tiktok³ÉÈ˰æ

Investment Banking Agreement Template for Pakistan

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

4.6 / 5
4.8 / 5

Let's create your Investment Banking 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:

Investment Banking Agreement

"I need an Investment Banking Agreement for a Pakistani tech startup engaging an investment bank for its Series B funding round and potential IPO in 2025, with particular emphasis on international investor provisions and dual-listing possibilities."

Document background
The Investment Banking Agreement serves as the primary contractual framework for investment banking relationships in Pakistan. It is used when a client engages an investment bank for services such as mergers and acquisitions advisory, capital raising, restructuring, or strategic financial consulting. The document must comply with Pakistani banking and securities regulations, including requirements from both the SECP and SBP. The agreement typically includes detailed provisions on engagement scope, fee structures, confidentiality, regulatory compliance, and risk management. It is particularly important in the Pakistani context due to specific local regulatory requirements and the need to balance international banking practices with local legal frameworks. The agreement should be structured to accommodate both domestic and cross-border transactions while ensuring compliance with Pakistani foreign exchange regulations and banking laws.
Suggested Sections

1. Parties: Identification of the investment bank and the client, including their legal status and registration details

2. Background: Context of the agreement and brief description of the parties' intentions

3. Definitions: Detailed definitions of terms used throughout the agreement, including financial and technical terms

4. Scope of Services: Comprehensive description of investment banking services to be provided

5. Engagement Terms: Terms of appointment, exclusivity (if any), and duration of the engagement

6. Fees and Payment Terms: Detail of all fees, including success fees, retainer fees, and payment schedules

7. Rights and Obligations: Detailed responsibilities and obligations of both parties

8. Representations and Warranties: Standard and specific warranties from both parties

9. Confidentiality: Provisions regarding confidential information and its protection

10. Compliance with Laws: Commitment to comply with relevant Pakistani laws and regulations

11. Indemnification: Mutual indemnification provisions and liability limitations

12. Term and Termination: Duration of agreement and circumstances for termination

13. Governing Law and Jurisdiction: Specification of Pakistani law as governing law and jurisdiction

14. Miscellaneous: Standard boilerplate provisions including notices, amendments, and assignment

Optional Sections

1. Transaction-Specific Terms: Used when the agreement relates to specific transactions like M&A, IPO, or debt issuance

2. International Operations: Include when services involve cross-border transactions or international clients

3. Success Fee Structure: Detailed success fee calculations for specific transaction types

4. Force Majeure: Include for longer-term engagements or in volatile markets

5. Non-Solicitation: Include when protecting against poaching of employees or clients

6. Shariah Compliance: Include for Islamic banking services or Shariah-compliant transactions

7. Regulatory Approvals: Include when specific regulatory approvals are required for certain transactions

Suggested Schedules

1. Schedule A - Fee Structure: Detailed breakdown of all fees, calculations, and payment terms

2. Schedule B - Scope of Services: Detailed description of specific investment banking services to be provided

3. Schedule C - Required Information: List of information and documents required from the client

4. Schedule D - Key Personnel: Details of key team members assigned to the engagement

5. Schedule E - Compliance Requirements: Specific regulatory and compliance requirements applicable to the engagement

6. Appendix 1 - Standard Terms and Conditions: Standard terms and conditions of the investment bank

7. Appendix 2 - Power of Attorney: If required for specific transactions or representations

8. Appendix 3 - Risk Disclosures: Mandatory risk disclosures and disclaimers

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 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

Corporate Finance

Mergers and Acquisitions

Capital Markets

Private Equity

Industrial Manufacturing

Technology

Real Estate

Energy

Infrastructure

Healthcare

Telecommunications

Relevant Teams

Legal

Compliance

Investment Banking

Corporate Finance

Risk Management

Treasury

Business Development

Finance

Mergers and Acquisitions

Capital Markets

Corporate Advisory

Deal Execution

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Investment Banking Director

Corporate Finance Manager

Legal Counsel

Compliance Officer

Risk Management Officer

Managing Director

Vice President - Investment Banking

Treasury Manager

Business Development Director

Financial Controller

Company Secretary

Head of Mergers and Acquisitions

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

Investment Banking Contract

A Pakistani law-governed agreement establishing the terms and conditions for investment banking services between an investment bank and its client, compliant with local banking regulations.

find out more

Investment Banking Agreement

A Pakistani law-governed agreement establishing the terms for investment banking services, including advisory and capital raising activities, compliant with SECP and SBP regulations.

find out more

Investment And Profit Sharing Agreement

A Pakistani law-governed agreement establishing investment terms and profit-sharing arrangements between investors and business operators, incorporating both conventional and Islamic finance principles.

find out more

Profit Sharing Investment Agreement

A Pakistani law-governed agreement establishing terms for profit-sharing investment arrangements, including investment structure, profit distribution, and management rights.

find out more

Financial Advisor Agreement

A Pakistani law-governed agreement establishing the terms and conditions between a financial advisor and client, complying with SECP regulations.

find out more

Property Investment Agreement

A Pakistani law-governed agreement establishing terms and conditions for property investment, including investment structure, rights, obligations, and regulatory compliance requirements.

find out more

Shareholders Agreement And Share Subscription Agreement

A Pakistani law-governed agreement combining share subscription terms for new investment and ongoing shareholder relationships, including governance and share transfer provisions.

find out more

Purchase Of Shares Agreement

A legally binding agreement under Pakistani law that documents the terms and conditions for the sale and purchase of shares between parties.

