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

Order u/s 263 enhancing disallowance quashed as CIT (A) has power of enhancements – ITAT

ITAT quashed order u/s 263 enhancing disallowance observing in appellate proceedings, CIT(A) has power of enhancements of income assessed, if…

16 hours ago
  • Income Tax

Penalty section cannot be subject matter of revisionary jurisdiction under section 263

Section under which penalty should be initiated cannot be subject matter of revisionary jurisdiction under section 263 of Income Tax…

1 day ago
  • Income Tax

Related party transaction u/s 40A(2) shall be treated as bona fide, unless evading tax

Related party transaction u/s 40A(2) shall be treated as bona fide, unless AO finds that one of them is trying…

2 days ago
  • Income Tax

‘Transfer of property’ not include ‘acquiring’ of property or ‘purchasing’ of property – ITAT

The word ‘transfer of property’ does not include ‘acquiring’ of property or ‘purchasing’ of property and only can be confined…

2 days ago
  • Income Tax

AO was not justified in questioning cash withdrawals from bank account – ITAT

AO is not justified in questioning the cash withdrawals from bank account on the ground that the assessee had sufficient…

2 days ago
  • Income Tax

Return/Balance sheet filed within limitation extended by SC to be considered within time

Return/Balance sheet to be considered as being within time if filed within timeline condoned by Hon'ble Supreme Court due to…

3 days ago