What are the major components of a client contract and what is the definition of a client?

Every business relationship that is fiduciary in nature requires a contract.  When’s the last time you hired a lawyer with just by a verbal promise? Or a wealth advisor, tax accountant, etc. Even your auto mechanic requires you to sign a service invoice (a contract). In the State of Nevada that invoice is called a mechanics lien. If you don’t pay the bill in 30 days the mechanic can legally sell your car.

Here are the eight (8) most elementary aspects of a contract;

(1) Clients company letterhead

(2) What is being authorized to do for client based on options listed on >WHAT WE DO< page?
Is it brokering in nature or non-brokering or both?  Specify.

(3) What is not being authorized to do for client?

(4) Who is doing the authorization to include contact info & signature.

(5) Duration and/or exclusivity of contractual relationship.
(6) What is being paid for brokering or non-brokering services rendered based on 4 options disclosed on OPT-IN FEES page?  And is payment recurring in nature?
If only asset-based funding brokering; here is very succinct referral rate based on sliding scale transactional value fee that has been posted now for 5 years.  This doesn’t include non-broker services.
http://SinCityFinancier.posterous.com/definition-of-a-client-and-commission-chart-c-0
Non-brokering services fees/costs obviously are itemized on a case-by-case basis as indicated on A la Carte/OPT-in fees page.

(7) Breach of contract provisions including liability of non-payment collection & legal costs & termination fee

(8) The above 7 guidelines do not include possible inclusion of an irrevocable bank pay order (ICBPO) with bank officials contact info.  Any non-brokering CRM tasks are subject to Accounts receivable O.A.C. by our company bank or similar resource.

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