
Client Account HealthCheck
The approved alternative to an Accountant’s Report
Good news! you are eligible for the HealthCheck**
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 ‘NEW START-UP HEALTHCHECK’
This 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 just £162.00 (£135 + VAT). Pay by card online once you have submited 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 ‘New Start-up 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 go to 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 so please use the Checklist provided to help you prepare. |