Client Engagement Letter Template for Malaysia

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Key Requirements PROMPT example:

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."

Document background
The Client Engagement Letter is a fundamental document used in professional service relationships in Malaysia to formalize the terms of engagement between professional service providers and their clients. It serves multiple purposes: establishing the legal framework for the professional relationship, defining the scope of services and deliverables, outlining fee structures and payment terms, and ensuring compliance with Malaysian regulatory requirements. This document is essential for protecting both parties' interests and setting clear expectations for the engagement. It typically includes provisions for confidentiality, data protection under Malaysian law, professional liability, and specific service deliverables. The Client Engagement Letter should be prepared and executed before commencing any professional services and must comply with relevant Malaysian professional standards and regulations.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

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

Relevant Industries

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

Relevant Teams

Legal

Compliance

Business Development

Client Relations

Operations

Risk Management

Professional Services

Administration

Finance

Quality Assurance

Relevant Roles

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

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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