Turn your engagement letters from a burden to a benefit

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An engagement letter sets out the way that you work with your clients, which includes your Terms of Business and your Service Schedules. Your engagement should clearly set out the services that you’re expected to provide, how often they will be provided, and who is ultimately responsible for what (and when).

Most of us will know that producing engagement letters is a hassle that we have to deal with in order to stay in line with our regulatory body requirements. An engagement letter is a commercial contract that sets out exactly how you will work with your clients, and should be treated with the same level of importance as any other contract

What you'll learn

  • Who governs and guides what needs to go in my engagement letter?
  • How often do I need to engage my clients?
  • I’m not required to engage my clients - should I still do it?
  • That’s all well and good, but why should I do this annually?
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