Advisory Engagement Letter Template for Belgium

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Key Requirements PROMPT example:

Advisory Engagement Letter

"I need an Advisory Engagement Letter for a technology consulting firm providing digital transformation services to a Belgian manufacturing company, with the engagement starting March 2025 and including specific provisions for protecting intellectual property and handling client data."

Document background
The Advisory Engagement Letter is a fundamental document used in professional services relationships under Belgian law. It is typically employed when an advisor, consultant, or professional services firm is engaged to provide specific advisory services to a client. The document serves multiple purposes: it defines the scope of work, establishes professional fees and payment terms, sets out deliverables and timelines, and allocates responsibilities and risks between parties. The letter must comply with Belgian civil law requirements for service contracts, professional regulations, and EU data protection rules. It is particularly important as it creates clarity around the advisory relationship, helps prevent misunderstandings, and provides a legal framework for the engagement. The document typically includes specific Belgian law provisions regarding professional liability, confidentiality, and termination rights.
Suggested Sections

1. Letterhead and Date: Professional letterhead including advisor's details, registration numbers, and date

2. Client Details: Full name and address of the client, including registration details if a company

3. Salutation: Formal greeting to the appropriate contact person

4. Scope of Services: Detailed description of advisory services to be provided, including specific deliverables and any limitations

5. Team and Resources: Key personnel involved and their roles in providing the advisory services

6. Fees and Payment Terms: Fee structure, billing intervals, payment methods, and terms

7. Timeline: Expected duration, key milestones, and delivery schedules

8. Confidentiality: Obligations regarding confidential information handling and data protection

9. Client Responsibilities: Clear outline of what is expected from the client, including information provision

10. Professional Standards: Reference to applicable professional standards and codes of conduct

11. Termination Provisions: Conditions and process for ending the engagement

12. Acceptance Method: How the client should indicate acceptance of the engagement

13. Closing and Signature: Professional closing, signature block for authorized representative

Optional Sections

1. Conflict of Interest Disclosure: Required when there are potential conflicts that need to be disclosed and addressed

2. Regulatory Compliance: Specific section needed when the advisory services fall under particular regulatory frameworks

3. International Services: Required when services will be provided across multiple jurisdictions

4. Sub-contractor Arrangements: Needed when external experts or sub-contractors will be involved

5. Insurance Coverage: Details of professional indemnity insurance when required by law or client

6. Intellectual Property Rights: Required when the services involve creation of intellectual property

7. Force Majeure: Added when specific risk allocation for extraordinary events is needed

8. Anti-Corruption Compliance: Required for high-value or public sector advisory services

Suggested Schedules

1. Fee Schedule: Detailed breakdown of fees, rates, and payment terms

2. Service Description: Detailed technical or specialized description of the advisory services

3. Team Profiles: Professional profiles and qualifications of key team members

4. Terms and Conditions: Standard terms and conditions referenced in the main letter

5. Data Processing Agreement: GDPR-compliant data processing terms if personal data will be processed

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Clauses
Relevant Industries

Professional Services

Management Consulting

Financial Services

Legal Services

Technology Consulting

Healthcare

Real Estate

Education

Manufacturing

Energy

Telecommunications

Environmental Services

Non-Profit

Public Sector

Strategic Advisory

Relevant Teams

Legal

Finance

Procurement

Compliance

Risk Management

Operations

Strategy

Commercial

Business Development

Executive Leadership

Project Management

Professional Services

Advisory Services

Relevant Roles

Managing Partner

Consulting Director

Legal Counsel

Chief Executive Officer

Chief Financial Officer

Procurement Manager

Risk Manager

Compliance Officer

Project Manager

Business Development Director

Operations Director

Strategy Consultant

Advisory Partner

General Counsel

Finance Director

Commercial Director

Industries
Belgian Civil Code (Code civil/Burgerlijk Wetboek): Fundamental contract law provisions governing formation, execution, and termination of contracts, particularly Articles 1101-1369 relating to contracts for services
Belgian Economic Law Code (Code de droit économique/Wetboek van economisch recht): Regulates business practices, market practices, and consumer protection, including provisions on unfair terms and professional services
EU General Data Protection Regulation (GDPR): Regulates the processing of personal data and its free movement, including requirements for data processing agreements and privacy notices
Belgian Anti-Money Laundering Law of 18 September 2017: Implementation of EU AML directives, requiring due diligence and reporting obligations for certain types of advisory services
Belgian Company Code (Code des sociétés et des associations/Wetboek van vennootschappen en verenigingen): Provisions regarding corporate authority, representation, and formalities for engaging professional services
Belgian Law on Market Practices and Consumer Protection: Specific provisions protecting consumers in professional service agreements, including information obligations and cooling-off periods
Belgian Value Added Tax Code: VAT obligations and requirements for professional services, including invoicing requirements and tax treatment of advisory services
Professional Ethics Codes: Depending on the type of advisory service, relevant professional codes of conduct and ethics (e.g., for lawyers, accountants, or financial advisors)
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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