Consulting Agreementfor Financial Services

A contract between a consultant and client defining the scope of advisory or professional services, fees, deliverables, and confidentiality obligations. In the financial services industry, CAs require careful attention to financial services-specific regulatory requirements and commercial risks.

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Typical Duration

Project or retainer

Avg Review Time

30 minutes

Risk Level

Medium

Key Parties

Consultant & Client

Key Clauses in Financial Services CAs

1

Scope of Services

Critical provision requiring financial services-specific drafting considerations.

2

Fees and Expenses

Critical provision requiring financial services-specific drafting considerations.

3

Work Product Ownership

Critical provision requiring financial services-specific drafting considerations.

Financial Services Industry Considerations

Most Common Issue

Scope creep without formal change order mechanism

Industry Regulatory Context

Financial Services contracts operate within a specialized regulatory environment. Standard CA provisions must be adapted for financial services industry norms.

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Other Financial Services Contract Types

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