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Financial Consulting Services Agreement Template for Pakistan

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Key Requirements PROMPT example:

Financial Consulting Services Agreement

"I need a Financial Consulting Services Agreement for my investment firm based in Karachi to engage a consultant for providing merger and acquisition advisory services for a 12-month period starting March 2025, with specific provisions for confidentiality and cross-border transactions."

Document background
The Financial Consulting Services Agreement is a crucial document used when engaging professional financial advisory services in Pakistan. It serves as a legally binding contract between financial consultants or consulting firms and their clients, establishing clear parameters for the consulting relationship. This agreement is essential for businesses seeking professional financial guidance while ensuring compliance with Pakistani regulations, including the Securities and Exchange Commission of Pakistan (SECP) requirements and relevant financial services laws. The document typically includes detailed service specifications, fee structures, confidentiality provisions, and compliance requirements, making it suitable for various scenarios from one-time strategic advisory services to ongoing financial consulting arrangements. The agreement's structure reflects Pakistani legal requirements while incorporating international best practices in financial consulting services.
Suggested Sections

1. Parties: Identification of the consultant and the client, including their legal status, registration details, and principal places of business

2. Background: Context of the agreement, brief description of the client's needs and consultant's expertise

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 Termination: Duration of the agreement, renewal terms, and conditions for termination

6. Fees and Payment Terms: Consulting fees, payment schedule, expenses, and invoicing procedures

7. Obligations of the Consultant: Consultant's duties, professional standards, and service delivery commitments

8. Obligations of the Client: Client's responsibilities, including provision of information and cooperation

9. Confidentiality: Protection of confidential information and trade secrets

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

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

12. Limitation of Liability: Limits on consultant's liability and indemnification provisions

13. Compliance with Laws: Commitment to comply with relevant Pakistani laws and regulations

14. Dispute Resolution: Process for resolving disputes, including jurisdiction and governing law

15. General Provisions: Standard boilerplate clauses including notices, assignment, and severability

Optional Sections

1. Non-Compete: Restrictions on consultant's ability to work with competing clients - include when dealing with sensitive industry information

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

3. Insurance: Requirements for professional liability insurance - include when dealing with high-value consulting

4. Data Protection: Specific provisions for handling personal data - include when consulting involves access to personal information

5. Subcontracting: Terms for engaging subcontractors - include when consultant may need to delegate work

6. Key Personnel: Identification of essential team members - include when specific expertise is crucial

7. Performance Metrics: Specific KPIs and performance standards - include when quantifiable outcomes are required

8. Anti-Corruption: Specific anti-corruption provisions - include when dealing with public sector or high-risk sectors

Suggested Schedules

1. Schedule A - Scope of Services: Detailed breakdown of services, deliverables, and timelines

2. Schedule B - Fee Schedule: Detailed fee structure, rates, and payment milestones

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

4. Schedule D - Required Reports: List and format of required financial reports and analyses

5. Schedule E - Key Personnel: Details of key team members and their qualifications

6. Appendix 1 - Compliance Requirements: Specific regulatory requirements and compliance procedures

7. Appendix 2 - Client Policies: Relevant client policies that consultant must adhere to

8. Appendix 3 - Document Templates: Standard templates for reports and documentation

Authors

Alex Denne

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

Relevant legal definitions






























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Relevant Industries

Financial Services

Banking

Investment Management

Corporate Finance

Insurance

Real Estate

Technology

Manufacturing

Healthcare

Retail

Energy

Telecommunications

Professional Services

Public Sector

Relevant Teams

Finance

Legal

Compliance

Risk Management

Treasury

Procurement

Corporate Development

Executive Leadership

Investment

Business Development

Operations

Contract Management

Relevant Roles

Chief Financial Officer

Finance Director

Financial Controller

Financial Consultant

Investment Advisor

Business Development Manager

Corporate Lawyer

Compliance Officer

Risk Manager

Treasury Manager

Financial Analyst

Managing Partner

CEO

Head of Finance

Procurement Manager

Contract Manager

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,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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