| Other Financial Presentation Updates | ||||
| 16 December 2024 | ||||
| No | Summary | Area | Section | Details |
| ST24002 | A series of presentational changes have been implemented to the Produced Accounts of the Sole Trader template. Please refer to the compliance release notes for more details. | |||
| Compliance Database | ||||
| 11 September 2023 | ||||
| No | Summary | Area | Section | Subsection, Select |
|
ST23001 |
Non-audited Letters of Engagement and Representation in the Documentation Pack Prerequisite: Audit required under the Investment Intermediaries Act 1995? and Audit report for unincorporated entities required? must be unchecked under Client Details > Key Information. |
Documentation Pack | Engagement Letter |
|
Sole Trader (Last Major Update: December 2023) (UK/NI)
