Engagement letter (specimen)

[Placeholder — full ICAEW-compliant engagement letter to be added before launch. Each client receives a personalised copy on sign-up.]

Sections this will cover

• Scope of services (specific to each plan)
• Client and accountant responsibilities
• Fees, billing and notice periods
• Confidentiality and data protection
• Limitation of liability
• Termination
• Complaints procedure
• Anti-money-laundering & client identity verification
• Continuity arrangements
• Governing law and jurisdiction (England & Wales)

Regulator

Ailo Accounting is regulated by ICAEW (firm number TBC). The ICAEW’s rules and bye-laws can be found at icaew.com.