Client Engagement Letter Template for Hong Kong

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Key Requirements PROMPT example:

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."

Document background
The Client Engagement Letter is a fundamental document used in Hong Kong's professional services industry to formalize the relationship between professional service providers and their clients. It is typically required at the commencement of any new professional engagement or when there are significant changes to existing service arrangements. The document encompasses essential elements including scope of work, fee structures, confidentiality provisions, and regulatory compliance requirements specific to Hong Kong's legal framework. It serves multiple purposes: establishing clear expectations, ensuring regulatory compliance, protecting both parties' interests, and documenting the agreed terms of service. The letter must align with Hong Kong's professional standards, data privacy laws, and relevant industry regulations while providing a clear framework for the professional relationship.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Clauses
Relevant Industries

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

Relevant Teams

Legal

Compliance

Risk Management

Professional Services

Client Relations

Business Development

Operations

Finance

Administration

Quality Assurance

Corporate Governance

Relevant Roles

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

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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