Financial Services Quote

FINANCIAL SERVICES QUOTE

Scope of Services

The Service Provider will perform the services described below in accordance with the specifications, schedule, and deliverables set forth. Any material change to scope shall be handled pursuant to the Change Orders clause in Terms & Conditions.

Fee Summary

Line items below set out the basis for fees. Amounts are quoted in the currency specified and are exclusive of applicable taxes unless otherwise stated.

Payment Terms & Instructions

Payment is due in accordance with the payment schedule below. Unless otherwise agreed in writing, fees are payable Net 30 days from invoice. Late payments shall bear interest at the lesser of 1.5% per month or the maximum rate permitted by law. Client is responsible for all collection costs, including reasonable attorneys' fees.

Accepted Payment Methods

Assumptions & Exclusions

The following assumptions form the basis of this quote. Any work falling outside these assumptions will be treated as additional and billed pursuant to Change Orders.

Terms & Conditions

Acceptance of this Quote by Client, indicated by signature below or electronic acceptance, constitutes a binding agreement for the services and fees set forth herein subject to the following terms. This Quote, together with any executed change orders and attachments, is the entire agreement between the parties with respect to the services described and supersedes prior proposals and communications.

1. Change Orders: Any modification to scope, schedule, or deliverables shall be documented in a written change order executed by both parties. Additional fees and time required for change orders will be charged at the rates set forth or standard hourly rates where applicable.

2. Confidentiality: Each party will maintain as confidential all non-public information disclosed by the other party that is designated confidential or would reasonably be considered confidential. Confidential information does not include information that is public or rightfully received from a third party without breach of obligation.

3. Limitation of Liability: Except for liability arising from willful misconduct or gross negligence, the Service Provider's aggregate liability arising out of or related to this Quote or the services shall not exceed the total fees paid by Client under this Quote for the services giving rise to the claim.

4. Taxes and Expenses: Fees exclude sales, use, value-added, and other transaction taxes and duties. Client shall reimburse Service Provider for reasonable out-of-pocket expenses incurred in performance of services where pre-approved.

5. Warranties: Service Provider warrants that services will be performed in a professional manner consistent with industry practice. EXCEPT AS EXPRESSLY PROVIDED, SERVICES ARE PROVIDED "AS IS" AND SERVICE PROVIDER DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED.

6. Termination: Either party may terminate the engagement for material breach upon written notice if the breach remains uncured beyond a reasonable cure period. Upon termination, Client shall pay for all work performed and reimbursable expenses through the effective date of termination.

7. Governing Law & Dispute Resolution: This Quote shall be governed by the laws of the jurisdiction in which Service Provider maintains its principal place of business, without regard to conflict of laws principles. The parties shall seek to resolve disputes in good faith and may pursue any available rights in courts of that jurisdiction.

Acceptance

By signing below, Client accepts and agrees to the fees, scope, and Terms & Conditions in this Financial Services Quote. Acceptance constitutes authorization to proceed in accordance with the Payment Schedule above.

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