The Evergreen Engagement Letter is designed for situations requiring an ongoing professional relationship without a predetermined end date. It serves as a comprehensive framework document under English and Welsh law, detailing the nature of services, fee structures, and operational terms while maintaining flexibility for long-term relationships. This document type is particularly useful for professional service providers who offer continuous support or recurring services to their clients, allowing for service evolution and fee adjustments over time while maintaining consistent foundational terms.
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1. Service Provider Details: Full legal name, address, and regulatory status of the service provider
2. Client Details: Full legal name and address of the client
3. Scope of Services: Detailed description of services to be provided, including specific deliverables and expectations
4. Fees and Payment Terms: Fee structure, billing arrangements, payment terms and methods
5. Duration and Termination: Evergreen nature of the agreement, notice periods, and termination provisions
6. Professional Standards: Commitment to professional standards, quality of service, and applicable regulatory requirements
7. Confidentiality: Obligations regarding confidential information and data protection
1. Team Structure: Details of key personnel, reporting lines, and team organization for larger engagements
2. Regulatory Compliance: Specific regulatory obligations and compliance requirements for regulated services
3. Conflict Management: Procedures for identifying and handling potential conflicts of interest
4. Insurance Coverage: Details of professional indemnity and other relevant insurance coverage
5. Dispute Resolution: Process for handling disputes and complaints
1. Fee Schedule: Detailed breakdown of fees, rates, and charging structures
2. Service Level Agreement: Specific service standards, performance metrics, and response times
3. Data Processing Agreement: Details of data processing activities, compliance measures, and data protection obligations
4. Key Personnel Schedule: List of key team members, their roles, and contact information
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