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Advisory Engagement Letter

Advisory Engagement Letter Template for Netherlands

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Key Requirements PROMPT example:

Advisory Engagement Letter

"I need an Advisory Engagement Letter under Dutch law for providing ongoing sustainability consulting services to a multinational manufacturing company, including quarterly ESG assessments and monthly reporting starting March 2025."

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Document background
The Advisory Engagement Letter is a fundamental document used to formalize professional advisory relationships under Dutch law. It serves as the primary agreement between advisory firms or consultants and their clients, establishing the framework for service delivery, commercial terms, and professional obligations. This document is essential when initiating any professional advisory service in the Netherlands, whether for strategic, financial, technical, or operational advice. The letter must comply with Dutch Civil Code requirements, particularly regarding service agreements (overeenkomst van opdracht), and includes specific provisions for professional standards, liability limitations, and data protection under GDPR. It's designed to protect both parties' interests while ensuring clarity in service delivery expectations and commercial arrangements.
Suggested Sections

1. Letter Header: Professional letterhead including advisor's details, date, and client's address

2. Salutation: Formal greeting to the appropriate client representative

3. Introduction: Opening paragraph identifying the parties and confirming the intention to provide advisory services

4. Scope of Services: Detailed description of the advisory services to be provided, including specific deliverables and any limitations

5. Team and Resources: Key team members involved and their roles in providing the advisory services

6. Fees and Payment Terms: Fee structure, billing arrangements, and payment terms

7. Timeline: Expected duration or timeline for the services, including any key milestones

8. Confidentiality: Obligations regarding confidential information and data protection

9. Professional Standards: Commitment to professional standards and applicable regulations

10. Liability and Indemnification: Limitations of liability and indemnification provisions

11. Termination: Conditions and process for terminating the engagement

12. Acceptance: Request for confirmation and signature blocks

13. Closing: Professional closing and signature of the advisor

Optional Sections

1. Conflict of Interest Disclosure: Required when there are potential conflicts that need to be disclosed and addressed

2. Regulatory Compliance: Include when the services involve regulated activities or specific compliance requirements

3. Insurance Coverage: Details of professional indemnity insurance when required by law or client

4. Intellectual Property Rights: Include when the services involve creation of intellectual property or use of existing IP

5. Force Majeure: Include when specific provisions for unforeseen circumstances are needed

6. Dispute Resolution: Optional section specifying mediation or arbitration procedures

7. Anti-Corruption Compliance: Include for international engagements or when required by client policy

Suggested Schedules

1. Schedule A - Detailed Scope of Work: Detailed breakdown of services, deliverables, and methodologies

2. Schedule B - Fee Schedule: Detailed fee structure, rates, and payment milestones

3. Schedule C - Team Composition: Detailed information about team members, roles, and responsibilities

4. Appendix 1 - General Terms and Conditions: Standard terms and conditions applicable to the engagement

5. Appendix 2 - Data Processing Agreement: GDPR-compliant data processing terms when personal data is involved

6. Appendix 3 - Service Level Agreement: Specific service levels and performance metrics if applicable

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

Manufacturing

Energy

Real Estate

Telecommunications

Retail

Education

Legal Services

Environmental Services

Construction

Transportation

Pharmaceuticals

Relevant Teams

Legal

Procurement

Finance

Compliance

Risk Management

Operations

Strategy

Business Development

Corporate Development

Administrative Services

Project Management Office

Relevant Roles

Chief Executive Officer

Chief Financial Officer

General Counsel

Head of Procurement

Managing Director

Partner

Director

Senior Manager

Project Manager

Procurement Manager

Legal Counsel

Risk Manager

Compliance Officer

Department Head

Business Unit Leader

Operations Director

Strategy 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

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