金融咨询合同协议书范本五篇.docx

金融咨询合同协议书范本五篇
金融咨询合同协议书范本
Financial Consulting Contract Sample
合同协议书范本一
Contract Sample One
【合同协议书】
【Contract】
甲方（委托方）：（甲方名称）
Party A (Client): (Name of Party A)
乙方（服务方）：（乙方名称）
Party B (Service Provider): (Name of Party B)
鉴于：甲方欲获得乙方提供的金融咨询服务，双方经友好协商，达成如下协议：
鉴于：In view of the fact that Party A wishes to obtain financial consulting services from Party B, the two parties have reached the following agreement through friendly negotiations:
一、咨询服务内容
1. Consulting Services
乙方应按照相关法律法规及监管要求，为甲方提供金融咨询服务，具体内容包括但不限于财务分析、投资建议、风险评估等。
Party B shall provide financial consulting services for Party A in accordance with relevant laws, regulations, and regulatory requirements. Specific content includes but is not limited to financial analysis, investment advice, risk assessment, etc.
二、服务费用及支付方式
2. Service Fees and Payment Methods
甲方应按照双方约定的标准及时间支付咨询服务费用，支付方式为（支付方式）。
Party A shall pay the consulting service fees according to the standards and time agreed upon by both parties. The payment method is (Payment Method).
三、保密义务
3. Confidentiality Obligations
在合同期内及合同终止后，双方应对涉及对方商业秘密等信息予以保密，不得向第三方透露。
During the contract period and after the termination of the contract, both parties shall keep confidential information such as each other's trade secrets and shall not disclose it to third parties.
四、违约责任
4. Breach of Contract Liability
若一方违反合同规定，应承担相应的违约责任，损失由违约方全额赔偿。
If either party violates the contract, it shall bear the corresponding liability for breach of contract, and the losses shall be fully compensated by the breaching party.
五、争议解决
5. Dispute Resolution
因合同履行发生的争议，应协商解决；协商不成的，提交（仲裁机构或法院）解决。
Disputes arising from the performance of the contract shall be resolved through consultation. If no agreement can be reached, they shall be submitted to (arbitration institution or court) for resolution.
六、其他事项
6. Other Matters
本协议自双方签字盖章之日起生效，至约定服务期满后终止。如需修改，应经双方书面协商一致。
This agreement shall come into effect from the date of signature and seal by both parties and shall terminate upon the expiration of the agreed service period. If any modifications are required, they shall be agreed upon in writing by both parties.
甲方（盖章）： 乙方（盖章）：
Party A (Seal): Party B (Seal):
签订日期： 签订日期：
Date of Signature: Date of Signature:
【结束】
【End】
合同协议书范本二
Contract Sample Two
【合同协议书】
【Contract】
甲方（委托方甲方名称）
Party A (Client): (Name of Party A)
乙方（服务方）：（乙方名称）
Party B (Service Provider): (Name of Party B)
鉴于：甲方委托乙方提供金融咨询服务，双方经协商一致，达成如下协议：
鉴于：Party A entrusts Party B to provide financial consulting services, and the two parties have reached the following agreement through negotiation and consensus:
一、服务内容
1. Service Content
1.1 乙方应向甲方提供金融咨询服务，包括但不限于投资方案制定、资产配置建议、财务规划等。
1.1 Party B shall provide financial consulting services to Party A, including but not limited to investment plan formulation, asset allocation advice, financial planning, etc.
1.2 服务期限为（具体期限），服务开始日期为合同生效日。
1.2 The service period is (specific period), and the service commencement date is the effective date of the contract.
二、服务费用
2. Service Fees
2.1 甲方应按照合同约定的标准及时间向乙方支付咨询服务费用，支付方式为（付款方式）。
2.1 Party A shall pay the consulting service fees to Party B according to the standards and time agreed upon in the contract, with the payment method being (Payment Method).
2.2 若因服务内容变更或增加，应另行协商确定费用，并在书面协议后支付。
2.2 If there are changes or additions to the service content, the fees should be renegotiated and determined separately, and payment should be made after a written agreement.
三、保密条款
3. Confidentiality Clause
双方应对在服务过程中获取的机密信息予以保密，并不得擅自披露给任何第三方。
Both parties shall keep confidential information obtained during the service process and shall not disclose it to any third party without authorization.
四、法律适用及争议解决
4. Applicable Law and Dispute Resolution
本协议适用中华人民共和国法律；因履行本协议发生争议，应协商解决；协商不成的，提交有管辖权的仲裁机构仲裁。
This agreement shall be governed by the laws of the People's Republic of China; disputes arising from the performance of this agreement shall be resolved through consultation. If no agreement can be reached, they shall be submitted to an arbitration institution with jurisdiction for arbitration
五、其他事项
5. Other Matters
5.1 本协议自双方签字盖章之日起生效，至服务期满后终止。
5.1 This agreement shall come into effect from the date of signature and seal by both parties and shall terminate upon the expiration of the service period.
5.2 本合同未尽事宜，经双方友好协商一致后另行签署补充协议，具有同等效力。
5.2 Matters not covered in this contract shall be addressed through the signing of a supplementary agreement by both parties after friendly negotiation, with equal effectiveness.
