These important documents are available for you to read, print off and download. Click on the document title to download.

 

UKALA Terms and Conditions of Membership

Applies to all members with effect from 1 January 2018.

 

UKALA Code of Practice

Applies to all members with effect from 01 November 2016.

 

How to create a sub-account to your UKALA membership

The lead account holder can add and remove up to 5 sub-accounts per UKALA membership.

 

UKALA Accounting Standard

Applies to all members with effect from 01 November 2016.

 

Template bank letter for use by an applicant

This letter can be used by an applicant when writing to their bank to request confirmation about their segregated client accounts.

 

Template bank letter for use by a bank

This letter should be used by a bank when confirming the segregated client account arrangements on behalf of an applicant.

 

UKALA Accountants Declaration

This template should be used by an applicant or member when asking their accountant to confirm that they comply with the UKALA Accounting Standard.

 

UKALA Tax Protection Summary of Cover

This summary sets out the significant features, benefits, limitations and exclusions of the UKALA Tax Protection Insurance Scheme.

 

UKALA Tax Protection Insurance Policy

This document sets out the policy wording of the UKALA Tax Protection Insurance Scheme.

 

Legal Info

Website Terms of Use

Acceptable Use Policy 

Articles of Association