Legal

Please read these booking conditions carefully – if you make a booking with us you are bound by them.

You may cancel without penalty within 24 hours of making your booking (unless the event starts within 24 hours of making the booking), otherwise your acceptance of the following is assumed.

Please note that tCI does not accept provisional bookings. All bookings are accepted on the basis that they are firm bookings and subject to the following conditions:

Cancellation procedure

  • Requests to cancel a booking must be made via email to info@consultationinstitute.org
  • You will then be sent a confirmation e-mail verifying we have received your intention to cancel and confirming the cancellation. Upon the sending of this e-mail, cancellation shall be deemed complete. If, in these circumstances, you change your mind, you will need to rebook.
  • Cancellations via telephone cannot be accepted.

Refunds

  • If cancellation is 56 days or more prior to the event, an administration charge of £50.00 will be made.
  • If cancellation is between 55 to 29 days prior to the event, an administration charge of 50% of the invoice value will be made.
  • If cancellation is 28 days prior to the event, the invoice will be payable in full.
  • Delegate substitutions are allowed and will attract an administrative fee of £25.00 if made less than a week before date of event.
  • In the event of cancellation due to events beyond reasonable anticipation and control, the Institute may, at its sole discretion, waive this refund policy on a case by case basis.

If we have to Cancel

  • We will arrange for your booking to be transferred to the next available date or to another course or event of your choice to the same value of your booking.
  • We accept no liability for travel and accommodation costs if these have been pre-booked. We reserve the right to amalgamate and/or postpone courses if circumstances require. We advise that you do not make firm travel arrangements until 10 working days before the course or event date.

Membership Terms and Conditions

By applying for membership, you agree to these terms.

1) Eligibility and registration

  • Provide accurate, complete details during registration.

  • Membership is for the named individual or named users on a corporate plan.

  • Non-transferable, except where:

    • the member leaves the listed organisation; or

    • there is a significant change in role.
      In these cases, the organisation may nominate a replacement.

  • tCI may refuse or cancel membership at its discretion (for example, misuse, non-payment, or breach of these terms).

2) Membership term and renewal

  • Membership starts when we confirm registration and receive payment.

  • It runs for the stated term (e.g., 12 months).

  • If renewal applies, we will notify you in advance of the new fee and term. You can choose not to renew.

3) Fees and payment

  • You agree to pay the membership fee shown at checkout or on your invoice.

  • Full payment is required to activate benefits.

  • Fees are non-refundable unless these terms say otherwise or we are required by law.

  • Invoices are due on the date shown. Late payment may lead to suspension and late-payment interest.

  • We may change fees. We will notify members before any change takes effect for the next term.

4) Benefits

  • Members may receive access to content, events, learning discounts, tools, or other benefits set out on our site or in joining materials.

  • We may add, change, or withdraw benefits during the term (for example, where a provider changes, or a product is retired). We aim to keep overall value comparable.

5) Conduct and fair use

  • Treat staff, associates, and other members with respect.

  • Do not share member-only content, logins, or discounts outside your membership.

  • We may suspend or end membership for misuse or breach.

6) Cancellations and refunds

  • Organisations: membership is a business-to-business purchase and is normally non-refundable.

  • Consumers (buying in a personal capacity): you may have a 14-day cooling-off right if no member benefits have been used. Contact us to cancel within 14 days of purchase.

  • If tCI cancels your membership without cause, we will refund the unused portion of your fee.

7) Data protection

  • We process personal data in line with our Privacy Notice and Cookie Policy (see our website).

  • We use third-party providers (e.g., payment, CRM, LMS) to deliver services.

8) Ending membership

  • You may end your membership at any time by emailing us; no refund is due unless Section 6 applies.

  • We may end membership for breach, non-payment, or misuse. Serious breaches may lead to immediate termination.

  • When membership ends, access to member benefits stops.

9) Changes to these terms

  • We may update these terms. We will post changes on our website and, for material changes, email active members. New terms apply from the stated effective date.

10) Contact
11) Governing law

  • These terms are governed by the laws of England and Wales. Courts of England and Wales have exclusive jurisdiction.

Last updated: 8th September 2025

Use of Cookies

We use essential cookies to make this site work. With your permission, we also use analytics and marketing cookies to improve our services and measure campaigns. 

“Use of cookies” 

tCI uses cookies and similar technologies on this website.

  • Essential cookies run the site (security, forms, checkout, LMS). These do not require consent.
  • Analytics cookies help us understand visits and improve content. We only set these with your consent.
  • Marketing cookies support advertising, social media, and embedded content. We only set these with your consent.

 You can also block cookies in your browser, though some features may not work.

We may use third-party providers that set cookies (for example: Google Analytics, HubSpot, LinkedIn, Meta, Stripe, YouTube/Vimeo). Each provider receives limited data needed to perform its service. See the table below for details.

We do not sell your personal data. For more on how we handle data, see our Privacy Policy.

Last updated: 8th September 2025

Contact

If you have questions about cookies on this site, contact: info@consultationinstitute.org

This notice explains what we collect when you use our website, how we use it, who we share it with, and your choices.

Who we are

What we collect

  • Contact details: name, work email, phone, job title, organisation.

  • Account and training data: course enrolments, progress, attendance, certifications.

  • Transaction data: billing details, payments, and receipts.

  • Enquiry data: messages, meeting notes, support tickets.

