I N G V A R S O N  Home Terms and Conditions & Privacy Policy

Terms and Conditions

1. Introduction. These general terms and conditions apply to all work and services provided by Jonas Ingvarson AB, reg.no 559326-7908 (“Ingvarson”). By engaging Ingvarson, you accept these general terms and conditions, which, in addition to any engagement letter or similar, therefore shall be regarded as an integral part of any contractual relationship with Ingvarson.

2. Performance of engagements. Ingvarson’s advisory services relate solely to Swedish law and Ingvarson only gives advice in respect of and based on Swedish law. Any views expressed by Ingvarson regarding laws of other jurisdictions based on our general experience shall not be deemed to constitute legal advice. Engagements are performed by Ingvarson and individual partners, employees or consultants shall not be personally liable for the performance of engagements, regardless of whether the assignment was given with an express or implied intention that the engagement shall be carried out by a specific individual. Any deviations from these general terms and conditions shall be valid only where agreed upon in writing. The advice we provide is specific to the engagement in question. Accordingly, the client is not entitled to use – and also may not rely on – such advice in any other context or for any other purpose than the specific engagement for which it was intended. Unless otherwise has been specifically agreed, Ingvarson does not undertake to update the advice given due to changes in applicable laws or case law. Engagements performed by Ingvarson do not cover tax matters or potential tax consequences of actions considered or advised to be carried out, and the client is encouraged to retain separate tax expertise for assessment of any tax matters. Nor do engagements performed by Ingvarson cover financial, commercial or any other advice than legal advice relating to Swedish law.

3. Identity verification. Ingvarson is obliged to verify our clients’ identity, ownership structure and the origin of funds. We are also obliged to report to the relevant authority suspicions of money laundering or terrorist financing. We are precluded from informing you of the existence of suspicions and of whether the above-stated reporting has taken place, or will take place. In those cases where suspicion of money laundering or terrorist financing exists, we are obliged to decline or withdraw from the engagement. In certain cases, we are also obliged to provide information to the tax authorities regarding your VAT registration number and the value of the services we have provided to you. Ingvarson shall not be liable for any loss incurred by you, whether directly or indirectly, as a consequence of our compliance with the above stated obligations.

4. Confidentiality. Ingvarson will not disclose to any third party circumstances which are not public, unless such disclosure constitutes part of the performance of the engagement, or following your consent. Unless otherwise instructed by you, following completion of an engagement we shall be entitled, for marketing purposes, to provide information regarding the assistance we have provided. Other than information regarding of our assistance, such information may only contain details regarding the engagement which are already in the public domain or to the disclosure of which you have otherwise granted your consent. In the event we retain or cooperate with other advisers or consultants within the scope of an engagement, unless otherwise instructed in writing by you we shall be entitled to disclose such material and such information as we deem relevant.

5. Remuneration and payment. Unless otherwise has been agreed in writing, Ingvarson’s compensation is charged in accordance with its from time to time applicable price list. Unless otherwise agreed upon, we will charge and invoice our work on current account with the minimum time unit of 15 minutes. Alternative remuneration models may be agreed upon with the client. Out-of-pocket expenses and costs for travel, etc. are charged to the client. All information regarding remuneration is stated exclusive of value added tax. Any cost estimates for specific assignments or similar are not binding unless specifically agreed in writing, and Ingvarson may alter provided cost estimates. Ingvarson may in its discretion request payment in advance (on account). Ingvarson invoices clients monthly in arrears. Unless otherwise has been agreed, the client shall pay invoices within 30 days of the invoice date. In the case of late payment, penalty interest on arrears is charged according to law. Irrespective of the terms and conditions of any legal aid insurance or insurance company decision, the client shall be obliged to make payment in full of any remuneration owed to Ingvarson.

6. External advisers. In the event Ingvarson instructs, retains and/or works together with other advisers, such advisers shall be independent of Ingvarson. Ingvarson assumes no liability for having recommended them or for the advice provided by them, irrespective of whether such advice is conveyed to the client by Ingvarson. A different arrangement may be agreed upon in individual cases. The client is solely responsible for remuneration or costs charged by other advisers, irrespective of whether such are paid by Ingvarson and debited to the client as out-of-pocket expenses, or whether such billing for remuneration and costs is forwarded to the client for payment. When instructing other advisers we can, at your request, obtain offers from such advisers. Notwithstanding that we can assist you in discussions with other advisers, we assume no liability whatsoever in respect of such offers or agreements.

