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Purchase Order Banker in United Kingdom London –Free Word Template Download with AI

Formal Procurement Document for Banking Professional Services and Equipment

Issued in United Kingdom London

PO No: UK-LON-BNK-2025-04872
Field Details
Purchase Order Reference UK-LON-BNK-2025-04872
Date of Issue 14th June 2025
Required Delivery Date 28th June 2025
Place of Business United Kingdom London, City of London, EC2V 7HQ
Currency British Pounds Sterling (GBP)
Payment Terms Net 30 days from date of invoice
Governing Law Laws of England and Wales, United Kingdom

Buyer (The Banker)

Name: Mr. Jonathan A. Whitfield

Title: Senior Banker, Private Wealth Division

Organisation: Whitfield & Associates Banking Ltd.

Address: 42 Threadneedle Street, United Kingdom London, EC2R 8AY

Telephone: +44 (0)20 7946 0832

Email: [email protected]

VAT Registration: GB 987654321

Supplier

Name: Sterling Corporate Solutions Ltd.

Address: 18 Finsbury Square, United Kingdom London, EC2A 1AF

Telephone: +44 (0)20 7837 2210

Email: [email protected]

VAT Registration: GB 123456789

Company Reg. No: 05432198

This Purchase Order is issued by the undersigned Banker, Mr. Jonathan A. Whitfield, in his capacity as Senior Banker of Whitfield & Associates Banking Ltd., operating from the financial district of United Kingdom London. The following items and services are procured to support the operational requirements of the Banker's private wealth management practice and client advisory services delivered from the London office.

Item No. Description Qty Unit Price (GBP) Total (GBP)
01 Enterprise Banking Software Licence (5-year subscription) – for use by the Banker in client portfolio management and regulatory compliance reporting within United Kingdom London 1 12,450.00 12,450.00
02 Secure Document Management System – encrypted storage for Banker client files, FCA-compliant, hosted in United Kingdom London data centre 1 8,720.00 8,720.00
03 Executive Office Furniture Package (Banker's desk, ergonomic chair, filing cabinets, client meeting table) – delivered to United Kingdom London premises 1 6,340.00 6,340.00
04 Professional Banking Reference Library (2025 editions) – UK financial regulations, FCA handbook, Bank of England guidance, and international banking law texts 1 2,180.00 2,180.00
05 Annual Professional Indemnity Insurance – covering the Banker's advisory and wealth management services in United Kingdom London 1 4,560.00 4,560.00
06 Client Communication Platform – secure video conferencing and encrypted messaging for the Banker's meetings with clients across the United Kingdom 1 3,290.00 3,290.00
07 Regulatory Compliance Training (annual) – for the Banker and two junior associates, delivered in United Kingdom London 3 1,450.00 4,350.00
08 Branded Stationery and Client Welcome Pack – letterhead, business cards, and presentation materials bearing the Banker's professional credentials 50 12.50 625.00
Subtotal 42,515.00
VAT (20%) 8,503.00
TOTAL AMOUNT DUE (GBP) 51,018.00

All goods specified in this Purchase Order shall be delivered to the Banker's office at 42 Threadneedle Street, United Kingdom London, EC2R 8AY, no later than 28th June 2025. Software licences and digital services shall be activated and made available to the Banker within five (5) business days of the date of this Purchase Order. The Supplier shall coordinate all deliveries to the United Kingdom London address and confirm delivery in writing. Installation of the secure document management system and the client communication platform shall be completed by certified technicians at the Banker's premises in United Kingdom London at no additional cost.

Important Conditions of This Purchase Order

1. This Purchase Order is governed by the laws of England and Wales, United Kingdom. Any disputes arising from this Purchase Order shall be subject to the exclusive jurisdiction of the courts of United Kingdom London.

2. The Banker, as the purchasing party, reserves the right to inspect all goods and services upon delivery. Any items found to be defective, incomplete, or not conforming to the specifications outlined in this Purchase Order shall be replaced or refunded within fourteen (14) calendar days.

3. Payment of the total amount of GBP 51,018.00 shall be made via direct bank transfer to the Supplier's designated account within thirty (30) days of receipt of a valid tax invoice, in accordance with United Kingdom commercial practice.

4. The Supplier warrants that all software and digital services provided shall comply with the Financial Conduct Authority (FCA) data protection requirements applicable to banking professionals operating in United Kingdom London.

5. This Purchase Order may not be assigned or transferred without the prior written consent of the Banker. All intellectual property related to the software licences remains the property of the Supplier, with a non-exclusive licence granted to the Banker for use in United Kingdom London.

6. In the event of force majeure, either party may be relieved of obligations under this Purchase Order for a period not exceeding sixty (60) days, after which the Banker may terminate this Purchase Order without penalty.

7. All communications regarding this Purchase Order shall be directed to the Banker at the United Kingdom London address stated above or via the email address provided.

This Purchase Order is issued and authorised by the undersigned Banker, acting in his official capacity as Senior Banker of Whitfield & Associates Banking Ltd. The Supplier's acceptance of this Purchase Order shall constitute a binding agreement between the parties for the supply of the goods and services described herein.

For and on behalf of the Buyer (The Banker):

Signature: ___________________________

Name: Mr. Jonathan A. Whitfield

Title: Senior Banker

Date: 14th June 2025

Location: United Kingdom London

For and on behalf of the Supplier:

Signature: ___________________________

Name: ___________________________

Title: Authorised Representative

Date: ___________________________

Location: United Kingdom London

This Purchase Order (Ref: UK-LON-BNK-2025-04872) was prepared and issued in United Kingdom London by Whitfield & Associates Banking Ltd. for the use of the Banker, Mr. Jonathan A. Whitfield. This document is valid for a period of ninety (90) days from the date of issue. All references to "Banker" in this Purchase Order denote the purchasing professional in his capacity as a licensed banking practitioner in the United Kingdom. This Purchase Order is subject to the Data Protection Act 2018 and UK GDPR regulations.

© 2025 Whitfield & Associates Banking Ltd. – United Kingdom London. All rights reserved.

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