  • Usage data: pages viewed, links clicked, device and browser info, approximate location.

  • Preferences: cookie choices and marketing preferences.

How we use your data and legal bases

We only use your data when we have a legal basis.

  • Provide our site, LMS, and support.
    Legal basis: legitimate interests and, where you create an account or enrol, contract.

  • Process purchases and refunds.
    Legal basis: contract and legal obligation (tax/audit).

  • Respond to enquiries and provide proposals.
    Legal basis: legitimate interests.

  • Send service messages (e.g., enrolment, access, maintenance).
    Legal basis: contract or legitimate interests.

  • Send updates and marketing you have asked for, or where permitted.
    Legal basis: consent or legitimate interests (you can opt out anytime).

  • Improve our site and services (analytics, troubleshooting, testing).
    Legal basis: legitimate interests.

  • Keep services secure and prevent fraud/abuse.
    Legal basis: legitimate interests and legal obligation.

Legitimate interests (how we balance them)

We rely on legitimate interests for day-to-day running, enquiries, basic analytics, and security. We consider your rights and expectations, use the minimum data needed, and offer easy opt-outs. You can object at any time.

Where your data comes from

  • Directly from you (forms, emails, calls, event registrations, purchases).

  • Your organisation, if it nominates you for training or QA activity.

  • Public sources and professional platforms in a B2B context.

  • Our service providers (e.g., payment confirmations, learning records).

Sharing your data

We share data with providers who help us deliver services:

  • Website, hosting, and LMS platforms.

  • CRM and email tools (e.g., HubSpot).

  • Payment processors (e.g., Stripe).

  • Analytics and tag tools (e.g., Google Analytics/Tag Manager).

  • Event and webinar tools, survey tools, file storage, IT support.

  • Professional advisors or regulators when required by law.

We do not sell your personal data.

Cookies and similar tech

  • We use essential cookies to run the site.

  • With your consent, we use analytics and marketing cookies.

  • You can change your choices any time via “Cookie settings.”

International transfers

Some providers are outside the UK/EEA. Where this happens, we use approved safeguards, such as standard contractual clauses or equivalent measures.

How long we keep data

We keep data only as long as needed:

  • Enquiries and routine correspondence: up to 24 months after last contact.

  • Marketing records: until you unsubscribe or after sustained inactivity.

  • Training and certification records: up to 6 years for audit and verification.

  • Contracts, invoices, and financial records: 6–7 years.

  • Website logs and analytics: typically 12–26 months.
    We may retain data longer if needed for a dispute or legal requirement.

Your rights

You can:

  • Access your data.

  • Correct inaccurate data.

  • Ask us to delete or restrict it.

  • Object to processing based on legitimate interests or to direct marketing.

  • Withdraw consent where we rely on consent.

  • Ask for a copy of your data in a portable format.
    To exercise these rights, email info@consultationinstitute.org. We may need to verify your identity.

You also have the right to complain to the UK Information Commissioner’s Office (ICO) at ico.org.uk.

Marketing choices

  • You can unsubscribe using the link in our emails or by contacting us.

  • If you opt out, we keep a minimal record to ensure we don’t contact you again.

Automated decisions

We do not make decisions about you based solely on automated processing that have legal or similar significant effects.

Changes to this notice

We may update this notice. We will post changes here and update the “Last updated” date.
Last updated: 6th September 2025

Our commitment

We aim to provide excellent service across all aspects of our work, including assurance, advice, engagement, training, events, and our website.
If we fall short, please let us know. We will listen, act, and resolve issues quickly and fairly.

Scope

Use this policy for any complaint about tCI:

  • Quality of service or advice

  • Conduct of our staff or associates

  • Events, training, or workshops

  • Billing, refunds, or contracts

  • Website, accessibility, or communications

  • Data protection or privacy

How to complain – informal resolution first

Make a formal complaint

Send us:

  • Your name and contact details

  • What happened and when

  • The service, project, or event involved

  • What outcome you seek

  • Any evidence (emails, screenshots, documents)

Email: info@consultationinstitute.org
Phone (to log a complaint): +44 (0)20 3422 9970

What happens next

  • Acknowledgement within 2 working days

  • Review by a manager not involved in the matter

  • We may contact you for more details

  • Outcome within 10 working days
    If we need longer, we’ll explain why and give a new date

Possible outcomes

  • Explanation and apology

  • Fix or rework

  • Refund or partial refund (where appropriate)

  • Changes to our processes or materials

  • Feedback to teams and associates

If you’re not satisfied

  • Ask for a review by the Chief Executive Offcier

  • If still unresolved, request an independent review by the Chair of tCI
    Email for both: info@consultationinstitute.org (mark FAO: Chief Executive / Chair)

Accessibility

  • You can complain by phone or email

  • You can ask someone to act on your behalf

  • We can provide responses in alternative formats on request

Confidentiality and data

  • We handle complaints in confidence and in line with our Privacy Notice

  • We keep a record to help us learn and improve

Data protection concerns

  • If your complaint is about privacy or data use, you can also contact the ICO: ico.org.uk

Last updated: 6th September 2025

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You will receive a reminder email from our dedicated membership account manager 4 weeks before your renewal date. This email will contain all the information you need to renew.

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You can update your contact details here. Alternatively, please send a message to our membership account manager below.

Please send a message to our membership account manager below. 

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