Advisory Services Agreement for Hong Kong

Advisory Services Agreement Template for Hong Kong

A comprehensive legal agreement governed by Hong Kong law that establishes the terms and conditions under which professional advisory services will be provided. The document details the scope of services, responsibilities of both parties, compensation structure, confidentiality obligations, and liability provisions while ensuring compliance with Hong Kong's regulatory framework, including relevant ordinances governing professional services, data privacy, and business operations. It provides a robust framework for protecting both the advisor's and client's interests while maintaining flexibility to accommodate various types of advisory services.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Advisory Services Agreement

Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc

What is a Advisory Services Agreement?

The Advisory Services Agreement is a crucial document used in Hong Kong's business environment when engaging professional advisors or consultants. It serves as the primary contract governing the relationship between advisory service providers and their clients, whether for one-time projects or ongoing consultancy arrangements. The agreement must comply with Hong Kong's common law system and relevant ordinances, particularly regarding contract law, professional services regulations, and data privacy requirements. It typically includes detailed provisions on service scope, deliverables, fees, confidentiality, intellectual property rights, and liability limitations. This document is essential for protecting both parties' interests while ensuring clarity in their professional relationship and compliance with local regulatory requirements.

What sections should be included in a Advisory Services Agreement?

1. Parties: Identifies the advisor and the client, including their respective legal names, registration numbers, and registered addresses

2. Background: Sets out the context of the agreement, including the client's needs and advisor's qualifications

3. Definitions: Defines key terms used throughout the agreement for clarity and consistency

4. Appointment and Scope of Services: Defines the specific advisory services to be provided and the terms of the advisor's appointment

5. Term and Termination: Specifies the duration of the agreement and circumstances under which it can be terminated

6. Fees and Payment: Details the compensation structure, payment terms, and expenses

7. Obligations of the Advisor: Outlines the advisor's duties, standards of service, and compliance requirements

8. Obligations of the Client: Specifies the client's responsibilities, including providing necessary information and cooperation

9. Confidentiality: Addresses the handling and protection of confidential information

10. Intellectual Property: Establishes ownership and usage rights of any IP created during the advisory services

11. Liability and Indemnification: Sets out liability limitations and indemnification obligations

12. Force Majeure: Addresses circumstances beyond parties' control affecting performance

13. Governing Law and Jurisdiction: Specifies Hong Kong law as governing law and jurisdiction for disputes

14. General Provisions: Includes standard boilerplate clauses such as notices, amendments, and assignment

What sections are optional to include in a Advisory Services Agreement?

1. Non-Competition: Restricts advisor from competing activities - include when advisor may have access to sensitive market information

2. Non-Solicitation: Prevents poaching of employees/clients - relevant for long-term advisory relationships

3. Insurance: Specifies required insurance coverage - important for high-risk advisory services

4. Data Protection: Detailed data handling procedures - essential when personal data processing is involved

5. Compliance with Anti-Corruption Laws: Detailed anti-corruption provisions - crucial for government-related or high-value advisory services

6. Service Levels: Specific performance metrics - relevant for ongoing advisory services with measurable outputs

7. Dispute Resolution: Alternative dispute resolution procedures - useful for complex advisory relationships

8. Key Personnel: Identifies specific individuals responsible for service delivery - important for specialized advisory services

What schedules should be included in a Advisory Services Agreement?

1. Schedule 1 - Scope of Services: Detailed description of advisory services, deliverables, and timelines

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, payment structure, and expense categories

3. Schedule 3 - Service Levels: Specific performance metrics and service standards if applicable

4. Schedule 4 - Key Personnel: Details of key team members and their roles if specific individuals are crucial

5. Schedule 5 - Compliance Requirements: Specific regulatory or compliance requirements applicable to the services

6. Appendix A - Required Forms and Templates: Standard forms for reporting, invoicing, or service requests

7. Appendix B - Client Policies: Relevant client policies that advisor must comply with

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

Jurisdiction

Hong Kong

Publisher

Genie AI

Document Type

Service Agreement

Cost

Free to use
Clauses
Relevant Industries

Financial Services

Professional Services

Technology

Healthcare

Real Estate

Manufacturing

Education

Telecommunications

Energy

Infrastructure

Retail

Hospitality

Environmental Services

Transportation

Media and Entertainment

Relevant Teams

Legal

Procurement

Finance

Compliance

Risk Management

Operations

Business Development

Project Management

Strategy

Administrative

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Legal Counsel

Procurement Manager

Contract Manager

Business Development Director

Operations Director

Risk Manager

Compliance Officer

Project Manager

Management Consultant

Financial Advisor

Technical Consultant

Strategy Director

Department Head

Industries
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

Find the exact document you need

Nominee Service Agreement

A Hong Kong law-governed agreement establishing the terms and conditions for nominee services, including corporate representation and regulatory compliance obligations.

find out more

Cherry Picker Risk Assessment

A Hong Kong-compliant risk assessment document for cherry picker operations, outlining hazards, safety measures, and regulatory requirements.

find out more

Maintaining SLA

A Hong Kong law-governed agreement defining maintenance service levels, performance standards, and obligations between service provider and client.

find out more

Letter Of Intent To Study

A Hong Kong-governed formal document expressing a student's intention to enroll in an academic program at an educational institution.

find out more

Professional Services Agreement

Hong Kong law-governed agreement establishing terms for professional service provision, including scope, payment, and key protections for both parties.

