• Ensure the Audit required under Investment Intermediaries Act 1995 box is unchecked under Compliance Database > Client Details > key Information.
• Add at least one Bank to generate a Bank Confirmation Letter
• Add at least one Solicitor to generate a Solicitor's Confirmation Letter (Balance Sheet and Title Deeds)

• Select Show Engagement letter? to view the audited versions of the letter of engagement.
• Select Show Representation Letter? to view the audited versions of the letter of representation.
• Select Show Letter to Solicitor's Re Balance Sheet to view the audited versions of the letter to solicitor's Re Balance Sheet.
• Select Show Letter to Solicitor's Re Documents of Title to view the audited versions of the letter to Solicitor's Re Documents of Title.
• Select Show Bank Confirmation Letter to view the audited version of the Bank Confirmation Lette

Audited

• Ensure the Audit required under Investment Intermediaries Act 1995 box is checked under Compliance Database > Client Details > key Information.

• Select Show Audit Engagement Letter under Documentation Pack > Audit Engagement Letter. Modify sections as needed.

• Select Show Audit Representation Letter under Documentation Pack > Audit Representation Letter. Modify sections as needed.

• Select Show Audit Bank Confirmation Letter under Documentation Pack > Audit Bank Confirmation Letter. Modify sections as needed.

• Select Show Audit Letter to Solicitor's Re Balance Sheet under Documentation Pack > Audit Letter to Solicitor's Re Balance Sheet. Modify sections as needed.

• Select Show Audit Letter to Solicitor's Re Documents of Title under Documentation Pack > Audit Letter to Solicitor's Re Documents of Title. Modify sections as needed.