Evergreen Engagement Letter Template for New Zealand

1. Regulatory Disclosures: Required for regulated professions like financial advisers or lawyers, including specific statutory disclosures

2. Conflict of Interest Provisions: Needed when there's potential for conflicts, especially in professional services firms with multiple clients

3. Intellectual Property Rights: Important when the services might involve creation of intellectual property

4. Data Protection and Privacy: Detailed section needed when significant personal data processing is involved

5. Force Majeure: May be included for services that could be impacted by external events

6. Dispute Resolution: Detailed dispute resolution procedures for high-value or complex engagements

7. Sub-contractor Rights: Needed when the service provider might need to engage sub-contractors

8. Insurance Requirements: Detailed insurance provisions for high-risk engagements

1. Schedule of Fees: Detailed breakdown of fee structures, rates, and charging methods

2. Service Level Agreement: Specific performance metrics and service standards

3. Team Structure: Key personnel and their roles in service delivery

4. Specific Service Descriptions: Detailed descriptions of each service offering covered by the engagement

5. Communication Protocols: Agreed methods and frequency of communication

6. Compliance Requirements: Specific regulatory or compliance obligations relevant to the engagement