Breadcrumb:

Resources

Draft factfind and agreements

You may find this sample business protection factfind useful when you’re giving advice. It will help you find out as much as you can about your client’s business.

We’ve drawn up the following draft documents based on our understanding of current law and HM Revenue & Customs practice. The agreements are presented as a draft only and anyone intending to use them is strongly advised to consult their own professional advisers to make sure that the draft meets their requirements.