Consultancy agreement: company (project-based)

This Consultancy Agreement template is for the appointment by the client of a service company to provide consultancy services in relation to a specific project. The agreement will terminate once the project has been completed.

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When do I use this document?

This is a Consultancy agreement for the appointment of a service company to provide consultancy services for specific project.  The services will be carried out by a named individual, with the consulting company agreeing to ensure that the individual provides the services

Use this document:

  • for the appointment of an individual to provide consulting services through a service company
  • for the appointment of a consultant for a specific project

What are the key features?

  • 24 clauses over 15 pages
  • project-based appointment
  • framework for project milestones and timeframes
  • service performance obligations on the consultant
  • consulting fees on the basis of achievement of project milestones
  • ownership of intellectual property rights arising from the services
  • status of the consultant as an independent contractor
  • early termination for breach and other circumstances

Is there anything else I need to know?

Often, this type of Consultancy Agreement is also accompanied by a letter from the named individual to the client.  This will contain undertakings from the individual directly to the client covering the following:

  • that the individual owns the service company and will continue to do so
  • that the individual will be employed by the service company by the individual
  • that the client will own intellectual property rights in materials/work product generated by the individual
  • that the individual will be responsible for the service company’s performance of the consultancy agreement

We have a form of this side letter available

What other documents are available?

For a form of consultancy for a service company on a time basis, see

For forms of consultancy agreement with an individual consultant, see

When do I use this document?

  • secured loan agreement for a secured loan of a fixed amount to be drawn in a single advance
  • for a borrower which is a company incorporated in England and Wales
  • for a loan repayable on a single repayment date or in instalments

What are the key features?

  • easy to edit, with 21 clauses over 13 pages
  • single advance of specified loan amount
  • regular interest payments at either fixed or floating interest rate by reference to specified bank’s base rate of interest
  • repayment either on a single repayment date or in instalments
  • undertakings from the borrower, including to provide information to the lender and prohibition on granting security and additional borrowings
  • events of default, including a failure by the borrower to repay the loan or interest, leading to the lender having the right to demand immediate repayment

What else do I need to know?

The security would need to be created and governed by a separate security document between the borrower and the lender, depending on the nature of the secured property or assets.  Examples of security documents include:

  • a charge over property
  • a charge over shares
  • a debenture, containing fixed and floating charges over all of the borrower’s assets and undertaking

What other documents are available?

For a form of unsecured loan document, see

For forms of unsecured and secured facility agreements, for advances of loans in several lump sums, see

Explanatory Guides

As with all of our document templates, your purchase will include access to clear explanatory guidance on the document and its use.

Updated by a lawyer on 03/09/2024

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