Quotation Estimate Banker in Russia Saint Petersburg –Free Word Template Download with AI

This Quotation Estimate is issued by Northern Capital Advisory Group LLC in relation to the engagement of a senior Banker and associated financial advisory services to be deployed and utilised within the jurisdiction of Russia Saint Petersburg. The purpose of this document is to provide the prospective client with a comprehensive, itemised breakdown of all costs, deliverables, timelines, and professional obligations associated with the Banker engagement. All figures presented in this Quotation Estimate are denominated in Russian Rubles (RUB) unless otherwise stated, and are subject to the terms and conditions outlined in Section 7 of this document.

The Banker services described herein are specifically tailored to the regulatory, economic, and operational environment of Russia Saint Petersburg, taking into account the requirements of the Central Bank of the Russian Federation, local commercial banking infrastructure, and the unique financial ecosystem of the Saint Petersburg metropolitan area.

The following scope of work defines the professional Banker services to be rendered in Russia Saint Petersburg under this Quotation Estimate:

• Corporate Banking Advisory: The Banker shall provide strategic advisory services to the client regarding corporate banking relationships, credit facilities, trade finance structures, and liquidity management within the Saint Petersburg banking sector.
• Regulatory Compliance Support: The Banker shall ensure all financial operations conducted in Russia Saint Petersburg comply with the current regulations of the Central Bank of the Russian Federation, including anti-money laundering (AML) protocols, sanctions screening, and reporting obligations under Federal Law No. 115-FZ.
• Bank Relationship Management: The Banker shall act as the primary liaison between the client and commercial banks operating in Saint Petersburg, including but not limited to Sberbank, Gazprombank, VTB, and other licensed financial institutions registered in the Saint Petersburg region.
• Financial Structuring & Modelling: The Banker shall develop and present financial models, cash-flow projections, and capital structure recommendations specific to the client's operations in Russia Saint Petersburg.
• On-Site Consultation: The Banker shall be physically present in Saint Petersburg, Russia for a minimum of three (3) business days per month for in-person meetings, bank visits, and client consultations at the client's designated office location in Saint Petersburg.

All prices are exclusive of Value Added Tax (VAT / НДС 20%). Applicable VAT of 1,870,000 RUB shall be added upon final invoice issuance. The total amount including VAT is 11,220,000 RUB.

Payment for the Banker services outlined in this Quotation Estimate shall be made in accordance with the following schedule:

• 30% advance payment (2,805,000 RUB) due within ten (10) business days of acceptance of this Quotation Estimate.
• Monthly retainer payments for the Banker services (Item 01) shall be invoiced on the first business day of each month and are due within fifteen (15) calendar days of invoice date.
• One-time deliverables (Items 03, 04, 08) shall be invoiced upon completion and acceptance of the respective deliverable by the client in Saint Petersburg.
• All payments shall be made via bank transfer to the account of Northern Capital Advisory Group LLC, Sberbank, Saint Petersburg, Russia. SWIFT/BIC and IBAN details are provided on the invoice.

The Banker assigned to this engagement in Russia Saint Petersburg shall hold a minimum of fifteen (15) years of experience in corporate and investment banking within the Russian financial sector. The Banker shall possess a professional degree in Finance, Economics, or a related discipline, and shall maintain active professional certifications recognised by the Russian banking community. The Banker shall be fluent in Russian and English to facilitate seamless communication with both local Saint Petersburg banking institutions and the client's international stakeholders. The Banker shall adhere to the professional code of conduct established by the Russian Banking Association and shall maintain professional indemnity insurance with a minimum coverage of 10,000,000 RUB.

Upon acceptance of this Quotation Estimate, the Banker engagement in Russia Saint Petersburg shall commence within fifteen (15) business days. The initial onboarding and bank relationship mapping in Saint Petersburg shall be completed within the first thirty (30) days. Quarterly compliance reviews shall be conducted in the first week of January, April, July, and October. The annual strategic planning session shall be scheduled for the final month of the engagement period. All deliverables shall be submitted in both Russian and English to ensure full regulatory and operational compliance within Russia Saint Petersburg.

1. This Quotation Estimate is valid for a period of ninety (90) days from the date of issue. Beyond this period, all pricing for the Banker services may be subject to revision based on prevailing market conditions in Russia Saint Petersburg.
2. The Banker shall maintain strict confidentiality regarding all client financial information, banking relationships, and proprietary data encountered during the engagement in Russia Saint Petersburg, in accordance with Federal Law No. 152-FZ on Personal Data and the Banking Secrecy provisions of Federal Law No. 395-1.
3. Either party may terminate this Quotation Estimate agreement with thirty (30) days' written notice. In the event of early termination, the client shall be liable for all Banker services rendered up to the date of termination.
4. This Quotation Estimate is governed by the laws of the Russian Federation. Any disputes arising from the Banker engagement in Russia Saint Petersburg shall be resolved through arbitration at the Arbitration Court of Saint Petersburg and Leningrad Oblast.
5. The Banker shall not be held liable for decisions made by the client based on advisory recommendations, nor for actions taken by third-party banks in Russia Saint Petersburg that are outside the Banker's direct control.
6. Force majeure events, including but not limited to natural disasters, government sanctions, or systemic financial disruptions affecting Russia Saint Petersburg, shall suspend obligations under this Quotation Estimate for the duration of the event.

By signing below, the client acknowledges receipt of this Quotation Estimate for Banker services in Russia Saint Petersburg and agrees to the terms, conditions, and pricing set forth herein. This Quotation Estimate shall constitute a binding agreement upon countersignature by both parties.