find out more

Letter Of Investment Agreement

A Pakistani law-governed document that formalizes investment terms and conditions between an investor and a company, detailing investment amount, equity stake, and mutual obligations.

find out more

Capital Investment Agreement

A legal agreement governing capital investment terms and conditions in Pakistan, detailing investment structure, rights, and obligations under Pakistani law.

find out more

Venture Capital Agreement

A Pakistani law-governed agreement establishing terms and conditions for venture capital investment, including investment structure, rights, and obligations of all parties.

find out more

Stock Share Agreement

A legally binding agreement under Pakistani law facilitating the transfer of company shares between parties, ensuring regulatory compliance and protecting stakeholder interests.

find out more

Preference Share Agreement

A Pakistani law-governed agreement establishing terms and conditions for preference share issuance, including shareholder rights and company obligations.

find out more

Non Discretionary Investment Advisory Agreement

A Pakistani law-governed agreement for non-discretionary investment advisory services where the advisor provides recommendations but the client maintains investment decision-making authority.

find out more

Investment Owners Contract

A Pakistani law-governed agreement establishing investment and ownership terms between investors and stakeholders, incorporating local regulatory requirements and investment protection mechanisms.

find out more

Investment Agreement For Small Business

A Pakistani law-governed agreement establishing terms and conditions for investment in a small business, including investment terms, shareholding structure, and investor rights.

find out more

Money Market Repurchase Agreement

A Pakistani law-governed agreement for money market repurchase (repo) transactions, establishing terms for securities-based lending between financial institutions.

find out more

Restaurant Investment Contract

A Pakistani law-governed agreement establishing terms and conditions for restaurant business investment, including capital contribution, profit sharing, and operational requirements.

find out more

Rental Property Partnership Agreement

A Pakistani law-governed agreement establishing a partnership for rental property investment and management, defining partner rights, responsibilities, and property operations.

find out more

Bill Of Sale Stock Purchase Agreement

A Pakistani law-governed agreement documenting the sale and transfer of company shares between parties, including terms, conditions, and regulatory compliance requirements.

find out more

Foreign Investment Agreement

A legal agreement under Pakistani law establishing the framework and terms for foreign investment in Pakistan, including investor rights, obligations, and protections.

find out more

Property Investment Contract

A Pakistani law-governed agreement establishing terms and conditions for property investment, ensuring compliance with local property and investment regulations.

find out more

Partnership Agreement On Investment And Financial Cooperation

A Pakistani law-governed agreement establishing a partnership framework for investment and financial cooperation, detailing terms for joint investment activities and profit-sharing mechanisms.

find out more

Investment Cooperation Agreement

A legally binding agreement under Pakistani law establishing terms for investment collaboration, including investment structure, rights, and governance mechanisms.

find out more

Investment Club Partnership Agreement

A Pakistani law-governed agreement establishing an investment club partnership, defining terms for collective investment activities and partner relationships.

find out more

Founder Stock Purchase Agreement

A Pakistani law-governed agreement documenting the purchase of company shares by founders, establishing initial ownership structure and key terms.

find out more

Stock Agreement

A Pakistani law-governed agreement establishing terms and conditions for the sale and purchase of company shares, ensuring compliance with local corporate regulations.

find out more

Investment Agency Agreement

A Pakistani law-governed agreement establishing an agency relationship for investment management, defining the scope of authority and obligations between an investor and their investment manager.

find out more

Friends And Family Investment Agreement

A Pakistani law-governed agreement formalizing investment arrangements between family members and/or friends, outlining investment terms, returns, and obligations.

find out more

Startup Investment Agreement

A Pakistani law-governed agreement defining terms and conditions for startup investment, including equity arrangements, shareholder rights, and governance structures.

find out more

Letter Of Intent For Purchase Of Commercial Property

A preliminary document under Pakistani law outlining proposed terms and conditions for commercial property acquisition, serving as a precursor to the final purchase agreement.

find out more

Equity Commitment Letter

A legally binding commitment letter under Pakistani law that documents an investor's undertaking to provide equity funding, specifying key investment terms and conditions.

find out more

Company Share Agreement

A legally binding agreement under Pakistani law governing share ownership, transfer, and shareholders' rights in a company.

find out more

Real Estate Investment Agreement

A Pakistani law-governed agreement establishing terms and conditions for real estate investment, including investment structure, property details, and regulatory compliance requirements.

find out more

Investment Advisory Agreement

A Pakistani law-governed agreement establishing the terms and conditions between an investment adviser and client, compliant with SECP regulations.

find out more

Stock Buyback Agreement

A Pakistani law-governed agreement detailing terms and conditions for a company's repurchase of its own shares from existing shareholders.

find out more

Private Placement Agreement

A legal agreement governing private securities offerings to select investors in Pakistan, compliant with SECP regulations and Pakistani securities laws.

find out more

Investment Partnership Agreement

A Pakistani law-governed agreement establishing an investment partnership, detailing capital contributions, profit-sharing, and management rights.

find out more

Share Subscription Agreement

A Pakistani law-governed agreement documenting terms for new share subscription in a company, including share details, price, and regulatory compliance requirements.

find out more

Investment Contract

A legal agreement under Pakistani law establishing terms and conditions for investment transactions, including investor rights, governance mechanisms, and regulatory compliance requirements.

find out more

Investment Agreement Between Two Parties

A Pakistani law-governed agreement establishing investment terms and conditions between two parties, including investment structure, rights, obligations, and governance mechanisms.

find out more

Advisory Agreement

A Pakistani law-governed agreement establishing terms and conditions for professional advisory services between an advisor and client.

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.