Financial Framework Partnership Agreement Template for England and Wales

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5

4.8 / 5

Let's create your Financial Framework Partnership Agreement

1. Select your governing law and document type:

2. Enter your key requirements:

3. Create your document to edit, review or download

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Financial Framework Partnership Agreement

"Need a Financial Framework Partnership Agreement for a joint venture between our investment bank and a fintech startup, focusing on digital payment solutions and requiring specific provisions for data protection and regulatory compliance in the UK market starting March 2025."

Document background

The Financial Framework Partnership Agreement is utilized when parties seek to establish a long-term financial collaboration structure under English and Welsh law. This document is particularly relevant for regulated financial institutions and their partners, providing a comprehensive framework for managing financial relationships, risk allocation, and operational procedures. It includes detailed provisions for governance, compliance with UK financial regulations, reporting requirements, and risk management protocols. The agreement is designed to be flexible enough to accommodate various financial arrangements while maintaining regulatory compliance and protecting all parties' interests.

Suggested Sections

1. Parties: Identification and details of all contracting parties

2. Background: Context and purpose of the agreement

3. Definitions: Defined terms used throughout the agreement

4. Scope of Partnership: Details of the partnership arrangement and its boundaries

5. Financial Arrangements: Terms relating to funding, payments, and financial obligations

6. Duration and Termination: Term of agreement and termination provisions

7. Governance Structure: Management and decision-making framework

8. Regulatory Compliance: Obligations regarding FCA, PRA, and other regulatory requirements

9. Risk Allocation: Distribution of risks between parties and risk management procedures

10. Confidentiality: Protection and handling of confidential information

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

12. General Provisions: Boilerplate clauses including governing law, notices, and entire agreement

Optional Sections

1. Intellectual Property Rights: IP ownership and licensing terms - include when IP is created or shared within the partnership

2. Data Protection: GDPR and data protection compliance provisions - include when personal data is processed

3. International Operations: Cross-border operational provisions - include for partnerships operating across multiple jurisdictions

4. Anti-Money Laundering: Specific AML obligations and procedures - include for financial services partnerships

5. Force Majeure: Provisions for unforeseen circumstances preventing performance - include based on risk assessment

Suggested Schedules

1. Schedule 1 - Services Description: Detailed description of services provided under the partnership

2. Schedule 2 - Financial Terms: Detailed financial arrangements, including pricing and payment terms

3. Schedule 3 - Governance Procedures: Detailed procedures for partnership management and oversight

4. Schedule 4 - Service Levels: Performance metrics and standards

5. Schedule 5 - Change Control Procedure: Process for managing changes to the agreement

6. Schedule 6 - Compliance Requirements: Detailed regulatory compliance obligations and procedures

7. Appendix A - Key Personnel: List of key individuals involved in the partnership

8. Appendix B - Required Policies: Key operational and compliance policies

Authors

Alex Denne

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

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Banking
Investment Management
FinTech
Insurance
Private Equity

Relevant Teams

Finance
Legal
Compliance
Operations
Treasury
Partnerships
Risk Management

Relevant Roles

Chief Financial Officer
Head of Partnerships
Financial Controller
Compliance Officer
Risk Manager
Legal Counsel
Partnership Director
Treasury Manager

Industries

Companies Act 2006: Primary legislation governing company formation, operation, and management in England and Wales

Partnership Act 1890: Fundamental legislation defining partnership relationships and responsibilities in business contexts

Limited Partnerships Act 1907: Legislation governing the formation and operation of limited partnerships

Financial Services and Markets Act 2000: Key legislation regulating financial services industry and markets in the UK

Consumer Credit Act 1974: Legislation protecting consumers in credit transactions and regulating consumer lending

FCA Regulations: Financial Conduct Authority regulatory framework for financial services firms and markets

PRA Requirements: Prudential Regulation Authority requirements for financial institutions' stability and capital adequacy

UK Money Laundering Regulations 2017: Regulations aimed at preventing financial crime and money laundering

Payment Services Regulations 2017: Regulations governing payment services and payment service providers in the UK

Common Law Contract Principles: Fundamental principles of contract law developed through case law in England and Wales

Unfair Contract Terms Act 1977: Legislation regulating unfair terms in contracts and consumer protection

Contracts (Rights of Third Parties) Act 1999: Legislation governing third party rights in contractual relationships

UK GDPR: Post-Brexit data protection regulation implementing GDPR principles in UK law

Data Protection Act 2018: UK's implementation of data protection standards and requirements

Competition Act 1998: Legislation promoting competition and preventing anti-competitive practices

Enterprise Act 2002: Legislation dealing with competition law, consumer protection, and insolvency

Bribery Act 2010: Anti-corruption legislation criminalizing bribery and requiring prevention procedures

Modern Slavery Act 2015: Legislation requiring businesses to address modern slavery in their operations and supply chains

EU Retained Law: Former EU legislation preserved in UK law following Brexit

International Sanctions Regulations: Regulations implementing international sanctions and restrictions in financial dealings

How Genie AI reduced drafting time by 75% for a legal firm

Let's create your Financial Framework Partnership Agreement

Authors

Alex Denne

Find the exact document you need

Single Supplier Framework Agreement

Service Framework Agreement

Investment Framework Agreement

Government Framework Agreement

Financial Framework Partnership Agreement

Framework Purchase Agreement

Framework Loan Agreement

Framework Cooperation Agreement

Enterprise Framework Agreement

Cooperation Framework Agreement

Contract Framework Agreement

Commercial Framework Agreement

Collaboration Framework Agreement

Subcontractor Framework Agreement

Framework Partnership Agreement

Framework Supply Agreement

Download our whitepaper on the future of AI in Legal

Genie’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security

Innovation in privacy:

Want to know more?

Draft quality legal agreements or review documents in 3 minutes

Templates

Commercial

Employment

IP

Administration

Finance

R&D

Industries

Legal Services

Manufacturing

Construction

Solutions

Use Cases

Company Types

Comparisons

Business Categories

Teams

Information