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Confirm your initial engagement information

Use this form when requested during a WhatsApp or email discussion. We will create a secure link for your approved fixed-fee quotation, payment plan, engagement documents and progress.

Initial business details

Required fields are marked with an asterisk.

Contact details

TCSP licence holder full name *

Contact person *

Email *

WhatsApp / contact number

Preferred language

How did you hear about us?

Referrer name, if applicable

Business scope

Does the entity hold a valid TCSP licence? *

Approximate active client files *

Services provided *

Company secretarial services Registered office Trust services Nominee director / shareholder Company sale / shelf company services Other

Approx. Hong Kong client files

Approx. offshore client files

Approx. trust client files

Approx. nominee arrangements

Review background

Previous AML independent review *

Deadline or regulatory matter

Preferred timing

Potential add-on support

Anything we should know?

Personal data is used for engagement intake, fee scoping and service delivery. This website does not constitute legal advice or guarantee a regulatory outcome.

Confirm your initial engagement information

Initial business details

Secure engagements saved on this device