Surveyor Referral Terms & Conditions

Last Updated: 24/11/2025

Your attention is drawn to clauses 5.9 and 12, which limit our liability to you. By proceeding, you confirm that you have read and understood those clauses.

• 1
  Introduction

1.1. These Standard Terms and Conditions (Terms and Conditions) apply where SAM Conveyancing, a trading name/style of Sam Conveyancing Ltd, a limited company registered in England and Wales under company number 08798475, (also referred to as We, Us, Our or the Company in the Terms and Conditions) introduces you to one of our selected surveyors (the Surveyor) to complete your chosen survey (the Survey) for you.

1.2.These Terms and Conditions should be read in conjunction with the Website Terms and Conditions of Use Notice on our website found here - Website Terms and Conditions

1.3. You will enter into a separate agreement with the Surveyor who will provide services to you (the Surveyor Services or Surveyor Service).

1.4. As We act as the introducer, Our services (the Introducer Services) are limited to:

1.4.1. providing you with a quotation; and
1.4.2. introducing you to the Surveyor.

1.5. You are deemed to have accepted these Terms and Conditions when you request a quotation from our website. These Terms and Conditions and the survey quotation (the Contract) are the entire agreement between us.

1.6. You acknowledge that you have not relied on any statement, promise or representation made or given by or on our behalf. To the extent that any statement, promise or representation has been made by Us, these Terms and Conditions supersede those statements, promises or representations. These Terms and Conditions apply to the Introducer Services and exclude any other terms that you try to impose or incorporate or which are implied by trade, custom, practice or course of dealing.

• 2
  Who We are

2.1. You are entering into a contract with SAM Conveyancing, acting as agent for our panel of Surveyors. Apart from the liability of the Company, no personal responsibility is accepted by any of the Directors, Shareholders or Employees of the Company, and no personal duty of care or other personal obligation is accepted.

2.2. As We act as an introducer, We do not provide the Surveyor Services. You must agree separate terms of engagement with the Surveyor prior to the Survey being undertaken.

• 3
  Interpretation

3.1. A “business day” means any day other than a Saturday, Sunday or bank holiday in England and Wales.

3.2. The headings in these Terms and Conditions are for convenience only and do not affect their interpretation.

3.3. Your survey quotation is based on the information you provide to Us, so if the information you provide is incorrect or changes, please let us know so we can provide you with an updated quotation. Any information provided by you which is not correct allows us to terminate this contract. In the event of termination under this clause, any rights accrued by us against you remain enforceable.

3.4. The Company can only introduce a Surveyor Service in England and Wales.

3.5. You must be 18 or over to be entitled to the Surveyor Service on the relevant property.

• 4
  About You (the Client)

4.1. Your survey quotation is based on the information you provide to Us, so if the information you provide is incorrect or changes, please let us know so we can provide you with an updated quotation. If any of the information you provide is incorrect, it may invalidate any quotation we give to you and allow us to terminate the Contract. If we terminate the Contract under this clause, any rights accrued by us against you remain enforceable

4.2. The Company can only introduce a Surveyor Service for a property situated in England and or Wales.

4.3. You must be 18 or over to request a be entitled to the Surveyor Service on the relevant property.

• 5
  Scope of the Surveyor Service

5.1. The Surveyor introduced by Us to you should be competent to provide the Surveyor Service as follows:

5.2. All Surveyors introduced by Us are regulated for the Surveyor Services they provide either by the Royal Institution of Chartered Surveyors (RICS) or an appropriate regulator for the Surveyor Service they provide.

5.3. You are deemed to have accepted the introduction to work with Our introduced Surveyor upon Our receipt of the payment for the Survey.

5.4. We will provide personal details to the Surveyor to complete the Survey for you, which include, but are not limited to:

5.4.1. Full name – the Surveyor will use this on the front of your Survey.
5.4.2. Home address – the Surveyor will use this on the front of your Survey.
5.4.3. Email – the Surveyor will use this to send you the completed Survey.
5.4.4. Contact Number – the Surveyor will use this to call you for the post survey call.

