Home Page Compli-Forum Accounts Rules Client Interest Policies

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      We hosted a compliance forum 24th March 2023 and posed some questions to the group around client interest and the policies firms have in place. These are the results.

      Policy in Place
      Not to Pay Interest
      2011 Rules?
      Client Aware?
      Reviewing Policy?
      De Minimis
      De Minimis Value
      How Often
      Reporting Accountant
      Reporting Accountant Tests

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