ENGAGEMENT LETTER
Thank you for engaging us as your advisers. This letter and the attached Statement of Work together
with our terms of business dated XX May 2021 set out the basis on which we are to provide services
as advisers and your and our respective responsibilities.
We are bound by ICAEW’s Code of Ethics and its Practice Assurance Scheme, and we accept
instructions to act for you on the basis that we will act in accordance with these ethical guidelines and
Practice Assurance Scheme.
Jane Cassidy will be the principal responsible for this engagement.
1. SCOPE OF SERVICES
1.1. We have listed below the work which you have instructed us to carry out, the detail of which is
contained in the attached Statement of Work (SOW). The SOW states your and our
responsibilities in relation to the work to be carried out. Only the services which are listed in
the attached SOW are included within the scope of our instructions. If there are other services
that you wish us to carry out which are not listed in the SOW, please let us know and we will
discuss with you whether they can be included in the scope of our work. If we agree to carry
out additional services for you, we will provide you with a new or amended engagement letter
and schedules.
1.2. The following SOW and our terms of business are attached to this engagement letter and
should be read in conjunction with it. The fees are quoted below, the basis of which is specified
in our standard terms of business attached.
Statement of Work
Fee per hour X
Fee per day X
Fee per Assignment X
2. LIMITATION OF LIABILITY
2.1. We will provide services as outlined in this letter with reasonable care and skill. Our liability to
you is limited to losses, damages, costs and expenses caused by our negligence or wilful
default.
2.2. You will not hold us responsible for any loss suffered by you arising from any misrepresentation
(intentional or unintentional) supplied to us orally or in writing in connection with this agreement.
You have agreed that you will not bring any claim in connection with services we provide to
you against any of our partners or employees personally.
2.3. Unless there is a legal or regulatory requirement to do so, our work is not to be made available
to third parties without our written permission and we will accept no responsibility to third parties
for any aspect of our professional services or work that is made available to them.
3. COMMUNICATING WITH YOU
3.1. We will communicate with the directors and officers in relation to the company’s applicable
affairs, having agreed with you that they will represent the company.
4. AGREEMENT OF TERMS
4.1. Data Protection
4.1.1 We are committed to ensuring the protection of the privacy and security of any personal
data which we process. Your attention is drawn to clause 7 of the attached terms of
business which details how we treat personal data received by us in the provision of our
services during our engagement with you. By signing this letter, you confirm that you have
read and understood clause 7 and any privacy notice referred to therein.
4.2. Period of engagement
4.2.1. This engagement will start on XX.
4.2.2. This letter supersedes any previous engagement letter for the period covered. Once agreed,
this letter will remain effective from the date of signature until it is replaced. You or we may
agree to vary or terminate our authority to act on your behalf at any time without penalty.
Notice of variation or termination must be given in writing.
4.3. Confirmation of your agreement
4.3.1. This letter, together with the attached schedules, constitutes the entire contract between us
and any proposed variations or termination must be given in writing.
4.3.2. The terms set out in this letter shall take effect immediately upon your countersigning this
letter and returning it to us. If we are instructed to start work before receiving a signed copy
of this letter we will treat that as acceptance of all the terms of this engagement letter, unless
we hear from you to the contrary within 14 days of you giving that instruction. You or we
may agree to vary or terminate our authority to act on your behalf at any time without penalty.
4.3.3. Please confirm your agreement to the terms of this letter and the attached terms of business
by signing and returning the appointment acceptance below, together with a copy of this
letter. If this letter and the attached terms of business are not in accordance with your
understanding of our terms of appointment, please let us know.
4.4. Commencement of services
4.4.1. We will not begin work on the attached schedules of services before the expiry of the
cancellation period unless you specifically instruct us to do so. You may do this by ticking
the box below your signature.
4.4.2. If, during the cancellation period, you asked us in writing to begin the performance of our
services and then cancelled, you will pay us a proportional amount for our services
performed up to the date of your cancellation, compared with the total amount for the whole
assignment.
Yours sincerely
Jane Cassidy
J Cassidy Business Focus Ltd
69b The Maltings Business Centre
Roydon Road
Stanstead Abbotts
Hertfordshire
SG12 8UU
