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This document is an agreement between a Client and a financial Advisor for the provision of financial planning advisory services. It outlines the responsibilities of the Client, including providing necessary information and participating in annual reviews, as well as the Advisor's fiduciary duty to act in the Client's best interests. The agreement includes terms regarding confidentiality, fees, termination, and dispute resolution through arbitration. It emphasizes that the Advisor does not provide legal or tax advice and clarifies that both parties must adhere to the terms set forth.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the difference between deal advisory and consulting?

Deal advisory services tend to be more transaction-focused, time-sensitive, and produce specific deliverables, while consulting services tend to be more general and long-term and produce recommendations for broader business issues.

What is a deals advisory?

We help corporate and private equity clients across different sectors achieve their strategic objectives of buying or selling their company from initial strategic review to successful completion. We support companies refinance existing debt, fund future growth or raise debt to fund shareholder reorganisations.

What is the difference between consulting and deal advisory?

Industry-specific knowledge: where advisors can offer guidance on general processes, a consultant typically focuses on more specific, industry problems and offers solutions. This means they need a firm understanding of these industry-specific challenges and how to potentially resolve them.

Are consulting and advisory the same?

In short, consultants focus on instant action, solving problems, and delivering results. Advisors help clients prepare for future uncertainties or meet growth goals. The overarching goal of the two, however, is to help clients make more informed decisions.

What is a contract advisory?

Advisory Contract means any written agreement pursuant to which a the Company or any of its Subsidiaries provides Investment Advisory Services (including sub-advisory services) to a Client. Advisory Contract means a contract under which a person acts as an investment adviser, sub-adviser or asset manager to any Client.

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Does advisory or consulting pay more?

Consultants usually earn more annually than advisors. MBB consulting firms (McKinsey, BCG and Bain) the highest-paying consulting firms - offer even better salaries and perks for consultants than the Big Four.

What is an advisory agreement?

Published: Oct 26, 2022. An adviser agreement is, in essence, a legal contract between a company and an individual who will advise the company in some form.

What does an advisory do?

Advisory is the practice of offering information and advice to other professionals to manage future risks, often based on data modeling and the application of lived experience. Its a long-term relationship that helps a business to proactively prepare for change and uncertainty.