Loan Consultant Fee Agreement Template for Malaysia

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Key Requirements PROMPT example:

Loan Consultant Fee Agreement

"I need a Loan Consultant Fee Agreement for my fintech company based in Kuala Lumpur, with success-based compensation structure and specific provisions for digital loan advisory services, including online consultation requirements and data protection measures."

Document background
The Loan Consultant Fee Agreement is essential for businesses and individuals seeking professional guidance in loan-related matters within the Malaysian market. This document is typically used when engaging loan consultants to provide expert advice on financing options, loan structuring, or debt restructuring. The agreement ensures compliance with Malaysian financial regulations while clearly defining the consultant's scope of services, fee structure, and professional obligations. It is particularly relevant in today's complex financial landscape where specialized expertise is required to navigate various lending options and requirements. The document addresses key aspects such as success fees, confidentiality, regulatory compliance, and professional liability, making it suitable for both corporate and individual client engagements.
Suggested Sections

1. Parties: Identifies and provides full details of the consultant and the client

2. Background: Establishes the context of the agreement, including the client's need for loan consulting services and the consultant's qualifications

3. Definitions: Defines key terms used throughout the agreement

4. Scope of Services: Details the specific loan consulting services to be provided

5. Consultant's Obligations: Outlines the duties, responsibilities, and standard of care required from the consultant

6. Client's Obligations: Specifies the client's responsibilities, including providing necessary information and cooperation

7. Fees and Payment Terms: Details the fee structure, payment schedule, and payment methods

8. Term and Termination: Specifies the duration of the agreement and conditions for termination

9. Confidentiality: Addresses the handling and protection of confidential information

10. Compliance with Laws: Ensures adherence to relevant Malaysian financial services laws and regulations

11. General Provisions: Includes standard contract clauses such as governing law, notices, and amendments

Optional Sections

1. Success Fee: Optional section for performance-based additional fees, used when success-based compensation is part of the arrangement

2. Non-Competition: Restricts consultant from working with competing clients, used when protecting client relationships is crucial

3. Intellectual Property: Addresses ownership of materials and deliverables, used when substantial proprietary materials are involved

4. Insurance: Specifies required insurance coverage, used for high-value consulting arrangements

5. Force Majeure: Addresses unforeseen circumstances, used when long-term commitments are involved

6. Assignment: Controls ability to transfer rights under the agreement, used when personal service is essential

Suggested Schedules

1. Schedule A - Detailed Scope of Services: Comprehensive breakdown of consulting services to be provided

2. Schedule B - Fee Structure and Calculations: Detailed fee calculations, rates, and payment milestones

3. Schedule C - Service Level Requirements: Specific performance metrics and service standards

4. Schedule D - Required Documentation: List of documents and information required from the client

5. Appendix 1 - Consultant's Qualifications: Details of consultant's relevant qualifications and certifications

6. Appendix 2 - Compliance Checklist: Regulatory compliance requirements and checklist

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

Relevant Industries

Financial Services

Banking

Corporate Services

Real Estate

Construction

Manufacturing

Professional Services

Small and Medium Enterprises

Retail

Agriculture

Relevant Teams

Legal

Finance

Treasury

Compliance

Risk Management

Corporate Development

Commercial

Operations

Business Development

Administrative

Relevant Roles

Chief Financial Officer

Finance Director

Financial Controller

Treasury Manager

Loan Consultant

Financial Advisor

Corporate Finance Manager

Business Development Manager

Risk Manager

Compliance Officer

Legal Counsel

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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