In general, different arrangements apply depending on whether the assignment is for a financial sector client, or for a professional or academic client outside the financial sector.
Typically finance clients are banks or firms with pre-existing requirements for service providers to sign their (the client’s) Terms of Agreement rather than me putting forward my own Terms. In these circumstances I would expect to sign whatever agreements the client requires as standard for such engagements.
Any client Terms of Agreement signed in these circumstances would normally be supplemented with a bespoke schedule describing the details of the individual assignment.
Typically other professional or academic clients might not require service providers to sign pre-existing engagement documentation. For these circumstances I have developed a standard Terms of Agreement document which can form the basis of a bilateral negotiation between the two parties.
A PDF version of this document is attached for reference. I emphasise that this document is only the basis for further discussion and subject to amendment at the discretion of the two signing parties. [This standard Terms of Agreement document is based on recommended Chartered Institute of Editing and Proofreaders (CIEP) contractual arrangements, set out in the members’ area of the CIEP website.]
Again, any such document would normally be supplemented with a bespoke schedule describing the details of the individual assignment (Schedule A in the attachment).
To the extent a finance client does not have its own standard engagement documents or Terms of Agreement, the arrangements set out in the previous section can be adopted for them as an alternative, with the agreement of both parties.
Conversely if a professional or academic client has its own Terms of Agreement documentation, I will certainly consider signing that as an alternative to my own standard Terms of Agreement.