Terms & Conditions

If you have any problems accessing any of our books or downloads, simply get in touch after you have paid and we will find a way to get a copy to you.

We offer a 100% money back guarantee. So if you do not feel the advice in the book(s) you buy represents great value for money, simply advise us by phone or email and we will refund your money.

Website privacy and cookie policies

If you are reading this you found our website somehow. We try to get you to read our web site by creating copy that is useful for you.

To get some feedback on whether this is working, we monitor the volume of visitors to our website, how you found us, what page you were on before arriving at our site and which pages you view when visiting our site. We do not harvest or collect email addresses from website visitors. If you don’t contact us and give us your email, we don’t have your details.

We use cookies to enable us to use things like google analytics. You can disable cookies in your browser if you don’t want us to collect them.

Personal data, downloads and services

If you contact us and ask us to send you: information, a download, or purchase a product or service we will record your details in our systems and send you what you asked for. If you asked to be subscribed to a particular newsletter or sequence of updates (or subscribe yourself) you will be added to that list. Any automated email sent to you will have an unsubscribe option on it that you can select at any time.  You can also ask that Mark does not send you any personal emails either.

We use automations not only to send you information you have indicated you want, but also to send you products you have bought and to administer services you have subscribed to.

We often monitor who opens our emails, how many times, and which links you choose to use and read. We use this information to increase the content’s level of interest, and to help us improve our targeting of information and services. You can remove your information from this monitoring by disabling cookies on your website browser before opening emails from us.

We may use anonymised data about you from time to time to target advertising campaigns based on profiling the sort of person who wants to receive information from us. For example, if we have a sudden rush of interest from sole practitioner accountants we may place advertisements targetting similar accountants.

We may ask our own sales and marketing people (both internal and external) to contact potential clients from time to time. We are not a hard sell organisation. This is normally because you have requested a call, or because we are actively trying to let you know about something you may benefit from.

Our services are designed to be business to business. We aim to build long-term relationships with satisfied and relaxed clients.

Financial and credit card details
If you pay us by credit card, we use an external secure processor. We do not receive your credit card details. We do not take telephone orders and the only way to pay us by credit card is online via that secure processor.

If you pay us by BACS or direct transfer, we know only what the bank identify – usually the name of the person who paid us and how much and the reference number.

We do not keep credit scores.

Data Sharing
We do not sell or exchange the data we hold with organisations who may want to sell you something or use your data for research or other purposes. nor are we planning to do so. If at any point we decided to exchange lists with another organisation, we would ask you to ‘opt-in’ to such a system. Our continuing silence means we are not doing so.

We have an outsourced support team for our own business, including Virtual Assistants, Web Designers, IT support, Sales and Marketing, Accounting and more. They have limited access to your data, where the service they provide to us necessitates that. For example, if you want to set up a meeting, our diary VA needs to know your email address in order to sort out a date. If we invoice you, our Accountant needs to see the invoice in order to sort out the books.

Our outsourced team use our software to access any data they need. We do not permit copying or sharing by the team and actively monitor for any potential breaches.

Your information/advice is held in the strictest confidence. Our team are all contracted to strict confidentiality clauses and we monitor and restrict their data usage. We only use mainstream software and we use the most secure login options available to us.

We restrict who can export or download data that is held to a limited number of individuals who are authorised to back up data.

Where is your data located?
In common with most small businesses, we do not have any tailor-made software – we use mainstream packages for everything from our customer records, to email, to accounting.

This means that much of our data is held in services in the USA. We have picked mainstream suppliers with appropriate security standards.

Retention periods
We have a long-term and discreet relationship with most of our clients and have established relationships that go back many years. For that reason, we retain information for 10 years from the last point of contact. This allows us to have financial records going back far enough to satisfy HMRC, advice records going far enough back to satisfy our insurers.

If you have contacted us but never purchased from us, you will remain on the list you joined until you unsubscribe from that list. We clean our lists from time to time and unsubscribe people who do not open or click on links in our emails. But in order to avoid adding you again by mistake, unsubscribes are kept on an unsubscribe list.

Want to see what we hold on you?
If you want to know what information we have about you (if any) email emma@bookmarklee.co.uk and give us your name, email address(es) and we will happily do a search and send you screen shots of what we have.

If you are not happy with being on any of our lists you can simply unsubscribe. If you want to be removed from our customer records, please let us know.

VAT Registration No: 894185186

Registered address:
Mark Lee (who is also his own Data Protection Officer!)
10 Arden Mhor