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1. General Terms

1.1 These terms and conditions (the Terms) form the basis of the contract through which the Institute of Analytics (IoA, we or us) will deliver a service to you as an IoA member (you, applicant or member).

1.2 Details of the services we offer can be found on the website at www.ioaglobal.org.

1.3 The Terms govern the provision of your membership to the exclusion of any other terms which you may seek to impose or incorporate, or which are implied by law, trade custom, practice or course of dealing.

1.4 We will handle all personal data in accordance with our privacy policy which can be found on our website at https://www.ioaglobal.org/data-protection-and-cookies/.

1.5 The IoA is a trading name of The Society of Analytics, a registered company whose registered office is 167-169 Great Portland Street, 5th Floor, London, W1W 5PF.

2. Individual Membership

2.1 Applications for membership should be made via our website www.ioaglobal.org.

2.2 Applicants should select the grade of membership suitable for their level of education and experience and provide all of the information requested in our application form. The application should be complete and accurate to the best of the applicant’s knowledge.

2.3 Applications can be made online via our website for Affiliate, Student, Associate, Member or Fellow membership. Honorary Fellowship of the Institute membership is by invitation only.

2.4 Applications for membership can only be submitted once all the required information has been completed and submitted online via our website and payment for the first year’s membership has been made in advance. Applicants will receive written confirmation that their application has been submitted and payment has been received.

2.5 By submitting an application and making payment, the applicant shall be deemed to have accepted these Terms.

2.6 The application will be reviewed by our membership team as soon as practicable.

3. Corporate Partnership

3.1 Applications for corporate partnership should be made via our website www.ioaglobal.org.

3.2 Corporate partnership is a membership package for companies that includes individual memberships. The applicant will confirm how many individual memberships they require and provide all of the information requested in our application form. The application should be complete and accurate to the best of the applicant’s knowledge.

3.3 Individual memberships included with corporate partnership can apply to any grade of membership suitable for their team’s level of education and experience.

3.4 The applicant will confirm a primary contact that will represent the company and is responsible for ensuring that all staff abide by the Terms. Individual members who join as a benefit of corporate partnership will be required to submit an application and agree to accept the Terms.

3.5 Applications for corporate partnership can only be submitted once all the required information has been completed and submitted online via our website and payment for the first year’s membership has been made in advance. Applicants will receive written confirmation that their application has been submitted and payment has been received.

3.6 By submitting an application and making payment, the applicant shall be deemed to have accepted these Terms.

3.7 The application will be reviewed by our membership team as soon as practicable.

3.8 In cases where a corporate partner has been suspended or revoked, any individual memberships received as a benefit will also be suspended or revoked. Individual members who join as a benefit of corporate partnership who breach the Terms may also result in suspension or revocation for the corporate partner.

3.9 Corporate partnership does not confer any additional legal rights other than what is stated in these Terms.

4. Commencement

4.1 The contract shall commence from the date that the IoA provides written notice by email that your application has been approved.

5. Fees, Duration and Renewal

5.1 The membership year runs for 12 months and starts on the commencement date as set out in clause 4.1.

5.2 A non-member applying for admission to any category of individual membership is required to pay the first year’s membership fee (the Subscription Payment) as the Initial Registration / Joining Fee appropriate to the level of membership they are applying for , details of which can be found on our website. The payment must be made by debit or credit card.

5.3 A non-member applying for corporate partnership will be issued an invoice for payment by BACS for their first year’s membership fee (the Subscription Payment). Payment by debit or credit card is available on request.

5.4 The Subscription Payment will be refunded via the same payment method within 10 working days if an application is not successful.

5.5 An individual member who upgrades to another category of membership will not be required to pay the higher subscription appropriate to that category until the start of the next membership year (not applicable to individual memberships included with corporate partnerships).

5.6 Details of our current membership grades and fees can be found on our website at www.ioaglobal.org.

5.7 Membership cannot be transferred or delayed to another time.

5.8 Members will have the option to renew their membership annually. The IoA will contact members by email before the expiry date of their membership with a renewal notice.

5.9 At the point of membership renewal, your renewal payment (Yearly Subscription) is confirmation of the continued acceptance of the Terms from time to time in force.

5.10 If the membership is not renewed by the member in accordance with the renewal notice, it shall automatically lapse at the end of the membership year. 5.11 A lapsed member that re-applies for membership is required to pay a Re-registration Fee and Subscription Payment.

5.12 We reserve the right to increase the price of the membership fee on an annual basis. You will be informed of any fee increase within your renewal notice and will be deemed to accept the fee on renewal of your membership.

5.13 All amounts due under these Terms shall be paid in full without any set-off, counterclaim, deduction or withholding (other than any deduction or withholding of tax as required by law).

6. Cooling Off Period

6.1 Once your application for membership has been accepted, you have 5 days in which you may cancel your membership without any penalty if you change your mind (the Cooling Off Period).

6.2 If you wish to cancel, you must notify us in writing within 5 days of your application being accepted, by email to membership@ioaglobal.org.