5.5. The Surveyor acts independently to Us in the delivery of the Surveyor Service.

5.6. The Surveyor shall submit their terms and conditions to you prior to the date of the Survey (Survey Date). If you do not accept the Surveyor’s terms and conditions and want to cancel, you can do so in accordance with the cancellation policy below in clause 10.

5.7. We will arrange for the Survey to take place on the Survey Date, which is a date agreeable to the Surveyor, the estate agent (if applicable) and/or the property owner (if applicable).

5.8. Level 2/Level 3 Home Survey, Building Surveys, Property Valuations and Lease Extension Valuations are non-intrusive visual inspections in accordance with the RICS regulations. If you require the Surveyor to inspect areas of the property that require access being granted, then the obligation is on the owner of the property to grant the access. Suppose your Surveyor has attended the property, but has not been able to carry out the Survey because of restricted access, and you choose not to rearrange the Survey. In that case, we will refund you the amount you paid, less 30% of the Survey Fee paid, which reflects the Surveyor's time and travel costs, as well as our administrative costs. We will refund the balance to you.

5.9. We are not the Surveyor and do not complete any regulated part of the Surveyor Service or Survey. We do not take any responsibility for, nor accept any liability in relation to, the Surveyor Service provided by the Surveyor or the availability of the Survey. Please refer to clause 13 of these Terms and Conditions for further information.

• 6
  Fees and Payment

6.1. Payment is made directly to SAM Conveyancing, acting as agent on behalf of the Surveyor. The fees for the Surveyor Service are set out in the written quotation provided to you by SAM Conveyancing.

6.2. The payment you make to Us for the costs of the Survey is passed on as agent to the Surveyor, less our fee for the Introducer Services.

6.3. All prices quoted and sums payable under the Contract are inclusive of value-added tax and other taxes or levies unless otherwise stated, in which case they shall be payable in addition. If the rate of VAT changes between the date of your quotation and the date We or the Surveyor supply the relevant services, We (on Our behalf and/or the Surveyor’s behalf) adjust the rate of VAT that you pay, unless you have already paid in full before the change in the rate of VAT takes effect.

6.4. SAM Conveyancing shall not be responsible for any costs incurred by you, the Surveyor, or any other third party unless such costs have been agreed by Us, in writing, in advance.

• 7
  Confidentiality

7.1. Each party agrees that it shall not at any time disclose to any person any confidential information except as permitted in these Terms and Conditions.

7.2. We may disclose your confidential information to:

7.2.1. our affiliates, or group companies, employees, officers, representatives or advisers who need to know such information for the purposes of carrying out our obligation under the Contract or to the extent necessary to facilitate the introduction; and
7.2.2. as may be required by law or any governmental or regulatory authority.

• 8
  Term and Termination

8.1. The Contract shall continue until terminated in accordance with these Terms and Conditions.

8.2. SAM Conveyancing may terminate the Contract by giving You 14 days written notice.

8.3. You may terminate the Contract at any time with immediate effect by giving the Company notice in accordance with clause 10.1. Where you have placed an order for the Surveyor Service, please refer to clause 10.2 and note that cancellation costs may become payable.

• 9
  Effects of Termination

9.1 Upon the termination of the Contact for any reason:

9.1.1. any fees or other sums owing to us under any of the provisions of the Contract shall become immediately due and payable;
9.1.2. all clauses which, either expressly or by their nature, relate to the period after the expiry or termination of the Contract shall remain in full force and effect
9.1.3. termination shall not affect or prejudice any right to damages or other remedy which we may have in respect of the event giving rise to the termination or any other right to damages or other remedy which we may have in respect of any breach of the Contract which existed at or before the date of termination;
9.1.4. except as provided in this clause 9 and in respect of any accrued rights, we shall not be under any further obligation to you; and

• 10
  Cancellation Policy

10.1. If you need to cancel your Survey for any reason, please call our office on 0333 344 3234 or email help@samconveyancing.co.uk. We are open Monday to Friday from 9am to 5pm, excluding bank holidays in England (“Working Days”) and Saturday 10am to 1pm. Following a call with our office, you should email us to confirm that you wish to cancel the Surveyor Services. If we receive your notice of cancellation outside the hours of 9:00 a.m. to 5:00 p.m. on a Working Day, it will be treated as received on the next working day.

