The Advisory Agreement serves as a fundamental legal document for establishing professional advisory relationships under Austrian law. It is typically used when an advisor or advisory firm agrees to provide specialized professional services to a client, whether corporate or individual. The agreement covers essential elements such as service scope, fee structures, confidentiality obligations, and liability provisions, while ensuring compliance with Austrian regulatory requirements, including the Austrian Civil Code (ABGB), Commercial Code (UGB), and data protection regulations. This document is particularly important in professional services contexts where clear delineation of responsibilities, deliverables, and legal protections is crucial for both parties. The Advisory Agreement should be customized based on the specific nature of services, industry requirements, and the parties' particular needs while maintaining compliance with Austrian legal frameworks.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership of your docs
1. Parties: Identification of the advisor and the client, including full legal names, registration details, and addresses
2. Background: Context of the advisory relationship and purpose of the agreement
3. Definitions: Key terms used throughout the agreement, including 'Services', 'Deliverables', and 'Confidential Information'
4. Scope of Services: Detailed description of the advisory services to be provided
5. Term and Termination: Duration of the agreement and conditions for termination
6. Fees and Payment Terms: Compensation structure, payment schedule, and expenses
7. Obligations of the Advisor: Key responsibilities and commitments of the advisor
8. Obligations of the Client: Client's responsibilities, including provision of information and cooperation
9. Confidentiality: Protection and handling of confidential information
10. Intellectual Property: Ownership and rights regarding any IP created during the advisory relationship
11. Liability and Indemnification: Limitations of liability and indemnification obligations
12. Data Protection: GDPR compliance and data handling procedures
13. Governing Law and Jurisdiction: Specification of Austrian law and jurisdiction
14. General Provisions: Standard boilerplate clauses including severability, entire agreement, and amendments
1. Non-Competition: Restrictions on competitive activities, used when the advisor may have access to sensitive business information
2. Insurance: Requirements for professional liability insurance, typically included for high-value or high-risk advisory services
3. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in long-term advisory relationships
4. Assignment and Subcontracting: Rules regarding transfer of rights and use of subcontractors, important for larger advisory firms
5. Regulatory Compliance: Specific compliance requirements, necessary when advisory services are in regulated industries
6. Service Levels: Specific performance metrics and standards, used in more complex advisory relationships
1. Schedule 1 - Scope of Services: Detailed breakdown of specific advisory services to be provided
2. Schedule 2 - Fee Schedule: Detailed fee structure, rates, and payment terms
3. Schedule 3 - Key Personnel: List of key advisors and their qualifications
4. Schedule 4 - Service Levels: Specific performance metrics and response times if applicable
5. Appendix A - Data Processing Agreement: GDPR-compliant data processing terms if personal data is processed
6. Appendix B - Confidentiality Agreement: Detailed confidentiality terms if required beyond main agreement provisions
Find the exact document you need
Bank Repurchase Agreement
Austrian law-governed Bank Repurchase Agreement for securities financing transactions between financial institutions, compliant with Austrian banking regulations and EU directives.
Download
Investment Protection Agreement
A legal agreement under Austrian law establishing investment protection terms and safeguards for parties investing in Austrian jurisdiction.
Download
Shareholders Agreement And Share Subscription Agreement
An Austrian law-governed agreement combining share subscription terms and ongoing shareholder relationships, including governance and share transfer provisions.
Download
Letter Of Investment Agreement
An Austrian-law governed document establishing terms and conditions for capital investment in a company, including investment amount, equity allocation, and party obligations.
Download
Company Investment Agreement
An Austrian law-governed agreement establishing terms and conditions for company investment, including share allocation, investor rights, and governance provisions.
Download
Capital Investment Agreement
An Austrian law-governed agreement establishing terms and conditions for capital investment, including investment structure, rights, and regulatory compliance requirements.
Download
Business Investment Contract
An Austrian law-governed agreement establishing terms and conditions for business investment, including investment amount, ownership rights, and investor protections.
Download
Loss Share Agreement
An Austrian-law governed agreement establishing terms for sharing specified losses between parties, including calculation methods and settlement procedures under Austrian regulatory framework.
Download
Investment Mandate Agreement
An Austrian law-governed agreement for discretionary investment management services, compliant with MiFID II and local regulatory requirements.
Download
Agreement For Transfer Of Shares
An Austrian law-governed agreement documenting the transfer of company shares between parties, including terms, conditions, and regulatory compliance requirements.
Download
Agreement For Sale Of Shares
An Austrian law-governed agreement documenting the terms and conditions for the sale and transfer of shares between parties, including purchase price, warranties, and completion requirements.
Download
Investment Subscription Agreement
An Austrian law-governed agreement documenting the terms and conditions for investing in company shares or securities, ensuring compliance with local securities regulations.
Download
Mezzanine Loan Term Sheet
An Austrian law-governed term sheet outlining the key terms and conditions of a mezzanine loan facility, including debt and equity-linked components.
Download
Stock Agreement
An Austrian law-governed agreement for the sale and transfer of shares in a corporation, detailing terms, conditions, and compliance with Austrian corporate regulations.
Download
Mezzanine Debt Term Sheet
An Austrian law-governed term sheet outlining key commercial and legal terms for a mezzanine debt financing arrangement, including facility terms, security structure, and regulatory requirements.
Download
Investment Commitment Agreement
An Austrian law-governed agreement that establishes the terms and conditions for capital investment, including investment structure, timing, and parties' rights and obligations.
Download
Financial Advisor Contract
An Austrian law-governed agreement establishing the terms and conditions for financial advisory services, compliant with WAG 2018 and related regulations.
Download
Investment Advisory Agreement
Austrian law-governed Investment Advisory Agreement compliant with WAG 2018 and MiFID II, establishing terms for professional investment advisory services.
Download
Stock Buyback Agreement
An Austrian law-governed agreement establishing terms for a company's repurchase of its own shares from existing shareholders.
Download
Stock Swap Agreement
An Austrian law-governed agreement facilitating the exchange of shares between companies, detailing terms, valuations, and regulatory compliance requirements.
Download
Investment Partnership Agreement
An Austrian law-governed agreement establishing an investment partnership structure (Kommanditgesellschaft) between general and limited partners, defining their rights, obligations, and investment terms.
Download
Advisory Agreement
An Austrian-law governed contract establishing terms and conditions for professional advisory services, including scope, responsibilities, and compliance requirements.
Download
Sub Advisor Agreement
An Austrian law-governed agreement establishing the delegation of investment management responsibilities between a primary advisor and sub-advisor, ensuring regulatory compliance and operational clarity.
Download
ұԾ’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; ұԾ’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
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)