1. Nature of the EngagementGIEM Advisory Ltd (“the Firm”) provides bespoke strategic consultancy and asset stewardship services. These General Terms of Business (“the Terms”) govern all preliminary consultations and professional interactions. A formal solicitor-client or consultant-client relationship is only established upon the mutual execution of a
Strategic Mandate Agreement or
Letter of Appointment, which shall supersede these Terms in the event of any conflict.
2. Professional Stewardship & ScopeThe Firm’s expertise is focused on the forensic analysis of real estate asset performance, yield recovery strategies, and landlord representation.
- Advisory Only: Our outputs constitute professional opinion based on market data and forensic auditing.
- Non-Regulated Services: The Firm does not provide regulated legal, tax, or investment advice under the Financial Services and Markets Act 2000. We recommend that all structural pivots be reviewed by the Principal’s specialized legal or tax counsel.
3. Remuneration & Fee IntegrityOur fee structures are designed to align the Firm’s interests with the long-term capital resilience of the asset.
- Engagement Retainers: All mandates require an initial commitment fee to secure the Firm’s specialized resources.
- Performance Incentives: Where applicable, success-based fees are calculated on the basis of realized yield recovery or capital value uplift, as defined in the specific Mandate.
- Disbursements: Out-of-pocket expenses incurred in the execution of the mandate (e.g., specialized site surveys, third-party audits) are billable at cost plus a standard administrative handling fee.
4. Intellectual Property & The "GIEM Method"All methodologies, forensic frameworks, and strategic models (including the proprietary
3-Phase GIEM Framework) utilized during the engagement remain the exclusive intellectual property of GIEM Advisory Ltd. The Principal is granted a non-transferable license to utilize these strategies solely for the assets specified within the Mandate.
5. Regulatory Compliance (AML & KYC)In strict adherence to the
Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017, the Firm maintains a zero-tolerance policy regarding identity verification.
- We require full disclosure of Ultimate Beneficial Ownership (UBO).
- The Firm reserves the right to unilaterally terminate any engagement, without notice, should compliance benchmarks remain unsatisfied.
6. Absolute Confidentiality & Non-DisclosureThe Firm operates under a covenant of absolute discretion. All "Non-Public Information" regarding the Principal’s identity, financial standing, or portfolio composition is treated as
Strictly Confidential. This obligation survives the termination of any mandate and is binding upon all employees and sub-consultants of the Firm.
7. Limitation of LiabilityTo the maximum extent permitted by the laws of England and Wales, the Firm’s aggregate liability for any claim arising out of a professional engagement shall be limited to the total professional fees paid under the specific mandate in question. We maintain
Professional Indemnity Insurance consistent with the standards of a high-level London consultancy.
8. Governing Law & JurisdictionThese Terms, and all contractual or non-contractual obligations arising from them, are governed by
English Law. Any disputes shall be subject to the exclusive jurisdiction of the
High Court of Justice in London.