Thank you for using AccountsTemplate.co.uk. Please note the following terms of engagement:

a) Personal identification

We require two forms of ID as part of anti-money laundering regulations. This can be a copy passport/driving license and a utility bill.

b) Payment terms

Based on the option selected we will be sending you an invoice which needs paying before any work is carried out.

c) Your responsibilities as the client are to:

  • ensure that records of your business activities are correct and maintained to meet the requirements of regulatory authorities.
  • disclose all relevant information to enable us to complete the work within the agreed timescales

d) Liability

Where any loss or damage occurs as the result of you providing misleading, incomplete or false information no liability will be accepted.

e) Ethical Conduct

The duty of a professional accountant is not exclusively to satisfy the needs of an individual client or employer. In complying with the ethical requirements of the chartered institute’s Code of Ethics the professional accountant is obliged to act primarily within the public interest.

f) Confidentiality

We agree never to share information relating to your business with any third party without prior consent, unless required to do so by law or to comply with regulations or quality control reviews. Likewise you agree not to use or copy or allow use of the output of the work we do for with a third party without our prior permission.

We will communicate with you electronically and you accept the risks associated with such communications, except anything arising through our negligence or wilful default.

g) Legislation and compliance

We are obliged by law to undertake checks to ensure that you and your business are operating lawfully.

Under Money Laundering Regulations it is a criminal offence if we do not report suspicious transactions or if we inform a client that a report has been made against them.