Chapter 10: Ceasing to Act Flashcards
1
Q
What does a member need to include in a letter of disengagement?
A
- summary of services provided up to cessation date
- a note of any further action to be taken by the member
- outstanding matters the new advisors or client needs to address
- impending deadlines and what needs to be done for them
- any outstanding fees
- whether the member or client will inform HMRC of the change
- a members willingness to assist new advisors with outstanding issues and provide papers to them
