PII & Letter of engagement

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

Comments

  • Donna CurlingDonna Curling Feels At Home RingwoodPosts: 59Registered
    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
    burg
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