membership application form - Choice Peers International

MEMBERSHIP APPLICATION FORM
Strictly Private & Confidential
Not to be circulated
Choice Peers International Private Limited (“CPI”)
CPI is a private limited company and comprises of an international network (“CPI Network”) of
independent multidisciplinary professionals (“Members”) in the field of accounting, finance and
law established to help its members better serve their clients, and to develop and maintain CPI
Network as a prominent international network of high quality and high repute
About Choice Peers International Network
CPI and Members offer dynamic service spectrum that are tuned to client’s specific
requirement. To meet this unique tailor made solutions, CPI invests heavily on its resources
building and finding the right solution — exploring new means to meet project deliveries. Being
able to link the international presence and local requirement, Members are amongst the best in
offering niche services that include financial auditors, legal advisors, tax experts and business
strategists amongst others.
Why This Application Form?
We need some preliminary information to assess and ensure a good match because the primary
benefit of Choice Peers membership is the connections you make with existing Choice Peers
members around the world; it is to determine whether our current member firms’ activities,
reasons for membership, and available services are a good match for your own. Please be
assured that this is provided in the strictest professional confidence. A high level overview only
is requested at this stage, and it is not intended to burden you with excessively detailed or
lengthy responses.
STRICTLY PRIVATE AND CONFIDENTIAL
CHOICE PEERS INTERNATIONAL MEMBERSHIP APPLICATION FORM
MEMBERSHIP APPLICATION FORM
The providing of information does not guarantee that you will be accepted as a Member. CPI
reserves the sole right to either accept or reject your application and CPI decision shall be final
and binding.
Incomplete forms may result in a rejection of being considered for membership. In case of any
query, you can contact us on [email protected] or visit choicepeers.com/contact‐ cpi
What Further?
On receipt of this initial information, in case we find your profile suitable we may revert to you
within seven (7) days to agree the best way to proceed. In the general run of things, there will
be a series of discussions and further information exchanges, and we will introduce you to our
Chairman and the President. The next stage is a more detailed membership application process,
followed by a peer inspection visit from an existing CPI member. Applicants are then
recommended to the Advisory Board for admission to membership. CPI reserves the sole right
to either accept or reject your application and CPI decision shall be final and binding.
STRICTLY PRIVATE AND CONFIDENTIAL
CHOICE PEERS INTERNATIONAL MEMBERSHIP APPLICATION FORM
MEMBERSHIP APPLICATION FORM
1. Firm Name:
2. Firm Address: Address 1:
Address
2:
Address 3:
State/ City:
Postcode/ Zip code:
Country:
3. Telephone Number:
4. Facsimile Number:
5. Email:
6. Website:
7. Your objectives for CPI membership
Please describe briefly your main objectives
in considering CPI membership
Specialisms: Please describe what niches or
specialisms your practice has (typically
comprising at least 20% of your activities)
Market position: how do you believe your
practice is assessed or is ranked by reference
to the local market and competitors?
Future expectations: Please note what level
of future growth and development you
anticipate, and in what practice areas
STRICTLY PRIVATE AND CONFIDENTIAL
CHOICE PEERS INTERNATIONAL MEMBERSHIP APPLICATION FORM
MEMBERSHIP APPLICATION FORM
8. Some data about your practice
Please provide the following basic financial and other data for your practice:
Current Head Count
Revenue (in USD)
Partner
Particulars
Previous
Previous to
&
Total staff Current year year
previous year
principle
Audit, assurance
& financial
reporting
Taxation services
Consulting &
advisory services
Any Other
Services
Total
9. History of Firm/Company
Date of Establishment
Brief History
10. Branch Offices (other than main office listed in Question 2)
(Attach separate sheet in case of more than 4 Branches)
Branch 1
Branch 2
Branch 3
Address 1
Address 2
Address 3
State/ City
Postcode/
Zip code
Country
11. Client Base
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CHOICE PEERS INTERNATIONAL MEMBERSHIP APPLICATION FORM
Branch 4
MEMBERSHIP APPLICATION FORM
Total Number of Clients
Number of Individual Clients
Number of Corporate Clients
Number of Clients listed on National Stock or
Other Exchanges.
Number of International Clients
Details of International Clients
Industries to Which Client’s Belong
12. Your approach to quality
Please describe briefly your approach to
ensuring high technical and quality
standards, including whether you are subject
to any peer review or regulatory inspection
regime (if so by whom). Please provide a
summary of the results of the last review
(i.e. summary of any complaints,
recommendations and the audit opinion).
13. Affiliations with other associations
Please give particulars of your firm’s
connections, present and past, with any
other international or national accountancy
association(s) /network(s)
14. Other information
STRICTLY PRIVATE AND CONFIDENTIAL
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MEMBERSHIP APPLICATION FORM
Please explain how you came into contact
with CPI (e.g. recommendation from a CPI
member firm, CPI website, etc.)
15. I accept that if accepted for membership of CPI, my firm will commit to compliance with
CPI’s membership obligations as set out in the Membership Agreement and Code of
Conduct.
16. Person completing this form:
Name of Person:
Position:
Contact:
Email:
Sign:
Date:
17. Please attach the following:
 A copy of the financial statements of your firm for the last 3 financial
years.

Firm brochure.

Biographies of partners.

A copy of the results of your last peer/quality review and letter of comments (if any)

Other pertinent information that would assist in evaluating your firm's qualifications for
membership.
Please send completed form to [email protected]
STRICTLY PRIVATE AND CONFIDENTIAL
CHOICE PEERS INTERNATIONAL MEMBERSHIP APPLICATION FORM