Retainer Form Template for Australia

1. Professional Indemnity Insurance: Details of insurance coverage, applicable when required by regulation or client request

2. Service Levels: Specific performance metrics and standards, useful for technical or ongoing service arrangements

3. Conflicts of Interest: Procedures for identifying and managing conflicts, particularly important for legal or financial services

4. Data Protection: Specific provisions for handling personal or sensitive data, necessary when significant data processing is involved

5. Sub-contracting: Terms for engaging third-party providers, relevant when service provider may need to delegate work

6. Non-Solicitation: Restrictions on hiring or soliciting staff, useful for professional services firms

7. Force Majeure: Provisions for unforeseen circumstances, particularly relevant for long-term retainers

1. Schedule 1 - Detailed Scope of Services: Comprehensive list and description of all services covered under the retainer

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, rates, and payment terms including any variable components

3. Schedule 3 - Key Personnel: List of key team members assigned to provide services under the retainer

4. Schedule 4 - Service Level Requirements: Specific metrics and standards for service delivery, if applicable

5. Appendix A - Communication Protocol: Procedures for routine communications and escalation pathways

6. Appendix B - Required Information and Resources: List of information and resources the client must provide