Request ESG Support

A clear brief helps an adviser understand the business trigger, deadline, boundary, current evidence and expected output before recommending a scope.

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Suggested message format

Copy the template, replace the bracketed prompts and send it by email, WhatsApp or the enquiry form.

Purpose: [ESG report / climate disclosures / sustainability management / data dashboard / stakeholder engagement / materiality assessment]

Organisation: [company or group name, industry and business model]

Business footprint: [Hong Kong and other locations, entities, sites and approximate headcount]

Trigger and deadline: [HKEX requirement, investor, lender, customer, tender or internal decision—and date]

Reporting boundary: [entities, operations, jurisdictions and reporting period in scope]

Recent ESG developments: [latest report, new targets, climate work, materiality update, data-system changes or other recent developments]

Current position: [existing report, data, calculations, policies, targets and supporting records]

Requirements: [standards, listing requirements, customer or lender requests, internal criteria and any must-have scope]

Expected deliverables: [report, gap memo, GHG inventory, scenario analysis, roadmap, data workbook, dashboard, workshop or independent review]

Reviewers/users: [board, finance, auditor, investor, lender, customer or management team]

Other requests: [language, format, meeting, confidentiality or other needs]

This short message is for initial scoping. Detailed data and supporting documents can follow once the purpose, boundary and expected deliverable are understood.

See the full project-brief checklist →

Before requesting a quotation

Three points that make proposals easier to compare

Use the same brief

Give each potential adviser the same boundary, deadline, available evidence, expected outputs and assumptions.

Ask who will do the work

Confirm the delivery team, relevant experience, review process and the time expected from your own staff.

Check exclusions and handover

Understand what is outside scope, what creates extra fees and which methods, files and templates your team will retain.

Review ESG fee and quotation guidance