Explaining the move to Connectworks for your clients
When your firm begins using Connectworks, it’s a good idea to outline to clients why it’s being done and what they need to do. To help with this we’ve drafted wording for an email or letter to your clients explaining the move to Connectworks. The letters can be previewed below, and editable Microsoft Word versions can be downloaded and adapted to meet your firm's requirements.
Draft initial letter for company clients
Dear <Client first name>,
Company Compliance
As you’re aware, (your firm name) acts as the registered office for your company.
There has been an increase in the record-keeping and reporting requirements placed upon us as the registered office to help your company remain compliant.
These include requirements by the Companies Office around the date, place of birth and residency of all directors and by the Government as part of international tax agreements.......
Sample letter to clients (Companies)
Draft initial letter for trust clients
Dear <Client first name>
It’s common for people involved in family trusts to underestimate the ongoing management and administration requirements. Recent case law has highlighted the risks for trustees when things do go wrong.
In addition, the Trusts Act 2019 has been passed and came into effect in 2021 which will legislate higher standards of management required, including new requirements for a trustee to know the terms of the trust, to act according to those terms, to retain trust documents, and make certain information available to beneficiaries......
Sample letter to clients (trusts)
Letter to company clients outlining the annual return process
Dear <Client first name>,
As you're aware, (your firm) acts as the registered office for (client company). One of the requirements of this is that someone from your company checks that the information to be filed to the Companies Office annually is correct.
We've started using a software product called Connectworks to help with the governance and record-keeping of companies and trusts. It includes an easy process for you to verify annual return information and change any details if necessary.
Letter to company clients outlining the annual return process
Draft letter offering to be the company's registered office
Dear <Client first name>,
Registered Office and Company Secretarial tasks
People often underestimate the requirements of being the registered office for a company.
Beyond just filing annual returns, there are other legal requirements for the registered office of a company, plus a number of best-practice measures.
Draft letter offering to be company's registered office
Draft letter re. connected trust subscriptions
Dear (trustee name)
Re: (name of trust)
You will be aware that there are multiple professional parties, including us involved in the administration of (name of trust).
Each of the professional advisors and the trustees has important roles to play to ensure the trust is well managed and able to achieve its purpose.