Sample General Engagement Letter
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Sample General Engagement Letter

2 years ago · 44.4 KB Download

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This sample letter addresses the creating or original development phase of a client’s personal financial plan. It involves considering the clients financial objectives and goals as well as their present and forecasted financial situation. The implementation phase is a separate engagement that will generally require a new engagement letter. The sample letter consists of the following sections:

  • Introduction

  • Description of the Engagement (2 options)

  • Responsibility

  • Other Service Providers (3 options)

  • Description of Fees (4 options)

  • Conflicts of Interest (2 options)

Download the Sample engagement letter

File name: sspfps-engagement-letter.docx

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