Financial Group Rate Template

FINANCIAL GROUP RATE TEMPLATE

Parties and Contact Information

Agreement Term and Scope

Effective Date: . This Financial Group Rate Schedule (the Agreement) establishes the rates, minimums, discounts, payment terms, and related conditions under which Provider will deliver specified financial services, consulting, or program offerings to Client for groups identified herein. Services described in the Rate Schedule and any associated statements of work are governed by the terms and conditions that follow.

Group Rate Schedule

Complete the table below to capture the negotiated rates applicable to the Client's group(s). Rates are exclusive of taxes and reimbursable expenses unless otherwise indicated.

Minimums, Discounts, and Adjustments

Minimums: A minimum guaranteed billing of $ per engagement applies unless otherwise noted.

Volume Discount: For groups exceeding participants, apply a discount of .

Expenses, Taxes, and Additional Fees

Reimbursable Expenses: Travel, lodging, and out-of-pocket expenses incurred in performance of services will be billed at cost and require receipts. Anticipated reimbursable estimate: $ .

Taxes: Client is responsible for all applicable taxes, duties, and governmental assessments with respect to amounts paid under this Agreement unless Provider specifically states rates are tax-inclusive.

Billing and Payment Terms

Deposit: Client shall pay a deposit of of estimated fees upon execution. Deposit(s) are non-refundable except as expressly provided herein.

Late Payment: Overdue amounts will accrue interest at , and Provider may suspend services pending payment.

Cancellation, Changes, and Defaults

Cancellation: If Client cancels less than days prior to the scheduled start date, Client shall remain liable for cancellation fees equal to of the estimated fees, plus non-cancellable expenses.

Changes: Requests to modify dates, scope, or participant counts must be submitted in writing. Provider will use reasonable efforts to accommodate changes; price adjustments may apply.

Confidentiality, Indemnity, and Liability

Confidentiality: Each party shall maintain in confidence all non-public information disclosed by the other party in connection with this Agreement. Confidential information shall not include information that is public or independently developed without reference to the other party's confidential information.

Indemnity: Each party agrees to indemnify, defend and hold harmless the other party from third-party claims arising from its gross negligence or willful misconduct in connection with the performance of this Agreement.

Limitation of Liability: Except for liability arising from gross negligence, willful misconduct, or breach of confidentiality, neither party shall be liable for consequential, incidental or punitive damages. Provider's aggregate liability for any claim arising under this Agreement shall not exceed the fees paid by Client for the specific services giving rise to the claim.

Termination

Either party may terminate this Agreement for material breach by the other party if such breach remains uncured for thirty (30) days after written notice. Termination does not release Client from payment obligations for services performed and approved expenses incurred prior to termination.

Miscellaneous

Governing Law: This Agreement shall be governed by and construed in accordance with the laws of the jurisdiction agreed by the parties. Any disputes shall be resolved through negotiation and, if necessary, binding arbitration or courts as agreed in writing.

Acknowledgment and Acceptance

By signing below, the undersigned representatives of Provider and Client each certify that they are authorized to bind their respective parties to the terms of this Financial Group Rate Template, and agree that the rates, terms, and conditions set forth herein shall govern the provision and payment of services identified above.

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