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Advisor Terms Of Engagement

CO.CD.03.05

These Advisor Terms Of Engagement set out the contractual terms on which an adviser is appointed.

What does Advisor Terms Of Engagement do?

It records the basis of the adviser’s appointment, including the key commercial and administrative terms for the engagement.

What does Advisor Terms Of Engagement cover?

  • Introduction
  • Interpretation
  • Appointment
  • Remuneration and payment
  • Period of engagement
  • Miscellaneous

When should you use Advisor Terms Of Engagement?

  • You want to appoint an adviser and set out the agreed terms in a single engagement document.
  • You need to record how the adviser will be paid and the intended duration of the engagement.

Advisor Terms Of Engagement is part of Corporate. Just £38.50 + VAT provides unlimited downloads from Corporate for 1 year.

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