With the general improvement of the legal awareness of the general public, contracts play an increasingly important role. Contracts coordinate the relationships between people and between people and things. What do you know? There are ways to write contracts. Below is the Baoshan financial consulting contract template I compiled (5 general copies). It is for reference only. I hope it can be helpful to you. Baoshan Financial Consulting Contract 1
Party A:
Party B:
In view of the fact that: Party A (borrower) has capital needs due to enterprise development, it is proposed to provide as For financing collateral, Party B (financing consultant) is entrusted to assist in completing the financing. After consultation, Party A and Party B have reached an agreement as follows, for all parties to abide by:
1. Service Plan
Party B will provide financing consulting services for Party A’s financing needs, and Party B will assist Party A Party A obtains financing, and the investor determined by Party A and Party B is _____. Financing methods include but are not limited to obtaining entrusted loans or corporate borrowings through banks.
2. Party A’s obligations
1. Provide Party B with comprehensive and truthful information on the operating status and progress of the project under construction;
2. According to Party B shall promptly provide relevant information as required by the investor, and shall be responsible for the authenticity, validity, and legality of the information. If Party B is claimed by a third party due to the information provided by Party A, Party B has the right to seek compensation from Party A;
3. Failure to perform this contract, any written statement by Party A or its authorized representative during the financing process The confirmation of the documents shall be regarded as Party A’s recognition of Party B’s provision of financing consulting services, and Party A shall bear the corresponding legal consequences;
4. This contract shall take effect from the date of signing. From the date of signing of this Agreement to the date when Party A and the Financing Party reach a written loan agreement. Upon reaching a written loan agreement, Party B is deemed to have completed the financing consulting services described in this agreement; after the loan funds officially arrive in Party B's bank account, Party A has the right to pay the financing consulting fee to Party B in accordance with the requirements of this contract, and the financing consulting fee The feedback obtained after reaching Party B's account is Party B's basis.
5. Party A shall pay consulting fees to Party B in accordance with Article 4 of this Agreement.
3. Party B’s obligations
1. Conduct research and analysis of Party A’s financing needs, and introduce relevant investors based on Party A’s actual situation;
2 , Participate in the business negotiations between Party A and investors, and help Party A to increase the price in the financing process as much as possible to maximize benefits;
3. Assist in designing the financing consulting fee to be transferred to Party B's account.
3. Assist in designing the financing plan, and assist in supervising the implementation after final approval by Party A and investors.
4. Consulting fees
1. Both parties to the agreement confirm that for the financing project covered by this agreement, the financing amount of Party A is RMB _____ and the term is _____ years;
2. Both parties to the agreement confirm that for the financing project covered by this agreement, in addition to paying financing fees to the investor, Party A shall also pay party B a financing consulting fee: _____ percent of the total loan amount
< p> 4. Party A and Party B shall pay the financing consulting fee to Party B by bank transfer, check or cashier's check on the day the financing amount is received;5. If the investor lends money to Party A in installments, the consulting fee shall be The amount of each period is calculated and paid in installments according to the above agreement;
6. If Party A fails to pay the consulting fee as agreed, for each day of delay, Party A shall pay Party B _____ point one of the unpaid portion as liquidated damages.
V. Other Agreements
1. Regarding the financing activities and the parties’ information obtained during the performance of this agreement, the parties to the agreement shall not disclose it to any third party;
< p> 2. This agreement will take effect from the date of signing;3. Matters not covered in this agreement can be confirmed by the parties to the agreement through continued negotiation and signing of a supplementary agreement;
4. This Agreement is made in two copies, with each party holding one copy.
Party A (official seal): _________ Party B (official seal): _________
Legal representative (signature): _________ Legal representative (signature): _________
_________ year ____ month ____ day _________ year ____ month ____ day Baoshan City Financial Consulting Contract 2
The full name of the client (Party A): __________________
The client ( Party B) Full name of the unit: _______________
In line with the principles of fairness, good faith, and on the basis of consensus, Party A and Party B have reached the following agreement: 1. The purpose of entrusting a financial consultant
1. Party A hires Party B as the company's financial consultant to provide Party A with financial accounting advice. Party B accepts Party A's hiring to provide financial consulting services.
