Client Sign up process

Hi

 

When signing up a new client what documents do you get them to sign apart from an engagement letter.

Are there separate T's and C's.

Does anyone have a link to ready made off the shelf T's and C's which can be tailored?

 

 

Comments
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They also sign a 64-8 ...

ShirleyM |
ShirleyM's picture

Don't forget a photocopy of

dreamcatcher |
dreamcatcher's picture

The professional bodies issued updated advice on this recently

bookmarklee |
bookmarklee's picture