Party 1 Full name of the establishment: Commercial registration number: Tax number: Address of the head office: Name of the legal representative signing: Title of the representative (Director/Authorized): Phone: Email: | Party 2 Full Name: National ID: Nationality: Address: Phone: Email: |
This contract is entered into between the two parties whose complete details are provided in the attached contracting form, referred to herein as "the First Party" (the Financial Consultant) and "the Second Party" (the Client), collectively referred to as "the Parties". Under this solid contract, the First Party (the Financial Consultant) undertakes to provide specialized financial advisory services to the Second Party (the Client), in accordance with a specified Scope of Work (SOW) detailed in the appendices of this contract, utilizing the latest financial and analytical tools, and adhering to the highest standards of the profession, integrity, and transparency, in compliance with the prevailing financial laws and regulations in the Arab Republic of Egypt. The Client undertakes to provide accurate and complete financial information and data required, and to pay the agreed-upon fee according to a schedule linked to the delivery of outputs (financial reports, financial plans, valuation templates, investment recommendations) and their approval by the Client. This contract aims to organize the relationship between the Parties on the basis of utmost precision and strict adherence to confidentiality, while protecting the Client from any gross negligence, and safeguarding the Financial Consultant from any losses resulting from market fluctuations or investment decisions made by the Client based on the recommendations, all in accordance with the provisions of the Egyptian Civil Code and the rulings of the Court of Cassation regarding financial consulting contracts, and in a manner that reinforces the principles of transparency and accountability in financial dealings. The Parties have agreed to the following:
Article (1) Definitions of the Contract (Financial and Legal Pillars)
1- The terms and phrases following – wherever mentioned in this contract – shall have the meanings assigned to each, unless the context requires another meaning:
2- The Contract: this financial consulting agreement in all its clauses and appendices, with its preamble being an integral part thereof.
3- Financial Consultant: the First Party, an individual or legal entity (the company or financial consulting institution) authorized to practice financial consulting activities, registered in the commercial register, obligated to provide financial consulting services in accordance with the agreed specifications and timelines, utilizing a qualified and experienced team in financial fields.
4- Client: the Second Party, an individual or legal entity (company, institution, agency, or individual) requesting the financial consulting services, obligated to provide necessary facilities and financial information, pay the due fees, and approve the outputs.
5- Financial Consulting Services (Scope of Work - SOW): a set of tasks, activities, and outputs that the Financial Consultant is obligated to provide, specified in detail in Appendix (1) of this contract, which includes, but is not limited to: (financial analysis of financial statements, asset and company valuation, financial feasibility studies, financial risk management, tax consulting, financing structuring, preparation of financial forecasting models, investment recommendations).
6- Financial Outputs (Deliverables): the tangible and deliverable products provided by the Financial Consultant to the Client, such as (financial reports, evaluation templates (Excel), feasibility studies, financing plans, recommendations for improving financial performance, financial presentations).
7- Financial Data: the financial and accounting information and data (financial statements, budgets, cash flows, financing contracts, tax disclosures, market data) provided by the Client to the Financial Consultant as inputs for its work, which is considered the property of the Client and is completely confidential.
8- Due Professional Care: adherence to the highest standards of accuracy and professional analysis expected from an expert financial consultant, including verifying data, using approved methodologies, and scrutinizing assumptions, in accordance with internationally recognized professional standards (such as Egyptian and international accounting standards).
9- Gross Negligence: any serious error or omission committed by the Financial Consultant, significantly deviating from the expected standards of professional care, resulting in tangible financial losses for the Client (such as serious calculation errors, disregard for clear tax laws, failure to verify essential data).
10- Intellectual Property of Outputs: the intellectual property rights related to the financial outputs provided by the consultant, which transfer entirely to the Client upon full payment of the due fees, in accordance with Article (6).
11- Regulatory Compliance: the obligation of the Financial Consultant and the Client to adhere to the prevailing financial laws and regulations (such as Central Bank laws, capital market laws, anti-money laundering, taxation), with violations resulting in a breach of contract.
Article (2) Scope of Financial Consulting Services (Agreed Outputs)
1- First: Determining the Services and Outputs (SOW - Appendix 1):
2- The Financial Consultant shall provide the Client, and the Client undertakes to accept, the financial consulting services as specified in detail in Appendix (1) of this contract, which include:
3- Financial Project Title:
4- Primary Financial Objectives:
5- Primary Expected Financial Deliverables (Deliverables List):
6- Approved Financial Methodology (Financial Work Plan):
7- Total Duration of the Financial Project: