Onteigo Referral Program T&Cs

By making a referral, you confirm that you have read and accepted these terms, and that you accept that Onteigo’s decisions on all matters relating to a referral are final.

The referral incentive is provided solely as a marketing initiative to help Onteigo win new customers through introductions, and grants no preferential treatment to or from any party. Participation does not create an employment or agency relationship between Onteigo and the Referrer.

1. Definitions

Referrer: an Existing Customer who refers a company to Onteigo.
Existing Customer: a company that is a current customer of Onteigo.
Advocate: an individual who is not an Existing Customer.
Referred Company: the company being referred.
Referred Person: the contact at the Referred Company who is introduced to Onteigo.
Referral Fee: £800, payable in accordance with these terms.

2. Eligibility

A referral is eligible only if all of the following apply:

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1. The Referred Company is an incorporated business (a limited company, LLP, or equivalent entity). Sole traders and individuals are not eligible.

2. The Referrer is not an employee, officer, director, or contractor of the Referred Company, and is not currently engaged by the Referred Company to advise on its selection of data protection or privacy services.

3. The Referred Company is not already in Onteigo’s records as an active prospect or customer, and has not been in commercial discussions with Onteigo in the previous 12 months.

4. The Referred Company enters into one of Onteigo's ongoing subscription services (minimum 12-month term). Referrals that result in any other form of engagement, including one-off or project-based work, are not eligible.

5. The Referred Company enters into that subscription within 12 weeks of being first contacted following the referral.

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Referrals between connected entities (for example, an Existing Customer referring its own branch, franchisee, or group company) are not eligible.

Acceptance is at Onteigo’s discretion. Onteigo decides which companies it works with, including by reference to its insurance cover and areas of competence, and may decline or negate any referral in its discretion. An eligible referral does not guarantee that Onteigo will engage the Referred Company. 

Referrer confirmations. The Referrer confirms that taking part does not breach any contractual, professional, or legal obligation they are bound by, including obtaining any permission required from their employer, and indemnifies Onteigo against any loss or claim arising from their negligence or breach of such obligations.

3. How to Refer

Disclosure. However a referral is made, the Referrer must let the Referred Person know, at or before the point of referral, that they may receive a fee if the Referred Company becomes a customer. The Referrer can do this in whatever way feels natural, there is no required wording.

3.1 Introduction email (primary method)

The Referrer emails an introduction to referrals@onteigo.com, copying in the Referred Person, so the Referred Person can choose whether to engage with Onteigo. 

3.2 Referral code (secondary method)

Onteigo may issue a unique referral code on request. The Referred Person can quote the code when booking a call or contacting Onteigo. The Referrer remains responsible for telling the Referred Person, before sharing the code, that Onteigo operates a referral scheme and that the Referrer will receive a fee if the Referred Company becomes a customer.
Where the same company is referred by more than one Referrer, the first eligible referral on Onteigo’s records takes precedence. 

4. Referral Fee

The Referral Fee is £800 per eligible referral, and only one fee is payable per Referred Company. Onteigo will issue a credit note for this amount against the Existing Customer's subscription fees, and any VAT on those fees is adjusted accordingly. Onteigo may change the fee from time to time; the fee in force when a referral is submitted is the fee that applies to it.

Existing Customers: The credit is applied against subscription fees by way of a credit note, starting in the billing month after the Referred Company pays its first subscription invoice, and is carried forward to subsequent months where it exceeds a single month's fee. Where the reward exceeds the Existing Customer's remaining contract value, the balance is forfeited and no cash payment is made for it. A referral made by anyone working at an Existing Customer counts as a referral by that Existing Customer.

Clawback: Onteigo may withhold or reclaim the fee (or credit) if the referral is ineligible, if the disclosure requirement in clause 3 was not met, if the Referred Company cancels or charges back before paying its first subscription invoice, or if the referral is fraudulent, duplicated, or self-referred.

All payments are discretionary, and Onteigo may change the payment terms in future. If Onteigo is for any reason unable to provide the Referral Fee for a successful referral, the Referrer will instead receive a substitute reward of commensurate value, subject to these same terms.

5. Data Protection

Onteigo processes the personal data of Referrers and Referred Persons on the basis of its legitimate interests (Article 6(1)(f) UK GDPR) in customer acquisition through trusted introductions, and in accordance with its Privacy Notice at https://www.onteigo.com/privacy. Onteigo will provide the Referred Person with the information required by Article 14 UK GDPR at first contact.

By making a referral, the Referrer confirms that they have a genuine business relationship with the Referred Person, that they have told the Referred Person their details are being shared with Onteigo, and that the Referred Person has not objected. The Referrer indemnifies Onteigo against any loss or claim arising from a breach of these confirmations. The Referrer and Onteigo each act as independent controllers of the personal data they hold.

6. Tax

The Referral Fee may be taxable. The Referrer is responsible for reporting and paying any tax due on it, and for obtaining any permission needed from their employer to take part. Onteigo is not responsible for the Referrer’s tax affairs.

7. General

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• Confidentiality: each party will keep the other’s non-public information confidential and use it only for the referral.

• Changes: Onteigo may amend these terms or suspend or end the scheme at any time, with changes published at https://www.onteigo.com/referralterms. Referrals already submitted are dealt with under the terms in force when they were submitted, and fees already earned are unaffected.

• Claims: if you believe a fee is owed but unpaid, email referrals@onteigo.com within 120 days of the referral; claims after 120 days are not eligible. Onteigo will respond within 30 days, and its decision on the claim is final. This does not affect your right to take legal action.

• Governing law: these terms are governed by English law and subject to the exclusive jurisdiction of the courts of England and Wales, except that Onteigo may bring proceedings elsewhere to enforce. If a Referrer is a consumer, this does not remove their right to bring proceedings where they live. If any provision is unenforceable, the rest continue in force.

8. Contact

Questions about the Referral Program: referrals@onteigo.com.