Engagement Letter
Letter date
Dear Client contact person,
Thank you for choosing Your firm. This letter confirms the terms on which we will act for Client name from Engagement start date. Please read it carefully.
1. Who we act for
We act only for Client name. We do not act for its owners, directors, family members, or related businesses unless we agree that in writing.
2. Scope of our services
We will provide these services: Services we will provide.
These services are not included: Services not included. We will agree any extra work in writing before we start it.
3. Your responsibilities
You will give us: What the client will provide.
You are responsible for the accuracy and completeness of the information you give us, and for keeping proper records. Our work relies on that information. We will not audit or verify it unless this letter says so.
Please tell us promptly about any change in your circumstances that may affect our work.
4. Timing
Key deadlines: Key deadlines. We can meet them only if we receive your information in good time.
5. Fees
Our fees: Fees and billing method.
We will send invoices as the work progresses. Invoices are payable within Days to pay an invoice days. Taxes on our fees are extra. We may stop work if invoices are unpaid.
6. Responsible person
Person responsible at your firm is responsible for this engagement. Other members of our team may help with the work.
7. Confidentiality and data
We will keep your information confidential, except where the law or a regulator requires us to disclose it. We will handle personal data in line with the data protection laws that apply to us.
8. Records
We will return your original documents when we finish the work. We keep our working files for Years we keep records years and then destroy them.
9. Liability
Our advice is for your use only for the purpose agreed. Our total liability for this engagement is limited to the fees paid for it, except where the law does not allow such a limit.
10. Complaints
If you are unhappy with our work, please tell Person responsible at your firm. We will look into your complaint promptly and reply in writing.
11. Ending the engagement
Either of us may end this engagement in writing at any time. You will pay for work done until then. We will tell you about any deadlines that remain open.
12. Governing law
This letter is governed by the laws of Governing law (country or state).
Please sign below to confirm that you accept these terms. The terms apply to later work of the same kind until we replace them.
Signatures
Your firm
Signature: ____________________________
Date: ______________
Client name
Signature: ____________________________
Date: ______________