Legal and regulatory information
Terms, policies and client documents
Access Merranti Accounting's current engagement terms, privacy information, insurance details and anti-money-laundering policy in one place.
Select the document you need
These documents explain the basis on which Merranti Accounting provides services, handles personal information and meets its professional and regulatory obligations. Each document opens in a new browser tab.
Engagement letter and terms and conditions
Covers the scope of services, responsibilities, fees, confidentiality, liability, complaints, termination and service-specific conditions.
Open engagement termsPrivacy policy and data-retention terms
Explains how personal information is collected, used, stored, retained and protected as part of Merranti's accounting and compliance work.
Open privacy policyTax Fee Protection Insurance
Information about the tax-fee protection service available to help cover eligible professional costs arising from an HMRC enquiry or investigation.
Open insurance documentAnti-money-laundering and counter-terrorist-financing policy
Sets out Merranti's approach to identity verification, risk assessment, record keeping and statutory reporting obligations.
Open AML and CTF policyNeed clarification?
Contact Merranti Accounting before relying on a document if you have a question about your engagement, fees, responsibilities or data.
The linked documents are the authoritative versions. Page summaries are provided for navigation only and do not replace the full wording.