Document background
The Client Intake Assessment Form serves as an essential tool for organizations operating in Malaysia to gather and evaluate client information at the commencement of a business relationship. This document is designed to ensure compliance with Malaysian regulations, particularly the Personal Data Protection Act 2010, while facilitating efficient client onboarding processes. It includes sections for collecting personal information, service requirements, risk assessments, and necessary consents, with optional modules that can be tailored to specific industry needs. The form helps organizations maintain proper documentation, conduct due diligence, and establish clear service parameters while protecting both the service provider and client interests under Malaysian law.
