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BIDDLECOMBE & ASSOCIATES CERTIFIED GENERAL ACCOUNTANT 8237 SWANSON WAY, DELTA, BC V4G 1J5 TEL: 6049511192 FAX: 6049511194 info biddlecombes.ca www.biddlecombes.ca Client Engagement and Representation

How to fill out client engagement and representation

1. Client engagement and representation is an important aspect for any business or individual involved in providing services to clients. It is especially crucial for professionals such as lawyers, consultants, financial advisors, and real estate agents, who act as representatives for their clients.
2. The first step in filling out client engagement and representation is to clearly outline the scope of the services that will be provided. This includes identifying the specific tasks and responsibilities that the representative will undertake on behalf of the client.
3. It is important to establish a clear understanding of the fees and payment structure for the services being provided. This includes determining the hourly rate or flat fee, as well as any additional expenses or disbursements that may be incurred during the course of representation.
4. The engagement letter should also include a timeline or schedule for the provision of services. This helps to ensure that both the client and the representative are aware of the expected time frames for completing tasks and reaching specific milestones.
5. In client engagement and representation, it is essential to address any potential conflicts of interest that may arise during the course of the representation. This includes disclosing any relationships or affiliations that may impact the representative's ability to provide unbiased advice or representation.
6. The engagement letter should also clearly outline the termination or withdrawal process. This includes detailing the circumstances under which either the client or the representative may terminate the engagement, as well as any associated fees or obligations.
7. Finally, it is important to obtain the client's signature on the engagement letter to signify their acceptance and agreement to the terms outlined. This provides a written record of the client's consent and understanding of the representation.

In summary, client engagement and representation is crucial for professionals who act as representatives for their clients. When filling out the engagement letter, it is important to clearly outline the scope of services, establish the fees and payment structure, define the timeline for services, address conflicts of interest, outline the termination process, and obtain the client's signature.

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What is client engagement and representation?

Client engagement and representation refers to the process of formally establishing a relationship between a client and a representative, such as a lawyer or accountant, to provide services or advice.

Who is required to file client engagement and representation?

Any individual or business that engages a representative to provide services or advice is required to file client engagement and representation.

How to fill out client engagement and representation?

Client engagement and representation forms can typically be filled out online or submitted in person to the appropriate governing body.

What is the purpose of client engagement and representation?

The purpose of client engagement and representation is to ensure transparency, establish expectations, and protect the rights of both the client and the representative.

What information must be reported on client engagement and representation?

Client engagement and representation forms typically require information such as the names and contact information of the client and representative, the scope of services to be provided, and any fees or payment arrangements.