2. Scope of financial consulting
Financial, tax, financial, securities and other related policies of Party A’s accounting unit.
3. Rights and obligations of both parties to the contract
(1) Rights and obligations of Party A
1. The right to understand the progress of the financial consulting work.
2. Be responsible for the authenticity, legality and completeness of all information provided.
3. Provide necessary conditions for financial consulting work and cooperate with Party B to successfully complete the financial consulting work.
4. Pay financial consulting fees in full and in a timely manner according to the agreed terms.
(2) Rights and obligations of Party B
1. The right to inquire about assets, contracts, agreements, original vouchers and other relevant information related to financial advisory work.
2. Have the right to discuss with relevant personnel to understand matters that are helpful to the work of financial advisors.
3. Complete the financial advisory work within the agreed time.
4. Be aware of the confidentiality of business secrets during the execution of business.
4. Time required to provide financial consultation
After accepting Party A’s consulting business and obtaining the necessary financial information, a reply will be given within ___________ days.
5. Use of financial advisory opinions
Party B shall provide Party A with the content of financial advisory opinions. Party A shall use them internally within the enterprise. Party B shall not bear any responsibility for losses caused by improper use. , if any loss is caused to Party B, Party A shall be responsible for compensation.
6. Financial advisory fee
According to the charging standards stipulated by the state, the two parties agreed to charge RMB ___________ yuan. The payment of financial advisory fees shall be settled in accordance with the financial advisory contract___________ signed and sealed by both parties.
7. Validity Period of the Financial Consulting Contract
This contract is made in two copies. Party A and Party B each hold one copy. It has the same legal effect. This contract takes effect from the date of signing. Valid for one year.
8. Liability for breach of contract Liability for breach of contract
1. Party A fails to provide necessary information and personnel as agreed, affecting the progress and quality of the consulting work; failure to use within the agreed scope of use causes In case of loss, the remuneration paid shall not be claimed, and the unpaid remuneration shall be paid.
2. If Party A puts forward consultation content and Party B fails to reply, it shall bear the liability for breach of contract such as returning part of the remuneration.
3. If Party B discloses, provides, or transfers Party A’s listing application materials and related information to any third party without Party A’s consent, and thus causes losses to Party A, Party A has the right to demand compensation from Party B. .
4. If Party A fails to pay the amount due according to the provisions of the preceding paragraph, Party A shall pay to Party B a daily interest of three ten thousandths of a day on the amount from the date of breach of contract to the date of actual payment as required. .
IX. Other matters
1. Other matters not covered shall be resolved through negotiation between the two parties.
2. If any dispute arises during the performance of this contract, it shall be resolved by Party A and Party B through negotiation. If negotiation fails, both Party A and Party B may file a lawsuit in the People's Court.
3. This contract shall take effect from the date of signature by Party A and Party B.
This contract is made in (___________) copies. Party A and Party B each hold (___________) copies, which are equally valid.
Client (signature and seal): _______________ Client (signature and seal): ____________________
Representative: _______________________________ Representative:_________________________
___________ __________ __________ __________ __________ __________ __________ __________ Baoshan Financial Consultant Contract 3
Party A: _________
Party B: _________
After friendly negotiation between Party A and Party B, it was decided to hire Party A Party B serves as Party A’s financial advisor for a term of _________ years. The specific matters are agreed as follows:
1. Responsibilities of Party A and Party B
Party A’s responsibilities are:
(1) Prepare financial statements on _________ of every month ( Draft form), provide true, complete and legal accounting information and protect asset security.
(2) Under the guidance of Party B, correctly prepare financial statements for external submission.
(3) Pay attention to Party B’s opinions and suggestions and make corresponding rectifications.
