china-process-letter

Draft A-share sell-side M&A process letters and bid instructions for Chinese market conventions.

705|115|Updated Jun 7, 2026
One-click install
npx skills add https://github.com/jwangkun/claude-for-financial-services-cn --skill china-process-letter
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: china-process-letter
Source: https://github.com/jwangkun/claude-for-financial-services-cn/tree/main/vertical-plugins/investment-banking/skills/china-process-letter
Command: npx skills add https://github.com/jwangkun/claude-for-financial-services-cn --skill china-process-letter

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Drafting A股卖方并购流程函/投标函及相关指令在中国市场环境中往往繁琐且易出错,尤其在处理 IOI、FLA/FBO、管理层会议日程等环节时。

Core Features & Use Cases

  • Tailored IOI 指引和 FBO 要求,符合中国市场惯例与监管要求
  • 管理层会议邀请、数据室协调与信息披露模板
  • 针对中国目标的流程函模板库,适用于不同交易类型(协议转让、要约收购、并购等)及阶段
  • 典型用例:为目标公司起草 IOI、准备 FBO、安排管理层会议并生成后续数据室清单

Quick Start

Draft an IOI letter template for a hypothetical target and outline the subsequent FBO and management meeting steps.

Frequently Asked Questions about china-process-letter

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I draft an A-share M&A process letter that meets Chinese market conventions?

Draft an A-share M&A process letter by applying China-specific templates for sell-side workflows, ensuring compliance with local regulatory requirements and market practices for transaction coordination. The Skill provides tailored process letter templates for various deal types.

What is included in IOI guidance for Chinese M&A transactions?

IOI guidance for Chinese M&A includes tailored instructions for indicative offers, FBO requirements, and management meeting logistics aligned with Chinese regulatory workflows. It provides structured templates to standardize initial bid submissions.

How to prepare FBO requirements and management meeting schedules for A-share deals?

Prepare FBO requirements and management meeting schedules by generating coordination workflows and invitation templates specific to Chinese targets. The Skill structures data room coordination and disclosure templates for subsequent steps.

Can I use these M&A templates for both agreement transfers and tender offers in the China market?

Yes, the templates support different A-share transaction types including agreement transfers, tender offers, and mergers across various deal stages. They adapt to specific Chinese regulatory workflows for each transaction structure.

What is the best way to coordinate a data room and management meetings for a China sell-side M&A deal?

The best way to coordinate data rooms and management meetings is using built-in logistics templates that handle invitations, scheduling, and follow-up checklists. This ensures alignment with Chinese disclosure requirements throughout the process.