金融服务协议英文范文6篇

金融服务协议英文范文6篇
全文共6篇示例，供读者参考
篇1
Financial Services Agreement
This Financial Services Agreement (the "Agreement") is entered into by and between [Company Name], a company organized and existing under the laws of [Country], having its principal place of business at [Address] (hereinafter referred to as the "Company") and [Client Name], an individual residing at [Address] (hereinafter referred to as the "Client").
WHEREAS, the Company offers financial services, including but not limited to investment advisory, wealth management, and financial planning services;
WHEREAS, the Client desires to engage the services of the Company for the purpose of managing and advising on their investments and financial matters;
NOW, THEREFORE, in consideration of the mutual covenants and promises contained herein, the parties agree as follows:
1. Services Provided. The Company shall provide the following services to the Client: investment advisory, wealth management, financial planning, and other related financial services as agreed upon by the parties.
2. Compensation. The Client shall compensate the Company for its services as follows: [Insert compensation terms, such as a percentage of assets managed, fixed fee, etc.]. Payment shall be made [Specify payment schedule, e.g. monthly, quarterly, annually].
3. Term. This Agreement shall commence on [Effective Date] and shall continue for a period of [Specify term, e.g. 1 year]. Either party may terminate this Agreement upon [Specify notice period, e.g. 30 days] written notice to the other party.
4. Representations and Warranties. The Company represents and warrants that it is duly licensed and authorized to provide the services contemplated in this Agreement. The Client represents and warrants that it has full power and authority to enter into this Agreement.
5. Confidentiality. The parties agree to maintain the confidentiality of all information disclosed during the course of their engagement under this Agreement.
6. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of [Country].
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the Effective Date.
[Company Name]
By: ______________________________
Name: ____________________________
Title: _____________________________
[Client Name]
By: ______________________________
Name: ____________________________
Title: _____________________________
This Agreement sets forth the entire understanding of the parties and supersedes all prior agreements and understandings, whether written or oral, relating to the subject matter hereof. This Agreement may be amended or modified only in writing signed by both parties.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the Effective Date.
[Company Name]
By: ______________________________
Name: ____________________________
Title: _____________________________
[Client Name]
By: ______________________________
Name: ____________________________
Title: _____________________________
篇2
Financial Services Agreement
This Financial Services Agreement ("Agreement") is entered into between [Company Name], a registered financial institution, and [Client Name], a client seeking financial services from the institution. This Agreement outlines the terms and conditions under which the financial services will be provided.
1. Services Provided: [Company Name] agrees to provide the following financial services to [Client Name]:
- Investment advisory services
- Asset management services
- Financial planning
- Risk management
- Other financial services as mutually agreed upon
2. Fees and Expenses: [Client Name] agrees to pay all fees and expenses associated with the financial services provided by [Company Name]. The fees and expenses will be outlined in a separate fee schedule provided to the client.
3. Investment Objectives: The parties agree to establish clear investment objectives for the financial services provided. These objectives will be agreed upon in writing and will serve as the basis for all investment decisions made by [Company Name] on behalf of the client.
4. Confidentiality: [Company Name] agrees to maintain the confidentiality of all client information provided during the course of the financial services. Client information will only be
used for the purpose of providing financial services and will not be disclosed to any third parties without the client's consent.
5. Termination: Either party may terminate this Agreement with written notice to the other party. Upon termination, [Company Name] will provide a final account statement to the client and return any remaining funds or assets to the client as soon as reasonably possible.
6. Governing Law: This Agreement shall be governed by and construed in accordance with the laws of [Jurisdiction]. Any disputes arising out of this Agreement shall be resolved through arbitration in [Jurisdiction].
By signing below, the parties acknowledge that they have read and understood the terms and conditions of this Agreement and agree to be bound by its provisions.
[Company Name]: _______________________ Date: ___________
[Client Name]: _________________________ Date: ___________
This Agreement is effective as of the date signed by both parties and shall remain in effect until terminated by either party in accordance with the terms of this Agreement.
Signed and agreed to on this ___ day of ______, 20__.
[Company Name] [Client Name]
篇3
Financial Services Agreement
This Financial Services Agreement (“Agreement”) is entered into between [Company Name], located at [Company Address] (“Company”) and [Client Name], located at [Client Address] (“Client”) on [Date].
1. Services Provided
Company agrees to provide the following financial services to the Client:
- Investment management services
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance planning
2. Term
This Agreement shall commence on the date stated above and shall remain in effect until terminated by either party with a 30-day written notice.
3. Compensation
Client agrees to pay Company a fee for the services rendered. The fee structure shall be as follows:
- Investment management services: X% of the assets under management
- Tax planning and preparation: $X per hour
- Retirement planning: $X per session
- Estate planning: $X per session
- Insurance planning: X% of the premiums
4. Client Responsibilities
Client agrees to provide all necessary financial information and documents to Company to facilitate the provision of the services. Client also agrees to notify Company of any significant changes in their financial situation.
5. Confidentiality
Both parties agree to maintain the confidentiality of all information shared during the course of this Agreement. This includes financial information, personal information, and any other information deemed confidential by either party.
6. Termination
Either party may terminate this Agreement with a 30-day written notice. In the event of termination, Client agrees to pay Company for all services rendered up to the date of termination.
7. Governing Law
This Agreement shall be governed by the laws of
[State/Country]. Any disputes arising from this Agreement shall be resolved through mediation or arbitration.
In witness whereof, the parties hereto have executed this Agreement on the date first above written.
