Outsourced CFO Services Engagement Letter Template for Philippines

1. Team Structure: Details of key team members and their roles, used when multiple personnel will be involved

2. Travel and Additional Expenses: Include when services may require travel or significant additional expenses

3. Non-Competition: Add when protecting against potential competitive conflicts

4. Knowledge Transfer: Include when specific handover or training requirements are needed

5. Insurance Coverage: Detail professional insurance coverage when required by client or risk level

6. Dispute Resolution: Include specific arbitration or mediation procedures when needed

7. Regulatory Compliance: Add specific compliance requirements when dealing with regulated industries

1. Schedule A - Detailed Scope of Services: Comprehensive list and description of all CFO services to be provided

2. Schedule B - Fee Structure and Payment Details: Detailed breakdown of fees, payment schedules, and additional costs

3. Schedule C - Service Level Commitments: Specific deliverables, timelines, and performance metrics

4. Schedule D - Required Information and Access: List of documents, systems, and access rights needed from the client

5. Appendix 1 - Key Personnel Profiles: Professional profiles and qualifications of key team members

6. Appendix 2 - Compliance Checklist: Regulatory and reporting requirements checklist