Document background
The Accounting Client Intake Form is a crucial document used by accounting firms in Hong Kong to initiate and formalize client relationships. It serves as a comprehensive data collection tool that ensures compliance with Hong Kong's regulatory requirements, including the Professional Accountants Ordinance, Anti-Money Laundering regulations, and Personal Data (Privacy) Ordinance. The form is designed to gather essential information about potential clients, including their business structure, financial status, service needs, and risk profile. It helps accounting firms conduct proper due diligence, assess client risks, and establish clear service expectations while maintaining professional standards and regulatory compliance. This document is typically used at the beginning of a new client relationship or when updating existing client information to ensure continued compliance with regulatory requirements.
