Last updated: July 2020
These Special Terms form part of our agreement with you in relation to the supply of Partner Employee Program Services to you while you remain a Partner Employee of Aon New Zealand Limited (being, a "Benefit Provider" for the purposes of the Standard Terms (as defined in paragraph 1.2 below) ("Relevant Services").
You also need to read our general terms and conditions of service ("Standard Terms"), the Service Specific Terms applicable to the Relevant Services, in each case as available on our website available here www.myfootprint.co.nz/terms-conditions, and any additional applicable Special Terms which apply to your use of the Relevant Services (which may be set out on our website or otherwise provided to you by us).
Capitalised terms used but not defined in these Special Terms have the meaning given to them in the Standard Terms.
Two Hour Consultation: Notwithstanding the terms set out in the Service Specific Terms applicable to your use of the Relevant Services, if at any time your needs are identified by our system as not being appropriate for use with our online will system you will not be able to complete a will using our online will system or, where applicable, complete an update of your will. Instead, you will be referred to one of our Referral Providers to complete your will and you will be provided with a free two-hour phone consultation to complete your will with such Referral Provider. If it will take more than two hours to complete your will, the Referral Provider will advise you of this prior to commencing any work and inform you of any additional charges which may apply (such charges to be payable by you to the Referral Provider direct, should you choose to proceed). For the avoidance of doubt, the free two hour Referral Provider consultation replaces, and is not in addition to, any other discounts applicable to the Relevant Services specified in the applicable Service Specific Terms (including the Referral Discount set out in the Will It Service Specific Terms and the Will Package Service Specific Terms (as that term is defined in the relevant Service Specific Terms)).
Service Fees for Additional Services: Should you upgrade the Relevant Services to a Service that is not covered by your Benefit Provider's Footprint Connect Partner Agreement in accordance with paragraph 8.3(d) of the Standard Terms ("Top Up Services"), we will charge you the applicable Service Fees for the Top Up Services monthly in advance. Please contact us by emailing us at info@myfootprint.co.nz for more information about Top Up Services, including the applicable Service Fees that will apply to your use of such Top Up Services.
These Service Specific Terms form part of our agreement with you ("Will Package Service Specific Terms") in relation to the supply of our Will Package Services to you ("Will Package Services").
You also need to read our general terms and conditions of service ("Standard Terms"), available on our website here www.myfootprint.co.nz/terms-conditions, which apply to your use of the Will Package Services and any applicable Special Terms (which may be set out on our website or otherwise provided to you by us).
Capitalised terms used but not defined in these Will Package Service Specific Terms have the meaning given to them in the Standard Terms.
Your Will Package Services entitle you to the following:
The Estate Services are provided to you by one of our Referral Providers direct and will be subject to the terms of your agreement with such Referral Provider and not our agreement with you. However, the Estate Services should broadly include the provision of the following:
You acknowledge that the Will Package Services may not be appropriate for all persons and we may decline your registration for the Will Package Services at our discretion, including where your will and estate needs are complex. Your needs are complex ("Complex") for the purposes of these Will Package Service Specific Terms if:
Where your estate is, or becomes, Complex and you have named one of our Referral Providers as the executor in your will, the named Referral Provider may charge fees for services provided specifically to deal with those aspects of your estate that make it Complex. You should refer to the terms of your agreement with the applicable Referral Provider if you have any questions about the Estate Services provided by your Referral Provider.
The Will Package Services do not include any third party costs such as court fees, bank charges and third party professional advisers fees (including but not limited to legal, tax and accounting fees. To the extent that you are using the Estate Services, the applicable Referral Provider may levy its fees against your estate directly for any such third party costs. You should refer to the terms of your agreement if you have any questions about the Estate Services provided by your Referral Provider.
If you use a BYO Will as part of the Services and wish to take advantage of the Estate Services:
You acknowledge that the Estate Services are provided to you by the Referral Provider direct and not us and that we are in no way responsible for the Estate Services provided to you by such Referral Provider. If you have any questions or concerns in respect of the Estate Services you must contact your Referral Provider direct.
The Service Fees for the Will Package Services are set out on our website, available here www.myfootprint.co.nz/will-package (as amended by us from time to time in accordance with the Standard Terms) and, unless agreed otherwise (such as where Special Terms apply to your use of the Will Package Services or as specified in the Footprint Connect Partner Agreement applicable to your use of the Services) are paid annually in advance.
In addition, your estate may also be charged a one off Service Fee of $5,000 if you have named a Referral Provider as your executor (or are otherwise using the Estate Services) and have been registered for the Will Package Services for less than five consecutive years prior to the date of your death.
Unless terminated in accordance with the Standard Terms:
In addition to the terms set out in the Standard Terms, if your subscription to the Will Package Services is terminated or you have outstanding Service Fees on the date of your death, neither us nor our Referral Providers (or any other provider) will be under any obligation to arrange to provide the Estate Services. In such circumstances, your estate may be charged for any estate related services conducted by such Referral Provider in accordance with their standard terms.
These Service Specific Terms form part of our agreement with you ("Will It Service Specific Terms") in relation to the supply of our Will It Package Services to you ("Will It Services").
You also need to read our general terms and conditions of service ("Standard Terms"), available on our website here www.myfootprint.co.nz/terms-conditions, which apply to your use of the Will It Services and any applicable Special Terms (which may be set out on our website or otherwise provided to you by us).
Capitalised terms used but not defined in these Will It Service Specific Terms have the meaning given to them in the Standard Terms.
Your Will It Services entitle you to the following:
The Will It Services do not include the provision of any estate administration or other related services of any kind.
The Service Fees for the Will It Services are set out on our website, available here www.myfootprint.co.nz/will-it-package (as amended by us from time to time in accordance with the Standard Terms) and, unless agreed otherwise (such as where Special Terms apply to your use of the Will It Services or as specified in the Footprint Connect Partner Agreement applicable to your use of the Services), are paid annually in advance.
These Service Specific Terms form part of our agreement with you ("Single Will Service Specific Terms") in relation to the supply of our Single Will Services to you ("Single Will Services").
You also need to read our general terms and conditions of service ("Standard Terms"), available on our website here www.myfootprint.co.nz/terms-conditions, which apply to your use of the Single Will Services and any applicable Special Terms (which may be set out on our website or otherwise provided to you by us).
Capitalised terms used but not defined in these Single Will Service Specific Terms have the meaning given to them in the Standard Terms.
Your Single Will Services entitle you to:
The Service Fee for the Single Will Services are set out on our website, available here www.myfootprint.co.nz/single-will (as amended by us from time to time in accordance with the Standard Terms) and is paid as a single one-off fee upon your registration to use the Single Will Services.