6.3 If the membership is validly cancelled within the Cooling Off Period, any Subscription Payment received by the IoA will be refunded to you within 10 working days.

7. Right to refuse or downgrade applications and revocations

7.1 We reserve the right to reject or cancel your application if we are unable to obtain payment authorisation from the issuer of your payment card or if you do not meet the eligibility criteria for the level of membership you have applied for. In such circumstances we will contact you using the contact details provided in your application to discuss your options for membership of the IoA.

7.2 We may immediately revoke the membership of any member who provides misleading or false information in their application. The member will be notified in writing of the revocation and our decision will be final. Membership fees may be refunded at our discretion and subject to deduction for any reasonable administration fees in processing the suspension or revocation.

7.3 Members who are found to be in breach of our Code of Ethics and Practice (the Code) may also have their membership suspended or revoked. The member will be notified in writing of the suspension or revocation and our decision will be final. Membership fees may be refunded at our discretion and subject to deduction for any reasonable administration fees in processing the suspension or revocation.

7.4 Grades and upgrades are granted by our membership team. We may downgrade an application if the evidence we have received does not meet the eligibility criteria.

7.5 You may appeal any grade offer or downgrading if you believe it to be unjust on the basis that it does not reflect your analytics education or experience. Any appeal must be made in writing by email to membership@ioaglobal.org within 5 working days of the grade offer or downgrading.

7.6 If you appeal, we will carry out a review, following which the decision of the membership team will be communicated to you in writing. Our decision will be final.

7.7 If you are no longer willing to be a member of the IoA following a downgrading, you must notify the IoA within 5 days of receiving notice of acceptance from us. Membership fees may be refunded at our discretion and subject to deduction for any reasonable administration fees in processing the cancellation.

8. Membership Benefits

8.1 IoA membership provides you with a range of benefits. Membership packages may vary according to the grade of membership held. Details about the benefits offered can be found at www.ioaglobal.org.

8.2 We reserve the right to change the benefits that apply to IoA membership at any time. The IoA will endeavour to provide reasonable notice of any changes if reasonably practicable.

9. Liability

9.1 References to liability in this clause 9 include every kind of liability arising under or in connection with the Terms including liability in contract, tort (including negligence), misrepresentation, restitution or otherwise.

9.2 Nothing in this clause shall limit the member’s payment obligations under these Terms.

9.3 Nothing in these Terms limits any liability which cannot legally be limited, including but not limited to, liability for: 9.3.1 Death or personal injury caused by negligence; and 9.3.2 fraud or fraudulent misrepresentation.

9.4 Neither party may benefit from the limitations and exclusions set out in this clause in respect of any liability arising from its deliberate default.

9.5 Subject to clause 9.3 and clause 9.4, IoA’s total liability to the member for any loss or damage shall not exceed the annual fees paid by the member to the IoA.

9.6 The cap on the IoA’s liabilities shall be reduced by:

9.6.1 Payments due from the member under the Terms; 9.6.2 Amounts awarded by a court or arbitrator, using their procedural or statutory powers in respect of costs of proceedings or interest for late payment.

9.7 Subject to clause 9.3 and clause 9.4, the following types of loss are wholly excluded:

9.7.1 Loss of profits; 9.7.2 Loss of sales or business; 9.7.3 Loss of agreements or contracts; 9.7.4 Loss of anticipated savings; 9.7.5 Loss of use or corruption of software, data or information; 9.7.6 Loss of or damage to goodwill; and 9.7.7 Indirect or consequential loss.

9.8 The Customer shall notify the IoA that it intends to make a claim in respect of an event within the notice period. The notice period for an event shall start on the day on which the member became, or ought reasonably to have become, aware of the grounds to make a claim in respect of an event and shall expire 12 months from that date. The notice must be in writing and must identify the event and the grounds for the claim in reasonable detail.

9.9 If the IoA’s performance of any of its obligations under these Terms is prevented or delayed by any act or omission by you or any failure by you to perform any relevant obligation (“a Default”) the following provisions shall apply:

9.9.1 The IoA shall have the right to suspend performance of the Terms until you remedy the Default, and to rely on the Default to relieve it from the performance of any of its obligations in each case to the extent the Default prevents or delays the IoA’s performance of its obligations; 9.9.2 The IoA shall not be liable for any costs or losses sustained or incurred by you arising directly or indirectly from the IoA’s failure or delay to perform any of its obligations as set out in this clause 9.9; and 9.9.3 The member shall reimburse the IoA on written demand for any costs or losses sustained or incurred by the IoA arising directly or indirectly from the Default.

9.10 As a member, we will offer you access to products or courses, some of which may be provided by third parties. The IoA does not have any liability for the content provided by third parties, nor for any warranties, promises or representations made by third parties, or for any loss or damage from you using these products and services. Mention of third party products, services, companies and websites on the website is for information purposes only and constitutes neither an endorsement nor a recommendation, including (without limitation) where products and services are offered at a discount to members. By using any third party products or services, you are agreeing to comply with that third party’s terms and conditions.

