Create a bespoke document in minutes, 聽or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership聽of your information
Financial Advisory Services Agreement
"I need a Financial Advisory Services Agreement under Indonesian law for a wealth management firm providing comprehensive investment advisory services to high-net-worth individuals, including digital portfolio management tools and quarterly performance reporting."
1. Parties: Identification of the Financial Advisor and the Client, including their complete legal names, addresses, and registration details
2. Background: Context of the agreement, including the advisor's qualifications and the client's desire to obtain financial advisory services
3. Definitions: Key terms used throughout the agreement, including technical financial terms and regulatory references
4. Scope of Services: Detailed description of the financial advisory services to be provided, including specific deliverables
5. Appointment and Term: Formal appointment of the advisor and duration of the agreement, including renewal terms
6. Fees and Payment Terms: Structure of advisory fees, payment schedule, and expenses
7. Obligations of the Advisor: Duties, responsibilities, and standard of care required from the financial advisor
8. Client's Obligations: Requirements for client cooperation, information provision, and decision-making responsibility
9. Representations and Warranties: Statements of fact and assurances from both parties, including regulatory compliance
10. Confidentiality: Protection of confidential information and client data
11. Regulatory Compliance: Compliance with OJK regulations and other applicable laws
12. Limitation of Liability: Extent and limitations of the advisor's liability
13. Termination: Circumstances and process for ending the agreement
14. Governing Law and Dispute Resolution: Application of Indonesian law and method of resolving disputes
15. General Provisions: Standard clauses including notices, amendments, and severability
1. Investment Management: Additional provisions for cases where the advisor provides investment management recommendations
2. International Services: Additional provisions for cross-border advisory services
3. Digital Services: Specific terms for digital or online advisory services
4. Research Services: Terms regarding the provision of research reports and analysis
5. Performance Reporting: Requirements for performance measurement and reporting
6. Team Designation: Named individuals responsible for providing the services
7. Success Fees: Structure and conditions for performance-based fees
8. Force Majeure: Provisions for unforeseen circumstances affecting service delivery
1. Schedule 1 - Service Description: Detailed breakdown of specific advisory services and deliverables
2. Schedule 2 - Fee Structure: Detailed fee calculations, rates, and payment terms
3. Schedule 3 - Required Information: List of information and documents required from the client
4. Schedule 4 - Compliance Requirements: Specific regulatory requirements and compliance procedures
5. Schedule 5 - Key Personnel: Details of key team members and their qualifications
6. Appendix A - Service Level Standards: Performance standards and service level commitments
7. Appendix B - Reporting Templates: Standard formats for various reports and communications
8. Appendix C - Risk Disclosure: Standard risk warnings and disclaimers
Authors
Financial Services
Banking
Investment Management
Corporate Finance
Wealth Management
Insurance
Real Estate
Private Equity
Asset Management
Professional Services
Technology
Manufacturing
Mining
Energy
Infrastructure
Legal
Finance
Compliance
Risk Management
Corporate Finance
Investment Management
Client Relations
Business Development
Treasury
Operations
Due Diligence
Advisory Services
Wealth Management
Portfolio Management
Chief Financial Officer
Finance Director
Investment Manager
Financial Advisor
Wealth Manager
Corporate Finance Manager
Investment Consultant
Legal Counsel
Compliance Officer
Risk Manager
Portfolio Manager
Managing Director
Business Development Manager
Client Relationship Manager
Treasury Manager
Find the exact document you need
Advisory Board Agreement
An Indonesian law-governed agreement establishing the terms and conditions for advisory board membership, including duties, compensation, and compliance requirements.
Financial Consulting Services Agreement
An Indonesian law-governed agreement for financial consulting services, establishing service terms and regulatory compliance requirements.
Business Advisor Agreement
An Indonesian law-governed agreement establishing terms and conditions between a company and its business advisor(s), ensuring regulatory compliance while protecting both parties' interests.
Financial Advisory Services Agreement
An Indonesian law-governed agreement establishing terms for professional financial advisory services, compliant with OJK regulations.
Download our whitepaper on the future of AI in Legal
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a 拢1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.