PII & Letter of engagement

Caronlouise
Caronlouise Registered Posts: 1
edited June 18 in AAT member 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

Comments

  • Donna Curling
    Donna Curling Registered Posts: 58 Regular contributor ⭐
    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

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