Consultancy Agreement: individual (project-based)
This Consultancy Agreement template is for the appointment of an individual directly by the client 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?
- for the appointment of an individual to provide consulting services
- where the individual carries on business in the individual’s own right
- 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
What other documents are available?
For a form of consultancy for an individual on a time basis, see
For forms of consultancy agreement with a personal service company, 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
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Updated by a lawyer on 04/11/2025
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