Professional Documents
Culture Documents
Engagement Form
Engagement Form
Thank you for your interest in becoming a customer of ours (“The Business”). It is our policy that a ‘New Customer
Engagement Form’ is completed by all our new customers (“The Customer”) This form sets out our terms of
engagement. Please read it and make sure you understand the scope of our engagement.
If the terms of our engagement are acceptable, please sign below and return to our office. Please contact this office
immediately if you do not understand, or wish to discuss, any aspect of the terms of this engagement.
Customer Details:
Name:_________________________________ Address:_______________________________________
_______________________________________
Phone:________________________________ Email:_________________________________________
Responsibilities
The Business will ensure that all products/services are provided in accordance with agreed timeframe and to a
professional standard.
Period of Engagement
This engagement will start upon acceptance of the terms of engagement by The Customer as noted by execution of
this form.
Confidentiality
In conducting this engagement, information acquired by us in the course of the engagement is subject to strict
confidentiality requirements. That information will not be disclosed by us to other parties except as required or allowed
for by law, or with your express consent.
Estimated Pricing
Unless otherwise stated in writing, any estimates which we provide to you of our anticipated fees, disbursements and
charges are only indicative of the amounts you can expect to be charged. Estimates are not quotes and are not
binding on us.
Terms of Trade
Our terms of trade are ………………………………….. An itemised account of all charges, costs and disbursements
will be provided on the invoice. Accounts overdue by………………….. days incur a 6% administration fee. If we incur
any costs of collection, such as legal fees and collection agency fees etc., you agree to indemnify us for all such costs.
Terms of trade must be agreed to prior to commencement of sales transactions between The Business and The
Customer.
Once you are satisfied with the terms of our engagement, would you please sign and date both copies of this form.
One copy should be forwarded to us as evidence of your acceptance of the terms of our engagement. You should
retain the other copy as your evidence of our engagement.
We thank you for your interest in our business and we look forward to developing a strong relationship with you for
many years to come.
Yours Sincerely,
……………………………………. ……………………………………..(“The Business”)
I/We, (“The Customer”), agree to all of the terms and conditions as noted in this letter.
……………………………….. (Authorised signature of customer to sign)
………………………………. (Printed name of authorised signature of customer).
………………………………. (Insert date of signing).