Client Intake Form - Philippines

Client Intake Form for Philippines

Client Intake Form Template for Philippines

A comprehensive Client Intake Form designed for use in the Philippines, compliant with local regulations including the Data Privacy Act of 2012 and relevant sector-specific requirements. This document serves as the initial point of contact between service providers and their clients, capturing essential information for client onboarding while ensuring proper data collection and privacy protection. The form includes mandatory sections for personal information, contact details, and service requirements, with optional modules that can be customized based on specific industry needs and service types.

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What is a Client Intake Form?

The Client Intake Form serves as a crucial document for businesses and professional service providers operating in the Philippines, designed to facilitate the systematic collection of client information during the onboarding process. This document is essential for establishing new client relationships while ensuring compliance with Philippine regulations, particularly the Data Privacy Act of 2012 and sector-specific requirements. The form should be used at the initial stage of client engagement to gather necessary information about the client's identity, requirements, and relevant background details. It includes provisions for both individual and corporate clients, incorporating necessary consent clauses and declarations. The document's structure allows for customization based on specific service needs while maintaining regulatory compliance and professional standards.

What sections should be included in a Client Intake Form?

1. Personal Information: Basic client details including full name, date of birth, nationality, and contact information

2. Contact Details: Comprehensive contact information including residential address, mailing address, email, phone numbers, and preferred contact method

3. Identification Details: Government-issued ID information, including type, number, date and place of issue

4. Employment Information: Current employment status, employer details, occupation, and income information

5. Service Requirements: Specific services being sought and relevant background information

6. Emergency Contact: Details of person to contact in case of emergency

7. Data Privacy Consent: Client's consent for data collection and processing as per the Data Privacy Act

8. Client Declarations: Client's declarations regarding accuracy of information and acceptance of terms

9. Signature Block: Space for client signature, date, and witness signatures if required

What sections are optional to include in a Client Intake Form?

1. Business Information: For business clients: company details, registration numbers, and business structure

2. Financial Information: Required for financial services: bank details, investment objectives, risk tolerance

3. Health Information: For medical or insurance services: medical history, current conditions, medications

4. Family Information: Details of spouse, dependents, or beneficiaries if relevant to services

5. Previous Service History: Information about prior service relationships or relevant professional relationships

6. Special Requirements: Any special needs, accommodations, or preferences

7. Anti-Money Laundering Compliance: Additional AML declarations for financial or high-value services

What schedules should be included in a Client Intake Form?

1. Required Document Checklist: List of supporting documents required from the client

2. Service Fee Schedule: Breakdown of applicable fees and payment terms if relevant

3. Privacy Policy: Detailed privacy policy and data handling procedures

4. Terms and Conditions: General terms and conditions of service

5. Consent Forms: Additional specific consent forms based on service type

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

Cost

Free to use

Relevant legal definitions

Clauses

Relevant Industries

Legal Services

Financial Services

Healthcare

Insurance

Real Estate

Professional Consulting

Accounting

Investment Services

Business Advisory

Education

Technology Services

Medical Services

Relevant Teams

Client Services

Legal

Compliance

Operations

Risk Management

Customer Relations

Administration

Front Office

Data Privacy

Onboarding

Business Development

Documentation

Relevant Roles

Client Services Manager

Compliance Officer

Legal Counsel

Account Manager

Customer Relations Officer

Business Development Manager

Operations Manager

Risk Management Officer

Data Privacy Officer

Professional Service Provider

Administrative Assistant

Front Desk Officer

Onboarding Specialist

Client Relations Executive

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Download a Standard Template

What is a Client Intake Form?

What sections should be included in a Client Intake Form?

What sections are optional to include in a Client Intake Form?

What schedules should be included in a Client Intake Form?

Authors

Alex Denne

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Document Type

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