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Management Consultancy Agreement

A completed consultancy engagement defining deliverables, status, fees, IP, confidentiality and termination.

Jurisdiction: England and Wales - completed fictional worked example

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Important: This sample provides general legal information only and is not legal advice. Check the law, prescribed forms and signing requirements that apply to your exact jurisdiction and circumstances before use.

# MANAGEMENT CONSULTANCY AGREEMENT

Date: 25 February 2031

Parties: Oakwell Retail Limited and Meridian Strategy Partners LLP

## 1. Purpose and parties

Oakwell Retail Limited appoints Meridian Strategy Partners LLP to review store operations and produce a twelve-month customer-service improvement plan. The engagement runs from 1 March to 31 August 2031 and has no authority to bind Oakwell or give regulated legal, financial or tax advice.

## 2. Facts, scope and terms

Deliverables are a discovery report by 31 March, a pilot design by 30 April, training materials by 31 May and a final implementation roadmap by 31 August. Each deliverable has acceptance criteria and one reasonable revision round; a material defect must be corrected within ten business days.

## 3. Process and responsibilities

Oakwell will provide accurate data, access and a project sponsor. Meridian controls its method and supplies its own equipment, may use named personnel, and must obtain consent for a subcontractor handling personal data. The parties intend an independent contractor relationship, not employment, partnership or agency.

## 4. Evidence, records and safeguards

Fees are £18,000 per month plus VAT, payable within 30 days of a valid invoice; approved travel is reimbursed at cost. Meridian assigns to Oakwell newly created deliverables on payment, while retaining pre-existing tools and granting a perpetual licence to embedded know-how. Third-party material requires a suitable licence.

## 5. Review, escalation and outcome

Both parties protect confidential information and follow UK GDPR, security instructions and competition-law safeguards. Meridian must not copy employee-level data unnecessarily. Oakwell may audit deliverable status; Meridian keeps working papers for six years unless law requires longer.

## 6. Reservations and practical protections

Either party may terminate on 30 days' notice; immediate termination applies for material breach not cured in 10 business days, insolvency or unlawful conduct. Oakwell pays properly performed work and committed non-cancellable costs up to termination, but no lost future profit is guaranteed. Disputes escalate to sponsors then mediation before court proceedings.

## 7. England and Wales law and completion

England and Wales law applies. Hand, post and contract email are separate permitted notice methods with receipt rules. The parties sign on 25 February 2031; the statement of work and data schedule form part of the agreement.

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