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Client Engagement Letter
"I need a Client Engagement Letter for my Hong Kong-based management consulting firm to provide strategic advisory services to a multinational retail client, with the engagement starting March 1, 2025, including specific provisions for data privacy and cross-border information sharing."
1. Letterhead and Date: Professional letterhead including firm details, address, and date of the letter
2. Client Address and Salutation: Full name and address of the client, with appropriate salutation
3. Purpose of Engagement: Clear statement of the purpose of the engagement and the services to be provided
4. Scope of Services: Detailed description of services included and specifically excluded from the engagement
5. Professional Fees: Fee structure, billing arrangements, and payment terms
6. Client Responsibilities: Outline of client's obligations and responsibilities in the engagement
7. Service Standards: Description of service delivery standards and timeframes
8. Confidentiality: Confidentiality obligations and handling of client information
9. Data Privacy: Handling of personal data in compliance with PDPO
10. Professional Standards: Reference to applicable professional standards and regulatory compliance
11. Limitation of Liability: Terms limiting the firm's liability where permissible
12. Termination: Conditions and process for terminating the engagement
13. Acceptance: Instructions for accepting the engagement and returning signed copies
1. Dispute Resolution: Include when specific dispute resolution procedures are required, especially for high-value engagements
2. Team Structure: Include for larger engagements requiring multiple team members or specialists
3. Conflict Resolution: Include when working with multiple stakeholders or in complex engagements
4. Insurance Coverage: Include when professional indemnity insurance details are required or requested
5. Third Party Rights: Include when services might affect or be relied upon by third parties
6. Electronic Communications: Include when specific protocols for electronic communication need to be established
7. Anti-Money Laundering: Include for financial services or when required by regulatory obligations
8. Force Majeure: Include for long-term engagements or when specifically requested
1. Fee Schedule: Detailed breakdown of fees, rates, and charging structure
2. Service Description: Detailed technical description of services to be provided
3. Team Profile: Profiles of key team members and their roles
4. Standard Terms: Firm's standard terms and conditions
5. Data Processing Terms: Detailed terms regarding data handling and privacy compliance
6. Required Documents: List of documents and information required from the client
Authors
Engagement
Client
Firm
Engagement Team
Deliverables
Fees
Confidential Information
Personal Data
Working Papers
Professional Standards
Applicable Laws
Force Majeure Event
Business Day
Intellectual Property Rights
Representatives
Engagement Letter
Billing Period
Project
Scope of Work
Third Party
Regulatory Requirements
Client Materials
Professional Fees
Disbursements
Engagement Period
Completion Date
Service Standards
Authorized Personnel
Governing Law
Professional Fees
Payment Terms
Confidentiality
Data Privacy
Intellectual Property
Professional Standards
Client Obligations
Service Provider Obligations
Limitation of Liability
Indemnification
Termination
Force Majeure
Dispute Resolution
Governing Law
Assignment
Entire Agreement
Notices
Anti-Money Laundering
Professional Indemnity
Amendment
Third Party Rights
Electronic Communications
Document Retention
Staff and Resources
Quality Assurance
Regulatory Compliance
Insurance
Conflicts of Interest
Severability
Professional Services
Legal Services
Accounting and Audit
Management Consulting
Financial Services
Information Technology
Business Advisory
Tax Advisory
Corporate Services
Risk Advisory
Investment Banking
Healthcare Consulting
Environmental Consulting
Engineering Services
Real Estate Advisory
Legal
Compliance
Risk Management
Professional Services
Client Relations
Business Development
Operations
Finance
Administration
Quality Assurance
Corporate Governance
Managing Partner
Senior Partner
Director of Professional Services
Engagement Manager
Client Relationship Manager
Compliance Officer
Legal Counsel
Risk Manager
Business Development Director
Practice Leader
Department Head
Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Professional Services Manager
Account Director
Senior Consultant
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