Draft clauses
Start from a constrained engagement outline
The first engagement letter should reflect the package scope, not widen it accidentally.
- The service is limited to the package scope confirmed in the proposal preview.
- Regulator approval, filing acceptance, or third-party turnaround times remain outside the guarantee.
- Missing source documents or expanded scope can change timing and require a revised quote.
Boundary notice
Keep the letter specific
This view should clarify what the engagement covers and what still depends on source completeness, approvals, or regulator timing.
Engagement boundary
Do not let the engagement draft imply unlimited advisory work, guaranteed regulator outcomes, or open-ended support beyond the confirmed package scope.