Document background
The Investment Bank Engagement Letter is a crucial document used in Indonesian financial services to formalize the relationship between an investment bank and its client. It is typically employed when a company seeks investment banking services such as mergers and acquisitions advisory, capital raising, restructuring, or strategic financial advice. The document must comply with Indonesian banking regulations, including oversight from Bank Indonesia and the Financial Services Authority (OJK). The letter outlines essential elements including scope of services, fee structures, confidentiality provisions, and regulatory compliance requirements. It serves as the foundational document for the engagement and is particularly important in the Indonesian context where financial services are highly regulated and require clear documentation of roles, responsibilities, and compliance obligations.
