Whitlingham Wealth
What the paper says
Document roll-up
As at Fri 9 Oct 2026Executed paper dated 8 Nov 2024 sets Growth at £40k a year after a 10% discount, term 22 Nov 2024 to 21 Nov 2025. No renewal paper is held, so the documents do not show the current term. The drafts match the executed terms.
Executed: The order form signed 8 Nov 2024 sets Growth at £44k less 10%, so £40k a year, plus £12k implementation for a total contract value of £52k. Its term runs from 22 Nov 2024 to 21 Nov 2025.
The MSA and the DPA, both signed 8 Nov 2024, repeat the service terms and add processing obligations. The signature lines are blank in the text of all three, although each is stored as executed.
Open items: The draft proposal v1 of 27 Sep 2024 and the draft MSA v2 of 21 Oct 2024 were superseded by the executed copies on 8 Nov 2024. The final proposal of 2 Oct 2024 was an offer only.
Contradictions: None found on price, service levels or dates. The draft MSA v2 carries the same £40k, 99.5% availability and 1 business hour P1 response as the executed MSA.
The draft proposal v1 states £40k without naming a discount, while the 2 Oct 2024 proposal frames it as £44k less 10%. The amount is the same.
Commitments:
- Availability 99.5% measured monthly, with a service credit of 10% of one month's subscription fee for a month with an availability breach.
- P1 first response within 1 business hour.
- Billing annually in advance, 30 days from invoice.
- Termination on 90 days' written notice at the end of any term, under the executed MSA.
- DPA obligations on instructions, encryption and subprocessor consent, which run while personal data is retained.
The onboarding plan of 27 Nov 2024 adds nightly refresh by 07:00 and 40 licensed users. It is a plan, not a contract.
Gaps: The executed term ended 21 Nov 2025 and no renewal order form is held, so the documents do not show the current term or price. The 10% discount was first-term only, so a renewal would not carry it.
No document names the customer signatory. The roll-up covers all eight documents, and every one has been read.
Executed terms
As at Fri 9 Oct 2026- BillingAnnual subscription billed in advance, implementation £12,000 billed on commencement, 30 days from invoiceSource: doc_182_007
- End2025-11-21Source: doc_182_007
- Price£39,600 a yearSource: doc_182_007
- Service levels["Availability 99.5% measured monthly", "P1 first response 1 business hour", "Service credit of 10% of one month's subscription fee for an availability breach"]Source: doc_182_007
- Start2024-11-22Source: doc_182_007
- Term months12Source: doc_182_007
Documents
Updated 9 Oct 26- commercial
- delivery
- presales
Folders and documents as a list
- Contracts (4)
- Draft master services agreement, Growth tier draft · contract · 21 Oct 2024
- Signed Growth tier MSA executed · contract · 8 Nov 2024
- Data processing agreement executed · dpa · 8 Nov 2024
- Growth subscription and implementation order executed · order form · 8 Nov 2024
- Onboarding (1)
- Eight-week Growth onboarding plan issued · onboarding plan · 27 Nov 2024
- Proposals (2)
- Growth tier proposal, first draft draft · proposal · 27 Sep 2024
- Growth tier proposal with discount issued · proposal · 2 Oct 2024
- Security (1)
- Security questionnaire answers, Growth tier issued · security questionnaire · 23 Sep 2024