OHQ-1
(03.07.2012)
www.mida.gov.my
CHECKLIST FOR
APPLICATION FOR OPERATIONAL HEADQUARTERS (OHQ)
STATUS WITH TAX INCENTIVE AND/OR EXPATRIATE POSTS
1. Three sets of Application Form
2. Certificate of Incorporation
3. Form 24 (return of Allotment of Shares)
4. Form 49 (Particulars of Directors)
5. Latest Annual Report of the Company
6. Detailed explanation of proposed qualifying services
7. Proposed OHQ organization chart
8. Diagrammatic Presentation on network of companies
9. Diagrammatic Presentation on related companies
served by the OHQ
10. Details of Expatriate Post/s
11. A copy Manufacturing License or other MITI/MIDA
approvals of affiliated/related companies
12. Brochure / pamphlet of company
OHQ-1
(03.07.2012)
www.mida.gov.my
APPLICATION FOR
OPERATIONAL HEADQUARTERS (OHQ)
STATUS WITH TAX INCENTIVE AND/OR EXPATRIATE POSTS
Type of application (Please tick () where relevant):
(a) Operational Headquarters (OHQ) Status With Tax Incentive
(b) Expatriate Posts
A.
1.
INFORMATION ON PROPOSED OHQ
Type of company (Please tick () where relevant):
(a) Newly incorporated
(b) Existing company operating in Malaysia:
(i) Currently undertaking OHQ activities
(ii) Propose to undertake OHQ activities
2.
(a) Name of company:
Date of incorporation:
Company registration no.:
Income tax reference no.:
Income tax branch office:
(b) Correspondence address:
Contact person:
Designation:
Telephone no.:
Fax no.:
E-mail:
Website:
OHQ-1
(c) Address of registered office :
Telephone no.:
Fax no.:
E-mail:
3.
Incentives approved by other government agencies (if any):
____________________________________________________________
4.
Project cost*
Existing
(A)
Unit
(A-i)
(a)
Proposed
(B)
RM
(A-ii)
Fixed assets**
(i)
Land
(Specify area in hectares):
(ii) Building
(Specify built-up area in m2):
(iii) Equipment
(iv) Others
Total fixed assets
(b)
Pre-operational expenditure
(c)
Working capital
Total project cost
Note:
* For a newly incorporated, please fill in column (B-i) and (B-ii) only
** If assets are rented/leased, please fill in item 3(d)
3
Unit
(B-i)
RM
(B-ii)
OHQ-1
Existing
Proposed
(A)
(B)
Unit
RM
Unit
RM
(A-i)
(A-ii)
(B-i)
(B-ii)
(d) Annual cost of rental/lease
(i)
Land
(Specify area in hectares):
(ii)
Building
(Specify built-up area in m2):
(iii) Equipment
(iv) Others
Total rental/lease
5.
Financing*
Existing
Proposed
Total
(A)
(B)
(C = A + B)
RM
RM
RM
(a) Paid-up capital
(b) Loan
Domestic
Foreign
(Specify country of origin):
Total
(c) Other sources (Please specify):
Total
Total of (a), (b) and (c)
Note:
* For a newly incorporated company, please fill in column (B) and (C) only
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6.
Equity structure:
(a)
Local:
%
(b)
Foreign:
%
(Specify country of origin):
7.
For an existing company, provide details of activities currently undertaken:
(a)
(b)
(c)
(d)
8.
Qualifying services to be provided by OHQ
(a)
General management and administration
(b)
Business planning and coordination
(c)
Procurement services
(d)
Technical support and maintenance
(e)
Marketing control and sales promotion planning
(f)
Data/information management and processing
(g)
Treasury and fund management services to its offices or related
companies
(h)
Corporate financial advisory services to its offices or related
companies
(i)
Research and development work carried out in Malaysia on behalf
of its offices or related companies
(j)
Training and personnel management to its offices or related
companies
(Please provide details of qualifying services as an Appendix)
5
OHQ-1
List of subsidiaries/associated/related companies from which the OHQ Company will receive income (Please provide details on a separate
sheet of paper if space is inadequate):
Note:
* Indicate percentage of equity held by parent company/OHQ
* Please provide a dramatic presentation of related companies to be served by the OHQ
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Training &
Personnel
Management
R&D
Corporate
Financial
Advisory
Treasury & Fund
Management
Data/
Information
Management
Company
activities
Marketing
Control & Sales
Promotion
Paid-up
capital
(RM)
Technical
Support &
Maintenance
Country
% of
equity
held*
Procurement
services
Name of
company
(subsidiary/
associated
companies)
Business
Planning &
Coordination
Qualifying Services
(Please () where relevant)
General
Management &
Administration
9.
Estimated
income
receivable by
OHQ
(RM)
Types of income
(interest, royalty,
management
fees & others)
OHQ-1
10. Projected sources of OHQ income
Estimated income of OHQ over the
next 3 years
(RM)
Type of
income
Year 1
(
)
Year 2
(
Year 3
) (
Total
)
Amount
(Average for 3 years)
(RM)
Held in
Malaysia as
reserves
Remitted to
parent
company
Reinvested
in Malaysia
Royalty
Interest
Management
fees
Others
Total
11. Proposed operating expenditure
Item of expenditure
Year 1
Value
(RM ‘000)
Year 2
Year 3
(a) Rental*
(b) Freight and storage
(c) Transportation
(d) Maintenance
(e) Employees Remuneration**
(i) Expatriates
(ii) Local staff
(f)
Housing
(g) Travelling
(h) Statutory contribution (e.g.
