Browse Template
Retainer Letter and Terms of Business

Retainer Letter and Terms of Business

Compliance Advisory

Simple retainer from compliance co consulting /advisory firm to client for the provision of regulatory / compliance advisory services in the form of a letter setting out the term of business with fees charged on an hourly basis.

How to use this Document?


This letter may be used when a compliance advisory wants to state and confirm the terms of business with the client to manage client expectations regarding the compliance service provided by the compliance advisory and minimise the risk of misinterpretation between both parties.


How to Tailor the Document for Your Need?

  1. Create Document: Click “Create Document” button and the document will be prepared with your account details automatically filled in.

  2. Please fill in any additional information by following the step-by-step guide on the left hand side of the preview document and click the “Next” button.

  3. When you are done, click the “Get Document” button and you can download the document in Word or PDF format.

  4. Please review the document carefully and make any final modifications to ensure that the details are correct before sending to the addressee.

engagement letter
terms of business
terms and conditions
compliance service
compliance advisory
service agreement

Related Documents