to the best of the Client’s knowledge and belief, true and current and that all documents supplied are genuine and authentic. This includes information provided to the Authorised Representative on the Initial Assessment Form, Supplementary Information Form and / or any Curriculum Vitae (CV) / resumé.
e. In the event that the Client decides to change visa category, add or remove a dependent child, spouse or family member or be the subject of character or health issues that were not previously disclosed to the Authorised Representative, or request that the Authorised Representative undertake additional work not encompassed by the Representation Agreement, the Authorised Representative reserves the right to charge additional fees as set out in the Fee Schedule.

7. TERMINATION OF AGREEMENT
a. The Client may terminate this agreement at any time by giving notice, in writing, to the Authorised Representative, either by postal service, email or fax.
b. The Authorised Representative may terminate the agreement at any time, provided he gives reasonable written notice to the Client. This notice must comply with the requirements of Article 14 of the Code. If the Authorised Representative terminates the agreement, they must comply with the requirements of Article 14 of the Code.
c. The Authorised Representative must terminate the agreement if a conflict of interest listed in Article 9 of the Code arises. In this case, the Authorised Representative will notify the Department that they no longer act for the Client and will advise the Client about appointing another Authorised Representative.
d. If the agreement is terminated, the Client must pay any fees outstanding for work already performed by the Authorised Representative. The Client is not required to pay any fees for work not yet performed by the Authorised Representative.
e. When the agreement is terminated, the Authorised Representative must deal with the Client’s file in accordance with Article 14 of the Code.

9. RETENTION OF DOCUMENTS
a. The Authorised Representative agrees to keep securely and in a way which will ensure confidentiality all documents provided by, or on behalf of, the Client or paid for by, or on behalf of, the Client until the earlier of:
(i) Six (6) years after the date of completion of the Client file; or
(ii) When the documents are given to the Client or dealt with in accordance with the Client’s written instructions.
b. The Authorised Representative agrees to keep all other records for 6 years after the date of completion of the Client file
c. After this date, the Authorised Representative may destroy the documents and records above in a way which will ensure confidentiality.

10. CONFIDENTIALITY
a. The Authorised Representative will preserve the confidentiality of the Client as required by Article 8 of the Code. The Authorised Representative will not disclose or be allowed to disclose confidential information about the Client or the Client’s business without the Client’s written consent, unless required by law.

11. THIRD PARTIES
a. The Authorised Representative may introduce the Client to appropriate Third Parties. Any agreement entered into in relation to the provision of services shall be direct between the Client and the Third Party. The Authorised Representative shall not be responsible in any manner relating to such agreements. The Authorised Representative may pay and receive to and from Third Parties commissions, referral fees and other such remuneration.

12. RESOLUTION OF DISPUTES
a. If a dispute arises—out of or relating to this agreement, or the breach, termination, validity, or subject matter thereof, or as to any related claim in restitution or at law, in equity or pursuant to any statute—the parties agree to discuss the dispute with the aim of reaching an agreement that is acceptable to both sides.
The agreement will be documented in writing, dated and signed by both the Authorised Representative and the Client.
b. If one party requests an opportunity to discuss the dispute, the parties should attempt to reach an agreement within 21 days of that request (or a longer period if agreed between the parties).
c. If a claim is made by the Client against the Authorised Representative in relation to this agreement or work done by the Authorised Representative, the Authorised Representative’s liability for any such claim shall not exceed the total sum of payments made to the Authorised Representative by the Client.
d. If the parties cannot reach an agreement within 21 days, the parties agree to refer the dispute to the College of Immigration and Citizenship Consultants Complaints and Discipline Department.
e. The contact details of the College of Immigration and Citizenship Consultants (CICC) are 5500 North Service Road, Suite 1002, Burlington, Ontario, L7L 6W6. Tel: +1 877 836 7543; Fax: +1 877 315 9868 Email: info@college-ic.ca.

13. LANGUAGE AND COMMUNICATION
a. Oral and written correspondence between the Client and the Authorised Representative shall be in the English language. The Client acknowledges their acceptance of correspondence and supporting documentation by e-mail, where possible.
b. The Client and the Authorised Representative have specifically requested that this agreement and any ancillary documents be in the English language. Les parties ont expressément requis que la présente convention et tout document accessoire soient rédiges en langue anglaise.

SCHEDULE OF FEES
1. PAYMENT METHOD AND STRUCTURE
A retainer payment of CAD $150.00 plus tax for those in Canada or USD $125.00 for those outside of Canada is due on signing the agreement. This is non-refundable. If the client proceeds with the full services of Canadian Visa Specialists, then this amount will be deducted from future professional fees. This credit is valid for 15 days from the date of the initial consultation.

