Client Information Sheet
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Section 01

Purpose and privacy

Before you begin, here is what this sheet is for and what happens to the information you give us.

This takes about ten minutes. Every field is needed, so please write “None” or “N/A” where something does not apply. We ask for only two documents at this stage. Section 06 sets out what would be needed later if we go to contract, so there are no surprises further on.

Why we ask

We use this sheet to understand what you need, to put the right team on it, and to confirm that we are corresponding with the organisation named. Establishing who we are dealing with protects you as much as it protects us.

How your information is used

  • Only to evaluate and respond to this inquiry and, if we proceed, to manage the engagement with you as a client
  • Seen only by the staff handling new business and the team assigned to your account
  • Never sold, rented, or disclosed to third parties for marketing
  • Never used to contact you about anything unrelated to this inquiry

Data Privacy Act of 2012

PAGEONE Group processes personal information in accordance with the Data Privacy Act of 2012 (Republic Act No. 10173) and its implementing rules and regulations. Your details are held securely, retained only for as long as necessary for the purposes above, and disposed of properly once that purpose has been served.

We may reasonably verify the details you give against public records, such as the SEC company registry, as part of evaluating this inquiry.

Your rights

You stay in control of your information

As a data subject you may ask us at any time to:

  • tell you what information we hold about you and how it is being used
  • correct anything that is inaccurate or out of date
  • remove your details from our records
  • object to further processing, or withdraw your consent

Write to our Data Protection Officer at dpo@pageone.ph. You may also raise a concern with the National Privacy Commission. You will be asked to confirm your consent at the end, in Section 07.

Section 02

Your organisation

Thank you for your interest in working with us. This takes about ten minutes. Every field is needed, so please write “None” or “N/A” where something does not apply. We ask for only two documents at this stage, and we set out plainly what would be needed later if we go to contract.

As it appears on your registration certificate. Please give the registered name.
Write “None” if this does not apply. Please complete this field.
Please give a country.
Or the equivalent company registry number. Please give your registration number.
Write “None” if this does not apply. Please complete this field.
Please give the registered address.
Write “None” if this does not apply. Please complete this field.
Is your operating address a serviced, virtual or co-working space?
Please choose one.

Your answer makes no difference to how we handle your inquiry. It just saves a question later.

Write “None” if this does not apply. Please complete this field.
Please give your website.
Please tell us your industry.
Write “independent” if none. Please complete this field.
Do you have a Philippine entity or branch?
Please choose one.

Section 03

Your details

So we know who we are speaking with, and how to reach you.

Please give your name.
Please give your job title.
Write “None” if this does not apply. Please complete this field.
Please give a valid work email address.
Please give a contact number.
City and country. Please give your city and country.
Write “None” if this does not apply. Please complete this field.

A second contact

If you are travelling or unavailable, having a colleague we can also speak with keeps things moving. It is not essential — if you would rather we dealt only with you, just tick the box.

Please give a second contact, or tick the box above.
Please give a valid email address.
Write “None” if this does not apply. Please complete this field.
Write “None” if this does not apply. Please complete this field.

Section 04

Your inquiry

The more you can tell us here, the better we can match the right team to the work.

What kind of inquiry is this?
Please choose at least one.
Which services are you interested in?
Please choose at least one.
Describe the scope of work, or the information you are looking for. Please tell us what you need.
Write “None” if this does not apply. Please complete this field.
Write “None” if this does not apply. Please complete this field.

Scope and timing

Write “None” if this does not apply. Please complete this field.
Write “None” if this does not apply. Please complete this field.
Please choose a range. An estimate is fine.
Write “None” if this does not apply. Please complete this field.
Write “None” if this does not apply. Please complete this field.
Write “None” if this does not apply. Please complete this field.
Write “None” if this does not apply. Please complete this field.
Please complete this field.
Are you open to signing a mutual non-disclosure agreement?
Please choose one.

Section 05

Conflict check

We run a routine conflict check before taking on new work, so we can be sure there is no clash with commitments we already hold. Two questions and one list are all we need.

Are you currently working with, or in discussions with, another agency on this same scope?
Please choose one.
Is your organisation involved in any active dispute or public issue that this work would touch on?
Please choose one.
So that we can check these against our current commitments. Two or three names is plenty. Please name at least one competitor, or write “none”.

Section 06

Documents

Only two, please. If your organisation is registered outside the Philippines, send the nearest equivalent to the SEC certificate from your home jurisdiction.

Or the equivalent company registry certificate. PDF, JPG or PNG, up to 8 MB. Please attach your registration certificate.

Company profile

Send it as a file, or give us a link
PDF, DOC or PPT, up to 8 MB. Please attach your company profile, or give a link instead.
Not needed now

What we would need at contract stage

None of this forms part of your inquiry. We set it out so you can see what lies ahead. These items are requested only if we proceed to a first engagement, and are due on signing of the contract, as part of our standard onboarding.

Information we would ask you to complete

  • Taxpayer Identification Number, and billing and accounts payable contacts
  • The authorised signatory for the contract, and the basis of their signing authority
  • Ultimate beneficial owners holding 25% or more — name, nationality and percentage held
  • A standard declaration covering sanctions, politically exposed persons and regulatory history

Documents we would ask you to provide

  • Latest General Information Sheet
  • BIR Certificate of Registration, Form 2303
  • Current Mayor’s Permit or business permit
  • Government-issued photo ID of the contract signatory
  • Board Resolution, Secretary’s Certificate or Special Power of Attorney
  • Proof of the operating address — a recent utility bill or lease agreement
  • Signed mutual non-disclosure agreement, where applicable

Registered outside the Philippines? Send the nearest equivalent from your home jurisdiction. If any of these would be difficult to provide, tell us early and we will agree a sensible alternative.

Section 07

Review and send

A last look before this reaches us. You can go back and change anything.

Declaration

Section 1 of 6

V1.0.0 (07-13-2026)