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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."
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
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
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
Financial Services
Banking
Insurance
Investment Management
Private Equity
Corporate Finance
Wealth Management
Risk Management
FinTech
Professional Services
Management Consulting
Public Sector
Legal
Finance
Compliance
Risk Management
Procurement
Corporate Development
Treasury
Operations
Business Development
Contract Management
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
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