Compliance Database | ||||
7 JULY 2025 | ||||
No | Summary | Area | Section | Subsection, Select |
CL25001 |
To prepare letters, first configure the client in Compliance Database > Client Details > Key Information and Check “Audit report required” for audited letters and uncheck it for unaudited ones. For both types, ensure at least one bank and one solicitor are added. Then, access and customize the required documents: Engagement Letter, Representation Letter, Bank Confirmation Letter, and Solicitor’s Confirmation Letters (for Balance Sheet and Documents of Title) via their respective sections under the Documentation Pack, using the “Show” options to view and edit each letter as needed. |
Documentation Pack |
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8 November 2024 | ||||
No | Summary | Area | Section | Subsection, Select |
CL24001 |
We are pleased to announce a new Northern Ireland Club template to streamline the Clubs (Accounts) Regulations 2022. This update classifies accounts into three categories: small, medium, and large, applicable only to Northern Ireland entities.
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