Consultancy Agreement



Consultancy agreements outline what work will be done, as well as the terms of the agreement between the client and the consultant (which can include undertakings from the individual if the signing party is their service company). This document is similar to terms and conditions but with a consultant. They often include bespoke clauses on liability, indemnity, insurance, intellectual property, confidentiality, data and anti-competition to ensure both parties have a clear understanding of their business relationship from the outset.



The Service will Cover: 

  • An initial 45-minute consultation
  • A consultancy agreement
  • Closing email

The service excludes:

  • Face to face meetings;
  • Third-party negotiation
  • A review of existing documents or contracts

Please note: the above can be done at an additional fee 

What you need to provide:

  • Copies of the listed documentation and a good understanding of your business needs
  • The first step after the purchase will be to provide verification of your identity and supply the following documentation so your adviser can carry out their ‘Know Your Customer’ (KYC) and ‘Anti-Money Laundering’ (AML) checks. Please have the following at hand but note that this may not be a complete list:
    • Company name, VAT number (if applicable), registration number
    • Key contacts and associated contact details including email and mobile
    • The names and home addresses of all directors
    • Home utility bill (no more than 3 months old) and passport for every person who owns or controls more than 25% of the voting rights of your business

I Hope to Hear From You Soon.

If you have any questions you would like to raise regarding this service, please get in touch by selecting the “Contact me” option at the bottom of my profile.

If you are also interested in further detailed advice not covered in the above, get in touch with an outline of your requirements. I will provide a tailored quote to meet your needs.

I hope to hear from you soon.

Layla Parsons, Clover Lawyers

Sold By: Layla Parsons
a brown haired woman with a yellow background smiling
Sold By: Layla Parsons

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