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Financial Advisor Consulting Agreement

PandaTip: Start customizing this chord template by filling in the tokens on the right. These tokens make it easy to make sure your deal is 100% done before sending it, and can even be filled out automatically by more than 30 pandaDoc integrations immediately ready for use. This document represents the entire agreement between the client and the advisor. Other written or oral agreements, promises or agreements are not respected by the client and the advisor when signing this financial advisory agreement. The client undertakes not to circumvent this agreement or to circumvent it in any way to avoid paying a consultant a fee. In addition, the client undertakes to make reasonable efforts to regularly update consultants with respect to the legal, commercial and commercial environments related to the client`s operation. The client must inform the consultant of new contracts, companies or other agreements with a private or public body and provide the advisor with copies of the correct documents. [Sender.Company], (“consultant”) forwards this financial advice agreement [Client.Company] (“customer”). This financial advisory agreement describes the terms of [Sender.Company] that provide financial advisory services to [Client.Company]. Consultants are never considered employees, representatives or partners of the client. The advisor does not have the authority or authority to enter into additional contracts or agreements on behalf of the client at any time. By signing below, both parties agree to apply and terminate the full terms of this contract until the expiry or otherwise by both parties. Advisors and clients agree that each party is solely responsible for its normal business expenses, including accounting, communication, operating overhead and business travel, unless otherwise stated in this Agreement.

[NOTE: This model is one of four types of consulting services. Use the language that matches the type of counsellor you use and delete the others.] The advisor is solely responsible for all financial responsibilities to Consultant`s staff, sellers and other creditors. The client is in no way responsible for Consultant`s financial debts or liabilities.


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