Advisory Engagement Letter Template for Indonesia

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Key Requirements PROMPT example:

Advisory Engagement Letter

"I need an Advisory Engagement Letter for my management consulting firm to provide strategic planning services to an Indonesian manufacturing company, with the engagement starting March 2025 and running for 12 months, including provisions for protecting our proprietary methodologies."

Document background
The Advisory Engagement Letter is a crucial document used in the Indonesian business context to formalize professional advisory relationships. It serves as the primary agreement between advisory service providers and their clients, whether they are corporations, organizations, or individuals. This document is specifically tailored to comply with Indonesian legal requirements, including the Civil Code (KUHPer), consumer protection laws, and relevant professional services regulations. The Advisory Engagement Letter typically includes essential elements such as scope of services, fee structures, delivery timelines, confidentiality provisions, and terms of engagement, all framed within Indonesian legal requirements. It's particularly important for professional service firms operating in Indonesia, as it provides clear documentation of the engagement terms while maintaining compliance with local business practices and regulatory requirements.
Suggested Sections

1. Letterhead and Date: Company letterhead, current date, and reference number if applicable

2. Recipient Details: Full name and address of the client, including proper designation/title

3. Subject Line: Clear indication of the purpose - 'Re: Advisory Services Engagement'

4. Opening Salutation: Formal greeting to the client

5. Introduction: Brief introduction and context of the engagement

6. Scope of Services: Detailed description of the advisory services to be provided

7. Fees and Payment Terms: Clear outline of fees, payment schedule, and payment methods

8. Timeline and Deliverables: Expected duration, key milestones, and deliverables

9. Team Composition: Key personnel who will be involved in providing the services

10. Confidentiality: Commitment to maintaining confidentiality of client information

11. Terms and Conditions: Key terms including liability, termination, and governing law

12. Acceptance Process: Instructions for accepting the engagement

13. Closing: Professional closing, signature block, and company details

Optional Sections

1. Conflict of Interest Statement: Declaration of no conflicts of interest, used when working in sensitive industries or with multiple clients in the same sector

2. Regulatory Compliance: Specific regulatory requirements and compliance commitments, included when services involve regulated industries

3. Foreign Investment Provisions: Additional provisions required for cross-border services or foreign investment advisory

4. Data Protection Clause: Specific data handling and protection commitments, included when personal or sensitive data processing is involved

5. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in long-term or high-value engagements

6. Insurance Coverage: Details of professional indemnity insurance, included for high-risk or high-value advisory services

Suggested Schedules

1. Schedule A - Detailed Scope of Services: Comprehensive breakdown of services, methodologies, and specific deliverables

2. Schedule B - Fee Structure: Detailed breakdown of fees, expenses, and payment milestones

3. Schedule C - Project Timeline: Detailed project schedule, milestones, and delivery dates

4. Appendix 1 - Team Profiles: Professional profiles of key team members assigned to the engagement

5. Appendix 2 - Terms and Conditions: Detailed standard terms and conditions referenced in the main letter

6. Appendix 3 - Required Forms: Any necessary Indonesian regulatory or compliance forms

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

Financial Services

Technology

Manufacturing

Mining and Resources

Infrastructure

Healthcare

Education

Real Estate

Telecommunications

Energy

Agriculture

Retail

Transportation and Logistics

Professional Services

Government and Public Sector

Relevant Teams

Legal

Finance

Compliance

Risk Management

Corporate Secretariat

Business Development

Operations

Strategy

Investment

Project Management

Advisory Services

Professional Services

Client Relations

Corporate Affairs

Relevant Roles

Chief Executive Officer

Managing Director

Chief Financial Officer

Legal Counsel

Corporate Secretary

Business Development Manager

Project Manager

Finance Director

Operations Director

Compliance Officer

Risk Manager

Strategy Director

Investment Manager

Management Consultant

Professional Advisor

Partner (Advisory Firm)

Senior Consultant

Business Analyst

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

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