Accountancy firms can't fund insurance or cover directly. Where you require tax investigation cover, you'll arrange this through an insurance company.
Our compliance advisor confirms that insurance providers typically supply their own engagement letter for this service. These letters vary depending on the product offered.
For this reason, OverSuite doesn't include a service schedule for tax investigation cover. Creating one could lead to compliance risks.
We recommend you:
Obtain the required documentation from your insurance provider
Ensure you disclose any commissions you receive. OverSuite will include this disclosure in your Terms and Conditions if you completed the setup wizard correctly
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