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Client Engagement Letter
"I need a Client Engagement Letter for my accounting firm in Kuala Lumpur to provide monthly bookkeeping and tax advisory services to a medium-sized manufacturing company, starting from January 2025."
1. Letter Header: Professional letterhead, date, reference number, and client's address
2. Salutation: Formal greeting to the client
3. Introduction: Opening paragraph thanking client for choosing the firm and confirming the engagement
4. Scope of Services: Detailed description of services to be provided and any limitations
5. Team and Responsibilities: Key personnel involved and their roles
6. Fees and Payment Terms: Fee structure, billing arrangements, and payment terms
7. Timeline: Expected duration or key milestones for service delivery
8. Client Obligations: Client's responsibilities and required cooperation
9. Confidentiality: Confidentiality obligations and information handling
10. Data Protection: PDPA compliance and data handling procedures
11. Termination: Conditions and process for ending the engagement
12. Acceptance: Instructions for confirming acceptance and returning signed copy
1. Conflict of Interest: Required when there are potential conflicts that need disclosure
2. Professional Indemnity: Details of professional insurance coverage, included for high-value or high-risk engagements
3. Intellectual Property: Needed when service involves creation or use of intellectual property
4. Regulatory Compliance: Required for regulated industries or when specific compliance obligations exist
5. Dispute Resolution: Added for complex engagements or when specific dispute resolution mechanisms are preferred
6. Force Majeure: Included when service delivery could be affected by external events
1. Fee Schedule: Detailed breakdown of fees, rates, and charging structure
2. Service Details: Comprehensive scope of work and deliverables
3. Team Profiles: Biographical information of key team members
4. Standard Terms and Conditions: Firm's standard terms of business
5. Compliance Requirements: Specific regulatory or compliance obligations applicable to the engagement
Authors
Services
Deliverables
Engagement Period
Fees
Professional Standards
Business Day
Confidential Information
Intellectual Property Rights
Personal Data
Force Majeure Event
Client Materials
Project Team
Engagement Partner
Identity Card
Company Registration Number
Engagement Letter
Professional Fees
Working Papers
Premises
Representatives
Authorized Signatory
Commencement Date
Business Hours
Termination Date
Professional Indemnity Insurance
Professional Fees
Payment Terms
Client Obligations
Service Provider Obligations
Confidentiality
Data Protection
Intellectual Property
Professional Standards
Team Composition
Timeline
Deliverables
Communication
Record Keeping
Quality Assurance
Limitation of Liability
Professional Indemnity
Termination
Force Majeure
Dispute Resolution
Governing Law
Amendment
Assignment
Notices
Entire Agreement
Severability
Anti-Money Laundering Compliance
Conflict of Interest
Legal Services
Accounting and Audit
Management Consulting
Financial Advisory
Tax Advisory
Corporate Secretarial Services
Business Advisory
IT Consulting
Engineering Consulting
Architecture and Design
Human Resources Consulting
Environmental Consulting
Legal
Compliance
Business Development
Client Relations
Operations
Risk Management
Professional Services
Administration
Finance
Quality Assurance
Managing Partner
Senior Partner
Engagement Partner
Legal Counsel
Compliance Officer
Business Development Manager
Client Relationship Manager
Practice Manager
Professional Services Director
Risk Management Officer
Operations Manager
Contract Administrator
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