Create a bespoke document in minutes, 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 Consultant Contract
"I need a Financial Consultant Contract for a senior investment advisor providing services to our tech startup in Karachi, with emphasis on Series A funding preparation and investor relations, starting March 2025 for an initial 12-month term with performance-based compensation."
1. Parties: Identification of the consultant and the client, including full legal names, addresses, and registration details if applicable
2. Background: Context of the engagement and brief description of the client's requirements and consultant's qualifications
3. Definitions: Key terms used throughout the agreement, including specific financial and technical terms
4. Scope of Services: Detailed description of the financial consulting services to be provided
5. Term and Termination: Duration of the agreement and conditions for termination by either party
6. Fees and Payment Terms: Compensation structure, payment schedule, and expense reimbursement policies
7. Obligations of the Consultant: Key responsibilities, deliverables, and performance standards
8. Obligations of the Client: Client's responsibilities, including provision of information and cooperation
9. Confidentiality: Protection of sensitive information and trade secrets
10. Intellectual Property: Ownership and usage rights of materials and advice provided
11. Compliance with Laws: Commitment to comply with relevant Pakistani laws and regulations
12. Liability and Indemnification: Limitations of liability and indemnification provisions
13. Dispute Resolution: Process for resolving disagreements, including jurisdiction and applicable law
1. Non-Compete: Restrictions on competitive activities, used when the consultant will have access to sensitive market information
2. Insurance: Requirements for professional liability insurance, included when dealing with high-value consulting
3. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in long-term engagements
4. Assignment: Rights to transfer or delegate responsibilities, important for larger consulting firms
5. Exclusivity: Terms regarding exclusive service provision, used when requiring dedicated attention
6. Performance Metrics: Specific KPIs and evaluation criteria, included for performance-based arrangements
7. Regulatory Compliance: Detailed compliance requirements, necessary when dealing with regulated activities
8. Anti-Corruption: Specific anti-corruption provisions, important for public sector or high-value engagements
1. Schedule A - Scope of Services: Detailed breakdown of specific consulting services and deliverables
2. Schedule B - Fee Structure: Detailed fee calculations, rates, and payment milestones
3. Schedule C - Key Personnel: List of main consultants and their qualifications
4. Schedule D - Service Levels: Specific performance standards and response times
5. Schedule E - Compliance Requirements: Specific regulatory and compliance obligations
6. Appendix 1 - Required Reports: Templates and formats for required reporting
7. Appendix 2 - Client Policies: Relevant client policies that consultant must adhere to
8. Appendix 3 - Communication Protocol: Procedures for regular communications and escalations
Authors
Applicable Laws
Business Day
Client
Confidential Information
Consulting Services
Consultant
Deliverables
Effective Date
Engagement Letter
Fees
Financial Advice
Force Majeure Event
Intellectual Property Rights
Key Personnel
Material Adverse Effect
Out-of-Pocket Expenses
Professional Standards
Project
Related Party
Regulatory Authority
SECP
Services
State Bank of Pakistan
Term
Territory
Work Product
Working Hours
Conflict of Interest
Professional Indemnity Insurance
Scope of Work
Termination Date
Affiliate
Client Materials
Completion Date
Milestone
Performance Standards
Service Level Requirements
Unauthorized Disclosure
Services Scope
Term and Duration
Fees and Payment
Expenses
Confidentiality
Intellectual Property
Non-Competition
Non-Solicitation
Representations and Warranties
Regulatory Compliance
Anti-Money Laundering
Data Protection
Professional Standards
Performance Standards
Record Keeping
Reporting Requirements
Client Obligations
Consultant Obligations
Key Personnel
Liability Limitation
Indemnification
Insurance
Force Majeure
Termination
Assignment
Dispute Resolution
Governing Law
Notices
Amendment
Severability
Entire Agreement
Authority
Anti-Corruption
Conflict of Interest
Financial Services
Banking
Investment Management
Corporate Finance
Insurance
Real Estate
Private Equity
Venture Capital
Public Sector
Professional Services
Manufacturing
Technology
Healthcare
Education
Non-Profit
Legal
Finance
Compliance
Risk Management
Treasury
Corporate Development
Investment
Strategic Planning
Operations
Procurement
Human Resources
Executive Leadership
Financial Consultant
Investment Advisor
Financial Analyst
Chief Financial Officer
Finance Director
Treasury Manager
Corporate Finance Manager
Investment Manager
Financial Planning Advisor
Risk Management Consultant
Business Development Manager
Compliance Officer
Legal Counsel
Finance Controller
Strategic Planning Director
Find the exact document you need
Technical Consultant Contract
A Pakistani law-governed agreement establishing terms for technical consulting services, including scope, deliverables, and professional obligations.
