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Mental Health First Aid & Workplace Training

Effective Date: (updated) 27th May 2025

1. INTRODUCTION

Provider: These Terms and Conditions ("Terms") apply to all training courses including Mental Health First Aid training ("Course" or "Courses") delivered by Jake Morrison, a sole trader operating in England, UK ("the Provider", "we" or "us"). Courses may be delivered online via Zoom, in person, or through blended learning, as specified at the time of booking.

Client: The person or entity booking the Course ("Client", "you") may be an individual consumer or a business/organisation (including employees attending on behalf of an organisation). By booking a Course, you agree to these Terms. These Terms do not affect any statutory rights you may have under applicable law, particularly consumer rights under the Consumer Rights Act 2015.

Contract Formation: A contract is formed when we confirm your booking in writing (email confirmation) and issue an invoice. All courses are subject to availability.

2. BOOKING AND CONFIRMATION

Booking Process: Courses can be booked via our website, email, telephone, or direct communication. All bookings are subject to availability and these Terms.

Course Details: The Provider reserves the right to make minor changes to course content, delivery method, or scheduling as necessary. Material changes will be communicated with reasonable notice and alternative arrangements offered.

Pre-Course Requirements: Participants may be required to complete pre-course materials or assessments as specified during booking.

3. FEES AND PAYMENT TERMS

Course Fees: Fees are confirmed at the time of booking and are exclusive of VAT (where applicable). All prices are in British Pounds Sterling.

Payment Deadlines:

  • Business/Organisation Clients: Payment due within 30 days of invoice date

  • Individual Consumer Clients: Payment due within 15 days of invoice date or before course start date, whichever is earlier

  • Bookings made less than 15 days before course start: Immediate payment required regardless of client type

Late Payment: If payment remains outstanding beyond the due date we reserve the right to apply the following:

  • Interest charged at 4% above Bank of England base rate per annum

  • Statutory compensation applies: £40 (debts under £1,000), £70 (£1,000-£10,000), £100 (over £10,000)

  • Right to suspend services for payments overdue by more than 14 days

  • Right to cancel booking and pursue debt recovery

Non-Payment Consequences: If payment is not received by the due date, the booking may be cancelled with 50% of the Course Fee remaining payable as compensation for reserved capacity.

Rebooking After Cancellation: Full payment requir

4. CANCELLATION AND REFUND POLICY

For Business & Organisation Bookings (B2B)

Individual Places on Open Courses:

  • 30+ days before course: Full refund or free rescheduling

  • 16-29 days before course: 75% refund or free transfer to another date

  • 15 days or less before course: No refund

Group Course Bookings:

  • 30+ days before course: Full refund or free rescheduling

  • 16-29 days before course: 75% refund, possibility to reschedule within 1 month

  • 15 days or less before course: No refund, rescheduling not permitted

Delegate Number Reductions:

  • Reductions must be notified 30+ days before course start for full refund on removed places

  • Reductions 15-29 days before: 50% fee remains payable for removed places

  • Reductions less than 14 days before: No reductions permitted, full fee payable including for no-shows

  • Group discounts will be recalculated if numbers reduce below discount threshold

Substitutions: Delegates may be transferred to another participant with minimum 48 hours notice. Administrative fee of £25 may apply for multiple changes.

For Consumer Bookings (B2C)

Distance Contracts (Online/Remote Bookings):

  • 14-day cooling-off period from booking confirmation

  • Right to cancel lost if you expressly request service commencement before 14-day period expires AND acknowledge loss of cancellation rights

  • After course commencement: No refunds for any reason

Face-to-Face Contracts:

  • Course start date 14+ days away: 14-day cooling-off period from booking date for full refund

  • Course start within 14 days: No cooling-off period applies

  • After course commencement: No refunds for any reason

Distance Selling Rights: Full consumer rights apply under Consumer Contracts Regulations 2013, including pre-contract information requirements.

5. COURSE ATTENDANCE AND CERTIFICATION

Attendance Requirement: 100% attendance is mandatory for certification. Late arrival or early departure may result in non-certification.

Certification:

  • Mental Health First Aid courses delivered under MHFA England guidelines

  • Successful completion results in MHFA England Certificate of Attendance (valid 3 years)

  • Other courses issue appropriate attendance confirmations

  • Certificates issued within 10 working days of course completion

No Partial Certification: Incomplete attendance results in no certification. No refunds issued for voluntary non-attendance or failure to meet course requirements.

Recertification: Participants requiring recertification must complete full course requirements.

