Curriculum
- 12 Sections
- 61 Lessons
- 10 Weeks
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- 1. Email to client to set up HK Company with letter and company form5
- 2. Company Form and IDs Received from Client5
- 2.11. Save all documents received to the client’s folder in Dropbox under Structures > Hong Kong > Documents from client (create this folder if not yet available)
- 2.22. Send WS send Email Template 2 to client acknowledging receipt of documents
- 2.33. Email Recipients;
- 2.44. Send and make sure it is recorded in InfusionSoft
- 2.5Video Training
- 3. Send all information to Raymond Chan at CORE to apply for Hong Kong company5
- 4. Send Draft Registration from CORE to client for review and approval7
- 4.11. IMPORTANT NOTE: Files received from CORE (for the draft registration form) must be saved in the client’s folder in DB:
- 4.22. Invoice must be sent for payment processing
- 4.33. Send draft registration form to client for review Email Template 4
- 4.44. Email Recipients
- 4.55. Attachments:
- 4.66. Send and make sure it is recorded in client’s account in InfusionSoft
- 4.7Video Training
- 5. Responds to client’s confirmation of the draft registration4
- 6. Advise CORE to proceed with company registration4
- 7. Send to client the company registered documents6
- 8. Send to client the post-incorporation documents for signature6
- 8.1NOTE: CORE sends post-incorporation documents for client’s signature
- 8.21. Sends documents and instructions of post incorporation documents to client Email Template 8
- 8.32. Email Recipients
- 8.43. Attach the following files
- 8.54. Send and make sure it is recorded in client’s account in InfusionSoft
- 8.6Video Training
- 9. Send Info Needed to setup Digital Bank Account and Client-CORE Team Introduction5
- 10. Send scanned documents from client to CORE for checkingNOTE: Once client sends the scanned signed post-incorporation documents, please save all files in the client’s folder in DB under Structures > Hong Kong > Post Incorporation Documents > Signed Documents (create folder if not yet available)5
- 11. Instruct client to send hardcopies of the signed post-incorporation documents via post4
- 12. Send compliance letter and client to book Post-Service Care meeting5
