¶¶Òõ¶ÌÊÓÆµ

Compilation Engagement Letter Template for Switzerland

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Compilation Engagement Letter

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Compilation Engagement Letter

"I need a Compilation Engagement Letter for my small retail business based in Zurich, to be effective from March 1, 2025, covering monthly financial statement compilation services with standard Swiss GAAP requirements."

Document background
The Compilation Engagement Letter is a crucial document used when a business engages an accounting firm to assist in preparing financial information without providing audit or review assurance. Under Swiss law, this document serves as the formal agreement establishing the terms of service for compilation engagements, outlining the scope, responsibilities, and limitations of the work to be performed. The letter complies with Swiss professional standards, particularly PS 920, and the Swiss Code of Obligations. It is commonly used by businesses requiring professional assistance in preparing financial statements or other financial information, but who do not need a full audit or review engagement. The Compilation Engagement Letter explicitly states that no assurance will be provided and details the respective responsibilities of both the accounting firm and the client's management.
Suggested Sections

1. Letterhead and Date: Professional firm's letterhead and current date

2. Recipient Details: Client's name, title, and address

3. Engagement Subject: Clear identification of the specific compilation engagement and the financial information to be compiled

4. Scope of Compilation: Detailed description of the compilation services to be provided and their limitations

5. Management Responsibilities: Clear statement of management's responsibilities for the financial information and decision-making

6. Professional Responsibilities: Outline of the accountant's professional responsibilities and the nature of the compilation engagement

7. Fees and Billing: Fee structure, billing arrangements, and payment terms

8. Timeline: Expected timeframes for the compilation work and deliverables

9. Confidentiality: Commitments regarding confidential information handling and data protection

10. Acceptance and Signature: Request for acknowledgment and acceptance of the terms, with signature blocks

Optional Sections

1. Professional Standards Reference: Specific reference to PS 920 and other applicable professional standards when dealing with regulated entities or sophisticated clients

2. Independence Statement: Statement about independence (or lack thereof) when required by specific circumstances or client requirements

3. Use Restrictions: Specific restrictions on the use and distribution of the compiled financial information when needed

4. Conflict Resolution: Specific dispute resolution procedures when dealing with complex engagements or high-risk clients

5. Language Provisions: Specification of binding language version when the letter is provided in multiple languages

6. Electronic Communication Consent: Terms for electronic communication and document transmission when relevant to the engagement

Suggested Schedules

1. Schedule A - Scope Details: Detailed listing of specific financial information to be compiled and format requirements

2. Schedule B - Fee Schedule: Detailed breakdown of fees, hourly rates, and additional charges if applicable

3. Schedule C - Timeline: Detailed project timeline with specific milestones and deadlines

4. Appendix 1 - Required Information: List of information and documents to be provided by the client

5. Appendix 2 - Terms and Conditions: Standard terms and conditions of the professional firm

6. Appendix 3 - Data Protection Notice: Detailed information about data handling and privacy practices in compliance with Swiss law

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions


















Clauses























Relevant Industries

Financial Services

Manufacturing

Retail

Technology

Healthcare

Professional Services

Real Estate

Construction

Hospitality

Non-Profit Organizations

Small and Medium Enterprises

Start-ups

Relevant Teams

Finance

Accounting

Treasury

Compliance

Legal

Executive Management

Administration

Corporate Governance

Risk Management

Relevant Roles

Chief Financial Officer

Financial Controller

Accounting Manager

Finance Director

Partner (Accounting Firm)

Managing Director

Business Owner

Financial Manager

Audit Partner

Company Secretary

Treasury Manager

Compliance Officer

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Business Valuation Engagement Letter

A Swiss law-governed engagement letter establishing terms and conditions for professional business valuation services, including scope, methodology, and deliverables.

find out more

Audit Engagement Letter

A Swiss law-governed letter establishing the terms for conducting statutory or regulatory audits, compliant with Swiss audit regulations and professional standards.

find out more

Contract Engagement Letter

A Swiss law-governed engagement letter establishing a professional services relationship, defining scope, terms, and obligations between service provider and client.

find out more

Bookkeeping Engagement Letter

A Swiss-law governed engagement letter establishing terms and conditions for professional bookkeeping services, including scope, responsibilities, and compliance requirements.

find out more

Internal Audit Engagement Letter

A Swiss-law governed engagement letter establishing the terms and scope of internal audit services, aligned with Swiss regulatory requirements and international standards.

find out more

Audit Acceptance Letter

A Swiss law-governed letter confirming an audit firm's acceptance of appointment as statutory auditors and outlining key engagement terms.

find out more

Compilation Engagement Letter

A Swiss-law governed engagement letter establishing terms for financial information compilation services between an accounting firm and client, aligned with Swiss professional standards.

find out more

Due Diligence Engagement Letter

A Swiss law-governed engagement letter establishing terms and conditions for professional due diligence services, including scope, deliverables, and compliance requirements.

find out more

Client Engagement Letter

A Swiss law-governed engagement letter establishing the terms and conditions of professional services between a service provider and client.

find out more

Legal Engagement Letter

A Swiss-law governed formal letter establishing the professional relationship between a law firm and client, detailing service scope and terms.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.