Overview

How professional fees, retainers, project fees and success-based fees are documented and invoiced.

How this is done at UK Petroleum

• Initial consultation and suitability review
• Written proposal and agreed scope
• Controlled information request
• Document tracking and version control
• Progress updates and reporting
• Close-out or ongoing advisory support

Client responsibilities

• Provide accurate information
• Confirm authority to act
• Avoid sending unnecessary sensitive documents
• Respond to clarification requests promptly
• Use independent legal, banking or compliance advisers where required