Purchase Order Banker in Italy Rome –Free Word Template Download with AI
| Role | Entity | Address |
|---|---|---|
| Purchasing Party (Buyer) | Finanza Capitale S.p.A. | Via del Corso, 128, 00186 Roma (RM), Italy Rome |
| Supplier (Seller) | Banker Professional Services Group S.r.l. | Via Nazionale, 45, 00184 Roma (RM), Italy Rome |
| Authorized Representative | Dr. Marco Esposito, Chief Financial Officer | Finanza Capitale S.p.A., Italy Rome |
This Purchase Order is issued by Finanza Capitale S.p.A., headquartered in Italy Rome, to procure the professional services and associated deliverables of Banker Professional Services Group S.r.l. The scope of this Purchase Order encompasses the engagement of a senior Banker specialist and the provision of comprehensive financial advisory, portfolio restructuring, and regulatory compliance services as detailed below. All services shall be rendered in accordance with the applicable Italian financial regulations, the provisions of the Banca d'Italia, and the European Union directives governing banking operations within the territory of Italy Rome.
| Item No. | Description | Quantity | Unit Price (EUR) | Total (EUR) |
|---|---|---|---|---|
| 01 | Engagement of a Senior Banker Consultant for portfolio restructuring and asset management advisory in Italy Rome | 1 (full engagement, 12 months) | 185,000.00 | 185,000.00 |
| 02 | Banker-led regulatory compliance audit and reporting package (Banca d'Italia and CONSOB standards) | 4 (quarterly) | 22,500.00 | 90,000.00 |
| 03 | Banker financial modeling software license and implementation (enterprise edition, Italy Rome office deployment) | 1 (perpetual license) | 47,800.00 | 47,800.00 |
| 04 | Banker risk assessment and stress-testing framework (annual subscription, tailored to Italy Rome market conditions) | 1 (annual) | 31,200.00 | 31,200.00 |
| 05 | On-site Banker training and knowledge transfer sessions for internal staff (Italy Rome headquarters) | 6 (half-day sessions) | 4,500.00 | 27,000.00 |
| 06 | Banker emergency response and crisis management retainer (24/7 availability, Italy Rome jurisdiction) | 1 (annual retainer) | 15,000.00 | 15,000.00 |
| SUBTOTAL | 396,000.00 | |||
| VAT (22% - Italian Standard Rate) | 87,120.00 | |||
| GRAND TOTAL (EUR) | 483,120.00 | |||
3.1 This Purchase Order shall be governed by and construed in accordance with the laws of the Italian Republic, with particular reference to the Italian Civil Code (Codice Civile) and the provisions applicable to commercial transactions in the metropolitan area of Italy Rome. Any disputes arising from this Purchase Order shall be subject to the exclusive jurisdiction of the courts of Rome, Italy Rome.
3.2 The Supplier, Banker Professional Services Group S.r.l., warrants that all services rendered under this Purchase Order shall be performed by qualified and licensed Banker professionals holding the requisite certifications issued by the Banca d'Italia and the relevant Italian financial authorities. The Banker consultant engaged under Item 01 shall possess a minimum of fifteen (15) years of experience in commercial banking, investment management, and corporate finance within the Italy Rome financial district.
3.3 All deliverables, reports, and documentation produced by the Banker specialist under this Purchase Order shall be prepared in both Italian and English, and shall be delivered to the Purchasing Party's offices located in Italy Rome within the timelines specified in the attached Service Level Agreement (SLA).
3.4 The Banker services described herein are subject to the confidentiality obligations set forth in the Non-Disclosure Agreement (NDA) executed between the parties on 02 June 2025. All financial data, client information, and proprietary strategies shared in connection with this Purchase Order shall be treated as strictly confidential and shall not be disclosed to any third party without the prior written consent of Finanza Capitale S.p.A.
3.5 The Supplier shall maintain professional indemnity insurance with a minimum coverage of EUR 2,000,000 for the entire duration of this Purchase Order, with the policy issued by an insurer licensed to operate in Italy Rome. Certificates of insurance shall be provided to the Purchasing Party upon request.
Payment for the services and goods specified in this Purchase Order shall be made via bank transfer (bonifico bancario) to the Supplier's designated account at a bank branch located in Italy Rome. The payment schedule is as follows:
| Milestone | Percentage | Amount (EUR) | Due Date |
|---|---|---|---|
| Advance payment upon acceptance of this Purchase Order | 30% | 144,936.00 | 21 June 2025 |
| Second installment upon completion of Q1 Banker services | 25% | 120,780.00 | 30 September 2025 |
| Third installment upon completion of Q2 Banker services | 25% | 120,780.00 | 31 December 2025 |
| Final payment upon completion of all Banker deliverables and acceptance | 20% | 96,624.00 | 31 March 2026 |
Payment terms are net thirty (30) days from the date of invoice. Late payments shall accrue interest at the rate prescribed by Article 634 of the Italian Civil Code, as amended, applicable to commercial transactions in Italy Rome.
All services under this Purchase Order shall be performed at the Purchasing Party's principal offices located at Via del Corso, 128, 00186 Roma (RM), Italy Rome, unless otherwise agreed in writing. The Banker consultant shall be required to be physically present at the Italy Rome office a minimum of three (3) days per week for the duration of the engagement. Remote work from other locations within Italy Rome is permissible for up to two (2) days per week, subject to the Purchasing Party's approval.
This Purchase Order becomes effective upon signature by both parties. The Purchasing Party acknowledges that this Purchase Order constitutes a binding commitment to procure the Banker services as described herein, and the Supplier acknowledges its obligation to deliver said services in full compliance with the terms set forth in this document and applicable Italian law.
For and on behalf of Finanza Capitale S.p.A. (Buyer)Name: Dr. Marco Esposito
Title: Chief Financial Officer
Signature: _________________________
Date: 14 June 2025
Location: Italy Rome For and on behalf of Banker Professional Services Group S.r.l. (Supplier)
Name: Ing. Laura Bianchi
Title: Managing Director
Signature: _________________________
Date: 14 June 2025
Location: Italy Rome ⬇️ Download as DOCX Edit online as DOCX
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