甲方（盖章）： 乙方（盖章）：
Party A (Seal): Party B (Seal):
签订日期： 签订日期：
Date of Signature: Date of Signature:
【结束】
【End】
合同协议书范本三
Contract Sample Three
【合同协议书】
【Contract】
甲方（委托方）：（甲方名称）
Party A (Client): (Name of Party A)
乙方（服务方）：（乙方名称）
Party B (Service Provider): (Name of Party B)
鉴于：甲方委托乙方提供金融咨询服务，双方均认真履行自己的义务，并自主协商达成如下协议：
鉴于：Party A entrusts Party B to provide financial consulting services, and both parties shall fulfill their obligations earnestly and have independently negotiated and reached the following agreement:
一、服务内容：
1. Service Content:
1.1 乙方应向甲方提供金融市场分析、证券投资建议、资产管理规划等金融咨询服务。
1.1 Party B shall provide Party A with financial consulting services such as financial market analysis, securities investment advice, asset management planning, etc.
1.2 双方应定期沟通，共同确定服务实施方案及效果评估。
1.2 Both parties shall communicate regularly to jointly determine the implementation plan of the service and evaluate its effectiveness.
二、服务费用及付款方式：
2. Service Fees and Payment Methods:
2.1 甲方应按合同约定的服务费用及时间向乙方支付，具体付款方式为（支付方式）。
2.1 Party A shall pay Party B in accordance with the agreed service fees and time in the contract, with the specific payment method being (Payment Method).
2.2 若服务内容发生变更或增加，费用另行商议，并适时支付。
2.2 If there are changes or additions to the service content, the fees shall be negotiated separately and paid in a timely manner.
三、责任限制：
3. Liability Limitation:
对于因不可抗力或其他不可预见的原因导致服务未能按时履行的，责任免除。
Liability shall be exempted for failure to perform the service on time due to force majeure or other unforeseeable reasons.
四、解约条件：
4. Termination Conditions:
4.1 若一方违反协议规定，造成损失的，应承担相应的违约责任。
4.1 If either party violates the provisions of the agreement, resulting in losses, it shall bear the corresponding liability for breach of contract.
4.2 在不违反合同规定的情况下，双方可书面协商解除合同。
4.2 Both parties may terminate the contract through written negotiation without violating the provisions of the contract.
五、法律适用及争议解决：
5. Applicable Law and Dispute Resolution:
本协议适用（国家）法律，因履行本协议发生的争议应首先协商解决，若协商不成，则提交当地仲裁机构进行裁决。
This agreement shall be governed by the laws of (Country), and disputes arising from the performance of this agreement shall first be resolved through consultation. If no agreement can be reached, they shall be submitted to the local arbitration institution for arbitration.
六、其他事项：
6. Other Matters:
6.1 本协议自双方签字盖章后生效，服务结束后自动终止。
6.1 This agreement shall come into effect upon signature and seal by both parties and shall automatically terminate upon the conclusion of the service.
6.2 未尽事宜由双方协商一致解决，经双方签字后生效。
6.2 Matters not covered shall be resolved through mutual agreement, and shall come into effect after signature by both parties.
甲方（盖章）： 乙方（盖章）：
Party A (Seal): Party B (Seal):
签订日期： 签订日期：
Date of Signature: Date of Signature:
【结束】
【End】
合同协议书范本四
Contract Sample Four
【合同协议书】
【Contract】
甲方（委托方）：（甲方名称）
Party A (Client): (Name of Party A)
乙方（服务方）：（乙方名称）
Party B (Service Provider): (Name of Party B)
鉴于：甲方需求金融咨询服务，乙方具有相关的专业知识和经验，双方依法自愿达成如下协议：
鉴于：In view of the fact that Party A requires financial consulting services and Party B possesses the relevant professional knowledge and experience, the two parties have voluntarily reached the following agreement in accordance with the law:
一、服务范围
1. Service Scope
1.1 乙方应按要求向甲方提供金融市场分析、投资方案咨询、风险评估等服务。
1.1 Party B shall provide Party A with financial market analysis, investment plan consulting, risk assessment, and other services as required.
1.2 双方应保持沟通畅通，及时反馈服务进展情况。
1.2 Both parties shall maintain smooth communication and provide timely feedback on the progress of the service.
二、服务费用及结算方式
2. Service Fees and Settlement Methods
2.1 甲方应按照合同约定向乙方支付服务费用，支付方式为（支付方式）。
2.1 Party A shall pay Party B the service fees as agreed in the contract, with the payment method being (Payment Method).
2.2 服务费用应按服务执行情况阶段性结算，最后结算需提供明细账单。
2.2 The service fees shall be settled periodically according to the execution of the service, and a detailed invoice shall be provided for the final settlement.
三、保密义务
3. Confidentiality Obligations
双方应对在服务过程中获取的机密信息进行保密处理，不得擅自向第三方透露。
Both parties shall keep confidential information obtained during the service process confidential and shall not disclose it to third parties without authorization.
四、违约责任
4. Breach of Contract Liability
若一方违反合同规定，应承担相应的违约责任，产生的损失应由违约方负责全额赔偿。
If either party violates the provisions of the contract, it shall bear the corresponding liability for breach of contract, and the losses incurred shall be fully compensated by the breaching party.
五、争议解决
5. Dispute Resolution
因合同履行发生争议，应协商解决；协商不成的，提交仲裁机构解决。
Disputes arising from the performance of the contract shall be resolved through consultation. If no agreement can be reached, they shall be submitted to an arbitration institution for resolution.
六、其他事项
6. Other Matters
6.1 本协议自双方签字盖章后生效，至服务终止后终止。
6.1 This agreement shall come into effect upon signature and seal by both parties and shall terminate upon the conclusion of the service.
6.2 未尽事宜由双方协商一致，并另行签订补充协议后生效。
6.2 Matters not covered shall be agreed upon by both parties, and a supplementary agreement shall be signed separately to take effect.
甲方（盖章）： 乙方（盖章）：
Party A (Seal): Party B (Seal):
签订日期： 签订日期：
Date of Signature