10.2. You are free to cancel your Survey at any time. If we receive your notice of cancellation 2 or more full Working Days before the date and time at which the Survey is due to take place, then we will refund you the amount you have paid for the Survey in full. If we receive your notice of cancellation less than 2 full Working Days before the date and time at which the Survey is due to take place, then you must pay for the value of the service that is provided to you up until the point you cancel, which is as follows:

• If you cancel between 1 and 2 full Working Days before the Survey Date, we will retain £60 INC VAT, from the Survey Fee paid to account for our administration costs. We will refund the balance to you
• If you cancel on the day of the Survey, we will retain 50% of the Survey Fee paid for the Survey to account for our administration costs, the surveyor’s time in preparing for the Survey, and travel costs. We will refund the balance to you.
• If you cancel after the Survey has taken place but before the Survey report is issued, we will retain 70% of the Survey Fee paid to account for our administration costs, the surveyor’s time in carrying out the Survey, and travel costs. We will refund the balance to you.
• If you cancel after the Survey report has been issued, no refund will be given.

10.3. For the avoidance of any doubt, we do not count hours for the time we are closed. Therefore, if your Survey Date is on a Monday at 10am, you must notify us of your wish to cancel the Survey by 10am on Thursday to receive a full refund.

10.4. Suppose your Surveyor has attended the property, but has not been able to carry out the Survey because of restricted access, and you choose not to rearrange the Survey. In that case, we will refund you the amount you paid, less 30% of the Survey Fee paid, which reflects the Surveyor's time and travel costs, as well as our administrative costs. We will refund the balance to you.

10.5. Suppose you submit a chargeback request with your card provider after the Survey has been delivered. In that case, we reserve the right to charge you an additional £240 INC VAT, to reflect the time required to resolve the dispute with you and your card provider. You will also be responsible for refunding us for any reasonable legal fees, costs and expenses we may incur in pursuing the settlement of our invoice.

• 11
  Assignment

11.1. The Company shall be entitled, without notice to you, to assign any of its rights these Terms and Conditions to any third party or to perform any of the obligations undertaken by the Company through any other member of its group.

11.2. Unless you have the written permission of the Company, you shall not assign, transfer, mortgage, charge, or subcontract any rights you have in these Terms and Conditions.

• 12
  Limitation and Exclusion of Liability

12.1. Nothing in these Terms and Conditions shall limit or exclude a party’s liability:

12.1.1. for death or personal injury;
12.1.2. for fraud or fraudulent misrepresentation; or
12.1.3. for any other act, omission, or liability which may not be limited or excluded by law.

12.2. Subject to clause 13.1, We shall not, under any circumstances, be liable to you, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, for any loss or damage you may suffer as a result of the Surveyor Services (please refer to the Surveyor’s terms of engagement in this respect).

• 13
  Severance

13.1. If a court invalidates this contract, the rest of it will still apply. If a court or other authority decides that some of these terms are unlawful, the rest will continue to apply.

• 14
  Third Party Rights

14.1. No part of these Terms and Conditions are intended to confer rights on any third parties, and accordingly, the Contract (Rights of Third Parties) Act 1999 shall not apply to these Terms and Conditions.

• 15
  Notices

15.1. Unless otherwise specified in these Terms and Conditions, all notices under these Terms and Conditions shall be in writing and be deemed received when delivered.

15.1.1. personally;
15.1.2. sent by pre-paid first class post or other next working day delivery service;
15.1.3. by commercial courier; or
15.1.4. by email to help@samconveyancing.co.uk

• 16
  Waiver

16.1. Even if we delay in enforcing this contract, we can still enforce it later. We might not immediately chase you for not doing something (like paying) or for doing something you are not allowed to, but that doesn’t mean we can’t do it later.

