Get up to 30% off your annual plan for a lifetime!
(Ends June 30)

Get up to 30% off your annual plan for a lifetime! (Ends June 30)

e-Sign with Lawpath

Advisor Agreement

An Advisor Agreement allows you to engage an advisor for your business.

star_borderstar_borderstar_borderstar_borderstar_border

(0 reviews)

timer

Under 10 minutes

location_on

Suitable for Australia

Get 1st document free

Document Overview

This document outlines the terms and conditions of a formal agreement between a business or organisation and an advisor. The purpose of the template is to clearly define the expectations and obligations of both parties and to protect the interests of the organisation or business. It should be customised to meet the specific needs of the organisation and the advisor, and reviewed and approved by legal counsel should there be any issues or added complexity.

What are the benefits of having an Advisor Agreement?

  • It outlines the terms and conditions of the advisory relationship, helping to prevent misunderstandings or disagreements between the advisor and client.

  • The agreement provides legal protection for both the advisor and the client by outlining the scope of services, fees, and other important provisions.

  • Having an Advisor Agreement in place demonstrates a level of professionalism and can help to build trust between the advisor and client.

  • It can help to mitigate risk for both parties by specifying the conditions under which the advisory relationship can be terminated or other legal recourse that can be taken in the event of a dispute.

What does the Advisor Agreement cover?

  • Services to be provided;

  • Term and commencement date;

  • Minimum hours of service;

  • Advisor fee;

  • Independence of advisor, expenses, GST and responsibilities of advisor; and

  • Termination, IP, confidentiality and assignment.

Use this Advisor Agreement if:

  • Your organisation is seeking advice or consulting services from an advisor.

Examples of situations where an Advisor Agreement may be useful include:

  • Your organisation seeks advice from an advisor on matters such as strategic planning, financial analysis, website development or social media management.

  • Your organisation seeks advice from an advisor on matters such as tax planning or investment management.

  • Your startup organisation seeks advice from an advisor on matters such as fundraising, product development or business strategy.

  • Your non-profit organisation seeks advice from an advisor on matters such as program development, grant writing or fundraising strategies.


It's never been so easy

laptop_mac

Sign-up to a free Lawpath account

Get started and we’ll take care of you. It’s that easy.

gavel
person_outline

Collaborate with e-Sign and Sharing

Having access to your legal documents has never been easier. You can request e-signature, share the document and download for an efficient collaboration.

Create unlimited legal documents and eSignatures for only $39/month.

Upgrade to a Lawpath legal plan to boost your new business.

View plans & pricing
trust-mark

Here's what people say about Lawpath’s Advisor Agreement

Reviews are managed by BazaarVoice and comply with the BazaarVoice Authenticity Policy. Reviews are independently verified by BazaarVoice and detail our customers' real experiences.

Looking for more documents?

Browse all legal documents