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Engagement AML error: Engagement end date is required

As engagement acceptance takes place before the client signs the engagement and there is no engagement end date.

The Engagement Period refers to the timeframe during which services are provided to a client under an engagement.

While many firms align their engagement periods with their financial year (for example, 1 July to 30 June), the engagement period can be configured according to your firm's preferred business practices and requirements.

To correct the error:

  • The end date will need to be entered to reflect this period.

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