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1. Parties: Identification of the advisor and the client, including full legal names, registration numbers, and addresses
2. Background: Context of the advisory relationship and brief description of the advisor's expertise and client's requirements
3. Definitions: Key terms used throughout the agreement defined for clarity and legal certainty
4. Scope of Services: Detailed description of the advisory services to be provided, including any limitations
5. Term and Termination: Duration of the agreement and circumstances under which it can be terminated by either party
6. Fees and Payment Terms: Advisory fees, payment schedule, expenses, and invoicing procedures
7. Obligations of the Advisor: Advisor's duties, standard of care, and professional commitments
8. Obligations of the Client: Client's responsibilities, including providing information and cooperation
9. Confidentiality: Protection and handling of confidential information shared during the advisory relationship
10. Intellectual Property: Ownership and usage rights of materials and advice provided
11. Liability and Indemnification: Limitation of liability and mutual indemnification provisions
12. General Provisions: Standard clauses including governing law, notices, amendment procedures, and entire agreement
1. Regulatory Compliance: Required when advisory services fall under specific regulatory frameworks like SFC regulations
2. Non-Competition: Used when protecting against competitive activities is necessary
3. Force Majeure: Important in long-term advisory relationships to address unforeseen circumstances
4. Data Protection: Required when personal data processing is involved in the advisory services
5. Insurance: Needed when specific professional insurance requirements apply
6. Assignment and Delegation: Important when either party may need to transfer rights or delegate duties
7. Dispute Resolution: Optional detailed procedures for handling disputes, including mediation or arbitration
8. Service Levels: Used when specific performance metrics or response times need to be established
1. Schedule 1 - Detailed Scope of Services: Comprehensive breakdown of specific advisory services, deliverables, and timelines
2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, rates, and payment terms
3. Schedule 3 - Key Personnel: List of key team members and their roles in providing the advisory services
4. Schedule 4 - Service Levels: Specific performance metrics and service standards if applicable
5. Schedule 5 - Compliance Requirements: Specific regulatory or compliance requirements applicable to the services
6. Appendix A - Required Forms and Ƶ: Standard forms or templates to be used in service delivery
7. Appendix B - Client Policies: Relevant client policies that the advisor must comply with
8. Appendix C - Data Processing Requirements: Specific requirements for handling personal or sensitive data if applicable
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