This sample form, a detailed Terms of Advisory Agreement document, is a model for use in corporate matters. The language is easily adapted to fit your specific circumstances. Available in several standard formats.
The New York Terms of Advisory Agreement, also known as the Advisory Agreement or the Consulting Agreement, is a legally binding document that establishes the terms and conditions for the provision of advisory services in the state of New York. This agreement is commonly used in various industries such as finance, business consulting, legal services, and technology. The New York Terms of Advisory Agreement outlines the rights, obligations, and responsibilities of both the advisory firm or consultant and the client. It provides clarity and a framework for the advisory relationship, ensuring that both parties are aligned on the scope of the advisory services, compensation, confidentiality, and other relevant provisions. Key provisions commonly included in the New York Terms of Advisory Agreement include: 1. Scope of Services: This section defines the specific advisory services that will be provided by the consultant or firm. It clarifies the objectives, deliverables, and timelines of the engagement. 2. Compensation: The agreement outlines the compensation structure, including the fees, payment terms, and any additional costs or expenses that may be incurred during the provision of services. 3. Confidentiality: To protect sensitive information, this section highlights the obligations of both parties to maintain the confidentiality of proprietary information disclosed during the advisory engagement. 4. Term and Termination: The agreement specifies the duration of the engagement, including the start and end dates. It also outlines the conditions under which either party can terminate the agreement, such as a breach of contract or completion of the advisory services. 5. Intellectual Property: If applicable, this section addresses the ownership and rights to any intellectual property or work product created during the advisory engagement. 6. Indemnification: The agreement may include provisions for indemnification, which protects one party from financial liability for any damages, claims, or losses arising out of the engagement or services provided. It is important to note that there may be different types or variations of the New York Terms of Advisory Agreement, depending on the specific needs and requirements of the parties involved. For example, in the financial industry, there may be separate advisory agreements for investment advisory services, financial planning, or asset management. In summary, the New York Terms of Advisory Agreement serves as a comprehensive contract between an advisory firm or consultant and their client. It establishes the legal framework for the advisory relationship, outlining the scope of services, compensation, confidentiality, and other important provisions to ensure a mutually beneficial engagement.
The New York Terms of Advisory Agreement, also known as the Advisory Agreement or the Consulting Agreement, is a legally binding document that establishes the terms and conditions for the provision of advisory services in the state of New York. This agreement is commonly used in various industries such as finance, business consulting, legal services, and technology. The New York Terms of Advisory Agreement outlines the rights, obligations, and responsibilities of both the advisory firm or consultant and the client. It provides clarity and a framework for the advisory relationship, ensuring that both parties are aligned on the scope of the advisory services, compensation, confidentiality, and other relevant provisions. Key provisions commonly included in the New York Terms of Advisory Agreement include: 1. Scope of Services: This section defines the specific advisory services that will be provided by the consultant or firm. It clarifies the objectives, deliverables, and timelines of the engagement. 2. Compensation: The agreement outlines the compensation structure, including the fees, payment terms, and any additional costs or expenses that may be incurred during the provision of services. 3. Confidentiality: To protect sensitive information, this section highlights the obligations of both parties to maintain the confidentiality of proprietary information disclosed during the advisory engagement. 4. Term and Termination: The agreement specifies the duration of the engagement, including the start and end dates. It also outlines the conditions under which either party can terminate the agreement, such as a breach of contract or completion of the advisory services. 5. Intellectual Property: If applicable, this section addresses the ownership and rights to any intellectual property or work product created during the advisory engagement. 6. Indemnification: The agreement may include provisions for indemnification, which protects one party from financial liability for any damages, claims, or losses arising out of the engagement or services provided. It is important to note that there may be different types or variations of the New York Terms of Advisory Agreement, depending on the specific needs and requirements of the parties involved. For example, in the financial industry, there may be separate advisory agreements for investment advisory services, financial planning, or asset management. In summary, the New York Terms of Advisory Agreement serves as a comprehensive contract between an advisory firm or consultant and their client. It establishes the legal framework for the advisory relationship, outlining the scope of services, compensation, confidentiality, and other important provisions to ensure a mutually beneficial engagement.