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Advisory Engagement Letter
"Need an Advisory Engagement Letter for our Singapore-based fintech consulting firm to provide strategic advisory services to a major bank, starting March 2025, with specific focus on digital transformation and regulatory compliance."
1. Letter Header: Date, recipient details, and formal letter formatting
2. Introduction: Purpose of engagement and identification of parties
3. Scope of Services: Detailed description of advisory services to be provided
4. Fee Structure: Professional fees, payment terms, and expenses
5. Duration: Term of engagement and renewal provisions
6. Confidentiality: Confidentiality obligations and information handling
7. Professional Standards: Commitment to professional standards and compliance
1. Team Structure: Details of key personnel and roles - used for complex engagements with multiple team members
2. Regulatory Disclosures: Specific regulatory requirements and disclosures - used for regulated industries or licensed activities
3. Conflict Resolution: Process for handling potential conflicts of interest - used when providing services to multiple clients in same industry
4. International Considerations: Cross-border implications and compliance - used for international advisory services
1. Schedule of Fees: Detailed breakdown of fees and charging structure
2. Scope of Work Details: Detailed description of deliverables and timelines
3. Team Profiles: Biographical information of key team members
4. Standard Terms and Conditions: General terms applicable to all engagements
5. Data Protection Schedule: PDPA compliance details and data handling procedures
Authors
Advisor
Client
Engagement Period
Fees
Deliverables
Confidential Information
Personal Data
Working Papers
Representatives
Business Day
Effective Date
Force Majeure Event
Intellectual Property Rights
Professional Standards
Engagement Team
Project Materials
Engagement Letter
Standard Terms
Applicable Laws
Regulatory Requirements
Territory
Third Party
Associated Person
Authorised Representative
Fees and Payment
Term and Termination
Confidentiality
Data Protection
Intellectual Property
Professional Standards
Liability and Indemnity
Force Majeure
Non-Solicitation
Conflict of Interest
Record Keeping
Representations and Warranties
Independent Contractor Status
Governing Law
Dispute Resolution
Amendment and Assignment
Notices
Entire Agreement
Severability
Third Party Rights
Anti-Bribery and Corruption
Insurance
Client Cooperation
Subcontracting
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