Supervision Consultancy Agreement
A Pakistani law-governed agreement establishing terms for supervision consultancy services, including scope, responsibilities, and compliance requirements.
Master Consulting Agreement
A Pakistani law-governed framework agreement establishing terms and conditions for ongoing consulting services between a service provider and client.
Human Resources Consulting Services Agreement
A Pakistani law-governed agreement establishing terms for HR consulting services, including scope, payment, and compliance requirements.
Master Service Agreement For Consulting Services
A Pakistani law-governed framework agreement establishing terms and conditions for the provision of ongoing consulting services between service provider and client.
Contract Agreement For Consultancy Services
A Pakistani law-governed agreement establishing terms and conditions for professional consultancy services between a consultant and client.
Freelance Recruitment Consultant Agreement
A Pakistan-governed agreement establishing terms for engaging freelance recruitment consultants, defining services, fees, and compliance requirements under Pakistani law.
Subconsultant Agreement
A Pakistani law-governed agreement between a main consultant and subconsultant defining service delivery terms, obligations, and commercial arrangements.
Simple Consulting Agreement
A Pakistani law-governed agreement establishing terms and conditions between a consultant and client for professional consulting services.
Marketing Consultant Agreement
A Pakistan-law governed agreement between a business and marketing consultant defining service terms, deliverables, and mutual obligations.
Consulting Engagement Contract
A Pakistani law-governed agreement establishing terms and conditions for professional consulting services between consultants and clients.
Contract For Consulting Services
A Pakistani law-governed agreement establishing terms between consultants and clients for professional consulting services, including scope, payment, and obligations.
Chef Consultant Contract
A consulting agreement for professional chefs providing culinary expertise and services in Pakistan, compliant with local laws and regulations.
Music Consultant Contract
A Pakistani law-governed agreement establishing terms and conditions for professional music consulting services.
Consultant Profit Sharing Agreement
A Pakistani law-governed agreement establishing profit-sharing arrangements between companies and consultants, defining service terms and profit distribution mechanisms.
Project Consultancy Agreement
A Pakistani law-governed agreement establishing terms and conditions between a consultant and client for project-based professional services.
Consultant Non Disclosure Agreement
A Pakistan-law governed non-disclosure agreement for consulting relationships, protecting confidential information shared during professional engagements.
Standard Consulting Agreement
A Pakistani law-governed agreement establishing terms and conditions between consultants and clients for professional consulting services.
Architect Consultant Agreement
A Pakistani law-governed agreement between an architectural consultant and client, defining architectural services, responsibilities, and project terms.
Restaurant Consulting Contract
A Pakistani law-governed agreement between restaurant consultants and owners/operators defining consulting services, terms, and deliverables in the food service industry.
Project Management Consultancy Services Agreement
A Pakistani law-governed agreement establishing terms for professional project management consultancy services, including scope, responsibilities, and payment terms.
Consultancy Partnership Agreement
A Pakistani law-governed agreement establishing a partnership between consultants, defining their professional relationship, obligations, and operational framework.
Engineering Consulting Agreement
A Pakistani law-governed agreement establishing terms and conditions for engineering consulting services, compliant with local engineering and contractual regulations.
Social Media Consultant Contract
A Pakistani law-compliant contract governing the engagement of social media consulting services, including service scope, deliverables, and compliance requirements.
Business Consulting Contract
A Pakistani law-governed agreement establishing terms and conditions between a consultant and client for professional consulting services.
Consulting Referral Fee Agreement
A Pakistan-law governed agreement establishing terms and conditions for consulting referral fee arrangements, including payment structures and compliance requirements.
Construction Consulting Contract
A Pakistani law-governed agreement for construction consulting services, outlining service scope, obligations, and compliance requirements.
Business Development Consulting Agreement
A Pakistani law-governed agreement for business development consulting services, outlining service scope, terms, and obligations between consultant and client.
Management Consulting Contract
A Pakistani law-governed agreement establishing terms and conditions for management consulting services, including scope, deliverables, and professional obligations.
Consultant Retainer Agreement
A Pakistan-law governed agreement establishing terms for ongoing consulting services, including scope, payment, and professional obligations.
Sales Consultant Contract
A Pakistan-governed agreement establishing terms between a company and sales consultant, including commission structures, territories, and performance requirements.
Financial Consultant Contract
A Pakistani law-governed agreement establishing terms and conditions for financial consulting services, including scope, compensation, and regulatory compliance requirements.
Download our whitepaper on the future of AI in Legal
Genie’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; Genie’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 Trust Centre for more details and real-time security updates.
Read our Privacy Policy.