
Client Money HealthCheck
The approved alternative to an Accountant’s Report
Good news! It looks like you are eligible** for the client money HealthCheck for your Money Shield scheme membership.
Please read the following information and click the button at the end of the page to get started.
No time right now? – Don’t worry, a copy of all of the information has been emailed to you so that you can get started when you are ready.
ABOUT THE MONEY SHIELD HEALTHCHECK
The Letting Partnership’s client money HealthCheck report is accepted by Money Shield under their Scheme Rules.
PROCESS
- Download Checklist so you may gather the information & documents required in advance
- Complete the online questionnaire and submit together with your supporting documents
- Make payment
- HealthCheck Report emailed out to you within 10 days of submission
- Copy of HealthCheck Report emailed to Money Shield.
COST & PAYMENT
The cost of the HealthCheck is £396.00 (£330.00 + VAT). Payment is by card online once you have submitted the questionnaire.
TERMS & CONDITIONS & DATA PROTECTION
For full HealthCheck Terms & Conditions click here.
Data provided is protected in accordance with the Data Protection Act 2018 and the General Data Protection Regulation. View The Letting Partnership’s Data Protection Policy here.
FURTHER INFORMATION
For queries regarding your application for Money Shield Scheme membership please call the Money Shield Helpline on 01926 417763 or email help@money-shield.co.uk.
For assistance with the HealthCheck Questionnaire please call The Letting Partnership HealthCheck team on 01903 477900 Option 4.
For further information about The Letting Partnership and other solutions on offer, visit thelettingpartnership.co.uk or call us on 01903 477900 Option 5.
IMPORTANT – BEFORE YOU CONTINUE
** If your client money is held with an ‘Electronic Money Institution’ (EMI), please call the Money Shield Helpline on 01926 417763 to check if you are eligible to complete a HealthCheck. The questionnaire has no ‘save & return’ option – please use the Checklist provided to help you prepare. |