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Financial Consulting Services Agreement Template for Indonesia

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Key Requirements PROMPT example:

Financial Consulting Services Agreement

"I need a Financial Consulting Services Agreement for my boutique consulting firm to provide investment advisory services to Indonesian SMEs, with strict confidentiality provisions and clear service level commitments."

Document background
The Financial Consulting Services Agreement is essential for businesses and individuals providing professional financial advisory services in Indonesia. This document is designed to comply with Indonesian regulations, particularly Law No. 21 of 2011 on Financial Services Authority (OJK) and related financial service regulations. It is typically used when a financial consultant or consulting firm agrees to provide specialized financial advice, analysis, or advisory services to clients. The agreement covers crucial aspects such as scope of services, professional fees, service levels, regulatory compliance, confidentiality obligations, and risk management provisions. It must be drafted in accordance with Indonesian legal requirements, including the mandatory use of Bahasa Indonesia, and should incorporate necessary safeguards for both consultant and client while ensuring compliance with local financial services regulations.
Suggested Sections

1. Parties: Identification of the consultant and client, including registration details and addresses

2. Background: Context of the agreement and brief description of the parties' intention to enter into a financial consulting arrangement

3. Definitions: Definitions of key terms used throughout the agreement

4. Scope of Services: Detailed description of the financial consulting services to be provided

5. Term and Commencement: Duration of the agreement and conditions for commencement

6. Consultant's Obligations: Detailed responsibilities and duties of the financial consultant

7. Client's Obligations: Responsibilities and duties of the client, including provision of information

8. Fees and Payment Terms: Consulting fees, payment schedule, and payment methods

9. Representations and Warranties: Statements of fact and promises made by both parties

10. Confidentiality: Obligations regarding confidential information and data protection

11. Intellectual Property: Ownership and usage rights of materials and deliverables

12. Compliance with Laws: Obligations to comply with Indonesian financial regulations and other applicable laws

13. Limitation of Liability: Limits on liability and indemnification provisions

14. Termination: Conditions and procedures for ending the agreement

15. Dispute Resolution: Procedures for resolving disputes, including jurisdiction and governing law

16. General Provisions: Standard boilerplate clauses including notices, amendments, and assignment

Optional Sections

1. Service Levels: Specific performance metrics and standards, used when quantifiable service levels are required

2. Insurance: Insurance requirements and coverage details, important for high-value consulting arrangements

3. Non-Competition: Restrictions on competitive activities, used when protecting market position is crucial

4. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in long-term agreements

5. Anti-Corruption: Specific anti-corruption provisions, important for international clients or high-value contracts

6. Data Protection: Detailed data protection provisions, necessary when handling sensitive personal or financial data

7. Subcontracting: Terms for engaging subcontractors, used when subcontracting may be needed

8. Change Control: Procedures for changing scope or services, important for complex consulting arrangements

Suggested Schedules

1. Schedule 1 - Scope of Services: Detailed breakdown of specific financial consulting services to be provided

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, expenses, and payment terms

3. Schedule 3 - Service Levels: Specific performance metrics and response times

4. Schedule 4 - Key Personnel: List of key consultant personnel assigned to the services

5. Schedule 5 - Compliance Requirements: Specific regulatory and compliance requirements applicable to the services

6. Appendix A - Required Reports: Format and content requirements for reports to be provided

7. Appendix B - Client Policies: Relevant client policies that consultant must comply with

8. Appendix C - Data Protection Protocols: Specific procedures for handling confidential information and data

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions






































Clauses




































Relevant Industries

Financial Services

Banking

Insurance

Investment Management

Private Equity

Corporate Finance

Wealth Management

Risk Management

FinTech

Professional Services

Management Consulting

Public Sector

Relevant Teams

Legal

Finance

Compliance

Risk Management

Procurement

Corporate Development

Treasury

Operations

Business Development

Contract Management

Relevant Roles

Chief Financial Officer

Finance Director

Financial Controller

Financial Advisor

Investment Manager

Risk Manager

Compliance Officer

Legal Counsel

Procurement Manager

Contract Manager

Business Development Manager

Financial Consultant

Treasury Manager

Corporate Finance Manager

Managing Partner

Industries









Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks, 聽Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination, 聽Severance Pay, Governing Law, Entire Agreemen

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