Business Intake Form

Business Intake Form Template for Australia

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Key Requirements PROMPT example:

"I need a Business Intake Form for my financial advisory firm in Sydney, compliant with ASIC regulations and with additional sections for collecting information about client investment portfolios and financial service licenses, to be implemented by March 2025."

Document background

The Business Intake Form is a crucial document used in the Australian business environment to standardize and streamline the client onboarding process. It serves as the primary mechanism for collecting and documenting essential information about new business clients, ensuring compliance with Australian regulatory requirements including the Privacy Act 1988, Corporations Act 2001, and relevant state legislation. The form is designed to capture comprehensive business details, from basic company information to specific operational aspects, while maintaining the necessary flexibility to accommodate different business types and sizes. It includes provisions for privacy protection, data handling, and necessary declarations, making it a vital tool for risk management and regulatory compliance in business relationships.

Suggested Sections

1. Business Identity: Basic information including business name, ABN/ACN, trading names, and business structure

2. Contact Information: Primary contact details, registered address, postal address, and communication preferences

3. Business Operations: Nature of business, industry sector, products/services offered, and operational history

4. Key Personnel: Details of directors, owners, partners, or key decision-makers including their roles and contact information

5. Financial Information: Basic financial details including bank details, tax registration status, and payment methods

6. Business Documentation: Checklist of required documents such as licenses, permits, and insurance certificates

7. Compliance Declaration: Declarations regarding regulatory compliance, accuracy of information, and consent for information verification

8. Authorization: Signature section for authorized representative to certify the accuracy of provided information

Optional Sections

1. International Operations: For businesses with overseas operations or international trade activities

2. Industry-Specific Requirements: Additional information required for specific industries (e.g., food service, healthcare, financial services)

3. Subsidiary Information: Details of any subsidiary companies or related business entities

4. Professional Affiliations: Information about industry memberships, certifications, or accreditations

5. Credit Reference: Trade references and credit history information for businesses requiring credit facilities

6. Risk Assessment: Additional questions for high-risk industries or activities requiring enhanced due diligence

Suggested Schedules

1. Schedule A - Additional Business Locations: Details of all business locations if operating from multiple addresses

2. Schedule B - Key Personnel Details: Extended information about directors, shareholders, and key personnel

3. Schedule C - Product/Service List: Detailed listing of products or services offered by the business

4. Appendix 1 - Required Documents Checklist: Comprehensive list of all required supporting documentation

5. Appendix 2 - Terms and Conditions: Standard terms and conditions for business engagement

6. Appendix 3 - Privacy Notice: Detailed information about how the collected data will be used and protected

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Professional Services

Financial Services

Legal Services

Consulting

Information Technology

Manufacturing

Retail

Healthcare

Construction

Education

Real Estate

Hospitality

Transport and Logistics

Mining and Resources

Agriculture

Relevant Teams

Legal

Compliance

Risk Management

Client Services

Operations

Administration

Finance

Sales and Business Development

Customer Support

Data Management

Quality Assurance

Relevant Roles

Account Manager

Client Relationship Manager

Compliance Officer

Risk Manager

Business Development Manager

Operations Manager

Legal Counsel

Company Secretary

Administration Manager

Finance Manager

Sales Manager

Onboarding Specialist

Customer Service Manager

Data Protection Officer

Quality Assurance Manager

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Authors

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