ICAEW.com works better with JavaScript enabled.
Engagement letters are a key document in the relationship between you and your client, providing a written confirmation of the work that will be carried out. The Library can provide sample wording for a wide variety of engagement letters.

Sources

Technical Advisory Services

Advisory Services publish the helpsheet Engagement letters and privacy notices which explains the importance of issuing engagement letters and provides a series of sample wordings. The helpsheet also includes suggested sources for further information and guidance on the drafting of engagement letters. The helpsheet is available in a set of Word downloads.

Technical Advisory Services also publish the following helpsheets:

In addition to this, the practice resources page on client engagement provides some helpful guidance on best practice in drawing up an engagement letter.

Library & Information Service

The ICAEW Library & Information Service holds a range of individual engagement letters and published collections of engagement letters in print and digital formats. In addition to this, the collection includes a number of articles and books with sample clauses for insertion in engagement letters.

The collection also includes publications with guidance on the use and compilation of engagement letters for those occasions when you cannot find an appropriate example.

You can find details of the engagement letters in our collection by searching our Library catalogue (Libcat).

In addition, the collection extends to other types of commonly used letters. You can browse our holdings using the links below:

Copies of letters can be supplied within copyright law and subject to licences. See our document delivery service for further details.

Other sources

Croner-i publishes the Engagement Letters Toolkit which includes 90 examples of forms and letters that have been compiled for use by practices. Further details of this product are available from the Croner-i.

FAQs

How can I find out about creating my own engagement letters?

ICAEW's Technical Advisory Services publish the helpsheet Engagement letters and privacy notices which provides a series of sample wordings to help members draft engagement letters. The helpsheet also includes suggested sources for further information and guidance on the drafting of engagement letters. The helpsheet also provides a checklist to assist with the preparation of engagement letters.

In addition to ICAEW guidance, the LIS collection includes a number of articles from the wider professional press which provide tips and suggestions of best practice on drafting engagement letters.

Further help and advice

If you cannot find the engagement letter you need, the LIS enquiry team will be pleased to help search the collection for you. Please call the team on +44 (0)207 920 8620 or email us at library@icaew.com.

Members requiring advice on specific aspects of engagement letters should contact the Technical Enquiries Service

Find more articles

The Library provides access to leading business, finance and management journals. These journals are available to logged-in ICAEW members, ACA students and other entitled users subject to suppliers' terms of use.

Can't find what you're looking for?

The ICAEW Library can give you the right information from trustworthy, professional sources that aren't freely available online. Contact us for expert help with your enquiries and research.

Hyperlinks

ICAEW accepts no responsibility for the content on any site to which a hypertext link from this site exists. The links are provided 'as is' with no warranty, express or implied, for the information provided within them. Please see the full copyright and disclaimer notice.

Open AddCPD icon

Add Verified CPD Activity

Introducing AddCPD, a new way to record your CPD activities!

Log in to start using the AddCPD tool. Available only to ICAEW members.

Add this page to your CPD activity

Step 1 of 3
Download recorded
Download not recorded

Please download the related document if you wish to add this activity to your record

What time are you claiming for this activity?
Mandatory fields

Add this page to your CPD activity

Step 2 of 3
Mandatory field

Add activity to my record

Step 3 of 3
Mandatory field

Activity added

An error has occurred
Please try again

If the problem persists please contact our helpline on +44 (0)1908 248 250