The Client Engagement Letter is a crucial business document used in New Zealand to formalize professional service relationships. It should be used at the commencement of any new client engagement or when significantly modifying existing service arrangements. The document typically includes detailed information about service scope, fees, team members, deliverables, and terms and conditions, while ensuring compliance with New Zealand legal requirements including professional standards, consumer protection, and privacy laws. This type of agreement is essential for professional service providers to clearly communicate their offering and establish mutual understanding with clients while managing risk and meeting regulatory obligations.
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1. Client Information: Details of the client, including full legal name, contact information, and any relevant business details
2. Scope of Services: Clear description of what services will be provided and any specific limitations or exclusions
3. Professional Fees: Detailed explanation of fee structure, billing rates, payment terms and methods
4. Team and Resources: Information about key team members who will be involved in providing the services
5. Timeline and Deliverables: Expected timeframes for service delivery and any specific deliverables
6. Client Responsibilities: Outline of what is required from the client to effectively deliver the services
7. Confidentiality: Commitments regarding the protection and handling of client information
8. Terms and Conditions: Standard terms governing the engagement, including liability limitations and termination provisions
1. Regulatory Disclosures: Required for regulated services like financial or legal services, including registration numbers and regulatory body information
2. Conflict of Interest Statement: Used when there are potential conflicts that need to be disclosed and addressed
3. Data Protection Provisions: Detailed section when significant personal data processing is involved
4. Insurance Coverage: Details of professional indemnity insurance when relevant to the engagement
5. Dispute Resolution Process: Detailed dispute resolution procedures for high-value or complex engagements
6. International Services: Additional terms for cross-border services or international clients
1. Fee Schedule: Detailed breakdown of fees, rates, and charging structures
2. Service Level Agreement: Specific performance metrics and service standards
3. Team Structure: Detailed organization chart and team member profiles
4. Required Documentation: List of documents and information needed from the client
5. Terms and Conditions: Detailed standard terms of business that apply to all engagements
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