Advisory Engagement Letter Template for Hong Kong

1. Regulatory Disclosures: Required when providing regulated services under Hong Kong law, including relevant licenses and registrations

2. Conflict of Interest Provisions: Needed when there are potential conflicts that need to be disclosed and addressed

3. Investment Risks and Disclaimers: Required for financial advisory services involving investment recommendations

4. Data Privacy Notice: Detailed privacy terms when significant personal data processing is involved

5. Sub-contractor Terms: Required when parts of the services may be delegated to third parties

6. Professional Indemnity: Additional indemnity terms for high-risk advisory services

7. Intellectual Property Rights: Needed when the advisory services involve creation or use of intellectual property

8. Force Majeure: Optional provisions for unforeseen circumstances affecting service delivery

1. Schedule 1: Detailed Scope of Services: Comprehensive breakdown of specific services, deliverables, and timelines

2. Schedule 2: Fee Schedule: Detailed breakdown of fees, expenses, and payment terms

3. Schedule 3: Standard Terms and Conditions: Full set of standard terms governing the advisory relationship

4. Schedule 4: Key Personnel and Contacts: Detailed list of team members, roles, and contact information

5. Appendix A: Compliance Requirements: Specific regulatory and compliance obligations applicable to the engagement

6. Appendix B: Required Forms: Any forms or documents required for regulatory compliance or client onboarding