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 STRICTLY PRIVATE AND CONFIDENTIAL 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 CHOICE PEERS INTERNATIONAL MEMBERSHIP APPLICATION FORM 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
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