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Financial Consulting Services Agreement Template for Qatar

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Key Requirements PROMPT example:

Financial Consulting Services Agreement

"I need a Financial Consulting Services Agreement for my Qatar-based tech startup engaging a financial advisory firm to assist with our Series B funding round starting March 2025, with particular focus on QFC compliance and investor relations services."

Document background
The Financial Consulting Services Agreement is essential for businesses operating in Qatar that require professional financial advisory services. This agreement is designed to comply with Qatar's legal framework, including the Civil Code and financial services regulations, while also accommodating Qatar Financial Centre (QFC) requirements where applicable. It is typically used when engaging financial consultants for services such as financial planning, investment advisory, risk management, or financial strategy development. The document includes comprehensive provisions covering service scope, deliverables, regulatory compliance, confidentiality, and risk allocation, ensuring both parties' interests are protected while meeting local regulatory requirements. This agreement is particularly important given Qatar's sophisticated financial services sector and the need for clear contractual frameworks in professional services relationships.
Suggested Sections

1. Parties: Identification of the consulting firm and the client, including full legal names, registration details, and addresses

2. Background: Context of the agreement and brief description of the parties' intentions

3. Definitions and Interpretation: Key terms used throughout the agreement and rules for interpreting the agreement

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

5. Term and Timeline: Duration of the agreement and key milestone dates

6. Fees and Payment Terms: Compensation structure, payment schedule, and invoicing procedures

7. Obligations of the Consultant: Key responsibilities and commitments of the consulting firm

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

9. Confidentiality: Protection and handling of confidential information and trade secrets

10. Intellectual Property Rights: Ownership and usage rights of any IP created during the engagement

11. Compliance with Laws: Commitment to comply with Qatar laws and regulations, including financial services regulations

12. Representations and Warranties: Key promises and guarantees made by both parties

13. Limitation of Liability: Caps on liability and exclusions in accordance with Qatar law

14. Termination: Circumstances and procedures for ending the agreement

15. Governing Law and Jurisdiction: Confirmation of Qatar law as governing law and jurisdiction for disputes

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

Optional Sections

1. Regulatory Compliance: Specific section for QFC compliance if the consultant operates within the Qatar Financial Centre

2. Anti-Money Laundering Provisions: Detailed AML obligations if the services involve handling client funds or high-risk activities

3. Data Protection: Specific provisions for handling personal data if the services involve processing personal information

4. Force Majeure: Provisions for unforeseen circumstances preventing performance

5. Insurance: Insurance requirements if specific coverage is needed for the services

6. Non-Competition: Restrictions on competitive activities if relevant to the engagement

7. Assignment and Subcontracting: Rules for transferring rights or delegating services if relevant

8. Staff and Personnel: Requirements for consultant's team members if specific expertise or qualifications are needed

Suggested Schedules

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

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

3. Schedule 3 - Service Levels: Performance standards and metrics for the services

4. Schedule 4 - Key Personnel: List of key team members and their qualifications

5. Schedule 5 - Required Information: List of information and documents to be provided by the client

6. Schedule 6 - Compliance Requirements: Specific regulatory and compliance obligations

7. Appendix A - Report Templates: Standard formats for deliverables and reports

8. Appendix B - Communication Protocol: Procedures for routine communications and escalations

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

















































Clauses









































Relevant Industries

Financial Services

Banking

Professional Services

Investment Management

Real Estate

Manufacturing

Energy

Technology

Healthcare

Retail

Construction

Telecommunications

Insurance

Education

Relevant Teams

Legal

Finance

Compliance

Risk Management

Treasury

Corporate Development

Procurement

Operations

Executive Management

Investment

Advisory Services

Contract Management

Business Development

Strategic Planning

Relevant Roles

Chief Financial Officer

Finance Director

Financial Controller

Financial Consultant

Investment Advisor

Legal Counsel

Compliance Officer

Risk Manager

Treasury Manager

Financial Analyst

Corporate Finance Manager

Business Development Manager

Procurement Manager

Contract Manager

Managing Partner

Finance Manager

Chief Executive Officer

Chief Operating Officer

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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