7. Intellectual property rights. Copyright and other intellectual property rights to the results of the advice provided by Ingvarson remain the sole property of Ingvarson and are not assigned to the client. However, the client is granted a non-exclusive right to use the results of Ingvarson’s advice for the purposes for which the advice was provided. Ingvarson does not have the right to use the results of the given advice for other clients and assignments, unless such results have been made unidentifiable in accordance with the confidentiality undertakings in these general terms and conditions.

8. Limitation of liability. Ingvarson shall be liable for loss incurred by the client as a consequence of Ingvarson’s error or negligence in the performance of an engagement. The total liability in damages is limited to SEK 5 million; where Ingvarson’s remuneration in the relevant engagement is less than SEK 2 million, the total liability in damages shall be limited to SEK 1 million. For engagements relating to the United States or Canada, Ingvarson’s liability shall, notwithstanding the foregoing, be limited to an amount equal to 100 per cent of Ingvarson’s remuneration for the relevant engagement. Ingvarson’s liability shall at all times be reduced by any amount which the client may receive under any insurance policy, agreement or indemnification commitment. In the event Ingvarson discontinues the performance of an engagement or its relationship with you due to circumstances attributable to you, or due to any obligation under law or binding government regulations, Ingvarson shall not be liable for any loss resulting from such discontinuation. Ingvarson shall not be liable for loss incurred due to the client having used the results of our advice in any other context or for any other purpose than the context or purpose for which the advice was given. Ingvarson shall not be liable for loss incurred by any third party as a consequence of the client or any third party having used advice provided by Ingvarson, or for the use of the result of our engagement in any other context or for any other purpose than for that which it was given. Ingvarson shall in no event be liable for indirect or consequential loss (including, but not limited to, reduction or loss of production, turnover or profit, absence of anticipated economies or similar) regardless of whether or not the damage was difficult to predict. Ingvarson does not accept any liability for any loss or damage suffered as a result of events beyond our control, which events we reasonably could not have anticipated at the time we accepted the engagement and the consequences of which we could not reasonably have avoided or overcome. The limitations of liability in the general terms and conditions shall apply, where appropriate, also to the benefit of individual partners, employees and consultants at Ingvarson.

9. Communication. In the event you have special wishes regarding means communication, you must inform us thereof in writing. We normally use e-mail and telephone as our main means of communication. This is associated with certain risks, by example from a security and confidentiality perspective. In the event any written message is of particular urgency, the e-mail sent shall be followed up by a phone call.

10. Complaints. You are required to immediately notify Ingvarson in the event you do not consider that the engagement has been performed well. Any claims against Kahn Pedersen must be presented not later than within two (2) months after the earlier of (i) Ingvarson’s most recent invoice in the engagement or (ii) the date the circumstances giving rise to the claim became known or could have become known after reasonable investigations.

11. Market Abuse Regulation. In the event Ingvarson’s engagement implies the communication of inside information, the client shall notify Ingvarson thereof in accordance with applicable laws. Ingvarson does not undertake to maintain any insider list for purposes of compliance with the EU Market Abuse Regulation unless specifically instructed in writing to do so.

12. Personal data. Ingvarson is controller of the personal data that occurs within the engagement. Ingvarson’s processing of personal data is described in Ingvarson’s from time to time applicable privacy policy, available on Ingvarson’s website, www.ingv.se. Personal data provided or obtained in connection with engagements is processed for the purposes of performing the engagement. The client undertakes to ensure that registered individuals are informed of – and, where appropriate, have consented to – the processing of their personal data carried out by Ingvarson.

13. Governing law and dispute resolution. These general terms and conditions, engagement confirmations, and all other matters attributable to Ingvarson’s engagement(s) are governed by and will be construed in accordance with Swedish substantive laws, without reference to any rules or principles on conflicts of laws. Any dispute, controversy or claim arising out of or in connection with these general terms and conditions, Ingvarson’s engagement letter, Ingvarson’s engagement or advice, or the breach, termination or invalidity thereof, shall be finally settled by arbitration administered by the Arbitration Institute of the Stockholm Chamber of Commerce (the “SCC”). The Rules for Expedited Arbitrations shall apply, unless the SCC in its discretion determines, taking into account the complexity of the case, the amount in dispute and other circumstances, that the Arbitration Rules shall apply. In the latter case, the SCC shall also decide whether the Arbitral Tribunal shall be composed of one or three arbitrators. The place of arbitration shall be Stockholm. The language to be used in the arbitral proceedings shall be Swedish. Arbitral proceedings conducted and all information disclosed in the course of such arbitral proceedings, as well as any decision or award made or declared during the proceedings, shall be kept strictly confidential and may not be disclosed to a third party without the express consent of the other party. Notwithstanding the foregoing, no party shall be prevented from disclosing such confidential information in order to preserve its rights against the other party, or which a party is required to disclose under mandatory law. Notwithstanding anything above in this section, Ingvarson shall always be entitled to commence proceedings for the payment of any amount due in respect of the engagement or otherwise in any court or authority (for example the Swedish Enforcement Authority) having jurisdiction over you or any of your assets. Such debt collection measures cannot be taken without disclosing your client relationship with Ingvarson.

