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7 Key Steps to Transferring Your Company Secretary to Sleek

6 minute read


It is important for every business to have a trustworthy and reliable company secretary and accounting services. Not happy with your current service provider and looking to switch?

Here are 7 checklist items we recommend you to do for a seamless transition to Sleek. Follow these steps to avoid missing any critical steps in the process!

1. Create a company’s profile

Thank you for choosing Sleek as your new secretarial service provider! We recommend you to either speak to a member of our team to cover any questions, or simply start by creating a profile! Fill in all key information about yourself and your company for us to get to know each other.

2. Accept the invitation on Sleek’s Platform

After your documents have been accepted, the platform will send out automatic invitations to all of your listed Individual directors/shareholders/administrator/representatives to ask them to register on Sleek’s Platform and fill in their information.

3. Check your Business Registration Certificate

Check if Business Registration Certificate (“BRC”)  is up to date. (Annual renewal is required)  If the BRC renewal deadline is approaching during the transfer in process. Please let us know in order to avoid any miscommunication that might result in late renewal and penalty.

4. Check if the latest Annual Return is filed

Same for the Annual Return, another key document you need be mindful of before transitioning. Check if the latest Annual Return is filed and if the there is any filing deadline is approaching during the transfer in process. Please let us know in order to avoid any miscommunication that might result in late renewal and penalty.

5. KYC check by Sleek

“Know Your Customer” is the process of obtaining customer identity information and history for company compliance purposes. The process will usually take around 1 – 3 working days, and we will be in touch for any additional questions.

6. Notify your current service provider

Notify your company secretary the switch by email and ask them to confirm acknowledgment of your decision by email.  When they reply, save the acknowledgment email in a PDF. Here’s a template of the email you can send:

Subject: Termination of company secretary services

Dear [Company secretary],

We hereby notify you of our intention to terminate the agreement we have with you for the corporate secretary and registered office address services provided by your firm. This agreement should end on [DD/MM]. *Please note Sleek will only cover secretary service after the onboarding process has been completed.

We would like to thank you for your service.

Please reply to this email to acknowledge our decision. Our new company secretary copied in this email will coordinate with you to handover the statutory record of the company.

7. Sign changeover documents

Once the process has been completed, there will be official signage to validate the transition and officially announce Sleek as your new service provider.

Let us take care of the rest

  • A board resolution resolving the change of company secretary, designated representative and registered office address
  • Report the changes to the Companies Registry and Business Registration Office by filing a Form ND2A and NR1

Wrap Up

If you want a smooth transfer, talk to us!  We’ve helped hundreds of companies shift from second-rate company secretaries. Read more about our company secretary services or get in touch with us today to get started.

Ready to start your business?

Our expert team is here to help you. Explore our company secretary services or contact our team to get personalised advice today.

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Terms and Conditions of the Promotion:

Before participating in this promotion, you must carefully read and agree to abide by the following terms and conditions.

  1. Eligible Users: To enjoy this offer, customers must purchase an Incorporation package with an accounting service at the same time. Valid customers will receive a discount of HKD 888.
  2. Promotion Period: This promotion is valid from Jan 18 – March 31, 2024. Sleek reserves the right to end this promotion at any time without prior notice to customers.
  3. Fees and Payment: Customers must pay the service fees according to Sleek’s standard payment terms. The HKD $888 waiver will be applied as a discount on the customer’s invoice.
  4. Governing Law and Jurisdiction: These terms and conditions shall be governed and construed in accordance with the laws of Hong Kong. Any dispute arising out of or in connection with these terms and conditions shall be subject to the exclusive jurisdiction of the courts of Hong Kong.
  5. Confidentiality: Sleek shall treat all information provided by the customer as confidential and shall not disclose such information to any third party, except as required by law or with the customer’s consent.
  6. Limitation of Liability: To the extent permitted by law, Sleek shall not be liable for any direct, indirect, or consequential loss or damage arising out of this promotion.
  7. Disclaimer: To the extent permitted by law, Sleek shall not be responsible for any loss or damage arising from the customer’s use of this promotion. Sleek does not guarantee the accuracy, completeness, reliability, timeliness, suitability, or availability of the website and its content. Sleek reserves the right to change the website and its content at any time without prior notice to customers.
  8. Cancellation of Orders: If customers wish to cancel an order, they must contact Sleek’s customer service department within 24 hours of submitting the order. Orders cannot be cancelled if they have already been processed
  9. Links to Third-Party Websites: Sleek’s website may contain links to third-party websites that are not under Sleek’s control. Sleek is not responsible for the content, privacy policies, or practices of third-party websites and does not endorse or recommend them. Customers should carefully read the terms and conditions and privacy policies of any third-party website before using it.
  10. Accuracy of Registration Information: Customers warrant that all registration information provided is accurate, complete, and up-to-date. If a customer’s registration information changes, the customer should update their account information promptly. Sleek shall not be liable for any loss or damage arising from the customer’s provision of inaccurate or incomplete registration information.
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Our refund policy:

We care about you – within 30 days from your purchase, if you’re unhappy with our services, we’ll refund our fee. Email or call us, and we’ll process the refund within five working days.

What it doesn’t cover:

We will not be able to refund Government fees once the application has been submitted, nor any third-party processing fees.

When it applies:

We cannot guarantee any specific legal outcomes when you use our services. For instance, a company registration might be filed correctly but still get rejected by the Company Registry for reasons beyond our control. We can only refund our fees for issues we are directly responsible for. In the case that you purchase a service and later change your mind, we can’t issue a refund.

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