Financial Consultant Contract Template for Pakistan

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Key Requirements PROMPT example:

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."

Document background
The Financial Consultant Contract is essential for establishing professional financial advisory relationships in Pakistan's business environment. This document is typically used when engaging financial experts or consulting firms to provide specialized financial advice, investment guidance, or strategic financial planning services. The contract must comply with Pakistani legislation, including the Securities and Exchange Commission of Pakistan Act, Companies Act 2017, and relevant financial services regulations. It provides comprehensive coverage of service scope, confidentiality provisions, compensation structures, and regulatory compliance requirements, while protecting both the consultant's and client's interests. The document is particularly important given Pakistan's evolving financial sector and the increasing need for professional financial advisory services in both public and private sectors.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

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 legal definitions
Clauses
Relevant Industries

Financial Services

Banking

Investment Management

Corporate Finance

Insurance

Real Estate

Private Equity

Venture Capital

Public Sector

Professional Services

Manufacturing

Technology

Healthcare

Education

Non-Profit

Relevant Teams

Legal

Finance

Compliance

Risk Management

Treasury

Corporate Development

Investment

Strategic Planning

Operations

Procurement

Human Resources

Executive Leadership

Relevant Roles

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

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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