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

HC declined to allow voluminous documents physically in Faceless Assessment

High Court declined to allow production of physical documents by in Faceless Assessment simply because they were voluminous In a…

3 hours ago
  • Income Tax

Prima facie satisfaction u/s 148 can not be a non-existing or incorrect information

The prima facie satisfaction u/s 148 cannot be stretched to a non-existing information or incorrect information - ITAT In a…

1 day ago
  • SEBI

Mutual Funds to value physical Gold and Silver by using the polled spot prices

Mutual Funds to value physical Gold and Silver by using the polled spot prices published by the recognized stock exchanges…

2 days ago
  • bankruptcy

SC allows simultaneous CIRP proceedings against principal debtor & corporate guarantor

Supreme Court allows simultaneous CIRP proceedings against principal debtor and its corporate guarantor, declines to frame any guidelines In a…

2 days ago
  • Income Tax

Merely because sales were declared for only one month, same cannot be treated as bogus

Merely because assessee had declared sales for only one month, the same cannot be treated as bogus on the basis…

2 days ago
  • Income Tax

ITAT deleted addition as method of accounting had been accepted in earlier years

ITAT deleted addition as the method of accounting had been accepted by the department in earlier years and the entire…

3 days ago