Advisor Contract Template for South Africa

1. Non-Competition: Restrictions on advisor's ability to work with competitors, used when advisor has access to sensitive strategic information

2. Insurance: Requirements for professional indemnity insurance, relevant for high-risk advisory services

3. Performance Metrics: Specific KPIs and performance evaluation criteria, used for longer-term or performance-based arrangements

4. Team Composition: Details of team members involved in providing services, relevant for firm-wide advisory services

5. Client Obligations: Specific responsibilities of the client, important for complex advisory relationships

6. Regulatory Compliance: Specific regulatory requirements, particularly relevant for financial advisors under FAIS

7. Data Protection: Detailed POPIA compliance measures, essential when handling significant personal information

1. Schedule 1: Service Description: Detailed scope of services, deliverables, and timelines

2. Schedule 2: Fee Structure: Detailed breakdown of fees, rates, and payment terms

3. Schedule 3: Key Personnel: Details of key team members and their roles

4. Schedule 4: Service Levels: Specific service standards and response times

5. Appendix A: Compliance Requirements: Relevant regulatory requirements and compliance procedures

6. Appendix B: Reporting Templates: Standard formats for reports and documentation

7. Appendix C: Client Policies: Relevant client policies that advisor must comply with