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Valuation Engagement Letter for Hong Kong

Valuation Engagement Letter Template for Hong Kong

A formal professional engagement letter governed by Hong Kong law that establishes the terms and conditions under which a valuation firm will provide valuation services to a client. The document outlines the scope of work, methodology, deliverables, timeline, fees, and professional obligations while ensuring compliance with Hong Kong regulatory requirements and professional standards. It serves as a binding contract between the parties and includes specific provisions for confidentiality, liability limitations, and data protection in accordance with Hong Kong legislation.

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What is a Valuation Engagement Letter?

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.

What sections should be included in a Valuation Engagement Letter?

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

What sections are optional to include in a Valuation Engagement Letter?

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

What schedules should be included in a Valuation Engagement Letter?

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

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

Jurisdiction

Hong Kong

Publisher

Genie AI

Document Type

Liability Waiver

Cost

Free to use
Relevant legal definitions









































Clauses




































Relevant Industries

Financial Services

Real Estate

Manufacturing

Technology

Retail

Healthcare

Professional Services

Energy

Infrastructure

Mining

Telecommunications

Transportation

Hospitality

Education

Construction

Agriculture

Relevant Teams

Legal

Finance

Corporate Development

Risk Management

Treasury

Mergers & Acquisitions

Investment

Corporate Secretary Office

Compliance

Business Development

Asset Management

Property Management

Relevant Roles

Chief Financial Officer

Financial Controller

Chief Executive Officer

Company Secretary

Legal Counsel

Finance Director

Treasurer

Risk Manager

Investment Manager

Corporate Development Manager

Mergers & Acquisitions Director

Business Development Director

Asset Manager

Property Manager

Valuation Manager

Due Diligence Manager

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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