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Advisory Engagement Letter
"I need an Advisory Engagement Letter for a technology consulting firm providing digital transformation services to a Belgian manufacturing company, with the engagement starting March 2025 and including specific provisions for protecting intellectual property and handling client data."
1. Letterhead and Date: Professional letterhead including advisor's details, registration numbers, and date
2. Client Details: Full name and address of the client, including registration details if a company
3. Salutation: Formal greeting to the appropriate contact person
4. Scope of Services: Detailed description of advisory services to be provided, including specific deliverables and any limitations
5. Team and Resources: Key personnel involved and their roles in providing the advisory services
6. Fees and Payment Terms: Fee structure, billing intervals, payment methods, and terms
7. Timeline: Expected duration, key milestones, and delivery schedules
8. Confidentiality: Obligations regarding confidential information handling and data protection
9. Client Responsibilities: Clear outline of what is expected from the client, including information provision
10. Professional Standards: Reference to applicable professional standards and codes of conduct
11. Termination Provisions: Conditions and process for ending the engagement
12. Acceptance Method: How the client should indicate acceptance of the engagement
13. Closing and Signature: Professional closing, signature block for authorized representative
1. Conflict of Interest Disclosure: Required when there are potential conflicts that need to be disclosed and addressed
2. Regulatory Compliance: Specific section needed when the advisory services fall under particular regulatory frameworks
3. International Services: Required when services will be provided across multiple jurisdictions
4. Sub-contractor Arrangements: Needed when external experts or sub-contractors will be involved
5. Insurance Coverage: Details of professional indemnity insurance when required by law or client
6. Intellectual Property Rights: Required when the services involve creation of intellectual property
7. Force Majeure: Added when specific risk allocation for extraordinary events is needed
8. Anti-Corruption Compliance: Required for high-value or public sector advisory services
1. Fee Schedule: Detailed breakdown of fees, rates, and payment terms
2. Service Description: Detailed technical or specialized description of the advisory services
3. Team Profiles: Professional profiles and qualifications of key team members
4. Terms and Conditions: Standard terms and conditions referenced in the main letter
5. Data Processing Agreement: GDPR-compliant data processing terms if personal data will be processed
Authors
Professional Services
Management Consulting
Financial Services
Legal Services
Technology Consulting
Healthcare
Real Estate
Education
Manufacturing
Energy
Telecommunications
Environmental Services
Non-Profit
Public Sector
Strategic Advisory
Legal
Finance
Procurement
Compliance
Risk Management
Operations
Strategy
Commercial
Business Development
Executive Leadership
Project Management
Professional Services
Advisory Services
Managing Partner
Consulting Director
Legal Counsel
Chief Executive Officer
Chief Financial Officer
Procurement Manager
Risk Manager
Compliance Officer
Project Manager
Business Development Director
Operations Director
Strategy Consultant
Advisory Partner
General Counsel
Finance Director
Commercial Director
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