6. COURSE CHANGES AND CANCELLATION BY PROVIDER

Provider Cancellation Rights: Courses may be cancelled or rescheduled due to:

  • Insufficient enrolment (minimum numbers not met)

  • Instructor illness or unavailability

  • Venue issues or technical problems

  • Unforeseen circumstances beyond reasonable control

Client Options on Provider Cancellation:

  • Transfer to alternative course date at no additional cost

  • Full refund of all fees paid

  • Credit note valid for 12 months

Limitation of Provider Liability: Subject to what cannot be excluded by law, our total liability for course cancellation is limited to:

  • Full refund of course fees paid

  • We are not liable for consequential losses, loss of earnings, or costs

Force Majeure: In exceptional circumstances (war, pandemic, natural disasters, government restrictions), the Provider may:

  • Reschedule courses with reasonable notice

  • Offer online delivery alternatives

  • Issue credit notes valid for 24 months

  • No cash refunds available during force majeure events

  • No liability for any additional costs during force majeure events

7. DATA PROTECTION AND PRIVACY

Data Collection: We collect and process:

  • Name, email address, telephone number

  • Emergency contact details

  • Dietary requirements and accessibility needs

  • Course attendance and assessment records

  • Special category data (health information) only where necessary for reasonable adjustments

Lawful Basis:

  • Contract performance (course delivery)

  • Legitimate interests (certification, health & safety, business administration)

  • Consent (marketing communications - separate opt-in required)

  • Special category data: Explicit consent or substantial public interest

GDPR Compliance: Full compliance with UK GDPR and Data Protection Act 2018.

Data Sharing: Data shared only with:

  • MHFA England for certification purposes

  • Emergency services if health & safety requires

  • Venues for access and catering arrangements

  • No international transfers without adequate safeguards

Data Retention:

  • Course records: 6 years from completion (business/tax requirements)

  • Certification records: Permanent (verification purposes)

  • Marketing data: Until consent withdrawn

  • CCTV (where applicable): 30 days maximum

  • Special category data: Deleted within 30 days of course completion unless required for certification

Your Rights:

  • Access, rectification, erasure, portability, objection

  • Withdraw marketing consent anytime

  • Complaint to ICO if dissatisfied

  • Contact us: info@jakemorrison.co.uk

Data Breaches: Suspected breaches reported to ICO within 72 hours and affected individuals without undue delay where required.

8. LIMITATION OF LIABILITY

Educational Purpose: All training is provided for educational purposes only and does not constitute medical, psychological, therapeutic, or legal advice. Participants should seek professional advice for specific situations.

Insurance Coverage: The Provider maintains:

  • Professional Indemnity Insurance: £1 million

  • Public Liability Insurance: £5 million

  • Copies of certificates available on request

Liability Limitations:

  • Total liability for any single incident limited to the course fee paid by the affected participant

  • Time limit for claims: 12 months from course completion

  • We exclude liability for indirect, consequential, special, or economic losses to the extent permitted by law

  • We exclude liability for loss of profits, business, revenue, or opportunity

Liability Exclusions DO NOT Apply To:

  • Death or personal injury caused by our negligence

  • Fraud or fraudulent misrepresentation

  • Any liability that cannot be excluded by law under the Consumer Rights Act 2015

  • Breach of obligations regarding service quality under Consumer Rights Act 2015

Personal Property: The Provider is not responsible for loss, theft, or damage to personal property at course venues.

9. INTELLECTUAL PROPERTY

Training Materials: All course materials, handouts, presentations, and methodologies remain the intellectual property of Jake Morrison Wellbeing & Consultancy and/or licensing bodies (including MHFA England).

Participant Rights:

  • Personal use of materials for own development permitted

  • No commercial use or redistribution without written consent

  • No recording, copying, or sharing of course content without permission

Third-Party Materials: Some materials may be subject to third-party licensing terms, which participants must respect.

10. ACCESSIBILITY AND REASONABLE ADJUSTMENTS

Inclusive Training: We are committed to making our courses accessible to all participants.

Notification Required: Please inform us at booking of any:

  • Disability or mobility requirements

  • Learning differences or support needs

  • Mental health conditions affecting participation

  • Dietary requirements or allergies

Reasonable Adjustments: We will make reasonable adjustments including:

  • Alternative formats for materials

  • Extended break periods

  • Accessible venue arrangements

  • One-to-one support where possible

Limitations: We cannot compromise course integrity or certification requirements. Some adjustments may not be possible for certain course types.

