Quotation Estimate Banker in France Paris –Free Word Template Download with AI

Quotation Estimate No.	QE-2025-FR-0847	Date of Issue	14 June 2025
Valid Until	14 July 2025 (30 calendar days)	Currency	Euro (EUR) — France Paris standard
Prepared By	M. Laurent Dubois, Senior Banker Consultant	Location	12 Rue de la Bourse, 75002 France Paris
Client Name	Madame Sophie Renard	Client Address	45 Avenue des Champs-Élysées, 75008 France Paris
Client Reference	CR-2025-1192	Service Category	Private Banker Advisory & Portfolio Management

This Quotation Estimate is formally issued to provide Madame Sophie Renard with a comprehensive and transparent breakdown of the professional fees associated with the engagement of a dedicated Banker for private wealth management, corporate advisory, and financial structuring services. All services described herein shall be delivered in accordance with the regulatory framework governing banking operations in France Paris, under the supervision of the Autorité de Contrôle Prudentiel et de Résolution (ACPR) and in full compliance with the Code monétaire et financier of the French Republic.

The Banker assigned to this engagement will operate from our principal office in the financial district of France Paris (2nd arrondissement) and will provide on-site consultations at the client's premises within the Paris metropolitan area as required. This Quotation Estimate reflects the current market rates applicable to banker services in France Paris as of the date of issue.

The following Banker services are included in this Quotation Estimate for delivery in France Paris:

Ref.	Description of Banker Service	Duration / Frequency	Unit	Estimated Cost (EUR)
01	Initial financial audit and portfolio assessment conducted by the assigned Banker at the client's residence in France Paris	One-time	Per session (4 hrs)	€1,850.00
02	Monthly private banker advisory meetings for wealth management strategy review and rebalancing recommendations	12 months	Per meeting (2 hrs)	€950.00 / month
03	Corporate banking liaison and account structuring services for the client's business entity registered in France Paris	12 months	Per annum	€12,400.00
04	Tax-optimised investment structuring in compliance with French fiscal regulations (Code général des impôts) as advised by the Banker	One-time	Per dossier	€3,200.00
05	Quarterly performance reporting and risk assessment prepared by the Banker for the client's consolidated portfolio	4 reports / year	Per report	€780.00 / report
06	Emergency liquidity and credit facility arrangement facilitated by the Banker through partner institutions in France Paris	On demand	Per activation	€2,500.00
07	Annual estate planning and succession advisory session with the Banker, tailored to French civil law (Code civil) requirements	12 months	Per session (3 hrs)	€1,600.00
08	Dedicated telephone and secure digital communication channel with the assigned Banker (available 08:00–19:00 CET, Monday to Friday)	12 months	Per annum	€2,400.00

Item	Amount (EUR)
Subtotal — One-time Banker services (Ref. 01, 04)	€5,050.00
Subtotal — Recurring monthly Banker services (Ref. 02, 05, 08)	€24,120.00 / year
Subtotal — Annual Banker services (Ref. 03, 07)	€14,000.00 / year
Contingent Banker service — Emergency liquidity (Ref. 06)	€2,500.00 (per activation, max 2/year)
Estimated Total Annual Cost (excluding contingent services)	€43,170.00
Estimated Total Annual Cost (including 2 contingent activations)	€48,170.00

* All amounts are stated in Euros (EUR) and are exclusive of French Value Added Tax (TVA) at the applicable rate of 20%, which will be added to the final invoice. The total including TVA for the base annual package is €51,804.00.

This Quotation Estimate is valid for a period of thirty (30) calendar days from the date of issue. Beyond this period, the Banker service rates quoted herein may be subject to revision in line with prevailing market conditions in France Paris.
The Banker services described in this document are subject to a minimum engagement period of twelve (12) months. Early termination may incur a penalty equivalent to 15% of the remaining contractual value.
All Banker consultations and on-site meetings within the Paris intra-muros area (75001–75020) are included at no additional travel cost. Services rendered outside the France Paris metropolitan area will be subject to a supplementary travel surcharge of €1.20 per kilometre.
Payment terms: 50% of the annual fee is due upon execution of the service agreement; the remaining 50% is payable in two equal quarterly instalments. One-time Banker service fees are invoiced within five (5) business days of service delivery.
The Banker engaged under this Quotation Estimate shall maintain professional indemnity insurance of no less than €2,000,000 per claim, as required by French banking regulations applicable in France Paris.
Confidentiality: All financial data, portfolio information, and personal details shared during the course of the Banker engagement shall be treated in strict confidence in accordance with the French Data Protection Act (Loi Informatique et Libertés) and the EU General Data Protection Regulation (GDPR).
This Quotation Estimate does not constitute a binding contract. A formal Service Agreement, incorporating all terms herein, shall be executed by both parties prior to the commencement of any Banker services in France Paris.
Any disputes arising from the interpretation or execution of this Quotation Estimate shall be resolved by the competent commercial courts of France Paris (Tribunal de Commerce de Paris).

By signing below, the client acknowledges receipt of this Quotation Estimate and authorises the engagement of the designated Banker for the services described herein, to be delivered in France Paris under the terms and conditions set forth in this document.

For the Service Provider

M. Laurent Dubois
Senior Banker Consultant
12 Rue de la Bourse, 75002 France Paris

Signature & Date

For the Client

Madame Sophie Renard
45 Avenue des Champs-Élysées
75008 France Paris

Signature & Date

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