Legal Information: MA Partners LLP and MA Partners Audit LLP

MA Partners LLP and MA Partners Audit LLP disclaimer

M+A Partners is the trading name of MA Partners LLP and MA Partners Audit LLP, which are limited liability partnerships.

A list of members may be inspected at the firm’s principal place of business and registered office: 7 The Close, Norwich, NR1 4DJ. The term “partner” is used to refer to a member of MA Partners LLP or MA Partners Audit LLP.

MA Partners LLP is regulated for a range of investment business activities and licensed to carry out the reserved legal activity of non-contentious probate in England and Wales by the Institute of Chartered Accounts in England and Wales. MA Partners LLP is registered in England and Wales (LLP number OC 361855).

MA Partners Audit LLP is registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales. MA Partners Audit LLP is registered in England and Wales (LLP number OC 427003).

Provision of Services Regulations: MA Partners LLP and MA Partners Audit LLP

Name: MA Partners LLP and MA Partners Audit LLP

Legal form: Limited liability partnerships registered in England & Wales

Service: Chartered Accountants and Auditors

Registered office and postal address: 7 The Close, Norwich Norfolk, NR1 4DJ

Facsimile: +44 (0)1603 227610

Telephone: +44 (0)1603 227600

Public registers:

Details about the limited liability partnership registrations can be viewed at www.companieshouse.gov.uk under reference number OC361855 and OC427003.

Details about our audit registration can be viewed here for the UK under reference number C006656730.

Information about audit regulations can be accessed here.

Information about Ethical Standards can be accessed here.

Authorisation scheme:

MA Partners Audit LLP is registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales.

VAT number: 105 2946 86

General terms and conditions:

A letter of engagement accompanied by our standard terms and conditions will be provided at the commencement of any engagement to which they apply.

Applicable law:

Unless otherwise agreed, English law, with the English Courts having exclusive jurisdiction in relation to any claim, dispute or difference concerning the service and any matter arising from it.

Insurance:

Our professional indemnity insurance is provided by more than one insurer. The address of our lead insurer, AIG Professional Indemnity Insurance is c/o Lloyds, One Lime Street, London, EC3 M7HA. The territorial coverage is worldwide, subject to conditions and exclusions arising out of claims and legal proceedings made within the jurisdictions or territories of the United States of America and/or Canada.

Complaints:

Complaints can be made by contacting the Chief Operating Officer, Philip Webster. In the event of your not being satisfied by our response, you may also bring the matter to the attention of the Institute of Chartered Accountants in England and Wales.

Details of any other dispute resolution procedure applicable to an engagement will be contained in the relevant letter of engagement.

Investment services:

The firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

Trust’s anti-money laundering policy:

Before entering into a business relationship with a registrable trust we are required under The Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 to obtain a copy of the current Trust Registration Service proof of registration document.

We are unable to carry-out any work for the trustees unless we have sight of the proof of registration or are engaged to register the trust.

Diversity:

M+A values diversity and we are committed in providing equal opportunities for every single one of our employees.

Every two years, all firms accredited for probate services are required to collect, report and publish diversity data about their employees, under the regulatory functions of the Legal Services Act 2007.

The data collected reflects the demographics of some but not all M+A employees. We have grouped some of the responses together to avoid identifying our employees. The data provided by our Partners and employees during our March 2023 diversity data collection exercise is included in the aggregated results published on the ICAEW website.

The results of our probate diversity questionnaire can be found here.

Call recording:

All calls may be recorded for training or monitoring purposes.