Financial Consultant Contract Template for Indonesia

The Financial Consultant Contract serves as a crucial legal framework for establishing professional financial advisory relationships in Indonesia. This document is essential when engaging financial consultants for various services such as investment advice, financial planning, risk management, or strategic financial guidance. The contract ensures compliance with Indonesian regulations, particularly those set by the Financial Services Authority (OJK), while protecting both the consultant's and client's interests. It's designed to accommodate both individual consultants and consulting firms, covering key aspects such as service scope, fees, confidentiality, and regulatory compliance. The document's structure reflects Indonesian legal requirements, including mandatory language provisions and specific financial sector regulations, making it suitable for various financial advisory engagements within the Indonesian jurisdiction.

1. Parties: Identifies the contracting parties - the Financial Consultant and the Client, including their complete legal names, addresses, and registration details

2. Background: Sets out the context of the agreement, including the Client's need for financial consulting services and the Consultant's qualifications

3. Definitions: Defines key terms used throughout the agreement to ensure clarity and prevent misinterpretation

4. Scope of Services: Detailed description of the financial consulting services to be provided, including specific deliverables and exclusions

5. Term and Termination: Specifies the duration of the agreement and conditions for termination by either party

6. Fees and Payment Terms: Details the consulting fees, payment schedule, expenses, and payment methods

7. Obligations of the Consultant: Lists the consultant's duties, including professional standards, regulatory compliance, and reporting requirements

8. Obligations of the Client: Specifies client responsibilities, including providing necessary information and cooperation

9. Confidentiality: Provisions for protecting confidential information of both parties

10. Intellectual Property: Addresses ownership and usage rights of materials and advice provided during the engagement

11. Regulatory Compliance: Ensures compliance with OJK regulations and other applicable financial services laws

12. Representations and Warranties: Standard warranties about capacity to contract and professional qualifications

13. Limitation of Liability: Defines the extent and limitations of the consultant's liability

14. Dispute Resolution: Procedures for handling disputes, including choice of forum and governing law

15. General Provisions: Standard boilerplate clauses including notices, amendments, and severability