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1. Parties: Identification of the client and advisor, including full legal names, addresses, and registration numbers
2. Background: Context of the advisory relationship and brief description of the advisor's expertise and client's needs
3. Definitions: Key terms used throughout the agreement defined for clarity and legal certainty
4. Scope of Services: Detailed description of the advisory services to be provided, including any limitations
5. Term and Termination: Duration of the agreement, renewal provisions, and circumstances for termination
6. Fees and Payment: Fee structure, payment terms, expenses, and invoicing procedures
7. Independent Contractor Status: Clear statement of advisor's independent contractor status and relationship between parties
8. Obligations of the Advisor: Advisor's duties, service standards, and compliance requirements
9. Obligations of the Client: Client's responsibilities, including provision of information and cooperation
10. Confidentiality: Protection of confidential information and trade secrets
11. Intellectual Property: Ownership and usage rights of any IP created during the engagement
12. Data Protection: GDPR compliance and data processing obligations
13. Liability and Indemnification: Limitation of liability, professional indemnity, and insurance requirements
14. General Provisions: Standard clauses including notices, amendment process, and governing law
1. Non-Competition: Restrictions on advisor's ability to work with competitors, used when advisor has access to sensitive competitive information
2. Non-Solicitation: Restrictions on soliciting clients or employees, used in cases of significant client contact
3. Service Levels: Specific performance metrics and standards, used for more complex or technical advisory services
4. Compliance with Industry Regulations: Specific regulatory compliance obligations, used for regulated industries
5. Force Majeure: Provisions for unforeseen circumstances, particularly relevant for long-term advisory relationships
6. Assignment and Subcontracting: Rights to transfer obligations or use subcontractors, used when flexibility in service delivery is needed
7. Dispute Resolution: Specific procedures for handling disputes, used for high-value or complex advisory relationships
1. Schedule 1 - Detailed Service Description: Comprehensive breakdown of services, methodologies, and deliverables
2. Schedule 2 - Fee Schedule: Detailed fee structure, rates, payment terms, and expense policies
3. Schedule 3 - Key Personnel: List of key advisor personnel assigned to the engagement
4. Schedule 4 - Service Levels and Performance Metrics: Specific performance standards and measurement criteria
5. Schedule 5 - Data Processing Agreement: Detailed GDPR-compliant data processing terms
6. Appendix A - Required Insurance Coverage: Specific insurance requirements and minimum coverage amounts
7. Appendix B - Compliance Requirements: Industry-specific regulatory compliance requirements
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