Party B’s responsibilities are:
(1) Assign professionals with strong work capabilities to serve as Party A’s financial advisors, and visit Party A after _________ every month to conduct inspections and guide Party A financial work.
(2) The financial consultant shall review Party A’s financial statements (first draft) and guide Party A’s financial personnel to correctly prepare financial statements for external submission based on Party A’s actual situation.
(3) Inform Party A of the latest financial policies in a timely manner and assist Party A’s financial personnel to correctly understand and master these policies.
2. Obligations of Party A and Party B
Party A’s obligations are:
(1) Provide necessary working conditions and cooperation for the staff dispatched by Party B .
(2) Pay the consulting fee in full and on time according to the agreed conditions.
Party B’s obligations are:
(1) Strictly keep Party A’s business secrets learned during the course of serving as a consultant strictly confidential.
(2) During the consultation process, discover Party A’s deficiencies in management and promptly provide reasonable suggestions and opinions. Provide management recommendations in writing when necessary.
(3) Assist Party A to coordinate the work of economic management departments such as finance, taxation, industry and commerce.
3. Consulting fee and payment method
The consulting fee is RMB _________ yuan per month and RMB _________ yuan for the whole year***. After signing this agreement, Party A shall pay it in full during the consultation period.
4. Other matters
Other matters shall be decided by Party A and Party B through negotiation. This agreement will take effect after being signed by Party A and Party B.
Party A (official seal): _________ Party B (official seal): _________
Legal representative (signature): _________ Legal representative (signature): _________
_________ ____ ____ _________ ____
Baoshan City Financial Consulting Contract 4Party A:
Party B:
According to the "*** and According to the provisions of the National Labor Law, the Labor Contract Law of the People's Republic of China and relevant national laws and regulations, Party A and Party B voluntarily sign this contract after equal consultation.
1. Position and contract period
Article 1: Party A hires Party B to serve as a cash accountant. The contract period is from ____month____, 20____ to 20____ Ending on ____ month ____ year. Among them, the probation period is from ____ month ____, 20___ to ____ month ____, 20____.
Article 2: Party B shall truthfully provide relevant personal information to Party A, and consciously abide by the work disciplines, duty norms and rules and regulations formulated by Party A.
Article 3: Party B shall truthfully provide relevant personal information to Party A, and consciously abide by the work disciplines, duty specifications and rules and regulations formulated by Party A.
Article 3: Party B’s responsibilities are: the company’s cash receipts and payments, bank settlements, bill and seal management, cooperating with the office to collect water, electricity, and rent, and pay water, electricity, telephone bills, and other matters required by the company. Other corresponding responsibilities.
Article 4 Party B’s work, rest and vacation shall be carried out in accordance with Party A’s rules and regulations and relevant attendance regulations.
Article 5 Party B’s workplace: ____ Co., Ltd.
3. Labor remuneration
Article 6: The probation period salary is 1,500 yuan, and the monthly salary standard during the contract period is 2,200 yuan. The company pays personal pension insurance premiums for employees after working for six months (including probation period).
Article 7: After the trial period expires, the first month’s salary will be used as an employee’s early resignation deposit.
4. Contract Change, Termination and Renewal
Article 8: If the laws, regulations and policies based on the conclusion of this contract change, the new laws, regulations and policies will be implemented.
Article 9: The objective circumstances on which this contract is concluded have changed significantly, making it impossible to perform this contract, or this contract has been modified with the written consent of Party A and Party B.
Article 10: Party A and Party B shall, after reaching consensus through negotiation, renew the contract in writing within thirty days before the expiration of the contract period.
5. Liability for breach of contract and others
Article 11: During the probation period, Party A and Party B may terminate this contract at any time. If Party B (regular employee) resigns or resigns abnormally due to personal reasons during the contract period, and thus affects Party A's work order and other aspects, Party A has the right to deduct Party B's severance deposit. If the company dismisses an employee for any reason in advance, it will explain it to the employee one month in advance, refund the deposit, and pay one month's salary after the work is successfully handed over.
