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Real Estate Consulting Agreement Template for England and Wales

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Key Requirements PROMPT example:

Real Estate Consulting Agreement

"I need a Real Estate Consulting Agreement for my boutique consultancy firm to provide commercial property advisory services to a large retail chain, including quarterly market analysis and site selection recommendations, starting from March 2025."

Document background
The Real Estate Consulting Agreement is essential for property professionals operating in England and Wales who provide advisory services in the real estate sector. This document establishes the professional relationship between consultant and client, outlining services, deliverables, fee structures, and compliance requirements with UK property laws and RICS standards. It's particularly important for protecting both parties' interests in complex property transactions and ensuring clear accountability in service delivery.
Suggested Sections

1. Parties: Identification and details of the consultant and client

2. Background: Context and purpose of the consulting agreement

3. Definitions: Key terms used throughout the agreement

4. Scope of Services: Detailed description of consulting services to be provided

5. Fees and Payment Terms: Compensation structure and payment schedules

6. Term and Termination: Duration of agreement and termination provisions

7. Confidentiality: Protection of sensitive information

8. Professional Standards: Compliance with industry standards and regulations

Optional Sections

1. Insurance Requirements: Professional indemnity and other insurance requirements - include when specific insurance coverage is required

2. Intellectual Property: Rights to work products and materials - include when consulting involves creation of reports or materials

3. Non-Compete: Restrictions on competitive activities - include when protecting against competition is crucial

4. Force Majeure: Provisions for unforeseeable circumstances - include when long-term commitments are involved

Suggested Schedules

1. Schedule of Services: Detailed breakdown of consulting services

2. Fee Schedule: Detailed fee structure and payment terms

3. Service Level Agreement: Performance metrics and standards

4. Key Personnel: List of key team members and their roles

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions




























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Relevant Industries
Relevant Teams
Relevant Roles
Industries

Estate Agents Act 1979: Primary legislation governing the conduct of estate agents and property consultants in the UK, including disclosure requirements and professional standards

Consumer Protection from Unfair Trading Regulations 2008: Regulations protecting consumers from unfair practices, misleading actions or omissions in property transactions and consultancy

Business Protection from Misleading Marketing Regulations 2008: Legislation protecting businesses from misleading marketing practices in B2B relationships within the property sector

Services (Provision of Services) Regulations 2009: Regulations governing the provision of services, including requirements for transparency and professional information disclosure

RICS Professional Standards: Professional standards and guidance set by the Royal Institution of Chartered Surveyors for property professionals

Property Ombudsman Code of Practice: Industry code of practice setting standards for property professionals and providing consumer protection

Unfair Contract Terms Act 1977: Legislation controlling the use of unfair terms in contracts, particularly regarding limitation of liability clauses

Consumer Rights Act 2015: Law governing consumer contracts, including requirements for fair terms and transparency in service provision

UK GDPR: Data protection regulation governing the processing of personal data in the UK post-Brexit

Data Protection Act 2018: UK's implementation of data protection standards, working alongside UK GDPR

Money Laundering Regulations 2017: Regulations requiring due diligence and prevention of money laundering in property transactions

Proceeds of Crime Act 2002: Law dealing with money laundering and proceeds of crime, including obligations for reporting suspicious transactions

Financial Services and Markets Act 2000: Legislation relevant when providing financial advice related to property transactions

Health and Safety at Work Act 1974: Law governing safety requirements during property inspections and site visits

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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