Agreement Advisory Contract For Construction

• Category: Employment - Agreements - Financial Advisory Services
• State: Multi-State
• Control #: US-01943BG
• Format: Word

Description

The Agreement Advisory Contract for Construction is a legally binding document designed to outline the relationship between a Client and an Advisor in financial planning. It emphasizes the responsibilities of the Client, including completing necessary forms, providing requested information, and participating in annual review sessions. The contract remains active as long as both parties agree and can be terminated by either party with a 30-day notice. Confidentiality is a key feature, ensuring that all information shared by the Client remains protected. The Advisor must act in the Client's best interests and disclose any potential conflicts of interest. The fee structure is clearly defined, stating that compensation is based on time rather than Client assets or commissions from financial products. This form is particularly useful for attorneys, partners, owners, associates, paralegals, and legal assistants, as it delineates roles, responsibilities, and protections, ensuring clarity and accountability in the advisory relationship. They can leverage this contract to facilitate effective financial planning engagements and to ensure compliance with relevant legal standards.