The Outsourced General Counsel Program (the “OGC Program”) provides operating companies with senior, partner-level legal representation under a subscription model that is materially less expensive than building a full-time in-house legal department and meaningfully less than the comparable BigLaw partner rate. The Standard Rate of Sabal Law PLLC (“Sabal Law”) is $695 per hour (the “Standard Rate”). The subscription tiers below provide tiered access to OGC Program services at progressively lower effective hourly rates. Each subscription tier is offered on a monthly or an annual prepaid basis.

The following Outsourced Chief Compliance Officer add-on (the “CCO Add-On”) is available to clients required to designate and maintain a chief compliance officer under applicable law, including registered investment advisers subject to Rule 206(4)-7 under the Investment Advisers Act of 1940 and registered investment companies subject to Rule 38a-1 under the Investment Company Act of 1940, and is offered exclusively to clients that concurrently maintain an OGC Program subscription at the Pro tier or higher. The CCO Add-On is priced based on the client’s regulatory assets under management (“RAUM”) as set forth below.

*IMPORTANT: All pricing is derived from the Standard Rate as of the current calendar year. Sabal Law reserves the right, in its sole discretion, to increase the Standard Rate without prior notice at the beginning of each new calendar year. Except for clients on the annual prepaid option, all subscription plans are subject to price increases effective January 1 of each calendar year, as determined solely by Sabal Law without notice. Clients with concerns about auto-renewal on or after January 1, or wishing to cancel, must provide written notice to Sabal Law prior to December 1 of the current year. For annual prepaid plans that straddle calendar years, any price increases will apply upon renewal. All subscription plans require a minimum one-quarter commitment with auto-renewal unless thirty (30) calendar days’ prior written notice is provided before the start of the next quarter. The annual prepaid option requires full payment upfront. Subscription fees are deemed earned upon receipt and are not held in trust; accordingly, those fees are deposited into Sabal Law’s general operating account. Hours in excess of the quarterly hour bank are billed in arrears at the Standard Rate. Refund mechanics for early termination, including the prorated refund of unused full months for annual prepaid clients, are governed by the engagement agreement. Complimentary benefits are limited to the specified hours or scope, conducted virtually unless otherwise agreed in writing (with client-covered travel expenses), and subject to reasonable scope as defined in the engagement agreement. Effective hourly rates assume full utilization of bank hours (10 hours per month for Plus, 25 hours per month for Pro, and 50 hours per month for Premium). The CCO Add-On is a separate monthly fee that is in addition to, and not in lieu of, the OGC Program subscription, and is governed by the engagement agreement.