When your client makes a material change in the arrangement with any covered service provider, then that specific portion of the registered opinion letter will need updating. Discounted pricing will be available, and will be quoted specific to each situation.
As a best practice, you may encourage your clients to update the fee disclosures every three years or so and once again, without any material changes, we will quote a discounted fee because we simply are updating our records with current reports, disclosures and benchmarking.
Our services are available on a “block of clients” basis at a discount because the work processes and agreements should have a similar construction and organization. In cases where a third party intermediary is involved, as noted above, we are happy to sign a non-solicitation agreement to assure everyone our involvement is narrowly limited to the CEFEX engagement.