tiktok³ÉÈË°æ

All Countries
Investment
Financial Consulting Services Agreement

Financial Consulting Services Agreement Template for United Arab Emirates

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

4.6 / 5
4.8 / 5

Let's create your Financial Consulting Services Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

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 Consulting Services Agreement

"I need a Financial Consulting Services Agreement for my Dubai-based investment advisory firm to provide strategic financial planning services to a large corporate client, with services commencing January 2025; the agreement should include comprehensive confidentiality provisions and specific performance metrics."

Celebrated by
Collaborations with
Investors
Document background
The Financial Consulting Services Agreement is essential for businesses and individuals providing professional financial advisory services in the UAE market. This document is typically used when engaging financial consultants for services such as investment advisory, financial planning, risk management, or strategic financial guidance. The agreement must comply with UAE Federal Law No. 8 of 2020 on Financial Services and relevant Central Bank regulations, making it suitable for both domestic and international consulting engagements within the UAE jurisdiction. It includes comprehensive provisions for service scope, professional fees, regulatory compliance, confidentiality, and risk allocation, while addressing specific UAE requirements such as language considerations and local business practices.
Suggested Sections

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

2. Background: Context of the agreement and brief description of the parties' intention to enter into a financial consulting arrangement

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 circumstances under which it can be terminated

6. Fees and Payment Terms: Consulting fees, payment schedule, expenses, and invoicing procedures

7. Obligations of the Consultant: Consultant's duties, responsibilities, and service standards

8. Client's Obligations: Client's responsibilities, including providing necessary information and cooperation

9. Confidentiality: Protection of confidential information and trade secrets

10. Intellectual Property: Ownership and usage rights of materials and deliverables

11. Compliance with Laws: Obligation to comply with UAE laws, including financial regulations

12. Limitation of Liability: Extent and limitations of consultant's liability

13. Force Majeure: Provisions for unforeseen circumstances preventing performance

14. Governing Law and Jurisdiction: UAE law as governing law and jurisdiction for disputes

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

Optional Sections

1. Non-Competition: Restrictions on consultant's ability to work with competitors, include if protecting market position is crucial

2. Insurance: Requirements for professional indemnity insurance, include if high-value consulting is involved

3. Data Protection: Specific provisions for handling personal data, include if processing personal information

4. Anti-Money Laundering: AML compliance obligations, include if services involve transaction advisory

5. Language: Specification of prevailing language version, include if agreement is bilingual Arabic/English

6. Shariah Compliance: Include if services involve Islamic financial products or if parties require Shariah compliance

Suggested Schedules

1. Schedule 1 - Scope of Services: Detailed breakdown of specific financial consulting services to be provided

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

3. Schedule 3 - Service Levels: Performance standards and metrics for service delivery

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

5. Appendix A - Required Reports: Format and content requirements for consulting reports and deliverables

6. Appendix B - Compliance Procedures: Specific procedures for ensuring regulatory compliance

7. Appendix C - Client Information Requirements: List of information and documents required from the client

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 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

Financial Services

Banking

Investment Management

Corporate Finance

Real Estate

Insurance

Technology

Healthcare

Energy

Manufacturing

Retail

Government and Public Sector

Education

Telecommunications

Professional Services

Relevant Teams

Legal

Finance

Compliance

Risk Management

Corporate Development

Operations

Procurement

Treasury

Investment

Strategic Planning

Business Development

Executive Leadership

Project Management

Relevant Roles

Chief Financial Officer

Financial Director

Financial Controller

Finance Manager

Investment Manager

Risk Manager

Compliance Officer

Legal Counsel

Corporate Lawyer

Business Development Manager

Project Manager

Procurement Manager

Financial Consultant

Investment Advisor

Treasury Manager

Managing Director

Chief Executive Officer

Operations 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

Find the exact document you need

Startup Advisor Agreement

UAE-governed agreement defining the relationship between a startup and its advisor, including services, compensation, and mutual obligations.

find out more

Advisory Board Engagement Letter

UAE-governed engagement letter establishing terms and conditions for advisory board membership, including roles, compensation, and obligations.

find out more

Advisory Board Agreement

UAE-compliant template agreement for establishing advisory board member relationships, defining terms, duties, and obligations under UAE law.

find out more

Advisory Board Agreement

UAE-governed agreement establishing terms and conditions for advisory board membership, including roles, compensation, and obligations.

find out more

Advisor Contract

UAE-compliant contract template for engaging advisors, covering service terms, obligations, and regulatory requirements under UAE Federal Laws.

find out more

Investment Advisory Agreement

UAE-governed agreement template for investment advisory services, compliant with SCA regulations and local requirements.

find out more

Investment Consulting Agreement

UAE-governed agreement defining the terms and conditions between an investment consultant and client, compliant with UAE financial regulations.

find out more

Investment Advisor Contract

UAE-governed agreement establishing terms for investment advisory services, compliant with SCA regulations and UAE financial laws.

find out more

Financial Consulting Services Agreement

UAE-governed agreement for financial consulting services, outlining service terms, fees, and regulatory compliance requirements.

find out more

Financial Advisory Services Agreement

UAE-compliant Financial Advisory Services Agreement Template covering comprehensive advisory services, regulatory requirements, and client protection measures under UAE law.

find out more

Consulting Firm Contract

UAE-compliant contract template for consulting firms, establishing terms for professional services delivery while ensuring alignment with UAE Federal Laws and commercial regulations.

find out more

Advisory Services Agreement

UAE-governed template agreement for establishing professional advisory services relationships, compliant with UAE federal laws and regulations.

find out more

Advisory Engagement Letter

A UAE-compliant engagement letter establishing terms and conditions for professional advisory services between service provider and client.

find out more

Financial Advisory Agreement

UAE-governed agreement establishing terms and conditions for professional financial advisory services, ensuring compliance with UAE financial regulations and protecting both advisor and client interests.

find out more

Financial Advisor Contract

UAE-governed contract template establishing terms and conditions between financial advisors and clients, compliant with UAE financial regulations and federal laws.

find out more

Advisory Services Contract

UAE-governed agreement establishing terms and conditions for professional advisory services, ensuring compliance with local laws while protecting both parties' interests.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’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; ³Ò±ð²Ô¾±±ð’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 for more details and real-time security updates.

Read our Privacy Policy.