SERVICE CATEGORY
File Review Only (This service includes a review of your application and documents as necessary, and a written detailed report of your application. Some reviews per Canadian Visa Specialists’ website include a follow-up phone call to discuss the report. No legal representation.)

IMPORTANT INFORMATION FOR CLIENTS:
The terms and conditions of this agreement are set out below. Make sure you have read and understood the conditions before entering into the agreement. If you wish to seek independent legal advice about this agreement, you should do so before signing this agreement.

TERMS AND CONDITIONS
1. APPOINTMENT OF AUTHORISED REPRESENTATIVE
The Client appoints the Authorised Representative to represent the Client and to perform the services described in this agreement.

2. CODE OF CONDUCT
a. The Code of Conduct (the ‘Code’) is intended to regulate the conduct of the Authorised Representative by introducing a proper standard for the conduct of business as an Authorised Representative and establishes the minimum attributes and abilities that a person must demonstrate to perform as an Authorised Representative.
b. The Authorised Representative guarantees to provide a copy of the Code to the Client immediately on request.
It is also available at https://college-ic.ca/
c. If the Code is amended in a way that is inconsistent with this agreement, the Authorised Representative and Client agree to vary this agreement to comply with the new Code.

3. SERVICES TO BE PROVIDED
The services to be provided under this agreement include the following:
a. Provide advice relating to the Client’s migration goals and their choice of visa category.
b. Provide frank and candid advice regarding the prospects of success. The Authorised Representative does not guarantee the success of an application.
c. Analyse current Immigration Law relating to the nominated visa category or review application.

4. WHO WILL PERFORM THE WORK
All immigration work will be provided by: Louise A. Willis, RCIC
a. The Authorised Representative and other staff in the same firm of the Authorised Representative may work on your matter from time to time.
b. Administrative services may be provided by other staff. The Authorised Representative will properly supervise the work carried out by any staff.

5. THE AUTHORISED REPRESENTATIVE WARRANTS TO THE CLIENT AND AGREES THAT HE OR SHE:
a. Is registered with the College of Immigration and Citizenship Consultants (CICC).
b. Maintains the required level of Professional Indemnity Insurance.
c. Is agreeing to provide services to the Client and does not guarantee a visa result or a particular outcome. If the skill assessment, visa application or appeal or review application is refused, the Client may have a right, or a further right of appeal. In the event there is an appeal, additional fees would be payable and a separate Immigration Service Agreement would need to be entered into.
d. Maintains an efficient file, accounting, and client record system and will apply the system to the services to be provided under this agreement.
e. Has no conflict of interest in terms Article 9 of the Immigration Consultants of Canada Regulatory Council Code of Conduct. The RCIC Code of Professional Ethics and the RISIA Code of Ethics remain in effect and apply to all College licensees (RCICs and RISIAs, as appropriate) until the College’s Code of Professional Conduct is issued in final, approved form by the Government of Canada.
f. Will inform the Client in writing if they may receive a financial benefit as a result of providing advice of a non-migration nature to the Client.
g. Will act in accordance with the law and in the best interests of the Client, and deal with the Client competently, diligently and fairly.
h. Will provide courteous and attentive service.
i. Will ensure that the Client has access to an interpreter, if necessary, at the Client’s expense.
j. Will, on request, provide the Client with a copy of their application & any related documents
(The Authorised Representative is entitled to charge a reasonable amount for copies.)
k. Has sufficient knowledge of the relevant laws to be able to competently provide the agreed services.
l. Will advise the Client in writing, if in the Authorised Representative’s opinion, the application is vexatious or grossly unfounded.
m. To prepare the application in a comprehensive, timely, fair and ethical manner and lodge it within reasonable time frames and in accordance with the Immigration Refugee and Protection Act (IRPA) and Regulations. In doing so, the Authorised Representative will comply with all statutory and other deadlines provided it is within the Authorised Representative’s reasonable power to do so. For the sake of clarification it would not be within an Authorised Representative’s reasonable power to comply with a deadline if the client has failed to provide necessary documents or the fees necessary to effect such compliance.
n. Will give the client clear explanations of their immigration status and visa application processes available.
o. Will provide clear and timely advice on the progress and outcome of the client’s visa application.
p. Will observe and comply with the Code of Conduct prescribed for Immigration Consultants.
q. Will provide the client with a copy of the Code of Conduct, upon request.

