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E-mail Disclaimer

Sole practitioners - do you have an e-mail disclaimer? What does it say?

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As a relatively new sole practitioner, I don't have an automatic disclaimer on my outgoing e-mails.  What do other sole practitioners do? 

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17th Nov 2017 15:28

Everywhere I've worked, and when I had my own small practice, an email disclaimer has always been included in the footer.

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17th Nov 2017 16:40

ICAEW check for one in their Practice Assurance monitoring visits.

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17th Nov 2017 19:21

I have the disclaimer set up as my default signature in Outlook.

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18th Nov 2017 05:11

I agree with the above, but in reality, in most cases, do folk agree they are pretty pointless?

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By sba
18th Nov 2017 11:53

In some respects they're pointless but I still have one based on the fact that at some point someone might accidentally send an email to the wrong person.

I created mine by looking at others and tailoring it, quite happy for you to copy it .... (and if anyone thinks it doesn't cover enough then feel free to point out where I've gone wrong!!)

____________________________

It is possible that this E-mail has been received by you in error. If so, please note that it may contain confidential information, and we ask that you notify the author by replying to it, then delete it immediately, and take no further action as a result of receiving it. Although we take care by ensuring that any files attached to E-mails sent from our office have been checked with up-to-date virus detection software, you should carry out your own virus check before opening any attachment. We accept no liability for any loss or damage which may be caused by software viruses.

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By chatman
18th Nov 2017 12:42

This is my succinct little automatic footer:

This message is intended only for the person or persons to whom it is addressed. It may contain information that is privileged, confidential and exempt from disclosure under applicable law. If you are not the intended recipient of this message you are requested to destroy it immediately. Unauthorised use of this communication and its attachments is prohibited. If you receive this mail in error, please telephone us.
When addressed to clients, any opinions or advice contained within this communication are subject to the terms and conditions expressed in the governing client engagement letter.
The provision of tax advice does not imply that tax advice will be offered in all appropriate circumstances.
In accordance with the disclosure requirements of the Services Regulations 2009, our professional indemnity insurer is Aviva Insurance Limited, of PO Box 4 Surrey Street Norwich NR1 3NG. The territorial coverage is worldwide excluding professional business carried out from an office in the United States of America or Canada and excludes any action for a claim brought in any court in the United States of America or Canada.
Complaints about this firm that cannot be settled directly with us can be taken up with the Institute of Chartered Accountants in England & Wales.
This firm is subject to the ICAEW Code of Ethics, which can be found at section 3 of www.icaew.com/membershandbook .

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to chatman
22nd Nov 2017 11:52

Wow! That certainly covers all the stops!!

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22nd Nov 2017 10:18

Possibly slightly off-topic but you do need to be careful about what you include in standard bits in emails. I recall a case a year or two ago where an estate agent sent an email on behalf of a tenant to a landlord. It was notice of the tenant's intention to avail of a break clause in the lease. The estate agent's email had a standard clause somewhere that said "subject to contract". The landlord didn't acknowledge receipt; there was no further communication - and the court held that the tenant didn't give valid notice and was locked into the lease from then on.

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22nd Nov 2017 11:30

Some emails have a link to the disclaimer on the senders website. Not sure if this is any good when using plain text emails.

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