[Company Name]
By: ___________________________
Name: ___________________________
Title: ___________________________
[Client Name]
By: ___________________________
Name: ___________________________
Title: ___________________________
This Agreement constitutes the entire agreement between the parties and supersedes all prior agreements and understandings, whether oral or written.
篇4
Financial Service Agreement
This Financial Service Agreement (“Agreement”) is entered into by and between [Company Name], a company organized and existing under the laws of [Country], with its principal place of business at [Address], and [Client Name], an individual/entity with its principal place of business at [Address].
1. Scope of Services
The Company agrees to provide financial services to the Client as requested by the Client. These services may include but are not limited to:
- Investment advice
- Asset management
- Financial planning
- Tax consulting
- Wealth management
2. Client Responsibilities
The Client shall provide all necessary information and documentation to the Company in order for the Company to provide the services requested. The Client shall also promptly notify the Company of any changes in their financial situation or investment goals.
3. Fees and Payment
The Client agrees to pay the Company fees for the services rendered. The fees shall be calculated based on the services provided and agreed upon by both parties. Payment shall be made at the agreed upon intervals.
4. Confidentiality
Both parties agree to maintain the confidentiality of all information shared during the course of this Agreement. The Company shall not disclose any confidential information to third parties without the consent of the Client.
5. Termination
Either party may terminate this Agreement at any time by providing written notice to the other party. Upon termination, the Company shall provide a final invoice for any services rendered up to the termination date.
6. Governing Law
This Agreement shall be governed by and construed in accordance with the laws of [Country]. Any disputes arising from this Agreement shall be resolved through arbitration in [City], [Country].
This Agreement constitutes the entire understanding between the parties with respect to the subject matter herein and supersedes all prior agreements, whether written or oral. This Agreement may not be amended except in writing signed by both parties.
In witness whereof, the parties hereto have executed this Agreement on the date first above written.
[Company Name]
By: ____________________________
[Client Name]
By: ____________________________
Date: ____________________________
This Financial Service Agreement is hereby accepted and agreed to by the parties.
【注意】以上内容仅供参考，具体请根据实际情况进行修改。

篇5
Financial Service Agreement
This Financial Services Agreement (the "Agreement") is entered into by and between [Company Name], a financial services company with its principal place of business at [Address] (the "Service Provider"), and [Client Name], with its principal place of business at [Address] (the "Client").
1. Scope of Services
The Service Provider agrees to provide financial services to the Client, including but not limited to financial planning, investment management, and risk assessment. The Client agrees to provide all necessary information and documents required for the provision of these services.
2. Responsibilities of the Service Provider
2.1 The Service Provider shall use its best efforts to provide accurate and timely financial services to the Client.
2.2 The Service Provider shall keep all information provided by the Client confidential and shall not disclose it to any third party without the Client's consent.
2.3 The Service Provider shall comply with all applicable laws and regulations in providing financial services to the Client.
3. Responsibilities of the Client
3.1 The Client shall provide all necessary information and documents to the Service Provider for the provision of financial services.
3.2 The Client shall promptly inform the Service Provider of any changes in its financial situation or investment objectives.
3.3 The Client shall cooperate with the Service Provider in the provision of financial services.
4. Fees
The Client agrees to pay the Service Provider fees for the financial services provided. The fees shall be determined based on the services provided and shall be agreed upon by both parties before the commencement of services.
5. Term and Termination
This Agreement shall commence on the date of signing and shall remain in effect until terminated by either party. Either party may terminate this Agreement by providing written notice to the other party.
6. Governing Law
This Agreement shall be governed by and construed in accordance with the laws of [State/Country].
7. Entire Agreement
This Agreement constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior agreements and understandings, whether oral or written.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date first above written.
[Service Provider Name]
By: _______________________
Title: _______________________
[Client Name]
By: _______________________
Title: _______________________
Date: ______________________
篇6
Financial Services Agreement
This Financial Services Agreement (the "Agreement") is made and entered into as of [Date] (the "Effective Date") by and between [Client Name], with a principal place of business at [Address], and [Financial Institution Name], with a principal place of business at [Address].
1. Services Provided:
The Financial Institution agrees to provide financial services to the Client in accordance with the terms and conditions of this Agreement. These services may include, but are not limited to, investment advisory services, wealth management, retirement planning, estate planning, tax planning, and any other financial services agreed upon by both parties.
2. Client Responsibilities:
The Client agrees to provide accurate and complete information to the Financial Institution in order to facilitate the provision of services. The Client also agrees to promptly notify
the Financial Institution of any changes to their financial situation or investment objectives.
3. Fees:
The Client agrees to pay the Financial Institution fees for the services provided in accordance with the fee schedule agreed upon by both parties. These fees may include management fees, advisory fees, transaction fees, and any other fees agreed upon by both parties.
4. Confidentiality:
Both parties agree to maintain the confidentiality of all information exchanged in connection with this Agreement. This includes, but is not limited to, financial information, investment objectives, and any other information deemed confidential by either party.
5. Termination:
This Agreement may be terminated by either party with written notice to the other party. In the event of termination, the Client agrees to pay any fees owed to the Financial Institution up to the date of termination.
6. Governing Law:
This Agreement shall be governed by and construed in accordance with the laws of [State/Country]. Any disputes arising under this Agreement shall be resolved through arbitration in [City], [State/Country].
7. Entire Agreement:
This Agreement constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior agreements and understandings, whether oral or written.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the Effective Date.
[Client Name]
By: ___________________________
Name: [Name]
Title: [Title]
[Financial Institution Name]
By: ___________________________
Name: [Name]
Title: [Title]
[Date]。