11. PROFESSIONAL STANDARDS AND CONDUCT

Instructor Qualifications: All instructors maintain:

  • Current MHFA England Instructor status (where applicable)

  • Ongoing professional development and training

  • Professional registration with relevant bodies

  • Current DBS checks where required

Participant Conduct: Participants must:

  • Maintain confidentiality regarding other participants' disclosures

  • Behave respectfully towards instructors and fellow participants

  • Follow health and safety instructions

  • Not attend under the influence of alcohol or drugs

Removal from Course: We reserve the right to remove participants for:

  • Disruptive behaviour

  • Breach of confidentiality

  • Health and safety violations

  • No refund provided for removal due to misconduct

12. COMPLAINTS PROCEDURE

Filing Complaints: Complaints must be made in writing within 30 days of course completion to: info@jakemorrison.co.uk with full details

Resolution Process:

  • Acknowledgment within 48 hours

  • Investigation and response within 10 working days

  • If unresolved, escalation to independent mediation

  • Final recourse to Trading Standards or relevant professional body

Alternative Dispute Resolution: Eligible disputes may be referred to approved ADR schemes. Details available on request.

13. GENERAL PROVISIONS

Entire Agreement: These Terms, together with booking confirmations, constitute the entire agreement between parties.

Changes to Terms:

  • We may update these Terms periodically

  • Changes notified via website and email where possible

  • Terms in effect at time of booking apply to that course

  • Material changes to existing bookings require consent

Severability: If any term is deemed invalid or unenforceable, the remainder continues in full effect.

Assignment: You may not assign your course booking without our written consent.

Third-Party Rights: Only MHFA England has enforcement rights under these Terms (for certification matters). No other third parties have rights under the Contracts (Rights of Third Parties) Act 1999.

Governing Law: These Terms are governed by English law. English courts have exclusive jurisdiction for any disputes, subject to your statutory rights.

Waiver: Failure to enforce any term does not constitute waiver of our rights.

Business Name: Jake Morrison trades as "Jake Morrison Wellbeing & Consultancy"

Contact Information:
Jake Morrison Wellbeing & Consultancy
Email: info@jakemorrison.co.uk
Website: www.jakemorrison.co.uk

By confirming your booking, making payment, and/or attending any Course, you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions.

ASSOCIATE TRAINER TERMS & CONDITIONS

Effective Date: (updated) 27th May 2025

1. INTRODUCTION

These Terms and Conditions ("Terms") govern the provision of associate training services by Jake Morrison, a sole trader operating in England, UK ("Associate Trainer", "Contractor", "I", "me") to training providers, organisations, and companies ("Client", "Provider", "you") who engage my services to deliver training on their behalf.

Nature of Relationship: This agreement establishes a business-to-business relationship where I provide training services as an independent contractor. I am not an employee, agent, or partner of the Client.

Contract Formation: A contract is formed when both parties agree to specific training arrangements in writing (including email confirmation) and I confirm availability for the agreed dates.

2. SCOPE OF SERVICES

Training Delivery: I will deliver training courses, workshops, or programmes as specified in the booking confirmation, using materials provided by the Client or agreed content.

Service Standards: All training will be delivered professionally and in accordance with:

  • The Client's specified learning objectives and outcomes

  • Industry best practices and professional standards

  • Current MHFA England guidelines (where applicable)

  • Health and safety requirements

Materials and Resources: Unless otherwise agreed, the Client will provide all course materials, handouts, certificates, and necessary resources. I will provide my own equipment including laptop, projector, and presentation materials as required.

3. BOOKING AND CONFIRMATION

Booking Process: All training assignments must be confirmed in writing, specifying:

  • Course date(s) and times

  • Venue details or online platform information

  • Course content and objectives

  • Number of delegates

  • Fee and payment terms

  • Special requirements or adjustments needed

Advance Notice: I request minimum 14 days' notice for all bookings unless exceptional circumstances require shorter notice periods, please contact me as soon as possible.

Course Changes: Minor changes to course content or timing may be accommodated with reasonable notice. Material changes affecting course objectives or duration require written agreement.

4. FEES AND PAYMENT TERMS

Fee Structure: Fees are agreed at the time of booking and may include:

  • Hourly or daily training rates

  • Preparation and setup time

  • Travel expenses (as agreed)

  • Materials or administrative costs (where applicable)

Payment Terms:

  • Standard Payment: Within 30 days of invoice date

  • Small Training Providers: Payment within 21 days of invoice date

  • Immediate Payment Required: For bookings made with less than 7 days' notice

Invoicing: Invoices will be submitted upon completion of training or as otherwise agreed, including any purchase order numbers or references required.

Late Payment: Interest may be charged at 4% above Bank of England base rate per annum on overdue amounts, plus statutory compensation where applicable.

