tiktok³ÉÈË°æ

All Countries
Investment
Advisory Engagement Letter

Advisory Engagement Letter Template for United Arab Emirates

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Advisory Engagement Letter

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Advisory Engagement Letter

"I need an Advisory Engagement Letter for my Dubai-based financial consulting firm to provide investment advisory services to a UAE government entity, with service commencement from March 1, 2025, including strict confidentiality provisions and compliance with local regulatory requirements."

Celebrated by
Collaborations with
Investors
Document background
The Advisory Engagement Letter is a crucial document used in the United Arab Emirates to formalize professional advisory relationships between service providers and their clients. This document is essential when establishing any professional advisory service arrangement, whether for management consulting, financial advisory, strategic planning, or other professional services. It must comply with UAE Federal Law No. 5 of 1985 (Civil Code) and Federal Law No. 18 of 1993 (Commercial Transactions Law), among other relevant regulations. The letter typically includes detailed scope of services, fee arrangements, delivery timelines, and terms of engagement, while incorporating necessary provisions for UAE regulatory compliance. It serves as both a formal agreement and a project initiation document, protecting the interests of all parties involved while ensuring clarity in the professional relationship.
Suggested Sections

1. Letter Header: Professional letterhead, date, reference number, and recipient's details

2. Salutation: Formal greeting to the appropriate contact person

3. Introduction: Opening paragraph confirming the engagement and thanking the client for selecting the firm

4. Scope of Services: Detailed description of the advisory services to be provided, including specific deliverables and any limitations

5. Team Structure: Key personnel who will be involved in providing the services and their roles

6. Fees and Payment Terms: Clear outline of fee structure, payment schedule, and any additional costs

7. Timeline: Expected duration of the engagement and key milestones

8. Confidentiality: Commitments regarding the protection of sensitive information

9. Professional Standards: Statement of commitment to professional standards and quality of service

10. Termination Provisions: Conditions and process for ending the engagement

11. Acceptance and Execution: Instructions for acknowledging and accepting the engagement terms

Optional Sections

1. Regulatory Compliance: Specific section for regulated industries requiring additional compliance statements or disclosures

2. Conflict Resolution: Detailed dispute resolution procedures, recommended for high-value or complex engagements

3. Insurance Coverage: Details of professional indemnity insurance, particularly relevant for high-risk advisory services

4. Sub-contractor Provisions: Required when external specialists or sub-contractors may be involved in service delivery

5. International Considerations: Necessary for cross-border advisory services involving multiple jurisdictions

6. Force Majeure: Detailed force majeure provisions, recommended for long-term engagements

7. Data Protection: Specific data handling and protection commitments, essential when dealing with personal or sensitive data

Suggested Schedules

1. Schedule A - Detailed Scope of Work: Comprehensive breakdown of services, methodologies, and deliverables

2. Schedule B - Fee Schedule: Detailed breakdown of fees, rates, and payment milestones

3. Schedule C - Team Profiles: Detailed biographies and qualifications of key team members

4. Schedule D - Project Timeline: Detailed project plan with specific milestones and deadlines

5. Appendix 1 - Standard Terms and Conditions: Firm's standard terms and conditions applicable to all engagements

6. Appendix 2 - Required Client Information: List of information and documents required from the client

7. Appendix 3 - Compliance Requirements: Specific regulatory or compliance requirements applicable to the engagement

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions


























Clauses




























Relevant Industries

Financial Services

Management Consulting

Legal Services

Technology

Healthcare

Real Estate

Construction

Manufacturing

Energy

Telecommunications

Education

Retail

Hospitality

Transportation

Professional Services

Government Services

Relevant Teams

Legal

Finance

Procurement

Operations

Risk Management

Compliance

Business Development

Strategy

Executive Leadership

Project Management

Contract Administration

Corporate Governance

Relevant Roles

Chief Executive Officer

Managing Director

Chief Financial Officer

Legal Counsel

Procurement Manager

Project Manager

Business Development Director

Operations Director

Finance Director

Contract Manager

Department Head

Senior Executive

Company Secretary

Risk Manager

Compliance Officer

Strategy Director

Industries










Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Startup Advisor Agreement

UAE-governed agreement defining the relationship between a startup and its advisor, including services, compensation, and mutual obligations.

find out more

Advisory Board Engagement Letter

UAE-governed engagement letter establishing terms and conditions for advisory board membership, including roles, compensation, and obligations.

find out more

Advisory Board Agreement

UAE-compliant template agreement for establishing advisory board member relationships, defining terms, duties, and obligations under UAE law.

find out more

Advisory Board Agreement

UAE-governed agreement establishing terms and conditions for advisory board membership, including roles, compensation, and obligations.

find out more

Advisor Contract

UAE-compliant contract template for engaging advisors, covering service terms, obligations, and regulatory requirements under UAE Federal Laws.

find out more

Investment Advisory Agreement

UAE-governed agreement template for investment advisory services, compliant with SCA regulations and local requirements.

find out more

Investment Consulting Agreement

UAE-governed agreement defining the terms and conditions between an investment consultant and client, compliant with UAE financial regulations.

find out more

Investment Advisor Contract

UAE-governed agreement establishing terms for investment advisory services, compliant with SCA regulations and UAE financial laws.

find out more

Financial Consulting Services Agreement

UAE-governed agreement for financial consulting services, outlining service terms, fees, and regulatory compliance requirements.

find out more

Financial Advisory Services Agreement

UAE-compliant Financial Advisory Services Agreement Template covering comprehensive advisory services, regulatory requirements, and client protection measures under UAE law.

find out more

Consulting Firm Contract

UAE-compliant contract template for consulting firms, establishing terms for professional services delivery while ensuring alignment with UAE Federal Laws and commercial regulations.

find out more

Advisory Services Agreement

UAE-governed template agreement for establishing professional advisory services relationships, compliant with UAE federal laws and regulations.

find out more

Advisory Engagement Letter

A UAE-compliant engagement letter establishing terms and conditions for professional advisory services between service provider and client.

find out more

Financial Advisory Agreement

UAE-governed agreement establishing terms and conditions for professional financial advisory services, ensuring compliance with UAE financial regulations and protecting both advisor and client interests.

find out more

Financial Advisor Contract

UAE-governed contract template establishing terms and conditions between financial advisors and clients, compliant with UAE financial regulations and federal laws.

find out more

Advisory Services Contract

UAE-governed agreement establishing terms and conditions for professional advisory services, ensuring compliance with local laws while protecting both parties' interests.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.