The Valuation Engagement Letter is a crucial document used when engaging professional valuation services in Hong Kong. It serves as both a formal appointment letter and a binding contract between a valuation firm and its client, typically required for business valuations, asset valuations, or financial instrument valuations. The document must comply with Hong Kong's regulatory framework, including the Companies Ordinance, Securities and Futures Ordinance, and professional standards set by bodies such as the Hong Kong Institute of Surveyors. This engagement letter outlines key aspects such as scope of work, methodology, deliverables, timelines, fees, and professional obligations, while incorporating necessary protections for both parties including confidentiality provisions and liability limitations.
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1. Letter Header: Professional letterhead, date, reference number, and recipient's details
2. Subject Line: Clear identification of the engagement purpose and target of valuation
3. Introduction: Opening paragraph confirming the engagement discussion and basic context
4. Scope of Work: Detailed description of the valuation assignment, including the asset/business to be valued and purpose of valuation
5. Valuation Date: Specified date as of which the valuation will be performed
6. Valuation Methodology: Overview of the approach(es) to be used in the valuation
7. Information Requirements: List of documents and information required from the client
8. Deliverables: Description of the final products to be delivered
9. Timeline: Expected duration and key milestones of the engagement
10. Professional Fees: Fee structure, payment terms, and any additional costs
11. Team Composition: Key team members and their roles in the engagement
12. Confidentiality: Confidentiality obligations and handling of sensitive information
13. Limitation of Liability: Scope of the firm's liability and any limitations
14. Acceptance: Instructions for acknowledging and accepting the engagement terms
1. Specialist Input: Required when external specialists or third-party experts need to be engaged
2. Conflict Disclosure: Needed when there are potential conflicts of interest to be disclosed
3. Client Obligations: Additional section when client has specific responsibilities beyond providing information
4. Previous Valuations: Required when referring to or relying on previous valuation work
5. Regulatory Compliance: Needed when valuation must comply with specific regulatory requirements
6. Use Restrictions: When there are specific restrictions on how the valuation can be used or distributed
7. Force Majeure: Added for complex or long-term engagements to address unforeseen circumstances
1. Schedule A - Detailed Scope of Work: Comprehensive description of valuation scope, methodologies, and assumptions
2. Schedule B - Fee Structure: Detailed breakdown of fees, payment schedule, and expense policies
3. Schedule C - Information Requirements: Detailed list of required documents, data, and access requirements
4. Schedule D - Standard Terms and Conditions: Firm's standard terms and conditions for valuation engagements
5. Appendix 1 - Team Profiles: Detailed profiles of key team members and their qualifications
6. Appendix 2 - Valuation Methodology: Detailed explanation of valuation approaches and methods to be used
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