This document provides guidance on agreeing a contract with a contractor that will work through an umbrella company. It outlines 11 key steps:
1. Confirm which umbrella company the contractor wishes to use.
2. Verify the contractor's right to work in the UK.
3. Determine if the contractor wants to opt out of Conduct Regulations and obtain the necessary signed opt out documentation.
4. Request comparator pay information from clients for assignments over 12 weeks long.
5. Agree the assignment in principle with the client and contractor.
6. Get written assignment confirmation from the client including start/end dates and charge rate.
7. Confirm assignment details with the contractor including umbrella company name.