GDPR - Example Wording for Letters of Engagement?

I need to update my terms of engagement, does anyone have simple wording?

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Much as I am loathe to jump through hoops for things that keep bureauprats and our regulators happy but the rest of the world has managed to do without, I suddenly feel the urge to burden my clients with more paperwork for something they know nothing about and don't care about.

I'm sure my professional body has a 400 page letter of engagement that I could use, but I like my postman and don't want to give him a hernia.  Does anyone have some simple GDPR wording or a simple terms of engagement letter template covering GDPR that they would be willing to share.  I can pretty much guarantee that my clients will not read it, so hopefully minimal copyright infringement!  

Replies (13)

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By SJRUK
20th Apr 2018 09:28

Not yet - the last time I checked even our Institute (ICAS) didn't have a suitably worded one.

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By ireallyshouldknowthisbut
20th Apr 2018 16:43

Mine is as follows

" "

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Replying to ireallyshouldknowthisbut:
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By BryanS1958
22nd Apr 2018 23:44

Perfect. I might adopt that for the rest of my terms of engagement!

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By Moonbeam
23rd Apr 2018 17:34

I looked today on the ATT website for an updated LOE. But the latest one is still April 2016.
So our professional bodies aren't going to look after us when the big day comes.

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By Southwestbeancounter
23rd Apr 2018 19:46

I'm waiting for the ACCA one to come out which is currently being revised but I have not been given a timetable as to when I might get the email advising it is ready to download.

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By [email protected]
24th Apr 2018 11:43

ICAEW have published templates and guidance for engagement letters and privacy notices - available to all members here
https://www.icaew.com/en/technical/practice-resources/practice-helpsheet...

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By lh3f9764bg1g
24th Apr 2018 11:44

Time is pressing . . . . . An early-ish pointer would be helpful.

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By ScribbleD
24th Apr 2018 12:52
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Replying to ScribbleD:
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By lh3f9764bg1g
24th Apr 2018 14:29

That could definitely be very useful (at least from a payroll point of view). Thanks ScribbleD and thanks Brightpay!

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By Lawskills
24th Apr 2018 16:01

STEP (I believe in association with some other professional bodies) has almost finished the preparation of fresh engagement letters taking on board GDPR and privacy notices. I understand they have been vetted by Counsel and should be out soon.

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By Mark Sumner
25th Apr 2018 10:36

.

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By Georgie Goldfish
25th Apr 2018 18:54

Just been working through the same - and see how you came to ask for 'simple' wording!

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Jennifer Adams
By Jennifer Adams
28th Apr 2018 08:50

Engagement letters:
"These will need to be reworked to comply. The institutes are working on updating advice as confirmed by TaxAdviser: "‘Engagement letters for tax practitioners’ are currently being worked on jointly by AAT, ACCA, ATT, CIOT and STEP. The working party of these professional bodies is working towards issue of the updated guidance and template letters in early summer 2018".

>>> so they are all working together

See my article 'GDPR and the small accounting practice'
https://www.accountingweb.co.uk/tech/tech-pulse/gdpr-and-the-small-accou...

PS>>> Simplydocs has just issued a GDPR privacy notice template which could be sent to clients.

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