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Advisory Agreement
"I need an Advisory Agreement for our UK-based financial consulting firm to provide investment advisory services to a Pakistani manufacturing company, starting March 2025, with specific provisions for cross-border payments and compliance with both Pakistani and UK financial regulations."
1. Parties: Identification and details of the advisor and the client, including their legal status and registered addresses
2. Background: Context of the agreement and brief description of why the parties are entering into this advisory relationship
3. Definitions: Definitions of key terms used throughout the agreement
4. Scope of Services: Detailed description of the advisory services to be provided
5. Term and Termination: Duration of the agreement and conditions for termination
6. Fees and Payment Terms: Compensation structure, payment schedule, and related terms
7. Obligations of the Advisor: Specific duties, responsibilities, and standards of service expected from the advisor
8. Obligations of the Client: Client's responsibilities, including providing necessary information and cooperation
9. Confidentiality: Provisions regarding the protection and handling of confidential information
10. Intellectual Property: Ownership and usage rights of any intellectual property created during the advisory relationship
11. Limitation of Liability: Extent and limitations of the advisor's liability
12. Governing Law and Jurisdiction: Specification of Pakistani law as governing law and jurisdiction for dispute resolution
13. General Provisions: Standard boilerplate clauses including notices, amendments, and severability
1. Non-Competition: Restrictions on competitive activities, used when the advisor may have access to sensitive business information
2. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in long-term advisory relationships
3. Insurance: Requirements for professional indemnity insurance, used in high-value or high-risk advisory services
4. Assignment: Rights and restrictions regarding the transfer of rights and obligations, relevant for larger organizations
5. Compliance with Laws: Specific regulatory compliance obligations, necessary for regulated industries
6. Data Protection: Specific provisions for handling personal data, important when dealing with individual clients or sensitive information
7. Anti-Corruption: Compliance with anti-corruption laws, particularly important for international advisory relationships
8. Dispute Resolution: Alternative dispute resolution mechanisms like mediation or arbitration, useful for complex advisory relationships
1. Schedule A - Scope of Services: Detailed breakdown of specific advisory services, deliverables, and timelines
2. Schedule B - Fee Structure: Detailed fee calculations, rates, and payment milestones
3. Schedule C - Key Personnel: List of key team members and their roles in providing the advisory services
4. Schedule D - Service Levels: Specific performance metrics and service standards
5. Schedule E - Client Materials: List of documents and information to be provided by the client
6. Appendix 1 - Reporting Requirements: Format and frequency of progress reports and other documentation
7. Appendix 2 - Compliance Requirements: Specific regulatory or industry compliance requirements applicable to the services
Authors
Financial Services
Management Consulting
Technology
Healthcare
Energy
Real Estate
Manufacturing
Education
Telecommunications
Professional Services
Banking
Insurance
Infrastructure
Agriculture
Retail
Legal
Compliance
Finance
Operations
Risk Management
Corporate Affairs
Procurement
Business Development
Strategy
Project Management
Administration
Commercial
Chief Executive Officer
Managing Director
Legal Counsel
Compliance Officer
Chief Financial Officer
Business Development Manager
Project Manager
Operations Director
Risk Manager
Corporate Secretary
Advisory Services Director
Procurement Manager
Strategy Consultant
Department Head
Business Analyst
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