Meridian

Legal & Compliance

Privacy, Terms, AML & Engagement Basics

The fine print, in plain English. Meridian's privacy policy, terms of business, cookie policy, and client engagement basics — reviewed by a qualified solicitor or compliance advisor before launch.

Privacy Policy

How we collect, store, and protect your data.

  • What data is collected — contact forms, financial documents, bank feed connections
  • Lawful basis for processing under UK GDPR
  • Third-party processors used (Xero, QuickBooks, payment processors, email and CRM tools)
  • Data retention, in line with HMRC record-keeping requirements (typically 6 years)
  • Your rights under the Data Protection Act 2018 and how to exercise them
  • ICO registration number — to be confirmed before launch

Terms of Business

The terms that govern every engagement.

  • Engagement letter scope, and what's excluded from each service tier
  • Payment terms, late payment policy, and cancellation policy
  • Client responsibilities — timely, accurate document provision
  • Professional indemnity insurance disclosure
  • AML / CDD requirements clients must complete at onboarding
  • Complaints procedure, as required by our supervising accountancy / AML body

Cookie Policy

What we use cookies for and how to manage them.

  • Analytics cookies (e.g., Google Analytics)
  • Functional cookies that keep the site working
  • Any marketing pixels used on the site
  • An accept / manage-preferences banner, compliant with PECR

Engagement Basics

What to expect before you sign — and after you do.

  • Engagement letter scope and what's included in each service tier
  • What's excluded, so there are no surprises
  • Client responsibilities at onboarding and through the engagement
  • How to raise a question or concern about your engagement
AML supervision

Supervised under UK Money Laundering Regulations

Meridian Accountants & Tax Partners Ltd operates under the UK Money Laundering Regulations. As a regulated firm we carry out client due diligence at onboarding and maintain the required records and supervision.

Our supervising body and registration number will be confirmed before launch. We will not publish a placeholder — either the real detail is shown, or the line is left off until it exists.

Talk to a partner

Whatever your tax, accounting or advisory question — let's talk.

Tell us about your business and we'll show you how Meridian can move it forward — in the US, the UK, or across borders.

Get in touch