Aureliant Global Accountants is preparing a complete advisory website with audit support, accounting, tax, ESG, digital transformation, AI advisory, regulatory compliance, client portal workflows, secure payments, and Foundation impact pages.

Aureliant Global Accountants is preparing a complete advisory website with audit support, accounting, tax, ESG, digital transformation, AI advisory, regulatory compliance, client portal workflows, secure payments, and Foundation impact pages.

Engagement Terms

ENGAGEMENT TERMS — AURELIANT GLOBAL ACCOUNTANTS

1. Introduction

These Engagement Terms (“Terms”) govern the professional relationship between Aureliant Global Accountants (“Aureliant”, “we”, “our”, “us”) and our clients (“you”, “your”). They apply to all advisory, auditsupport, structuring, compliance, tax, ESG, digital, and multijurisdictional services provided by Aureliant unless superseded by a written Engagement Letter.

These Terms must be read together with:

The signed Engagement Letter

The Scope of Work

Our Privacy Policy (aureliantglobal.com/privacy-policy)

Our Terms of Use (aureliantglobal.com/terms)

Any jurisdictionspecific regulatory requirements

By engaging Aureliant, you agree to be bound by these Terms.

2. Our Professional Responsibilities

Aureliant performs services with:

Professional competence and due care (ICAEW Code of Ethics)

Objectivity and independence where required

Confidentiality and secure handling of information

Compliance with applicable laws and regulations

Adherence to ISQM 1 & 2, where relevant

Highquality standards expected of a global advisory and auditsupport firm

We will:

Deliver services as described in the Engagement Letter

Allocate appropriately skilled professionals

Maintain adequate professional indemnity insurance

Communicate progress, risks, and issues promptly

Perform work within agreed timelines (subject to dependencies)

3. Your Responsibilities

You agree to:

Provide complete, accurate, and timely information

Ensure access to relevant personnel, systems, and documents

Notify us of material changes affecting the engagement

Review deliverables and provide feedback promptly

Fulfil legal, regulatory, and filing obligations

Maintain internal controls and governance arrangements

You are responsible for:

Decisions made based on our deliverables

Implementation of recommendations

Compliance with laws and regulations applicable to your business

Aureliant is not responsible for delays or issues arising from incomplete or late information.

4. Scope of Work

The scope of services will be defined in the Engagement Letter and may include:

Advisory and transformation services

Auditreadiness and assurance support

Technical accounting and IFRS advisory

Tax, international tax, and transfer pricing

ESG, sustainability, and Warm Homes Plan compliance

Regulatory reporting and governance

Structuring, crossborder expansion, and entity management

Digital, data, AI, and ERP advisory

Private office and nonregulated family governance services

Any work outside the agreed scope will require a separate fee or scope variation.

5. Fees, Billing & Payment Terms

5.1 Fee Structure

Fees may be:

Fixed fee

Timeandmaterials

Retainerbased

Milestonebased

Hybrid models

The Engagement Letter will specify the applicable structure.

5.2 Invoicing

Invoices are typically issued:

Monthly

On milestone completion

In advance for retainers

As otherwise agreed

5.3 Payment Terms

Unless stated otherwise:

Payment is due within 14 days of invoice date

Late payments may incur interest at 4% above the Bank of England base rate

Work may be paused for overdue invoices

5.4 Expenses

Reasonable outofpocket expenses (e.g., travel, regulatory fees, filings) will be recharged with prior notice.

6. Confidentiality

Both parties agree to maintain strict confidentiality over:

Client information

Financial data

Business strategies

Regulatory documents

Personal data

Proprietary methodologies

Exceptions apply where disclosure is:

Required by law or regulation

Required by a regulator (e.g., HMRC, FCA, SEC, PCAOB)

Necessary to protect legal rights

Permitted by the client in writing

Aureliant adheres to ICAEW confidentiality obligations.

7. Data Protection & Privacy

We process personal and corporate data in accordance with:

UK GDPR

EU GDPR (where applicable)

Data Protection Act 2018

Global privacy regulations

Details are provided in our Privacy Policy at: https://aureliantglobal.com/privacy-policy (aureliantglobal.com in Bing)

You agree to provide data lawfully and ensure you have the right to share it with us.

8. AntiMoney Laundering (AML) & KYC Requirements

Aureliant is legally required to perform:

Identity verification

Beneficial ownership checks

Sourceoffunds/sourceofwealth checks

Sanctions and PEP screening

We may:

Request identification documents

Use thirdparty verification providers

Decline or terminate engagements if AML requirements are not met

Failure to provide required information may delay or prevent service delivery.

9. Use of Subcontractors & Global Delivery Teams

Aureliant may use:

Global delivery centres

Specialist subcontractors

Technology partners

AIenabled tools

All subcontractors are bound by:

Confidentiality agreements

Dataprocessing agreements

Professional standards

We remain responsible for the overall quality of services.

10. Intellectual Property

Unless otherwise agreed:

Aureliant retains ownership of methodologies, templates, frameworks, and tools

You receive a licence to use deliverables for internal business purposes

You may not distribute or commercialise deliverables without permission

AIgenerated outputs remain subject to these terms.

11. Limitation of Liability

To the fullest extent permitted by law:

Aureliant’s liability is limited to the amount specified in the Engagement Letter

We are not liable for indirect, incidental, or consequential losses

We are not liable for decisions made without professional validation

We are not liable for delays caused by third parties or client dependencies

Nothing in these Terms limits liability for:

Fraud or fraudulent misrepresentation

Any liability that cannot be excluded by law

12. Conflicts of Interest

We maintain robust conflictchecking procedures. If a conflict arises:

We will notify you promptly

We may decline or modify the engagement

We may implement ethical walls where appropriate

13. Termination

Either party may terminate the engagement:

With written notice (as specified in the Engagement Letter)

Immediately if the other party breaches these Terms

Immediately if required by law or regulation

Upon termination:

Fees for work completed remain payable

We may retain copies of documents for regulatory purposes

Confidentiality obligations continue indefinitely

14. Document Retention

We retain engagement files for:

6–7 years (standard professional requirement)

Longer where required by law or regulation

You are responsible for retaining your own records.

15. Governing Law & Jurisdiction

Unless otherwise stated in the Engagement Letter:

UK engagements are governed by the laws of England & Wales

Other jurisdictions follow local governing law

Disputes will be resolved in the courts of the relevant jurisdiction.

16. Entire Agreement

These Terms, together with the Engagement Letter and Scope of Work, constitute the entire agreement between the parties and supersede all prior discussions or proposals.

17. Contact Us

For questions regarding these Terms:

Aureliant Global Accountants Limited

Email: legal@aureliantglobal.com

Website: https://aureliantglobal.com