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Advisory Services Agreement Template
"I need an Advisory Services Agreement Template for my management consulting firm that will be providing strategic business advice to multiple ASX-listed companies starting January 2025, with provisions for a team of 5-10 consultants and strict confidentiality requirements."
1. Parties: Identification and details of the service provider (advisor) and the client
2. Background: Context of the agreement and general overview of the advisory relationship
3. Definitions: Key terms used throughout the agreement and their specific meanings
4. Appointment and Scope of Services: Formal appointment of the advisor and outline of core services to be provided
5. Term and Termination: Duration of the agreement and circumstances under which it can be terminated
6. Fees and Payment Terms: Structure of fees, payment schedule, and invoicing requirements
7. Obligations of the Advisor: Key responsibilities and duties of the advisor including service standards
8. Client Obligations: Responsibilities of the client including providing information and cooperation
9. Confidentiality: Obligations regarding confidential information and its protection
10. Liability and Indemnification: Limitations of liability and indemnification provisions
11. Insurance: Required insurance coverage to be maintained by the advisor
12. General Provisions: Standard contractual provisions including governing law, notices, and amendments
1. Intellectual Property Rights: Ownership and usage rights of IP created during service provision - include when advisory services may result in creation of intellectual property
2. Non-Competition: Restrictions on competitive activities - include when protecting market position is crucial
3. Data Protection: Specific provisions for handling personal data - include when processing significant personal information
4. Force Majeure: Provisions for unforeseen circumstances - include when long-term or critical services are involved
5. Assignment and Subcontracting: Rights to transfer obligations or use subcontractors - include when flexibility in service delivery is needed
6. Dispute Resolution: Detailed dispute resolution procedures - include for high-value or complex advisory services
7. Multi-jurisdiction Services: Provisions for services across multiple jurisdictions - include when operating across states or internationally
8. Performance Metrics: Specific KPIs and performance standards - include when quantifiable outcomes are required
1. Schedule 1 - Scope of Services: Detailed description of all advisory services to be provided
2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, rates, and payment terms
3. Schedule 3 - Service Levels: Specific service standards, response times, and performance metrics
4. Schedule 4 - Key Personnel: Details of key team members and their roles
5. Appendix A - Reporting Requirements: Format and frequency of required reports and updates
6. Appendix B - Insurance Requirements: Detailed insurance coverage requirements and minimum limits
7. Appendix C - Compliance Requirements: Specific regulatory or compliance obligations to be met
Authors
Professional Services
Management Consulting
Financial Services
Technology
Healthcare
Education
Real Estate
Environmental Services
Legal Services
Business Strategy
Human Resources
Information Technology
Marketing and Communications
Legal
Procurement
Finance
Executive Leadership
Human Resources
Risk and Compliance
Operations
Commercial
Business Development
Project Management
Legal Counsel
Contracts Manager
Procurement Manager
Business Development Manager
Chief Financial Officer
Chief Executive Officer
HR Director
Risk Manager
Compliance Officer
Operations Manager
Project Manager
Management Consultant
Professional Services Director
Commercial Manager
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