These Terms and Conditions are applicable to the supply of Products and Services by Oakbridge Capital Partners Limited to our Clients. The Oakbridge Capital Partners Terms and Conditions may change from time to time and the current version can be viewed at https://www.oakbridgecapitalpartners.com/

DEFINITIONS

‘Conditions’ or ’Terms’ – These Terms and Conditions and any relevant additional material to support the application of these Terms and Conditions agreed between the Client and Oakbridge Capital Partners.

‘Contract’ – The placing and acceptance of orders verbally shall form a Contract in compliance with these Terms, conditional upon our written confirmation of the order which will be by the provision of an Invoice to you and the completion of the Cooling off Period. Phone calls are recorded for training and contractual purposes.

‘Cooling off Period’ – Is the 14-day period that ends at the end of the 14 days after the day on which the Contract is entered into, within which the Client has the right to cancel the Contract. The Cooling-off Period will not apply if the Client expressly instructs or agrees for their Right to Cancel to end prior to the completion of the 14-day period should they wish the Services to begin immediately.

‘Client’ – A person or company with whom a Contract for the provision of Products and or Services is made by Oakbridge Capital Partners and to whom Oakbridge Capital Partners provides Products and Services and also referred to in these Terms as ‘you’ or ‘your’.

‘Delivery Date’ – The date that your Product is delivered to the Storage Facility organised by Oakbridge Capital Partners and where title is appropriated to you, or to your personal storage account.

‘Initial Term’ – The 5-year period from the completion of the Purchase of your Product.

‘Invoice’ – The order confirmation document for the Product and Services sold by Oakbridge Capital Partners to you.

‘Price’ – The Price for the Product and Services as recorded on the Invoice provided to you.

‘Product’ – The specific case(s) of wine and whisky described on the Invoice.

‘Purchase’ – The completed order once your payment has been received and cleared at our bank account.

‘Right to Cancel’ – The Client has the Right to Cancel an order for the Purchase of the Product and Services at any time during the Cooling off Period, without giving any reason and without incurring any liability.

‘Services’ – Means any delivery, storage and insurance in connection with the Product and the Oakbridge Capital Partners portfolio management service including the regular provision of market news and analysis.

‘Storage Facility’ – Refers to the HM Revenue & Customs regulated Storage Facility in the UK which Oakbridge Capital Partners uses to store the Product under bond on your behalf.

‘Storage Term’ – Also referred to as ‘the Initial Term’ – the period of 5 years from the date that payment for the Product and Services is received – for more information see Oakbridge Capital Partners Storage Terms and Conditions.

‘Oakbridge Capital Partners’ – Oakbridge Capital Partners Limited, registered office: Suite 1B, First Floor, 15 The Broadway, Woodford Green, Essex, IG8 0HL. Registered in England No. 11807599.

‘Oakbridge Capital Partners Administration Fee’ – Is the sum charged for the provision of the Services, see section 2 of these Terms for detail.

‘We’, ‘us’, ‘ours’ – Refers to Oakbridge Capital Partners.