The Client Acceptance Letter is a critical document used in Hong Kong's professional services landscape to formalize the engagement between service providers and their clients. It serves as the foundation of the professional relationship, typically issued after initial discussions and negotiations but before service commencement. The document combines elements of contract law with professional service requirements under Hong Kong jurisdiction, ensuring compliance with relevant regulations while maintaining a more approachable format than a full service agreement. A Client Acceptance Letter includes essential information about service scope, fees, terms, and regulatory compliance matters, while being tailored to meet specific industry requirements and professional standards. It's particularly important in regulated industries where clear documentation of engagement terms is mandatory, and serves as a key risk management tool for both service providers and clients.
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1. Letter Header: Professional letterhead, date, reference number, and client's address
2. Client Information: Full legal name and address of the client entity or individual
3. Engagement Overview: Brief introduction stating the purpose of the letter and confirmation of willingness to provide services
4. Scope of Services: Clear description of services to be provided, including any specific limitations or exclusions
5. Fee Structure: Details of fees, payment terms, and billing arrangements
6. Key Terms: Essential terms including confidentiality, liability limitations, and termination provisions
7. Acceptance Method: Instructions for how the client should indicate acceptance (e.g., countersignature, return copy)
8. Signature Block: Space for signatures, including name and title of authorized representatives
1. Service Team: Include when it's important to specify key personnel who will be responsible for service delivery
2. Conflict Disclosure: Include when there are potential conflicts of interest that need to be disclosed
3. Professional Standards Reference: Include when specific professional standards or regulations govern the services
4. Data Privacy Statement: Include when significant personal data processing is involved in service delivery
5. Anti-Money Laundering Statement: Include when services fall under AML regulations requiring specific disclosures
6. Dispute Resolution: Include when specific dispute resolution mechanisms need to be established
1. Schedule of Services: Detailed breakdown of specific services to be provided, used when scope is complex
2. Fee Schedule: Detailed fee structure including rates and payment terms, used for complex pricing arrangements
3. Required Documents: List of documents needed from client for compliance and service delivery
4. Terms and Conditions: Standard terms and conditions referenced in the main letter
Relevant legal definitions
Services
Effective Date
Fee Schedule
Client
Service Provider
Engagement
Confidential Information
Deliverables
Working Day
Engagement Team
Authorized Representative
Group Companies
Personal Data
Service Standards
Professional Fees
Term
Force Majeure Event
Intellectual Property Rights
Regulatory Requirements
Associated Entities
Material Breach
Professional Standards
Engagement Letter
Completion Date
Effective Date
Fee Schedule
Client
Service Provider
Engagement
Confidential Information
Deliverables
Working Day
Engagement Team
Authorized Representative
Group Companies
Personal Data
Service Standards
Professional Fees
Term
Force Majeure Event
Intellectual Property Rights
Regulatory Requirements
Associated Entities
Material Breach
Professional Standards
Engagement Letter
Completion Date
Clauses
Scope of Services
Fees and Payment
Confidentiality
Data Protection
Liability Limitation
Termination
Client Obligations
Service Standards
Intellectual Property
Force Majeure
Governing Law
Dispute Resolution
Assignment
Anti-Money Laundering
Notices
Amendment
Entire Agreement
Electronic Communication
Professional Standards
Conflict of Interest
Insurance
Record Retention
Staff and Resources
Third Party Rights
Fees and Payment
Confidentiality
Data Protection
Liability Limitation
Termination
Client Obligations
Service Standards
Intellectual Property
Force Majeure
Governing Law
Dispute Resolution
Assignment
Anti-Money Laundering
Notices
Amendment
Entire Agreement
Electronic Communication
Professional Standards
Conflict of Interest
Insurance
Record Retention
Staff and Resources
Third Party Rights
Relevant Industries
Professional Services
Financial Services
Legal Services
Accounting
Consulting
Banking
Insurance
Asset Management
Technology Services
Real Estate Services
Healthcare Services
Education Services
Relevant Teams
Legal
Compliance
Risk Management
Client Services
Business Development
Operations
Finance
Administration
Professional Services
Account Management
Relevant Roles
Managing Partner
Engagement Partner
Client Relationship Manager
Chief Financial Officer
General Counsel
Compliance Officer
Risk Manager
Operations Director
Business Development Manager
Account Director
Project Manager
Senior Consultant
Legal Counsel
Financial Controller
Company Secretary
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