Terms & conditions

Purpose:

This agreement governs the relationship between Independent Investment Consultancy (IIC) and its clients, outlining the terms of service, payment, confidentiality, and dispute resolution procedures.

Content:

1. Definitions:

• Define key terms like “client,” “services,” “fees,” etc.
2. Services:

• Describe the specific services offered by IIC (e.g., investment analysis, portfolio reviews, financial planning).
• Explain the scope and limitations of the services.
3. Fees and Payment:

• Detail the fees for each type of service, including hourly rates, project fees, or retainer fees.
• Specify payment terms, due dates, and accepted methods of payment.
• Outline any late payment fees or interest charges.
4. Client Responsibilities:

• Describe the information and cooperation expected from the client for IIC to provide services effectively.
5. Confidentiality:

• Explain the obligations of both IIC and the client to maintain the confidentiality of sensitive information shared during the engagement.
• Define exceptions to confidentiality, such as disclosures required by law.
6. Termination:

• Specify the conditions under which either party can terminate the agreement.
• Outline any notice requirements for termination.
7. Limitation of Liability:

• Limit IIC’s liability for any losses or damages arising from the use of its services, except for gross negligence or willful misconduct.
8. Indemnification:

• Have the client agree to indemnify and hold IIC harmless from any claims, damages, or losses arising from the client’s use of IIC’s services.
9. Dispute Resolution:

• Describe the process for resolving disputes, such as mediation or arbitration.
10. Governing Law:

• Specify the jurisdiction whose laws will govern the agreement.