¶¶Òõ¶ÌÊÓƵ

All Countries
Investment
Advisor Contract

Advisor Contract Template for Hong Kong

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Advisor Contract

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Advisor Contract

"I need a Hong Kong Advisor Contract for engaging a financial consulting firm to provide strategic advisory services to our investment bank from March 2025, with specific provisions for handling confidential information and compliance with SFC regulations."

Celebrated by
Collaborations with
Investors
Document background
An Advisor Contract is essential when engaging external expertise for specific business needs while maintaining clear boundaries of the professional relationship. This document, governed by Hong Kong law, establishes the framework for advisory services provided to companies operating in or from Hong Kong. The contract defines the scope of services, remuneration, and key obligations while ensuring compliance with Hong Kong regulations such as the Contract Ordinance, Personal Data (Privacy) Ordinance, and where applicable, the Securities and Futures Ordinance. It's particularly important in protecting intellectual property, maintaining confidentiality, and clearly establishing the advisor's independent contractor status. The Advisor Contract should be customized based on the nature of services, industry-specific requirements, and whether the advisor is an individual or a firm.
Suggested Sections

1. Parties: Identifies the contracting parties - the company engaging the advisor and the advisor (individual or entity)

2. Background: Sets out the context of the agreement and the parties' intentions

3. Definitions: Defines key terms used throughout the agreement

4. Appointment and Term: Establishes the advisor's appointment, term, and renewal provisions

5. Services: Defines the scope of advisory services to be provided

6. Advisor's Obligations: Details the advisor's duties, responsibilities, and standard of service

7. Company's Obligations: Outlines the company's responsibilities and support to be provided

8. Fees and Payment: Specifies compensation, payment terms, and expenses

9. Independent Contractor Status: Clearly establishes the advisor's status as an independent contractor

10. Confidentiality: Protects confidential information and trade secrets

11. Intellectual Property: Addresses ownership and rights to work product and existing IP

12. Non-Competition and Non-Solicitation: Restricts competitive activities and solicitation of employees/clients

13. Termination: Sets out termination rights and procedures

14. Post-Termination Obligations: Specifies obligations surviving termination

15. General Provisions: Includes standard boilerplate clauses like notices, amendments, governing law

Optional Sections

1. Compliance with Securities Laws: Required when advisor provides financial or securities-related advisory services

2. Data Protection: Necessary when advisor will handle personal data subject to PDPO

3. Insurance: Include when advisor needs to maintain specific insurance coverage

4. Key Person Provisions: Required when services must be performed by specific individuals

5. Anti-Corruption Compliance: Important for advisors working in sensitive areas or with government contacts

6. Force Majeure: Optional protection against unforeseen circumstances preventing performance

7. Service Levels: Include when specific performance metrics need to be maintained

8. Publicity Rights: When parties need to agree on public announcements or use of names/logos

Suggested Schedules

1. Schedule 1 - Services Description: Detailed description of advisory services and deliverables

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, payment structure, and expenses

3. Schedule 3 - Key Personnel: List of approved individuals who will provide the services

4. Schedule 4 - Service Levels: Specific performance metrics and standards if applicable

5. Schedule 5 - Company Policies: Relevant company policies advisor must comply with

6. Appendix A - Required Reports: Format and content of required advisory reports

7. Appendix B - Compliance Requirements: Specific regulatory or compliance requirements

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

alex.den.21@genieai.co
Relevant legal definitions


























Clauses

































Relevant Industries

Financial Services

Professional Services

Technology

Healthcare

Real Estate

Manufacturing

Education

Retail

Energy

Transportation

Media and Entertainment

Telecommunications

Environmental Services

Construction

Hospitality

Relevant Teams

Legal

Finance

Human Resources

Procurement

Operations

Compliance

Risk Management

Strategy

Business Development

Project Management

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Chief Operating Officer

General Counsel

Legal Counsel

HR Director

Procurement Manager

Strategy Director

Business Development Manager

Project Manager

Department Head

Operations Manager

Compliance Officer

Risk Manager

Finance Director

Industries









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

Find the exact document you need

Finance SLA

A Hong Kong law-governed agreement defining performance standards and obligations for financial services delivery, compliant with HKMA and SFC requirements.

find out more

Consulting Fee Contract

A Hong Kong law-governed agreement establishing terms, conditions, and fee structures for consulting services between consultants and clients.

find out more

Constructive Trust Agreement

A Hong Kong law-governed agreement documenting a constructive trust relationship and establishing the rights and obligations of trustees and beneficiaries.

find out more

Study Permit Application Form

A mandatory Immigration Department form for international students seeking permission to study in Hong Kong educational institutions under Hong Kong law.

find out more

Advisory Board Agreement

Hong Kong-governed agreement establishing terms for advisory board membership, including roles, responsibilities, and compensation.

find out more

Investment Advisor Contract

A Hong Kong law-governed agreement establishing terms for investment advisory services, compliant with SFC regulations.

find out more

Advisory Shares Agreement

A Hong Kong law-governed agreement establishing advisory services terms in exchange for company shares, including vesting schedules and advisory responsibilities.

find out more

Financial Consultant Contract

A Hong Kong law-governed contract establishing terms and conditions for financial consulting services, including regulatory compliance and professional obligations.

find out more

Advisor Contract

A Hong Kong law-governed agreement establishing terms and conditions for professional advisory services between a company and an advisor.

find out more

Business Acquisition Contract

A Hong Kong law-governed agreement documenting the terms and conditions for the acquisition of a business, including purchase terms, warranties, and transfer conditions.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.