Article 12: If anyone violates the company's discipline system or makes work mistakes that cause losses to the company during work, he or she must compensate for the losses and be dismissed depending on the severity of the case. If Party B’s work involves Party A’s business secrets, Party B shall agree on the confidentiality of business secrets or non-competition matters.
Article 13: Party A will not bear civil or criminal liability for acts that are not within the scope of responsibility of Party B.
Article 14: The work disciplines, professional norms and rules and regulations formulated by Party A are regarded as effective parts of this contract.
Article 15: After a labor dispute occurs, if mediation by the Labor Dispute Mediation Committee fails, the parties may apply to the Labor Dispute Arbitration Committee for arbitration. If you are dissatisfied with the ruling, you may file a lawsuit with the People's Court within fifteen days from the date of receipt of the ruling.
Article 16: This contract shall be signed and sealed by Party A and shall take effect upon Party B’s signature.
Article 17: This contract is signed by Party A and stamped by Party B.
Article 17: This contract is made in two copies, with Party A and Party B each holding one copy.
Party A (seal):
Party B (signature):
Signing date: Baoshan Financing Consulting Contract 5
Party A :_______________ Party B:_______________
Due to the needs of the __________ project, Party A entrusts Party B to act as a financing consultant. Now, with the consent of both parties through friendly negotiation, they voluntarily enter into the following contract terms for mutual abide by.
Article 1. Both parties agree that the borrower shall be the _______________ company.
1. Party B is the only financing consultant entrusted by Party A to provide financing consulting work for Party A.
2. Party A shall actively cooperate with Party B in order to ensure the normal progress of the financing work from the date of signing this contract.
Article 2. Both parties agree that the loan subject shall be the company.
Article 2. Responsibilities of Party B
1. Party B appoints a financial consultant to participate in the financing of Party A’s project;
2. Party B is responsible for assisting with the project financing plan Design;
3. Party B is responsible for providing financing consultants and recommending financing banks for the project.
Article 3. Financing schedule
After signing this contract, both parties must complete the financing of __________ million yuan within _____ working days (the actual financing amount shall be subject to the bank) , if Party A requires subsequent financing, it shall notify Party B in advance and give Party A a reasonable time to make arrangements. The remaining terms shall be implemented in accordance with this contract.
Article 4 Fee Payment
Party A shall pay Party B a financing advisory fee of _____% of the total amount of financing entrusted to Party B under this contract. Within three working days from the date of signing this contract, Party A shall pay Party B _____% of the total financing consulting fee as the upfront fee (i.e., the total amount of entrusted financing ×_____×_____% = _____ million yuan). The remaining _____% of the financing advisory fee shall be paid within _____ working days after signing the loan contract with the financing bank. If the borrowing amount in the loan contract signed by Party A and the financing bank does not reach the financing amount entrusted by this contract, the consulting fee will be paid to Party B based on the actual borrowing amount. If Party B does not help Party A raise any funds, Party B will refund all upfront fees (without interest).
Article 5: Party A is responsible for all expenses incurred during the financing process, including but not limited to property appraisal fees, accounting and audit fees, travel expenses, etc.
Article 6. Party A must truthfully state the situation to the consultant sent by Party B and ensure the completeness, accuracy and authenticity of the documents and information provided.
Article 7. Without the written consent of both parties, neither party shall disclose relevant documents, data, or information to any third party;
Article 8. Party B terminates this contract without reason. The financing fee will be fully refunded to Party A; if Party A abandons the financing plan, the pre-financing fee will not be refunded.
Article 9. If any dispute arises due to the performance of this contract, both parties shall negotiate amicably; if the negotiation fails, the _____ Arbitration Commission shall conduct arbitration in accordance with the current simplified arbitration rules. The arbitration award is final and binding on both parties.
Article 10. This agreement is made in (_____) copies and will take effect on the date of signature and seal of both parties.
Party A (official seal): _________ Party B (official seal): _________
Legal representative (signature): _________ Legal representative (signature): _________
_________ ____ ____ _________ ____ _________ Date