6. THE CLIENT AGREES THAT:
a. The Authorised Representative is able to advise the Client about immigration law at a particular point in time but is unable to predict future changes in the law and cannot be held liable for any future changes in the law.
b. If the Client proceeds with the full services of Canadian Visa Specialists after the Initial Consultation, then the amount of CAD$150.00 will be deducted from future professional fees. This credit is valid for 30 days from the date of the consultation.
c. The Client will respond promptly to requests by the Authorised Representative for further information or documents.
d. The Client confirms that all information provided to the Authorised Representative is, to the best of the Client’s knowledge and belief, true and current and that all documents supplied are genuine and authentic. This includes information provided to the Authorised Representative on the Initial Assessment Form, Supplementary Information Form and / or any Curriculum Vitae (CV) / resumé.
e. In the event that the Client decides to change visa category, add or remove a dependent child, spouse or family member or be the subject of character or health issues that were not previously disclosed to the Authorised Representative, or request that the Authorised Representative undertake additional work not encompassed by the Representation Agreement, the Authorised Representative reserves the right to charge additional fees as set out in the Fee Schedule.

7. TERMINATION OF AGREEMENT
a. The Client may terminate this agreement at any time by giving notice, in writing, to the Authorised Representative, either by postal service, email or fax.
b. The Authorised Representative may terminate the agreement at any time, provided he gives reasonable written notice to the Client. This notice must comply with the requirements of Article 14 of the Code. If the Authorised Representative terminates the agreement, they must comply with the requirements of Article 14 of the Code.
c. The Authorised Representative must terminate the agreement if a conflict of interest listed in Article 9 of the Code arises. In this case, the Authorised Representative will notify the Department that they no longer act for the Client and will advise the Client about appointing another Authorised Representative.
d. If the agreement is terminated, the Client must pay any fees outstanding for work already performed by the Authorised Representative. The Client is not required to pay any fees for work not yet performed by the Authorised Representative.
e. When the agreement is terminated, the Authorised Representative must deal with the Client’s file in accordance with Article 14 of the Code.

9. RETENTION OF DOCUMENTS
a. The Authorised Representative agrees to keep securely and in a way which will ensure confidentiality all documents provided by, or on behalf of, the Client or paid for by, or on behalf of, the Client until the earlier of:
(i) Six (6) years after the date of completion of the Client file; or
(ii) When the documents are given to the Client or dealt with in accordance with the Client’s written instructions.
b. The Authorised Representative agrees to keep all other records for 6 years after the date of completion of the Client file
c. After this date, the Authorised Representative may destroy the documents and records above in a way which will ensure confidentiality.

10. CONFIDENTIALITY
a. The Authorised Representative will preserve the confidentiality of the Client as required by Article 8 of the Code. The Authorised Representative will not disclose or be allowed to disclose confidential information about the Client or the Client’s business without the Client’s written consent, unless required by law.

11. THIRD PARTIES
a. The Authorised Representative may introduce the Client to appropriate Third Parties. Any agreement entered into in relation to the provision of services shall be direct between the Client and the Third Party. The Authorised Representative shall not be responsible in any manner relating to such agreements. The Authorised Representative may pay and receive to and from Third Parties commissions, referral fees and other such remuneration.

12. RESOLUTION OF DISPUTES
a. If a dispute arises—out of or relating to this agreement, or the breach, termination, validity, or subject matter thereof, or as to any related claim in restitution or at law, in equity or pursuant to any statute—the parties agree to discuss the dispute with the aim of reaching an agreement that is acceptable to both sides.
The agreement will be documented in writing, dated and signed by both the Authorised Representative and the Client.
b. If one party requests an opportunity to discuss the dispute, the parties should attempt to reach an agreement within 21 days of that request (or a longer period if agreed between the parties).
c. If a claim is made by the Client against the Authorised Representative in relation to this agreement or work done by the Authorised Representative, the Authorised Representative’s liability for any such claim shall not exceed the total sum of payments made to the Authorised Representative by the Client.
d. If the parties cannot reach an agreement within 21 days, the parties agree to refer the dispute to the College of Immigration and Citizenship Consultants Complaints and Discipline Department.
e. The contact details of the College of Immigration and Citizenship Consultants (CICC) are 5500 North Service Road, Suite 1002, Burlington, Ontario, L7L 6W6. Tel: +1 877 836 7543; Fax: +1 877 315 9868 Email: info@college-ic.ca.

13. LANGUAGE AND COMMUNICATION
a. Oral and written correspondence between the Client and the Authorised Representative shall be in the English language. The Client acknowledges their acceptance of correspondence and supporting documentation by e-mail, where possible.
b. The Client and the Authorised Representative have specifically requested that this agreement and any ancillary documents be in the English language. Les parties ont expressément requis que la présente convention et tout document accessoire soient rédiges en langue anglaise.

SCHEDULE OF FEES
1. PAYMENT METHOD AND STRUCTURE
A one-time payment (plus tax if applicable) is due on signing the agreement / booking your introductory consultation. This is non-refundable.