BEFORE LAUNCH
Legal & privacy readiness
This is a prototype checklist, not a live privacy policy, service agreement or contract. Replace it with solicitor-reviewed legal documents and your actual registered-company details before you accept real customer information or authorize claims.
Documents to prepare
- Full customer service agreement with 25% standard success fee and referral discount conditions, clearly stating VAT treatment
- UK Consumer Contracts Regulations information, 14-day cancellation process and separate early-performance request
- Passenger-specific signed, limited authority to act; suitable processes for minors and multiple passengers
- UK GDPR privacy notice, lawful bases, retention periods, processor terms and international transfer provisions
- Cookie policy and consent mechanism if non-essential technologies are used
- Partner/referral terms, attribution, cap of $15 USD (and GBP conversion method), payouts and fraud controls
- Complaints, airline submission, ADR and escalation procedures
- Secure document storage, access controls, audit logs and breach response
For email marketing, get a separate, optional opt-in. An affiliate code is not permission to send marketing emails. Customers must be told that direct airline claims are available for free.