The Advisor Agreement Template UK is offered in multiple formats, including PDF, Word, and Google Docs, featuring editable and printable versions for your convenience.
Advisor Agreement Template UK Editable – PrintableSample
Advisor Agreement Template UK 1. Client Information 2. Advisor Information 3. Agreement Details 4. Scope of Advisory Services 5. Client Responsibilities 6. Advisor Responsibilities 7. Compensation Structure 8. Confidentiality and Data Protection 9. Termination Clauses 10. Indemnification 11. Dispute Resolution 12. Acknowledgment and Acceptance 13. Declaration and Signatures
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WORD
Examples
[Name of the Client]
[Client’s ID]
[Client’s Address]
[Client’s Phone]
[Client’s Email]
[Name of the Advisor]
[Advisor’s ID]
[Advisor’s Address]
[Advisor’s Phone]
[Advisor’s Email]
This agreement outlines the terms under which the Advisor will provide advisory services to the Client, commencing on [Start Date].
The Advisor will provide advice in the following areas: [List specific areas such as financial planning, investment strategy, business development, etc.].
The Client agrees to compensate the Advisor at a rate of [Amount] for services rendered, payable [Payment Schedule, e.g., monthly, upon completion of services].
This agreement shall be effective for an initial term of [Duration, e.g., six months], and may be terminated by either party with [Notice Period, e.g., 30 days] written notice without cause.
The Advisor agrees to maintain the confidentiality of all proprietary information received from the Client during the course of this agreement.
The Advisor shall perform the services with reasonable care and skill and shall not be liable for any indirect or consequential losses sustained by the Client.
This agreement shall be governed by and construed in accordance with the laws of [Jurisdiction, e.g., England and Wales].
[Signature of the Client]
[Name of the Client]
[Signature of the Advisor]
[Name of the Advisor]
[Name of the Client]
[Client’s ID]
[Client’s Address]
[Client’s Phone]
[Client’s Email]
[Name of the Advisor]
[Advisor’s ID]
[Advisor’s Address]
[Advisor’s Phone]
[Advisor’s Email]
This agreement details the advisory services to be provided by the Advisor to the Client, beginning on [Start Date], ensuring clarity in responsibilities and expectations.
The Advisor will provide the following advisory services: [Specify services such as strategic planning, compliance consulting, operational improvement, etc.].
The Client agrees to pay the Advisor [Amount] as a retainer fee and all reasonable expenses incurred during the execution of the services.
The Advisor affirms that there are no existing conflicts of interest and will disclose any potential conflicts as they arise.
Any work product generated by the Advisor in connection with the advisory services shall remain the sole property of the Client upon full payment of fees.
Any disagreements arising from this agreement shall first be addressed through mediation followed by arbitration if necessary.
[Signature of the Client]
[Name of the Client]
[Signature of the Advisor]
[Name of the Advisor]
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