Home› For accounting professionals› General accounting discussion

PII & Letter of engagement

Caronlouise
Caronlouise Registered Posts: 1
March 2015 in General accounting discussion
Hi

I am wondering how others give their PII details to their clients. Should I do this via my terms & conditions or letter of engagement? Also what details do I need to provide?

TIA
0

Comments

  • Donna Curling
    Donna Curling Registered Posts: 59 Regular contributor ⭐
    March 2015
    I only clarify in my letter of engagement I am covered by PII - no one has actually asked for full details
    Donna Curling - AAT Tutor
    www.completebookkeeping.co.uk
    1

Categories

  • All Categories
  • 1.3K Books to buy and sell
  • 2.3K General discussion
  • 12.5K For AAT students
  • 387 NEW! Qualifications 2022
  • 173 General Qualifications 2022 discussion
  • 16 AAT Level 2 Certificate in Accounting
  • 77 AAT Level 3 Diploma in Accounting
  • 113 AAT Level 4 Diploma in Professional Accounting
  • 8.9K For accounting professionals
  • 23 coronavirus (Covid-19)
  • 276 VAT
  • 96 Software
  • 281 Tax
  • 147 Bookkeeping
  • 7.2K General accounting discussion
  • 208 AAT member discussion
  • 3.8K For everyone
  • 38 AAT news and announcements
  • 345 Feedback for AAT
  • 2.8K Chat and off-topic discussion
  • 589 Job postings
  • 266 Qualification and membership questions
  • 16 Who can benefit from AAT?
  • 37 Where can AAT take me?
  • 43 Getting started with AAT
  • 26 Finding an AAT training provider
  • 48 Distance learning and other ways to study AAT
  • 25 Apprenticeships
  • 67 AAT membership
Privacy Policy