ICAI

ICAI KYC Norms mandatory for practicing CAs for all assignments pertaining to attest functions w.e.f 01-01-2017

ICAI KYC Norms mandatory for practicing CAs for all assignments pertaining to attest functions of all type of clients w.e.f 01-01-2017

ICAI ANNOUNCEMENT OF KYC NORMS

All the members of Institute of Chartered Accountants of India (ICAI), who are in practice, are hereby informed that the Council has formulated the Know Your Client (KYC) norms at it’s 356th Meeting held on 29th, 30th June and 1st July, 2016.

KNOW YOUR CLIENT (KYC) NORMS

The financial services industry globally is required to obtain information of their clients and comply with KYC norms.

Keeping in mind the highest standards of Chartered Accountancy profession in India, the Council of ICAI thought it necessary to issue such norms to be observed by the members of the profession who are in practice.

In light of this background, the Council of ICAI approved the following KYC Norms which are mandatory in nature and shall apply in all assignments pertaining to attest functions.

1. WHERE CLIENT IS AN INDIVIDUAL/ PROPRIETOR

A. GENERAL INFORMATION

  • Name of the Individual
  • PAN No. or Aadhar Card No. of the Individual
  • Business Description
  • Copy of last Audited Financial Statement

B. ENGAGEMENT INFORMATION

  • Type of Engagement

2. WHERE CLIENT IS A CORPORATE ENTITY

A. GENERAL INFORMATION

  • Name and Address of the Entity
  • Business Description
  • Name of the Parent Company in case of Subsidiary
  • Copy of last Audited Financial Statement

B. ENGAGEMENT INFORMATION

  • Type of Engagement

C. REGULATORY INFORMATION

  • Company PAN No.
  • Company Identification No.
  • Directors’ Names & Addresses
  • Directors’ Identification No.

3. WHERE CLIENT IS A NON-CORPORATE ENTITY

A. GENERAL INFORMATION

  • Name and Address of the Entity
  • Copy of PAN No.
  • Business Description
  • Partner’s Names & Addresses (with their PAN/Aadhar Card/DIN No.)
  • Copy of last Audited Financial Statement

B. ENGAGEMENT INFORMATION

  • Type of Engagement

These norms shall come into force w.e.f 1st January, 2017.

Share

View Comments

  • Dear Sir,

    As the Norms are prescribed by the ICAI which shall come into force w.e.f. 01.01.2017. Is there any Forms related to KYC in which one has to record or otherwise ...

Recent Posts

  • Income Tax

Effect of reduced timeline for filing TDS Correction statements on TDS Credits

Effect on a common taxpayer of reduced timeline for filing TDS Correction statements on TDS Credits Income Tax Department has…

19 hours ago
  • Income Tax

Accounting principles and provisions of law do not permit addition of opening balance – ITAT

Accounting principles and provisions of law do not permit the addition in relation to an opening balance - ITAT In…

20 hours ago
  • Income Tax

Penalty for late supply of goods allowable deduction u/s 37 being not a crime or prohibited activity

Penalty levied for late supply of goods is an allowable deduction u/s 37 as late supply neither a crime nor…

3 days ago
  • Income Tax

Interest received from Cooperative banks allowable deduction u/s 80P to a Cooperative Society

Deduction u/s 80P(2)(d) towards interest received from cooperative banks is allowable to a cooperative society. In a recent judgment, Hon'ble…

3 days ago
  • Income Tax

SC to decide distinction in employees & employer contribution to PF, ESI for allowability u/s 43B

Supreme Court to decide difference between employees & employer contribution to PF, ESI for allowability under Section 43B of the…

3 days ago
  • Income Tax

No liability to collect TCS u/s 206C (1C) from person involved in illegal mining – SC

There is no legislative mandate to collect tax at source under section 206C (1C) from the person involved in illegal…

3 days ago