Advisory Agreement Template for New Zealand

1. Regulatory Compliance: Required when advisory services fall under specific regulatory frameworks like financial advice or professional services regulations

2. Professional Indemnity Insurance: Details of insurance coverage, required when providing regulated professional services

3. Non-Compete and Non-Solicitation: Included when protecting business interests and client relationships is crucial

4. Force Majeure: Added when specific provisions for unforeseen circumstances are needed

5. Data Protection and Privacy: Detailed section required when handling significant personal or sensitive information

6. Subcontracting: Include when the advisor may need to engage third parties

7. Performance Metrics: Added when specific performance standards or KPIs are part of the engagement

1. Schedule 1 - Service Description: Detailed breakdown of services, methodologies, and deliverables

2. Schedule 2 - Fee Schedule: Detailed fee structure, rates, and payment terms

3. Schedule 3 - Key Personnel: List of key team members and their roles in providing the services

4. Schedule 4 - Service Levels: Specific performance standards and response times if applicable

5. Appendix A - Compliance Requirements: Specific regulatory or professional requirements applicable to the services

6. Appendix B - Client Policies: Relevant client policies that the advisor must comply with