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Advisor Agreement Template
"I need an Advisor Agreement Template for engaging a technology consultant who will provide strategic advice on our digital transformation project starting March 2025, with specific provisions for handling sensitive data and intellectual property rights."
1. Parties: Identification of the advisor and the client, including full legal names, ABN/ACN, and registered addresses
2. Background: Context of the agreement, including advisor's qualifications and general purpose of the engagement
3. Definitions: Key terms used throughout the agreement, ensuring clear interpretation
4. Scope of Services: Detailed description of advisory services to be provided
5. Term and Termination: Duration of the agreement and circumstances for termination
6. Fees and Payment: Compensation structure, payment terms, and expenses
7. Obligations of the Advisor: Advisor's duties, standard of care, and service delivery commitments
8. Client Obligations: Client's responsibilities, including providing information and cooperation
9. Confidentiality: Protection and handling of confidential information
10. Intellectual Property: Ownership and rights to materials and deliverables
11. Liability and Indemnification: Limitation of liability and mutual indemnification provisions
12. Insurance: Required insurance coverage and maintenance
13. Dispute Resolution: Process for handling disputes and applicable jurisdiction
14. General Provisions: Standard boilerplate clauses including notices, assignment, and entire agreement
1. Regulatory Compliance: Include when advisor must comply with specific regulatory frameworks (e.g., financial services, legal services)
2. Non-Compete: Include when advisor should be restricted from working with competitors
3. Non-Solicitation: Include when protecting against solicitation of employees or clients is necessary
4. Performance Metrics: Include when specific performance standards or KPIs need to be met
5. Subcontracting: Include when advisor may need to engage subcontractors
6. Data Protection: Include when handling sensitive personal or business data
7. Force Majeure: Include when needing specific provisions for unforeseen circumstances
8. Change Control: Include when scope of services may need formal variation procedures
1. Schedule 1 - Detailed Services Description: Comprehensive breakdown of services, methodologies, and deliverables
2. Schedule 2 - Fee Schedule: Detailed fee structure, rates, and payment milestones
3. Schedule 3 - Service Levels: Specific performance standards, response times, and quality metrics
4. Schedule 4 - Key Personnel: Details of key team members and their roles
5. Schedule 5 - Compliance Requirements: Specific regulatory or professional requirements applicable to the services
6. Appendix A - Required Forms: Standard forms for reporting, invoicing, or service requests
7. Appendix B - Insurance Requirements: Detailed insurance coverage requirements and certificates
8. Appendix C - Policies and Procedures: Relevant internal policies or procedures that govern service delivery
Authors
Advisor
Advisory Services
Applicable Laws
Business Day
Client
Client Materials
Commencement Date
Confidential Information
Consulting Fee
Deliverables
Dispute
Effective Date
Expenses
Force Majeure Event
GST
Intellectual Property Rights
Key Personnel
Material Breach
Milestones
Notice
Out of Scope Services
Personal Information
Pre-existing IP
Professional Standards
Project
Related Bodies Corporate
Representatives
Schedule of Services
Scope of Work
Service Levels
Special Terms
Subcontractor
Term
Third Party Materials
Working Hours
Services
Term
Fees and Payment
Expenses
GST
Confidentiality
Intellectual Property
Data Protection
Professional Standards
Service Levels
Performance Obligations
Client Obligations
Representations and Warranties
Insurance
Liability and Indemnification
Termination
Force Majeure
Assignment
Subcontracting
Dispute Resolution
Governing Law
Notices
Variation
Entire Agreement
Severability
Non-Solicitation
Non-Compete
Compliance with Laws
Record Keeping
Audit Rights
Conflicts of Interest
Relationship of Parties
Security Requirements
Business Continuity
Professional Services
Financial Services
Technology
Healthcare
Education
Manufacturing
Real Estate
Mining and Resources
Retail
Telecommunications
Energy
Agriculture
Construction
Nonprofit
Legal
Procurement
Human Resources
Finance
Operations
Risk and Compliance
Commercial
Business Development
Project Management
Executive Leadership
Chief Executive Officer
Chief Financial Officer
Legal Counsel
Procurement Manager
Human Resources Director
Operations Manager
Project Manager
Business Development Manager
Risk Manager
Compliance Officer
Department Head
Managing Director
Company Secretary
Commercial Manager
Contract Administrator
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