Record of the portal access arrangement
A single format from the Practice Formats pack. on the firm's letterhead, in duplicate, before the first login.
- 2 pages
- 27
- Word and PDF
- 13 September 2026
What it covers
- 1Record of the portal access arrangementon the firm's letterhead, in duplicate, before the first login
Read the opening
The first part of the format, as it downloads. Blanks are highlighted.
On the firm's letterhead
Date: [Date of the letter]
To,
[Name of the client], PAN [AAAAA0000A]
[Client's address]
Subject: How we will access your online accounts, and what we will not do
Dear [Sir / Madam / Sirs],