find out more

Service Payment Receipt

A Hong Kong-compliant receipt document acknowledging payment for services rendered, including transaction details and parties involved.

find out more

Master Securities Loan Agreement

A Hong Kong law-governed framework agreement for securities lending transactions, establishing terms for multiple securities loans between parties.

find out more

Individual Confidentiality Agreement

A Hong Kong law-governed agreement establishing confidentiality obligations between an individual and an organization, protecting sensitive business information and trade secrets.

find out more

Service Of Work Contract

A Hong Kong law-governed agreement defining terms and conditions for provision of professional services between a service provider and client.

find out more

Turn Down Letter

A Hong Kong-compliant formal letter communicating the rejection of an application or request, with reasoning and necessary legal safeguards.

find out more

Contract For Selling A Car With Payments

A Hong Kong law-governed agreement for the sale of a vehicle with structured payment terms, including ownership transfer and payment conditions.

find out more

Service Level Agreement Between Two Companies

A Hong Kong law-governed agreement defining service levels, performance metrics, and obligations between service provider and recipient companies.

find out more

Rental Lease Cancellation Letter

A formal letter for terminating a rental lease agreement under Hong Kong law, specifying termination details and handover arrangements.

find out more

Maintenance Invoice

A Hong Kong-compliant billing document for maintenance services that details work performed, costs, and payment terms.

find out more

Consulting Scope Of Work

A Hong Kong law-governed agreement defining consulting services scope, deliverables, and terms between consultant and client.

find out more

Vendor Rebate Agreement

A Hong Kong law-governed agreement establishing terms for vendor rebates based on specified business performance criteria.

find out more

Lodger Tenancy Agreement

A Hong Kong law-governed agreement establishing terms for a lodger arrangement in an owner-occupied property, defining rights and obligations for shared living.

find out more

House Rental Form

A Hong Kong law-governed agreement establishing terms and conditions for residential property rental, compliant with local tenancy regulations.

find out more

Employer's Supporting Letter To Confirm Continuous Employment

A formal Hong Kong employment verification letter confirming an employee's continuous employment status, terms, and duration with their current employer.

find out more

Exclusive Service Provider Agreement

A Hong Kong law-governed agreement establishing an exclusive service provision relationship between a service provider and client, detailing service scope, rights, and obligations.

find out more

Contract For Ownership

A Hong Kong law-governed agreement facilitating the transfer of ownership rights between parties, including terms, conditions, and obligations of the transfer.

find out more

Vendor Partner Agreement

A Hong Kong law-governed agreement establishing terms and conditions between a company and its vendor partner for service or product provision.

find out more

Transport Agreement

A Hong Kong law-governed agreement establishing terms and conditions for transportation services, including service scope, standards, liabilities, and compliance requirements.

find out more

Supply Framework Agreement

A Hong Kong law-governed agreement establishing terms for ongoing supply arrangements between parties, enabling streamlined recurring purchases.

find out more

Service Contract Terms And Conditions

Hong Kong-governed terms and conditions document setting out the legal framework for service provision between providers and customers.

find out more

Service Agreement Terms And Conditions

Hong Kong law-governed terms and conditions document establishing the framework for service provision between provider and client.

find out more

Repair And Maintenance Agreement

A Hong Kong law-governed agreement establishing terms and conditions for property maintenance and repair services between service providers and property owners.

find out more

Rental Verification Letter

A formal document used in Hong Kong to verify tenant occupancy, rental terms, and payment status, typically required for official or financial purposes.

find out more

Rental Guarantee Form

A Hong Kong law-governed document where a guarantor provides security to a landlord for a tenant's obligations under a tenancy agreement.

find out more

Personal Guarantee Lease Agreement

A Hong Kong law-governed agreement where a guarantor provides personal assurance for a tenant's lease obligations.

find out more

Marketing Service Level Agreement

A Hong Kong law-governed agreement defining marketing services, performance standards, and service levels between a service provider and client.

find out more

Lease Transfer Agreement Form

A Hong Kong-compliant agreement that formally transfers lease rights and obligations from an existing tenant to a new tenant with landlord's consent.

find out more

Consultant Offer Letter

A Hong Kong law-governed letter establishing consulting engagement terms between a company and an independent contractor.

find out more

Closing Letter Of Intent

A Hong Kong law-governed document that outlines the final steps and requirements for completing a transaction, including closing mechanics, timing, and legal requirements.

find out more

Childcare Agreement

A Hong Kong law-governed agreement establishing terms and conditions between childcare providers and parents/guardians for professional childcare services.

find out more

Simple Contract For Consulting Services

A Hong Kong law-governed agreement establishing terms and conditions for consulting services between a client and consultant.

find out more

Residential Renovation Contract

A Hong Kong law-governed contract setting out terms and conditions for residential renovation works between property owners and contractors.

find out more

Third Party Manufacturing Contract

A Hong Kong law-governed agreement establishing terms for third-party manufacturing arrangements, including quality standards, IP protection, and production specifications.

find out more

Personal Injury Waiver

A Hong Kong law-governed waiver releasing liability for personal injury claims arising from specified activities or services.

find out more

Software Application Development Agreement

A Hong Kong law-governed agreement for custom software development services, defining project scope, deliverables, and mutual obligations between developer and client.

find out more
See more related templates

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it

2 Docs LeftAccess Now