The Financial Advisory Services Agreement is essential for establishing professional relationships between financial advisors and their clients in Qatar. This document is primarily used when engaging financial advisory services for matters such as investment strategies, corporate finance, mergers and acquisitions, or general financial planning. It must comply with Qatar's dual legal system, including both civil law and Qatar Financial Centre (QFC) regulations, depending on the advisor's registration status. The agreement includes crucial elements such as service scope, fee structures, regulatory compliance requirements, and risk management provisions, while considering both conventional and Islamic finance principles. It's particularly important in Qatar's growing financial sector, where international best practices must be balanced with local regulatory requirements and business customs.
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1. Parties: Identification of the financial advisor and the client, including their legal status, registration details, and addresses
2. Background: Context of the agreement, including the advisor's qualifications and the client's requirement for financial advisory services
3. Definitions: Key terms used throughout the agreement, including specific financial and technical terminology
4. Scope of Services: Detailed description of the financial advisory services to be provided, including specific deliverables and exclusions
5. Advisor's Obligations: Key responsibilities and duties of the financial advisor, including fiduciary duties and professional standards
6. Client's Obligations: Client's responsibilities, including providing accurate information and necessary documentation
7. Fees and Payment Terms: Detailed fee structure, payment schedule, and expenses policy
8. Confidentiality: Provisions for protecting confidential information and client data in accordance with Qatar laws
9. Compliance Requirements: Obligations regarding regulatory compliance, including AML/CFT requirements and relevant Qatar regulations
10. Term and Termination: Duration of the agreement and circumstances under which it can be terminated
11. Liability and Indemnification: Limitations of liability and indemnification provisions compliant with Qatar law
12. Governing Law and Jurisdiction: Specification of Qatar law as governing law and jurisdiction for dispute resolution
13. General Provisions: Standard clauses including force majeure, notices, and amendment procedures
1. Investment Restrictions: Specific restrictions on investment advice or recommendations, used when providing investment advisory services
2. Shariah Compliance: Additional provisions for ensuring compliance with Shariah principles, used when offering Islamic financial advisory services
3. Performance Reporting: Details of reporting obligations and performance metrics, used for ongoing advisory relationships
4. Conflict of Interest: Specific provisions for managing and disclosing conflicts of interest, particularly important for complex advisory relationships
5. International Transactions: Additional provisions for cross-border services or international transactions
6. Data Protection and Privacy: Detailed data protection provisions, particularly important when handling personal data across jurisdictions
7. Force Majeure: Specific provisions for unforeseen circumstances, particularly relevant in long-term advisory relationships
1. Schedule 1 - Scope of Services: Detailed breakdown of specific financial advisory services to be provided
2. Schedule 2 - Fee Schedule: Detailed fee structure, including base fees, success fees, and other charges
3. Schedule 3 - Service Levels: Specific service levels and response times for different types of advisory services
4. Schedule 4 - Key Personnel: Details of key team members and their roles in providing the advisory services
5. Schedule 5 - Compliance Requirements: Specific regulatory and compliance requirements applicable to the services
6. Appendix A - Required Documents: List of documents required from the client for regulatory compliance
7. Appendix B - Reporting Templates: Standard templates for regular reports and communications
8. Appendix C - Power of Attorney: If required, specific authorizations granted to the advisor
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