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Quotation Estimate Banker in Nigeria Lagos –Free Word Template Download with AI

Professional Banker Services — Nigeria Lagos

Quotation Estimate No.: QTE-NG-LSG-2025-0472
Date of Issue: 14 June 2025
Validity Period: 30 days from date of issue (expires 14 July 2025)
Prepared By: Mr. Adewale O. Okonkwo, Senior Banker & Financial Consultant
Firm: Okonkwo & Associates Banking Advisory, 14B Adeola Odeku Street, Victoria Island, Nigeria Lagos
Prepared For: Meridian Trade & Commerce PLC, 22 Herbert Macaulay Way, Lekki Phase 1, Nigeria Lagos
Currency: Nigerian Naira (NGN)

This Quotation Estimate is issued by Okonkwo & Associates Banking Advisory to Meridian Trade & Commerce PLC for the engagement of a dedicated Banker to provide comprehensive financial advisory, treasury management, and corporate banking services within the Nigeria Lagos metropolitan area. The Banker engaged under this arrangement shall operate in full compliance with the regulations of the Central Bank of Nigeria (CBN), the Nigerian Financial Intelligence Unit (NFIU), and all applicable banking statutes governing operations in Nigeria Lagos.

The scope of this Quotation Estimate covers a twelve-month (12-month) engagement period commencing on 1 August 2025 and concluding on 31 July 2026, unless otherwise extended by mutual written agreement between the parties. All services shall be rendered primarily at the client's registered office in Nigeria Lagos, with additional on-site visits to the client's branches in Ikeja, Apapa, and Ajah as required.

Item No. Description of Banker Service Frequency Cost (NGN)
01 Monthly corporate treasury management and cash-flow optimization advisory by the assigned Banker Monthly 850,000
02 Quarterly financial risk assessment and regulatory compliance review (CBN, NFIU, SEC Nigeria Lagos directives) Quarterly 1,200,000
03 Trade finance structuring, letter of credit facilitation, and foreign exchange advisory for Nigeria Lagos import/export operations As required 2,500,000
04 Banker-to-bank coordination with Tier-1 commercial banks operating in Nigeria Lagos (Guaranty, Zenith, Access, First Bank, UBA) Monthly 600,000
05 Preparation of board-level financial reports, liquidity position statements, and capital adequacy monitoring Monthly 450,000
06 On-site advisory visits to client premises in Nigeria Lagos (up to 4 visits per month) Monthly 350,000
07 Emergency financial restructuring and crisis management support (activated only upon written request) Ad hoc 1,800,000
08 Annual comprehensive banking strategy review and Nigeria Lagos market outlook briefing Annually 1,500,000
TOTAL ESTIMATED ANNUAL COST (NGN) 9,250,000
  • Payment Schedule: The total amount stated in this Quotation Estimate shall be paid in twelve (12) equal monthly instalments of NGN 770,833, due on the first business day of each month. The ad hoc and quarterly items shall be invoiced separately upon completion of the respective service.
  • Banker Availability: The assigned Banker shall be available for consultation during standard business hours (Monday to Friday, 8:00 AM to 5:00 PM, Nigeria Lagos time) and shall respond to urgent financial matters within four (4) business hours.
  • Confidentiality: All financial data, trade secrets, and proprietary information shared with the Banker in the course of this engagement shall be treated as strictly confidential and shall not be disclosed to any third party without the prior written consent of Meridian Trade & Commerce PLC, in accordance with the Nigerian Data Protection Act 2023.
  • Regulatory Compliance: The Banker shall ensure that all advisory services and financial instruments recommended are fully compliant with the Central Bank of Nigeria's regulatory framework, the Money Laundering (Prevention and Prohibition) Act, and all applicable Nigeria Lagos financial regulations.
  • Termination: Either party may terminate this engagement by providing thirty (30) days' written notice. Upon termination, all fees for services rendered up to the date of termination shall be due and payable within fourteen (14) days.
  • Force Majeure: Neither party shall be liable for failure to perform obligations under this Quotation Estimate due to events beyond reasonable control, including but not limited to natural disasters, government-imposed restrictions in Nigeria Lagos, or systemic banking disruptions.
  • Governing Law: This Quotation Estimate and the engagement it describes shall be governed by and construed in accordance with the laws of the Federal Republic of Nigeria, with jurisdiction vested in the courts of Nigeria Lagos.

By signing below, both parties acknowledge that they have read, understood, and agree to all terms set forth in this Quotation Estimate for the engagement of the Banker to deliver professional banking advisory services in Nigeria Lagos. This document constitutes a binding estimate of costs and is not a final invoice. Final invoices shall be issued monthly in accordance with the payment schedule outlined above.

For and on behalf of the Banker / Service Provider:

Mr. Adewale O. Okonkwo
Senior Banker & Financial Consultant
Okonkwo & Associates Banking Advisory
Nigeria Lagos

For and on behalf of the Client:

______________________________
Authorized Signatory
Meridian Trade & Commerce PLC
Nigeria Lagos

This Quotation Estimate (Ref: QTE-NG-LSG-2025-0472) is valid for thirty (30) days from the date of issue. All prices are quoted in Nigerian Naira (NGN) and are exclusive of applicable Value Added Tax (VAT) at the prevailing rate. This document is the property of Okonkwo & Associates Banking Advisory, Nigeria Lagos, and may not be reproduced or distributed without prior written permission.

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