14. Amendment of these general terms and conditions. These general terms and conditions may be amended from time to time. The most recent version of the general terms and conditions is always available on Ingvarson’s website, www.ingv.se. Amendments become effective immediately upon publication on the website.


    Privacy policy

    1. Data controller and scope. Jonas Ingvarson AB, reg.no. 559326-7908, (below ”Ingvarson”, ”we”, ”our” or ”us”) is data controller for the processing of personal data within our practice and business operations. This privacy notice regards clients, counterparties and other external parties whose personal data we may process within the scope of our engagements or operations. The main purpose of this privacy notice is to provide information to data subjects in accordance with applicable data protection legislation.

    2. Personal data processed by Ingvarson. Ingvarson collects and processes personal data about data subjects in primarily the following categories: (i) contact persons to clients, counterparties or other stakeholders that we communicate with when performing our assignments, or which we process in preparation of or the administration of an assignment, and (ii) contact persons to potential clients, other consultants and other persons whom we wish to communicate with in order to inform about our services. The personal data that we collect and process includes name, address, e-mail address, telephone number, title/position, engagements, category of data subject and, in some cases, photos or other personal information. Most of the personal data that we process has been provided to us by you or your employees, whereas other information may be obtained within the scope of providing our services. We may also collect and store personal data from external sources, such as publicly available company- and address records, searchable and public websites, newsletters or social media. You are not obligated to provide your personal data to us, but in some cases not providing personal data requested may result in us having to decline an assignment, for example due to being unable to do necessary money laundering screenings.

    3. Purpose of and legal basis for the processing of personal data. Ingvarson processes personal data in order to carry out money laundering screening, to carry out and administer assignments, to protect your or our clients’ interests as well as for accounting, invoicing purposes and other financial purposes. Personal data may also be processed for other legitimate purposes, such as business development, marketing, market analysis, statistics, recruitment, risk management and other general corporate purposes. We may also process personal data when it is necessary in order for us (i) to fulfil a contract with you or to be able to prepare for entering into such contract, (ii) to fulfil legal obligations which we are subject to and/or (iii) to fulfil legitimate interests where we consider that our legitimate interest outweighs the relevant data subjects’ interests or rights and freedoms. Processing for the purposes of developing and analyzing our business as well as for marketing purposes are processed based on our legitimate interests to develop our business and communicating with our contacts.

    4. Transfers and recipients of personal data. Personal data may be transferred to Ingvarson’s group companies for the purposes above. Furthermore, Ingvarson will engage third party service providers, for example providers of IT services, who will process your personal data on our behalf in accordance with applicable data processor agreements. Save for such transfers, Ingvarson does not otherwise transfer your personal data to external parties unless (i) specific consent to the transfer has been obtained, (ii) it is necessary within the scope of an assignment in order to protect your or our clients’ rights and interests, and/or (iii) it is necessary in order for us to fulfil a legal obligation or to comply with binding government rulings or court orders. Personal data may be transferred to courts, authorities, counterparties and their agents if it is necessary in order to protect your or our clients’ rights. Personal data may be stored outside the EEA in the course of engaging third party service providers or cloud services under applicable regimes for third country transfers under data protection rules.

    5. Storage of personal data. Personal data that Ingvarson processes within the scope of an assignment will be stored for ten years counted from the day the assignment is completed. If a longer storage period is required by the nature of the assignment, longer storage periods may occur. Personal data that is stored for Ingvarson’s internal corporate purposes will be stored for twelve months from the last contact with you. Ingvarson will otherwise process personal data for as long as necessary for the current purpose of the processing of personal data.

    6. Rights of data subjects. Data subjects have the right to free of charge request information about the use of the data subject’s personal data. Ingvarson will upon, request, or at our own initiative, erase data that is incorrect or restrict the processing of such data. Furthermore, data subjects have the right to object to certain processing or request that your personal data is not processed for the purpose of direct marketing. You also have the right to, under certain circumstances and to a certain extent, receive your personal data in a machine-readable format. If you are dissatisfied with our processing you can submit a complaint to Datainspektionen (www.datainspektionen.se). If you live or work in a different country, you can also turn to the supervisory authority in that country.

    7. Contact. If you have any queries about how we process your personal data, please contact us at info@ingv.se.