6. Provision of Estimates and
Invoices
6.1 Terms and Conditions
Members shall make clients aware of
their Terms and Conditions of Trading,
which ideally should be printed on the
estimate given to them. Alternatively,
copies should be sent to clients or made
available for clients to inspect.
6.2 Provision of the Estimate
6.2.1 Clients must be provided with a
detailed written estimate at the time of
arranging the funeral, or if that is not
achievable then as soon as practicable
afterwards. Members should make sure
that clients confirm their acceptance of
the estimate formally, as long as
possible before the funeral takes place.
6.2.2 All estimates must at least
give the following details of the
Funeral Director's charges:
Professional fees.
Removal of the deceased.
Coffin or Casket (including fittings and
interior).
Embalming/Hygienic Preparation.
Hearse(s).
Limousine(s).
6.2.3 All estimates must also itemise
each disbursement cost, including:
Cemetery/Crematorium fees.
Doctors' fees.
Minister of Religion or Officiate.
Church and associated fees.
Where only an approximate cost can be
given, it must be made clear that this
may vary. The 'confirmed' cost must be
supplied to the client as soon as
possible.
6.2.4 Any additional items, which
arise or are instructed after the
estimate has been issued, must be
authorised by the client prior to them
being charged to their account.
6.2.5 A revised estimate, showing the
changes made and the alterations to
costs must be issued wherever
practicable, where the client varies
their original instructions, and again
the client should formally confirm their
acceptance of such changes.
6.3 Issuing the Invoice.
6.3.1 A fully itemised invoice, which
should mirror the estimate whenever
practicable, is to be provided to the
client either after carrying out the
funeral services as specified or as
agreed with the client, before the
funeral. The total amount charged should
be as per the original or revised
estimate as agreed with the client.
Where approximate costs were given for
disbursement items then the final cost,
together with the reason for any
variation should be shown.
6.3.2 If it is part of the member's
Terms and Conditions that interest be
charged for late payment of the account,
then this must be explained, together
with details of the prevailing rates, to
the client, both when arranging the
funeral (and before a contract is
entered into) and when the invoice is
issued.
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