Financial Service Order Quote

FINANCIAL SERVICE ORDER QUOTE

Scope of Services

Provide professional financial services as described below. Services shall be performed in accordance with the terms of this Quote. Any changes in scope may require a separate change order and additional fees.

Itemized Services

Payment Instructions

Payment is due according to the agreed terms. Accepted payment methods (select all that apply):

Late payments will incur interest at the lesser of 1.5% per month or the maximum rate permitted by applicable law on any unpaid balance beginning on the day following the invoice due date. Client is responsible for all collection costs, including reasonable attorneys' fees, incurred by Provider to collect overdue amounts.

Terms & Conditions

1. Acceptance: This Quote constitutes an offer by Provider. Client's written acceptance of this Quote or Client's issuance of a purchase order referencing this Quote will form a binding agreement between the parties on the terms stated herein. Any additional or different terms proposed by Client are expressly rejected unless agreed in writing by Provider.

2. Performance and Changes: Provider will perform services as described in the Scope of Services. Provider reserves the right to charge additional fees for any change in scope, additional services, or expedited timelines requested by Client. Change orders must be agreed in writing.

3. Confidentiality: Each party will maintain in confidence all non-public information disclosed by the other party and will not use such information except to perform under this Quote. Confidential information does not include information that is or becomes publicly known through no breach by the receiving party.

4. Limitation of Liability & Indemnity: Except for liability arising from gross negligence or willful misconduct, Provider's aggregate liability for any claim arising out of this Quote shall not exceed the total fees paid by Client under this Quote. Client agrees to indemnify and hold Provider harmless from third-party claims arising from Client's use of the services, except to the extent caused by Provider's gross negligence or willful misconduct.

5. Taxes and Expenses: Unless otherwise stated, fees do not include sales, use, VAT, or other taxes, which will be charged in addition to fees. Client will reimburse Provider for reasonable out-of-pocket expenses incurred in performance of the services when pre-approved.

6. Termination: Either party may terminate for material breach if the breaching party fails to cure the breach within 30 days of written notice. Provider may suspend work if Client fails to pay any undisputed amounts when due. Termination will not relieve Client of the obligation to pay for services performed and costs incurred prior to termination.

7. Intellectual Property: Unless otherwise agreed, Provider retains ownership of work product produced prior to full payment; upon full payment, ownership will transfer as expressly set forth in a signed agreement. Provider may use general knowledge and skills acquired in performing the services.

8. Force Majeure: Neither party will be liable for delays or failures due to causes beyond its reasonable control, including acts of God, labor disputes, governmental actions, or supply chain disruptions. The affected party will notify the other and use reasonable efforts to perform.

9. Governing Law & Dispute Resolution: This Quote and any resulting agreement will be governed by the laws of the jurisdiction specified below. Parties will seek to resolve disputes through good faith negotiation and, if unresolved, through binding arbitration in the agreed jurisdiction unless otherwise required by law.

By signing below, Provider issues this Quote and Client acknowledges review of the Scope, Fees, and Terms & Conditions and accepts the Quote in full. Acceptance constitutes authorization to proceed with the services described herein.

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