5. CANCELLATION POLICY

Client Cancellation - Sliding Scale:

More than 14 days before course date:

  • No cancellation fee payable

  • Full refund if payment already made

  • Option to reschedule at no additional cost

8-14 days before course date:

  • 50% of agreed fee payable as cancellation charge

  • Acknowledges time commitment and lost opportunity to accept alternative work

7 days or less before course date:

  • 100% of agreed fee payable

  • Reflects full time commitment and inability to replace booking

Day of course or no-show:

  • 100% of agreed fee plus any additional costs incurred

  • Includes travel expenses if already incurred

Exceptional Circumstances: The above terms may be waived or reduced in cases of genuine emergencies, force majeure events, or circumstances beyond the Client's reasonable control.

Rescheduling: Where possible, I will work with Clients to reschedule rather than cancel, subject to availability and reasonable notice.

6. ASSOCIATE TRAINER CANCELLATION

My Cancellation Rights: I may cancel with reasonable notice in cases of:

  • Illness or medical emergency

  • Family emergency or bereavement

  • Transport disruption beyond my control

  • Technical issues preventing online delivery

Alternative Arrangements: Where possible, I will:

  • Provide maximum notice available

  • Assist in finding suitable replacement trainer (subject to availability)

  • Offer alternative dates if appropriate

  • Refund any payments received

Force Majeure: Neither party shall be liable for cancellation due to circumstances beyond reasonable control including natural disasters, government restrictions, or pandemic-related limitations.

7. PROFESSIONAL STANDARDS AND CONDUCT

Qualifications and Competence: I maintain:

  • Current professional qualifications and certifications

  • MHFA England Instructor status (where applicable)

  • Ongoing professional development and training

  • Enhanced DBS certificate (where required)

  • Professional indemnity and public liability insurance

Professional Conduct: During all training delivery, I will:

  • Maintain professional standards at all times

  • Respect confidentiality of all participants and client information

  • Follow the Client's branding and presentation guidelines

  • Attribute materials and content appropriately to the Client

  • Promote the Client's other services and offerings where appropriate

Dress Code: I will maintain professional business attire appropriate to the training environment.

8. INTELLECTUAL PROPERTY AND CONFIDENTIALITY

Client Materials: All training materials, content, methodologies, and resources provided by the Client remain their intellectual property. I will:

  • Use materials only for the agreed training delivery

  • Not copy, modify, or distribute materials without written permission

  • Return or destroy materials upon completion or termination

  • Not use Client materials for other clients or personal use

Confidentiality: I will maintain strict confidentiality regarding:

  • Client business information and strategies

  • Participant personal information and disclosures

  • Training content and methodologies

  • Commercial arrangements and fee structures

This obligation continues indefinitely beyond the termination of our relationship.

Data Protection: I will handle all personal data in accordance with UK GDPR and Data Protection Act 2018, processing data only as necessary for training delivery and in accordance with the Client's data protection policies.

9. INSURANCE AND LIABILITY

Insurance Coverage: I maintain appropriate insurance including:

  • Professional Indemnity Insurance: £1 million minimum

  • Public Liability Insurance: £5 million minimum

  • Certificates available upon request

Limitation of Liability:

  • Services provided are for educational purposes only

  • Total liability limited to the fee paid for the specific training assignment

  • No liability for consequential or indirect losses

  • Exclusions do not apply to death, personal injury, fraud, or other matters that cannot be legally excluded

Client Responsibility: The Client remains responsible for:

  • Participant suitability and any necessary risk assessments

  • Venue health and safety compliance

  • Appropriate safeguarding measures

  • Insurance coverage for their participants

10. TERMINATION

Termination Rights: Either party may terminate this arrangement with:

  • 30 days' written notice for ongoing relationships

  • Immediate notice for material breach of terms

  • Immediate notice for professional misconduct or negligence

Ongoing Commitments: Termination does not affect confirmed bookings already made, which remain subject to these terms unless otherwise agreed.

Post-Termination: Upon termination:

  • All confidentiality obligations continue

  • Client materials must be returned or destroyed

  • Outstanding payments remain due

  • Professional references may be provided upon request


11. GENERAL PROVISIONS

Independent Contractor Status: This agreement does not create an employment relationship. I am responsible for:

  • My own tax affairs and National Insurance contributions

  • Professional indemnity and public liability insurance

  • Compliance with IR35 regulations where applicable

  • My own professional development and certification maintenance

Variation: These terms may only be varied by written agreement signed by both parties.

Governing Law: These terms are governed by English law and subject to the exclusive jurisdiction of English courts.

Severability: If any provision is deemed invalid, the remainder of these terms remain enforceable.

Entire Agreement: These terms, together with specific b

12. CONTACT INFORMATION

Jake Morrison Wellbeing & Consultancy

By engaging my services as an Associate Trainer, you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions.

These terms protect both parties whilst ensuring professional, high-quality training delivery. They may be reviewed periodically to ensure continued compliance with industry standards and legal requirements.