Client Relationship Agreement Form

Client Relationship Agreement

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This agreement sets out the arrangements for the provision of our services


Oakleaf Enterprise of 101 Walnut Tree Close, Guildford, GU1 4UQ

Oakleaf endeavours:

  • to provide the services/activities/training agreed with you;
  • to be supportive and considerate;
  • to treat you with respect and to be fair and reasonable;
  • to provide a safe environment; to keep confidential any personal/medical information that it holds, unless we have both agreed disclosure beforehand.

The only exception to confidentiality is when we believe you or someone else is in immediate risk of harm. In these cases we may contact relevant authorities, your GP and/or your next of Kin. Oakleaf holds client personal details on file and electronically in accordance with the Data Protection Act as set out in the Fair Processing notice, a copy of which you will receive in the client handbook. If you wish Oakleaf to sign a confidentiality agreement, we will be happy to do so.

To inform you of any changes to the Service we provide to you, we need you to undertake:

  • to attend on the dates and times agreed between us;
  • to contact us If you are unable to attend to contact us in advance explaining why this is;
  • to notify us immediately of any changes in your circumstances which affect your situation with us – e.g. contact details, health, medication; to notify us of any changes to your personal aims and ambitions;
  • to follow our Health & Safety requirements while on the premises at all times;
  • to attend any training to use specialist equipment and to use all equipment and tools safely;
  • to take all reasonable care for the use and security of your personal possessions whilst engaged in Oakleaf activities;
  • to treat Other clients, volunteers and staff with respect and consideration;
  • to tell us how you find our training and support, and if you feel we could improve it;
  • to not be under the influence of Alcohol or Illicit Drugs whilst attending any Oakleaf activity

I can confirm that I have received and understood:

  1. Client Handbook
  2. Client Relationship Agreement
  3. Client Activities Information


Medical Information

Emergency Information

GDPR Statement

Oakleaf Enterprise are the Data Controller of the information you have provided. Due to the nature of our work with you, we are required to collect personal data about you which will include special categories of personal information This information will only be collected from you and used by us to assist you, it will not be shared with third parties unless the law allows. We have a data protection regime in place to oversee the effective and secure processing of your data, we will hold your information for 6 years unless you instruct us to delete it once the relationship has ended. We would like to be able to send you information and/or reminders about activities and appointments by post, telephone email and/or SMS. If you agree to being contacted in this way please sign below. If you would like additional information about how we process your data, please ask a member of client services.