tiktok³ÉÈË°æ

All Countries
Investment
Customer Advisory Board Agreement

Customer Advisory Board Agreement Template for India

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

4.6 / 5
4.8 / 5

Let's create your Customer Advisory Board Agreement

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:

Customer Advisory Board Agreement

"I need a Customer Advisory Board Agreement for my fintech startup in India, with strong confidentiality and IP protection clauses, and specific provisions for virtual meetings as our advisors will be joining remotely from different time zones."

Celebrated by
Collaborations with
Investors
Document background
The Customer Advisory Board Agreement is a crucial document used when companies seek to formally establish and maintain a group of external experts who can provide strategic guidance and market insights. This agreement, governed by Indian law, establishes the legal framework for engaging advisory board members, detailing their roles, responsibilities, compensation, and obligations. It includes essential provisions for confidentiality, intellectual property protection, and compliance with Indian regulatory requirements, particularly the Indian Contract Act, 1872, and relevant corporate governance standards. The document is typically used when companies want to benefit from external expertise while maintaining clear professional boundaries and legal protections. It's particularly important for organizations looking to enhance their market understanding, product development, or strategic decision-making through structured external input.
Suggested Sections

1. Parties: Identifies the company and the advisory board member, including full legal names and addresses

2. Background: Explains the company's desire to establish an advisory board and the member's expertise/qualifications

3. Definitions: Defines key terms used throughout the agreement

4. Appointment and Term: Specifies the appointment to the advisory board and duration of service

5. Role and Responsibilities: Details the advisory board member's duties, meeting attendance, and expected contributions

6. Meeting Structure and Time Commitment: Outlines meeting frequency, format, and time expectations

7. Compensation: Details any fees, honorarium, or other compensation for service

8. Confidentiality: Defines confidential information and obligations to maintain confidentiality

9. Intellectual Property: Addresses ownership of ideas, innovations, and materials developed during service

10. Non-Competition and Non-Solicitation: Specifies any restrictions on competitive activities

11. Termination: Details circumstances and processes for ending the agreement

12. Representations and Warranties: States the parties' assertions about their capacity and authority

13. General Provisions: Includes standard legal clauses like notices, amendments, and governing law

Optional Sections

1. Expense Reimbursement: Include when the company will reimburse travel or other expenses

2. Stock Options or Equity Compensation: Include when offering equity-based compensation

3. International Travel and Compliance: Include for international advisory board members

4. Industry-Specific Compliance: Include for regulated industries (healthcare, financial services, etc.)

5. Conflict Resolution: Include detailed dispute resolution procedures if desired

6. Insurance and Indemnification: Include when providing liability protection for advisory activities

7. Data Protection: Include detailed data protection terms when handling sensitive data

Suggested Schedules

1. Schedule A - Meeting Schedule and Format: Details annual meeting calendar and participation methods

2. Schedule B - Compensation Terms: Detailed breakdown of compensation structure and payment terms

3. Schedule C - Confidential Information: Specific types of confidential information covered

4. Schedule D - Expense Reimbursement Policy: Detailed policy on reimbursable expenses and procedures

5. Appendix 1 - Code of Conduct: Guidelines for advisory board member behavior and ethics

6. Appendix 2 - Conflict of Interest Disclosure Form: Form for declaring potential conflicts of interest

7. Appendix 3 - Advisory Board Charter: Detailed description of the advisory board's purpose and operation

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

Technology

Healthcare

Financial Services

Manufacturing

Retail

Telecommunications

Professional Services

Education

Energy

Consumer Goods

Pharmaceuticals

Automotive

E-commerce

Relevant Teams

Legal

Corporate Secretarial

Executive Leadership

Strategy

Business Development

Corporate Governance

Compliance

Customer Experience

Product Management

Relevant Roles

Chief Executive Officer

Chief Legal Officer

General Counsel

Legal Director

Corporate Secretary

Chief Strategy Officer

Head of Business Development

Customer Experience Director

Product Director

Managing Director

Board Secretary

Compliance Officer

Corporate Governance Manager

Legal Counsel

Advisory Board Chairman

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

Financial Advisor Agreement

An Indian law-governed agreement establishing the terms and conditions between a financial advisor and client, compliant with SEBI regulations.

find out more

Agreement Between Consultant And Company

An Indian law-governed agreement establishing terms and conditions between a consultant and company for professional services provision.

find out more

Investment Advisory Agreement

An India-governed agreement between an investment adviser and client, compliant with SEBI regulations, for providing professional investment advisory services.

find out more

Startup Advisor Agreement

An Indian law-governed agreement defining the terms of engagement between a startup and its advisor, including roles, compensation, and protective provisions.

find out more

Advisory Board Agreement

An Indian law-governed agreement establishing the terms and conditions for advisory board membership, including duties, compensation, and confidentiality obligations.

find out more

Customer Advisory Board Agreement

An Indian law-governed agreement establishing terms and conditions for Customer Advisory Board members, including responsibilities, confidentiality, and compensation.

find out more

Advisory Board Member Agreement

An Indian law-governed agreement establishing the terms and conditions for advisory board member appointments, including duties, compensation, and obligations.

find out more

Advisory Services Agreement

An Indian law-governed agreement establishing terms for professional advisory services, including scope, fees, and mutual obligations.

find out more

Advisor Contract

An Indian law-governed agreement establishing terms and conditions for professional advisory services between a client and advisor.

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.