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Advisor Agreement
"I need an Advisor Agreement for engaging a financial consultant to provide quarterly market analysis and investment recommendations to our investment firm starting March 1, 2025, with strict confidentiality provisions and GDPR compliance."
1. Parties: Identification of the contracting parties, including full legal names and addresses
2. Background: Context of the agreement and brief description of the parties' intention to enter into an advisory relationship
3. Definitions: Key terms used throughout the agreement
4. Scope of Services: Detailed description of the advisory services to be provided
5. Term and Engagement: Duration of the agreement and conditions for engagement
6. Advisor's Obligations: Key responsibilities and commitments of the advisor
7. Client's Obligations: Key responsibilities and commitments of the client
8. Fees and Payment Terms: Compensation structure, payment schedule, and related terms
9. Confidentiality: Obligations regarding confidential information and trade secrets
10. Data Protection: GDPR compliance and data processing obligations
11. Liability and Indemnification: Limitation of liability and indemnification provisions
12. Termination: Conditions and procedures for terminating the agreement
13. General Provisions: Standard clauses including notices, amendments, governing law, and jurisdiction
1. Intellectual Property Rights: Required when the advisory services may result in creation of intellectual property
2. Non-Competition: Include when advisor should be restricted from working with competitors
3. Non-Solicitation: Include when advisor should be restricted from soliciting clients or employees
4. Insurance: Include when advisor needs to maintain specific insurance coverage
5. Access to Systems and Facilities: Include when advisor needs access to client's premises or IT systems
6. Regulatory Compliance: Include for regulated industries with specific compliance requirements
7. Performance Metrics: Include when specific performance standards or KPIs apply
8. Dispute Resolution: Include when specific dispute resolution procedures are desired beyond court jurisdiction
1. Schedule A - Services Description: Detailed scope of services and deliverables
2. Schedule B - Fee Schedule: Detailed breakdown of fees, rates, and payment terms
3. Schedule C - Service Levels: Performance standards and service level requirements if applicable
4. Schedule D - Data Processing Agreement: Detailed GDPR-compliant data processing terms if personal data is processed
5. Appendix 1 - Contact Details: Key contact persons and their details for both parties
6. Appendix 2 - Compliance Requirements: Specific regulatory or industry compliance requirements if applicable
Authors
Advisor
Advisory Services
Affiliate
Applicable Law
Business Day
Client
Commencement Date
Confidential Information
Data Protection Laws
Deliverables
Effective Date
Fees
Force Majeure Event
Good Industry Practice
Intellectual Property Rights
Material Breach
Personal Data
Project
Representatives
Services
Service Levels
Specification
Term
Territory
Working Hours
Services
Term
Fees and Expenses
Payment Terms
Advisor Obligations
Client Obligations
Representations and Warranties
Confidentiality
Data Protection
Intellectual Property
Non-Competition
Non-Solicitation
Liability
Indemnification
Insurance
Force Majeure
Termination
Consequences of Termination
Assignment
Subcontracting
Notices
Amendment
Severability
Entire Agreement
Governing Law
Dispute Resolution
Third Party Rights
Counterparts
Compliance with Laws
Anti-Corruption
Authority
Independence
Force Majeure
Financial Services
Management Consulting
Technology
Healthcare
Real Estate
Manufacturing
Energy
Environmental Services
Legal Services
Education
Telecommunications
Professional Services
Legal
Procurement
Human Resources
Finance
Compliance
Operations
Business Development
Risk Management
Contract Management
Chief Executive Officer
Legal Counsel
Procurement Manager
Human Resources Director
Management Consultant
Business Advisor
Technical Consultant
Financial Advisor
Strategy Consultant
Project Manager
Operations Director
Compliance Officer
Business Development Manager
Department Head
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