EPF, SOCSO)
(i) Utility
(j)
Communication
(k) Printing and stationery
(l)
Interest
(m) Bank charges
(n) Others (Please specify):
Total
Note:
* If building is owned, please indicate the cost:
RM
** To include wages, salaries, bonuses, social insurance contribution, etc.
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OHQ-1
12. (a)
(b)
13.
Financial year end :
Expected date of commencement of OHQ
operation :
Manpower* -
Please fill in where relevant
Please note that the information is required to enable the government to undertake the appropriate
manpower planning to meet the specific manpower needs of companies proposing to establish
projects in Malaysia.
Malaysian
Category
Degree
a)
Senior Management
b)
Senior Executive in:
i) Marketing
Diploma/
Certificate
Full-time employment
Foreign national
Others
Degree
Diploma/
Certificate
Others
Total
ii) Treasury/finance
iii) Product/development
iv) Human Resource
v) Purchasing
vi) General administration
vii) Others
Sub-total
c)
Technical/skilled staff/specialist
staff
Executive (sales/administration/
operation)
d)
e)
Supervisory staff
f)
Supporting staff
g)
Others
Total
Note:
*
(Please attach the complete organization chart of the proposed OHQ and highlight the expatriate posts, if any).
1. Percentage of science and technical staff having degrees or diplomas with a minimum of 5 years
experience (of the total workforce)
2. Number of Staff with Post Graduate (ie. Masters/PhD etc) qualifications
3. In addition to the full-time employees as mentioned in the above tables, please provide the number
of workers which are outsourced (not under the company’s payroll)
8
3. If the company plans to outsource its production/ activities :
:
______ %
:
______
:
______
OHQ-1
14.
Employment by income:
Number of Persons Employed by Average Monthly Salary*
(RM)
5,00010,000 and
<3,000
3,000-<5,000
<10,000
above
Category
Malaysian
a)
b)
Foreign
National
Malaysian
Foreign
National
Malaysian
Senior Management
Senior Executive in:
viii)
Marketing
i) Treasury/finance
ii)
iii)
iv)
v)
vi)
Product/development
Human Resource
Purchasing
General administration
Others
Sub-total
Technical/skilled staff/specialist
staff
Executive (sales/administration/
operation)
Supervisory staff
c)
d)
e)
f)
g)
Supporting staff
Others
Total
Note:
*
include wages, salaries, bonuses, social insurance contribution and all employee benefits.
9
Foreign
National
Malaysian
Foreign
National
OHQ-1
B.
R&D EMPLOYEES FOR OHQ IN MALAYSIA
Applicable for OHQ company undertaking R&D services
Category
Malaysian
Research and development staff with:
(a) Technical qualifications
(i) Electrical & Electronic Engineering
(ii) Mechanical Engineering
(iii) Chemical Engineering
(iv) Others (Please specify):
(b) Science qualifications
(i) Chemistry
(ii) Physics
(iii) Biotechnology/Microbiology
(iv) Pharmacy
(v) Computer Science
(vi) Others (Please specify):
(c) Other qualifications/experience
( Please specify):
Total
10
Foreign
national
Total
OHQ-1
C.
PARTICULARS OF PARENT COMPANY
Particulars of parent company
1.
Name of company:
Date of incorporation:
2.
3.
Country incorporated:
Address:
Contact person:
Designation:
Telephone no.:
Fax no.:
E-mail:
Website:
(a) Activities of company (Please tick () where relevant):
Manufacturing
Construction
Services
Education
Agriculture
Others (Please specify):
(b) Provide details on company activities
4.
Number of subsidiaries/associated companies:
(Please provide a diagrammatic presentation on network of companies)
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OHQ-1
5.
Company sales turnover, paid-up capital and major shareholders:
RM
(i)
Sales turnover
(ii)
Paid-up capital
%
(iii) Major shareholders (Please specify):
D.
INFORMATION ON USAGE OF LOCAL SERVICES
1.
Accountant/financial advisor
Name of company:
Address:
2.
Banker(s)
Name of bank:
Address:
3.
Lawyer(s)
Name of firm:
Address:
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OHQ-1
E.
EXPATRIATE POSTS
Please complete this section if the applicant is applying for expatriate posts.
1. Details of expatriate posts applied for*
Type of post
(key/term post)
Designation*
Number
Duration
(years)
Proposed
minimum
salary (RM)
Note:
* Please list according to priority
2.
Details of existing posts approved (if any)
Designation
F.
Name and nationality
Duration
approved
Date post
filled
Expiry date
Year 1
Year 2
Basic
salary paid
(RM)
ESTIMATED EARNINGS
Year in Operation
(a) Estimated Earnings before Interest, Tax,
Depreciation & Amortization (EBITDA) (RM)
b) Net Income abroad remitted to the applicant (RM)
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Year 3
OHQ-1
G.
DECLARATION
I,
(i)
, the Managing Director of
hereby declare that to the best of my knowledge, the particulars furnished in this
application are true.
(ii)* have engaged/is planning to engage the services of the following consultant for my
application :
Company Name
:
Address
:
Contact Person
:
Designation
:
Telephone no.
:
Fax no.
:
E-mail
:
I take full responsibility for all information submitted by the consultant(s).
Date
(Signature)
(Company’s Stamp or Seal)
*Please complete this section if the company has engaged/is planning to engage the services of
consultant(s) to act on behalf of the company. Please provide information on a separate sheet of paper
if space is insufficient
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OHQ-1
Appendix I
DETAILS OF EXPATRIATE POST
1.
Proposed designation:
2.
Academic qualification:
3.
Job description:
4.
Justification for application:
5.
Work experience:
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