• 17
  Anti-bribery

17.1. The Company, acting as an introducer, shall:

17.1.1. comply with all applicable laws, statutes, regulations, and codes relating to anti-bribery and anti-corruption, including but not limited to the Bribery Act 2010 ("Relevant Requirements");
17.1.2. maintain in place throughout the duration of the Terms and Conditions and the Contract its own policies and procedures, including adequate procedures under the Bribery Act 2010, to ensure compliance with the Relevant Requirements and enforce them when appropriate; and
17.1.3. be responsible for the observance and performance of this clause by any of its officers or employees.

• 18
  Unforeseen Events

18.1. No party to the Contract shall be liable for any failure or delay in performing their obligations where such failure or delay results from any cause that is beyond the reasonable control of that party. Such causes include, but are not limited to: power failure, internet service provider failure, industrial action, civil unrest, fire, flood, storms, earthquakes, acts of terrorism, acts of war, governmental action or any other event that is beyond the control of the party in question.

• 19
  Law and Jurisdiction

19.1. The Contract and any dispute or claim (including non-contractual disputes or claims) arising out of or in connection with its subject matter or formation shall be governed by and construed in accordance with the laws of England and Wales.

19.2. All disputes arising under the Contract (including non-contractual disputes or claims) shall be subject to the exclusive jurisdiction of the courts of England and Wales.

• 20
  Your Feedback Matters

20.1. We work very hard to make sure you receive the best service possible. If, at any time, during the Introducer Services or Surveyor Service, you are unsure of the next steps or need additional guidance or support, please contact us.

20.2. At the end of the Introducer Services, we will want to get your honest feedback. We want to hear if you had a great experience or if we can learn from any mistakes.

We hope that you are satisfied with the Introducer Services. Should this not be the case, please email help@samconveyancing.co.uk, who can process your complaint. An acknowledgement of the complaint should be sent to you in 7 days. A formal response shall be sent to you within 21 days from the date of your complaint.

We hope that you are satisfied with the Surveyor Service provided by the Surveyor. Should this not be the case, we set out the complaints procedure below, to be taken forward with the Surveyor. It is important to note that you can dis-instruct the Surveyor prior to the Surveyor Services or after. Please refer to clause 10, which addresses any cancellation fees which you may have to pay.

2.1. This stage addresses the majority of concerns as it will give you further clarity on the issues you raise. There are a few things that the Surveyor could do:

• Review and Report – the Surveyor may be able to further expand on points within the report and discuss these through with you, so you have a better understanding of the findings. You may find that further clarity helps in addressing any concerns.
• Revisit – if you haven’t yet purchased the property, then the Surveyor may look to revisit the property. There is no fee for doing so, and the objective is to review their original findings. There are many variables that affect a Survey such as the weather on the day. Any additional comments will be provided to you.
• Advise on Limitations – it may be that what you are concerned about is outside the scope of work for the Surveyor Service. This will be explained if this is the case. The scope of work was sent to you when we quoted. We list above the different scope of work for all our services.

2.2. This starts the formal process, and as such, you will need to write a formal complaint letter to your Surveyor, and this can be emailed to them. Please bullet point all issues and provide any evidence to support your claim.

2.3. The Surveyor should send you their formal complaints procedure which sets out their time frames to respond to your complaint. Upon receipt of your letter, the Surveyor should take all reasonable steps to resolve your complaint and may ask to revisit the property. After completing their review, the Surveyor writes to you in response to your complaint. This will hopefully address your concerns by providing additional information where possible.

2.4. RICS have instructed CEDR to handle complaints for disputes, so in the event that you are still unsatisfied with the Surveyor, you can raise your complaint with CEDR. You cannot raise a complaint to the dispute resolution service until you have raised a formal complaint with the Surveyor. The details of the dispute resolution service for your RICS Surveyor are:

2.5. The dispute resolution service is free for you to use and considers all information provided by you and the Surveyor. They provide their independent opinion on the delivery of the service by the Surveyor. If you are unhappy with the decision from the dispute resolution service, you can ask for a further review by another person at CEDR. If, after this further review, you are still unhappy, then you may wish to seek independent legal advice.