The Advisor Agreement Form is essential when engaging individuals or entities in advisory capacities within the United States. This contract type is commonly used for both short-term consulting arrangements and long-term advisory relationships. It protects both parties by clearly defining expectations, responsibilities, and compensation while ensuring compliance with relevant U.S. federal and state regulations. The agreement typically addresses key areas such as confidentiality, intellectual property rights, non-competition, and termination conditions.
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1. Parties: Identifies the parties entering into the agreement, including full legal names and addresses
2. Background/Recitals: Provides context and purpose of the advisory relationship
3. Definitions: Defines key terms used throughout the agreement
4. Services: Detailed description of advisory services to be provided
5. Term and Termination: Duration of agreement and conditions for termination
6. Compensation: Payment terms, fees, and reimbursement details
7. Confidentiality: Obligations regarding confidential information
8. Intellectual Property: Ownership and rights to work product
1. Non-Competition: Restrictions on competitive activities - include when advisor may have access to sensitive competitive information
2. Equity Compensation: Terms of any stock options or equity grants - include when advisor receives equity as part of compensation
3. Insurance: Required insurance coverage - include when advisor needs professional liability insurance
4. Compliance: Regulatory compliance obligations - include when advisor operates in regulated industry
1. Schedule A - Services Description: Detailed scope of services and deliverables
2. Schedule B - Compensation Terms: Detailed fee structure and payment schedule
3. Schedule C - Confidential Information: Specific items considered confidential
4. Exhibit A - Required Disclosures: Any regulatory or compliance-required disclosures
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