The Financial Consulting Services Agreement is designed for use in the Irish market when engaging professional financial consultants or consulting firms. This document is essential when establishing a formal relationship for the provision of financial advisory services, whether for corporate or individual clients. It ensures compliance with Irish financial services regulations, including the Central Bank (Supervision and Enforcement) Act 2013, the Investment Intermediaries Act 1995, and relevant EU regulations such as MiFID II. The agreement covers crucial aspects such as service scope, regulatory compliance, professional indemnity, data protection under GDPR, and dispute resolution mechanisms specific to the Irish jurisdiction.

1. Parties: Identification of the consultant and client, including regulatory registration numbers and addresses

2. Background: Context of the agreement and brief description of the services to be provided

3. Definitions: Detailed definitions of terms used throughout the agreement

4. Scope of Services: Detailed description of the financial consulting services to be provided

5. Term and Engagement: Duration of the agreement and conditions for engagement

6. Fees and Payment Terms: Detailed fee structure, payment schedule, and expenses policy

7. Obligations of the Consultant: Professional obligations, standards of service, and regulatory compliance requirements

8. Client's Obligations: Client responsibilities including information provision and cooperation

9. Regulatory Compliance: Compliance with Irish financial services regulations and relevant EU directives

10. Data Protection and GDPR: Data handling procedures and compliance with GDPR requirements

11. Confidentiality: Protection of confidential information and trade secrets

12. Intellectual Property: Ownership and usage rights of materials and advice provided

13. Professional Indemnity: Insurance requirements and liability provisions

14. Termination: Conditions and procedures for terminating the agreement

15. Dispute Resolution: Procedures for handling disputes and applicable jurisdiction