10. Intellectual Property Rights

10.1 During the contract, you may have access to trademarks and content produced by the IoA.

10.2 All intellectual property rights in or arising out of or in connection with the contract (other than intellectual property rights in any materials provided by third parties or by you) shall be owned by the IoA.

10.3 The IoA grants to members a non-exclusive licence to use, for their own purposes, the materials or content produced by us, owned by us or licensed to us.

10.4 The member shall not sub-license, assign or otherwise transfer the rights granted in clause 10.2.

11. Professional Development and Conduct

11.1 By joining the IoA as an individual member, you are confirming that you are committed to the development of your analytics skills and will keep these up to date in line with developments in the field.

11.2 Individual members are expected to carry out and record Continuing Professional Development (CPD) within the IoA web portal.

11.3 By joining as an individual member or corporate partner, you also agree to abide by the Code. When renewing your membership you reaffirm your commitment to the Code on an annual basis.

12. Content

12.1 We take care to ensure all content and information provided by us on our website or otherwise is as complete, accurate and up to date as possible.

12.2 The information provided to members is for educational and training purposes only and you should not rely on it as the sole basis for making business, legal or other decisions. You should seek appropriate independent advice before applying any of the information provided to specific situations.

13. Events

13.1 Members may be invited to events organised by us for information and networking purposes.

13.2 Cancellations of events made 14 days or more before any chargeable event will be refunded in full.

13.3 Cancellations of events less than 14 days before any chargeable event will be charged in full, irrespective of whether or not the IoA is able to locate a substitute attendee.

13.4 Please check the event details and any specific terms and conditions which apply at the time of booking.

14. Use of Logo and Official Designations

14.1 Members of the IoA are entitled to use the IoA member logo commensurate with their grade of membership for as long as their membership remains current. The logo may be used on email signatures and stationery, or on professional networking sites. The logo must link to the IoA home page if used on a virtual site.

14.2 The logo must be used in its entirety and may not be altered in any way, including but not limited to, by way of proportion, colour, element and type, except with express permission from the IoA.

14.3 The logo must not be used in any disparaging materials about the IoA or about another organisation, or individual.

14.4 Members who have achieved Full or Fellow status are entitled to use the professional designations of the Institute (MIoA or FIoA, respectively).

14.5 The IoA reserves the right to disallow any use of the logo or professional designation. To report a misleading use of the logo or professional designation, please contact: membership@ioaglobal.org.

15. Cancellation

15.1 Any member who wishes to cancel their membership may do so at any time and no later than the last day of any given membership year in writing to membership@ioaglobal.org.

15.2 Although you may cancel your membership at any time, your membership will continue until the end of the current membership year and no refunds or part repayments of your membership fee will be given.

16. Force Majeure

16.1 Neither party shall be in breach of the Terms nor liable for delay in performing, or failure to perform, any of its obligations under the Terms if such delay or failure results from events, circumstances or causes beyond its reasonable control.

17. Notice

17.1 Any notice given to a party under or in connection with the Terms shall be in writing and shall be delivered by hand or by pre-paid first class post or other next working day delivery service or sent by email.

17.2 Any notice shall be deemed to have been received:

17.2.1 If delivered by hand, at the time the notice is left at the proper address; 17.2.2 If sent by next working day delivery service, at 9:00am on the second business day after posting; 17.2.3 If sent by email, at the time of transmission.

17.3 This clause 17 does not apply to the service of any proceedings or other documents in any legal action or where applicable, any other method of dispute resolution.

18. Variation

18.1 We may change these Terms at any time upon giving you 30 days’ prior written notice of the proposed variation.

18.2 If you do not agree to the proposed variation, you should notify us in writing of your objections within 30 days of the notice being sent to you.

18.3 If no objections are received, the variation will be deemed to have been accepted by you.

19. Severance

19.1 If a court invalidates any of these Terms, the rest of the Terms will continue to apply.

20. Waiver

20.1 A waiver of any right or remedy under the Terms or by law is only effective if given in writing and shall not be deemed a waiver of any subsequent right or remedy.

21. Entire Agreement

21.1 The Terms constitute the entire agreement between the parties and supersedes and extinguishes all previous agreements, promises, assurances, warranties, representations and understandings between them, whether written or oral, relating to its subject matter.

21.2 Each party acknowledges that in entering into the Terms it does not rely on, and shall have no remedies in respect of any statement, representation, assurance or warranty (whether made innocently or negligently) that is not set out in these Terms.

21.3 Each party agrees that it shall have no claim for innocent or negligent misrepresentation based on any statement in these Terms.

22. Governing Law and Jurisdiction

22.1 These Terms and any dispute or claim arising out of or in connection with them or its subject matter or formation shall be governed by and construed in accordance with the law of England and Wales.

22.2 Each party irrevocably agrees that the courts of England and Wales shall have exclusive jurisdiction to settle any dispute or claim (including non-contractual disputes or claims) arising out of or in connection with the Terms or its subject matter or formation.

23. Questions

23.1 If you have any queries about these Terms or your membership, please contact us at membership@ioaglobal.org or by post to our registered office.