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Do we need a service schedule when providing Tax Investigation Cover? Can OverSuite provide this?
Do we need a service schedule when providing Tax Investigation Cover? Can OverSuite provide this?

A commonly asked question and the reasons we would not provide this within your OverSuite library.

Jamila Osman avatar
Written by Jamila Osman
Updated over a week ago

Firms of accountants are not allowed to fund insurance or cover, and where cover is required commonly this is done by going through an insurance company.

Our compliance advisor hasn’t come across one where the insurance firm hasn't provided them with a separate letter for this themselves, and the letter heavily depends on the nature of the product they are selling.

As a result, it would be dangerous for us to create this in OverSuite, and we recommend that you liaise with the insurance provider for provision of this documentation.

If you receive commissions for this, these will be disclosed in your OverSuite Terms and Conditions provided you have answered the setup wizard correctly.

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