template

Advisor Agreement (Payment via Share Options)

by
C
Chris Young
Nov, 01 2022

When to use this template

GENIE NOTE: there's a small bug on this template where the "Start Questionnaire" button does not do much. We are working on fixing this asap.

  • This agreement can be used to formally engage an advisor on an ongoing basis

  • Compensation for services is options to purchase shares subject to a vesting schedule with no further remuneration or compensation

Key issues covered in this template

  • Term and termination
  • Duties and responsibilities
  • Share option programme
  • Competition and conflict of interest
  • Assignment of IP rights
  • Compliance with applicable laws
  • Governing law for disputes
  • Independent contractor status
  • Payment in cash or a combination of cash and equity

What to watch out for

  • Must have a Share Option Programme in place

198

Used by

Author

C

Chris Young

@chris75410632
Genie AI

S
B
A
V
S
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s
K
V
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+8 more
Technology
42%
Agriculture, Forestry and Fishing
12%
Finance
6%
Consultancy
5%
Legal Services
5%
Education
4%
Other
4%
Manufacturing
3%
Energy
2%
Media
2%
Consumer, Public & Health Services
2%
Sport & Entertainment
2%
Real Estate
2%
Insurance
2%
Public Administration
2%
Construction
2%
Retail
2%
Transport
1%

Terms of use

This is not legal advice - see more
Genie AI terms and conditions
Code of conduct

Additional information

Business categories

Employment

Business activities

Hire An Advisor

Contract type

Advisor Agreement

Relevant sectors

Agriculture, Forestry and Fishing

Mining

Construction

Transport

Wholesale

Manufacturing

Energy

Retail

Finance

Real Estate

Consumer, Public & Health Services

Media

Insurance

Legal Services

Education

Technology

Sport & Entertainment

Consultancy

Public Administration

Other

Relevant company sizes

1 - 3

20 - 49

250 - 999

4 - 19

50 - 249

1000 +

Governing law

England and Wales

Language

English UK

Gender neutral

Yes