Create a bespoke document in minutes, Â or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Financial Advisor Agreement
"I need a Financial Advisor Agreement for my Qatar-based wealth management firm to provide investment advisory services to high-net-worth individuals, including Islamic finance options and cross-border investment advice."
1. Parties: Identification of the Financial Advisor and the Client, including their legal status, registration details, and addresses
2. Background: Context of the agreement, including the advisor's qualifications and regulatory authorizations
3. Definitions: Key terms used throughout the agreement, including regulatory and technical financial terms
4. Appointment and Scope of Services: Detailed description of the financial advisory services to be provided and the terms of appointment
5. Advisor's Obligations: Detailed responsibilities and duties of the financial advisor, including regulatory compliance requirements
6. Client's Obligations: Client's responsibilities, including provision of information and cooperation requirements
7. Fees and Payment Terms: Comprehensive fee structure, payment schedule, and expenses
8. Confidentiality: Provisions regarding the protection and handling of confidential information
9. Compliance with Laws: Obligations to comply with Qatar laws, including QFC regulations and anti-money laundering requirements
10. Term and Termination: Duration of the agreement and circumstances for termination
11. Liability and Indemnification: Limitations of liability and mutual indemnification provisions
12. General Provisions: Standard clauses including notices, amendments, assignment, and governing law
1. Investment Parameters: Used when the advice includes specific investment strategies or restrictions
2. Performance Reporting: Include when regular performance reporting is part of the service
3. Sub-Advisory Services: Required when third-party advisors or specialists may be engaged
4. Islamic Finance Compliance: Include for Sharia-compliant advisory services
5. Cross-Border Services: Include when advisory services extend beyond Qatar
6. Digital Services: Required when providing online or digital advisory tools
7. Conflict Resolution: Optional detailed dispute resolution procedures beyond standard arbitration
8. Force Majeure: Detailed provisions for unforeseen circumstances affecting service delivery
1. Schedule A - Service Description: Detailed breakdown of specific advisory services to be provided
2. Schedule B - Fee Schedule: Comprehensive fee structure including all charges and calculation methods
3. Schedule C - Authorized Representatives: List of authorized personnel from both parties who can act under the agreement
4. Schedule D - Reporting Requirements: Format and frequency of reports to be provided to the client
5. Schedule E - Compliance Requirements: Specific regulatory and compliance obligations applicable to the services
6. Appendix 1 - Risk Disclosure: Mandatory risk warnings and disclaimers
7. Appendix 2 - Professional Credentials: Advisor's qualifications and regulatory licenses
8. Appendix 3 - Service Level Standards: Performance standards and response time commitments
Authors
Financial Services
Banking
Investment Management
Professional Services
Real Estate
Private Equity
Insurance
Family Office Services
Corporate Finance
Islamic Finance
Wealth Management
Legal
Compliance
Finance
Risk Management
Investment
Wealth Management
Corporate Advisory
Operations
Client Services
Treasury
Private Banking
Business Development
Portfolio Management
Chief Financial Officer
Financial Advisor
Investment Manager
Wealth Manager
Compliance Officer
Legal Counsel
Risk Manager
Portfolio Manager
Director of Finance
Treasury Manager
Investment Consultant
Financial Planning Director
Private Banking Manager
Corporate Finance Director
Business Development Manager
Find the exact document you need
Share Price Agreement
A Qatar-law governed agreement establishing the methodology and terms for determining share prices in a company, ensuring compliance with local corporate and financial regulations.
Simple Investment Agreement
A Qatar law-governed agreement establishing terms and conditions for investment in a company, including share subscription, investor rights, and key protections.
Financial Advisor Agreement
A Qatar-law governed agreement establishing the terms for professional financial advisory services, incorporating QFC regulations and local financial services requirements.
Investment Deed
A Qatar law-governed document that formalizes investment arrangements, detailing terms, conditions, and mechanics of investments in the Qatari market.
Investment Protection Agreement
A Qatari law-governed agreement establishing protection framework for foreign investments in Qatar, aligned with local investment laws and regulations.
Memorandum Of Agreement For Investment
A Qatari law-governed agreement establishing terms and conditions for investment arrangements between foreign investors and local entities in Qatar.
Joint Investment Agreement
Qatar-law governed agreement establishing terms and conditions for joint investments between multiple parties, including capital contributions, management rights, and profit-sharing arrangements.
Business Investment Contract
A Qatar law-governed agreement establishing terms and conditions for business investment, including investment structure, rights, obligations, and governance framework.
Term Sheet Share Purchase Agreement
A Qatar law-governed preliminary agreement outlining key terms and conditions for a proposed share purchase transaction.
Share Allotment Agreement
A Qatar law-governed agreement detailing the terms and conditions for the issuance and subscription of new shares in a Qatari company.
Simple Stock Transfer Agreement
A Qatar law-governed agreement for the transfer of shares between parties, complying with local commercial and securities regulations.
Investment Owners Contract
A Qatari law-governed agreement establishing rights, obligations, and relationships between investment owners in a business venture or asset.
Agreement For Transfer Of Shares
A Qatar law-governed agreement documenting the transfer of shares between parties, setting out terms, conditions, and regulatory compliance requirements.
Agreement For Sale Of Shares
A Qatar law-governed agreement for the transfer of company shares between parties, outlining terms, conditions, and obligations of the share sale transaction.
Mezzanine Loan Term Sheet
A Qatar law-governed term sheet outlining key terms and conditions for a mezzanine financing facility, combining debt and equity characteristics.
Bond Repurchase Agreement
Qatar law-governed agreement for the sale and repurchase of bonds between financial institutions, compliant with QCB regulations.
Stock Agreement
A Qatar law-governed agreement detailing the terms and conditions for the sale and purchase of company shares, ensuring compliance with local regulations and protecting parties' interests.
Mezzanine Debt Term Sheet
A term sheet outlining key terms and conditions for mezzanine financing under Qatar law, combining debt and equity elements with local regulatory compliance.
Investment Agency Agreement
A Qatari law-governed agreement appointing an agent to manage investments on behalf of a principal, setting out investment parameters and regulatory compliance requirements.
Profit Sharing Agreement For Investors
A Qatar-law governed agreement establishing profit-sharing arrangements between investors and business entities, defining investment terms, profit distribution, and management rights.
Investment Guarantee Agreement
A Qatar-law governed agreement providing investment protection and risk guarantees for investments in Qatar, incorporating local legal requirements and international standards.
Equity Commitment Agreement
A Qatar law-governed agreement establishing binding commitments for equity funding, including investment terms, conditions, and compliance with local regulations.
Investment Advisory Agreement
A Qatar-law governed agreement establishing an investment advisory relationship between advisor and client, compliant with QFC regulations.
Stock Swap Agreement
A Qatar law-governed agreement facilitating the exchange of shares between corporations, including valuation terms and regulatory compliance requirements.
Equity Investment Agreement
A Qatar law-governed agreement setting out terms and conditions for equity investment in a company, including share rights, governance, and investor protections.
Download our whitepaper on the future of AI in Legal
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s 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 £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.