Terms and Conditions

v1.0 – July 2020

Terms and Conditions for joining TPC

This document sets out the terms and conditions of joining The Portfolio Collective Ltd (“TPC”, “We” or “Us”), company registered in England & Wales, with address 167-169 Great Portland Street, 5th Floor, London, England, W1W 5PF and Company number 12699120.

These terms and conditions are subject to variation from time to time. Variations will be notified on our website – portfolio-collective.com – and the latest version of these terms and conditions will be available there.

By joining TPC you will meet and be introduced to other members who offer products and services which may be of use to you. If you purchase any product or take any advice or assistance from an affiliate of TPC or a TPC member, this will be an arrangement purely between yourself and the other party. TPC does not act as agent to introduce services and does not accept any liability for products sold or advice or assistance given by one member or affiliate to another on any matter whatsoever unless such advice or assistance has been approved and authorised by the COO in writing in advance.


TPC reserves the right to amend, withdraw or add any membership service, and such amendment shall not give rise to any liability for refund of membership fees paid or require any additional fee to be paid.

Joining TPC

For subscribing members, upon acceptance of your application the date of joining TPC will be the date of submission of your application, and subscription fees will be due in the following period. Subscription fees are reviewed on a rolling basis and the current fees are provided on the TPC website. By submitting an application form online, you are deemed to have signed the application form.


You may resign from TPC at any time in writing to: [email protected]

For paid subscriptions refunds (either in whole or in part) will only be made if resignation is received up to a maximum of 28 days after the due subscription has been paid, at the sole discretion of TPC.

Any advice provided to affiliates or members is intended as initial guidance only and should not be relied upon or acted upon as substantive advice by the third party, who should seek appropriate independent professional advice according to the nature of their problem.

TPC reserves the right to refuse any application to join.

On cancellation taking effect, or on other termination, the benefits of the joining package will cease and you will not be entitled to the benefit of any part of the package which was due to be provided or fulfilled after the date of such cancellation/termination.

How we communicate with you

When you join TPC, you provide us with your personal details, including your address and email. By giving us this information you are agreeing that TPC can contact you from time to time by telephone, email, SMS, text message or post with information related to services, products and events.

You may, at any time, update and amend your preferred method(s) of communication, opt out of receiving communications from the Federation, change your contact details or set your email preferences by contacting us at [email protected]


We take your privacy very seriously. Occasionally, in order to enhance your affiliation or membership, we may provide selected information (excluding ‘sensitive personal data’) to other organisations who have been selected to provide services to members.

By using TPC’s website, you consent to and agree to comply with the terms outlined above.

Terms and Conditions for paid courses and events

The following terms and conditions apply to all persons (“you”) that are attending any paid course, masterclass or event (“Course”) organised by The Portfolio Collective Ltd (“we” or “us”). Please ensure you have read and understand the following:

Acceptance of Terms and Conditions

By completing the registration form for a particular Course, you are agreeing to the terms and conditions set out below (“Terms”) and they will be incorporated into the contract between us (“Contract”). You will ensure that you shall comply with these Terms. The Contract is formed when we send you a booking confirmation.


The fee for attending the Course (“Registration Fee”) will be as stated on the registration form for the relevant Course. Prices are inclusive of VAT except where expressly stated otherwise. All payments for the Registration Fee must be made in full at the time of completing the registration form and in any event prior to the date of the Course. Payment will be made via our merchant account provider (and you consent to us passing your necessary details to the merchant account provider and to them processing necessary information about you) or directly to our bank account, as notified to you. We reserve the right to run price promotions as we think fit.


If you are unable to attend the Course for any reason you may email us at [email protected] to notify us. If you notify us seven days (or more) in advance of the Course start date, we will provide you with a full refund of the amount of the Registration Fee that you have paid to us and we will make every effort to provide you with such refund within 60 days of the date of cancellation. If you notify us less than seven days in advance of the Course start date, you will receive a non-refundable credit (“Credit”) that can be used against a future Course starting within 90 days of the original Course start date.


There may be circumstances in which we need to cancel the Course. In such circumstances, we will provide you with a full refund of the amount of the Registration Fee that you have paid to us and we will make every effort to provide you with such refund within 60 days of the date of cancellation.

Liability and Disclaimer

Our sole liability in relation to any cancellation or postponement shall be limited to the price paid by you for such Course and we shall not be liable under any circumstances for any consequential losses.

Your obligations

If you act in any way which in our opinion is likely to cause any harm or nuisance to any person at the Course, you will be required to leave the Course and we shall not be liable to refund your Registration Fee or any other payment.

Promotional materials and materials at the Course

You agree that we may include your details in any promotional materials relating to the Course and/or any materials used at the Course. We are not liable for errors or omissions contained in such information.

Unless otherwise stated, the copyright for any such promotional materials and any materials used at the Course (including course notes, slides, brochures, articles and case studies) belongs to us and may not be reproduced in any medium without our prior written consent.

You may use such materials for your own business purposes only and may not reproduce, publish or deal with such materials in any way for any commercial use.

We reserve the right to change the published programme (including the publicised speakers) or materials as we think fit.

Photography and filming

We may wish to photograph or film the Course and reserve the right to do so for the purposes of promoting future Courses or otherwise. You consent to us (or any other person attending the Course) photographing or filming you and any persons attending the Course with you. You may not photograph or video the Course without our prior consent.

Data protection

We will communicate with you using the contact details provided on the Registration Form for the purposes of the Course. You agree that we may send your personal data outside of the European Economic Area (for example to the providers of our CRM system). We shall be entitled to pass on all of your contact details to any Course contractors.

Limitations of liability

Whilst every reasonable precaution is taken by us to ensure security and safety at the Course, we shall not in any way be liable for any loss or damage suffered by you whatsoever in relation to the Course, save that nothing in these Terms shall be deemed to limit the liability of any person for death or personal injury caused by negligence.

Nothing in these Terms shall limit or exclude our liability for death or personal injury caused by our negligence, any fraudulent misrepresentation or any other liability for which it is unlawful to exclude or limit liability.

Our total liability for any matter arising out of the Contract shall in all circumstances be limited to the price paid by you for the Course and we shall not in any circumstances be liable to you for any consequential loss whatsoever.

Governing Law

These Terms shall be governed by English Law and your hereby submit to the exclusive jurisdiction of the English Courts.

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