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Client Acknowledgement Form
"I need a Client Acknowledgement Form for my Singapore-based wealth management firm, confirming that clients understand our new fee structure and investment risks, to be implemented from March 2025."
1. Client Information: Full name, contact details, and identification information of the client
2. Service Description: Clear and detailed description of the services or products being acknowledged
3. Declarations: Client's confirmation of understanding and agreement to terms and conditions
4. Data Protection Notice: PDPA compliance statement and consent for data collection and usage
5. Signature Block: Date, name, and signature fields for client confirmation
1. Risk Disclosure: Required when acknowledging financial products or high-risk services
2. Third Party Authorization: Optional section for cases where client authorizes other parties to act on their behalf
3. Special Instructions: Section for documenting any specific client requirements or preferences
1. Terms and Conditions: Detailed terms and conditions referenced in the main acknowledgement form
2. Fee Schedule: Detailed breakdown of applicable fees and charges
3. Product Information Sheet: Detailed information about specific products or services being acknowledged
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