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Quotation Estimate Banker in Turkey Istanbul –Free Word Template Download with AI

Professional Banker Services — Turkey Istanbul Ref. No: QE-BNK-IST-2025-0472
Date of Issue 15 June 2025
Validity Period 30 days from date of issue (expires 15 July 2025)
Prepared By Meridian Financial Advisory Group — Istanbul Office
Prepared For Client (Name to be confirmed upon acceptance)
Service Location Levent Business District, Turkey Istanbul
Currency United States Dollars (USD) / Turkish Lira (TRY) equivalent

This Quotation Estimate document is issued by Meridian Financial Advisory Group to provide a comprehensive, itemised cost breakdown for the engagement of a senior Banker professional to deliver strategic financial advisory, transactional banking, and corporate treasury services within the jurisdiction of Turkey Istanbul. This estimate is prepared in full compliance with the regulations set forth by the Banking Regulation and Supervision Agency (BDDK) of the Republic of Turkey and aligns with the commercial practices of the Istanbul financial district.

The Banker services outlined herein are specifically tailored to the unique regulatory, economic, and operational environment of Turkey Istanbul, where the client will require expert navigation of local banking infrastructure, foreign exchange protocols, and corporate compliance frameworks. This Quotation Estimate reflects current market rates as of the date of issue and is subject to the terms and conditions stated in Section 6.

The engaged Banker shall provide the following professional services, all to be executed primarily at the client's designated premises in Turkey Istanbul or at the Meridian Financial Advisory Group office located in the Levent Financial Centre, Istanbul:

  • Strategic corporate banking advisory and relationship management with Tier-1 Turkish and international banks operating in Istanbul.
  • Transaction structuring, including trade finance, letters of credit, and documentary collections compliant with Turkish Commercial Code provisions.
  • Foreign exchange risk management and hedging strategy development specific to the TRY/USD and TRY/EUR corridors prevalent in Turkey Istanbul.
  • Corporate treasury optimisation, cash flow forecasting, and liquidity management for operations based in Istanbul.
  • Regulatory compliance review in accordance with BDDK directives, Capital Markets Board (SPK) requirements, and anti-money laundering (AML) obligations applicable in Turkey.
  • Due diligence support for cross-border banking relationships and correspondent banking arrangements.
  • Quarterly financial performance reviews and board-level reporting in English and Turkish.
Item No. Description of Banker Service Duration / Frequency Rate (USD) Amount (USD)
01 Senior Banker — Strategic Advisory & Relationship Management (on-site, Turkey Istanbul) 12 months $18,500 / month $222,000
02 Transaction Structuring & Trade Finance Advisory Per engagement (est. 6 engagements) $4,200 / engagement $25,200
03 FX Risk Management & Hedging Strategy (TRY/USD, TRY/EUR) Quarterly (4 sessions) $3,800 / session $15,200
04 Corporate Treasury & Liquidity Management Review Monthly (12 sessions) $2,100 / session $25,200
05 Regulatory Compliance & BDDK Reporting Support (Turkey Istanbul jurisdiction) Quarterly (4 sessions) $5,500 / session $22,000
06 Due Diligence & Correspondent Banking Coordination Per project (est. 3 projects) $7,800 / project $23,400
07 Board-Level Reporting & Quarterly Financial Reviews (bilingual EN/TR) Quarterly (4 sessions) $3,200 / session $12,800
08 Travel, Accommodation & Local Logistics within Turkey Istanbul 12 months Flat fee $8,600
Subtotal (USD) $354,400
VAT (20% — applicable per Turkish tax law) $70,880
TOTAL ESTIMATED COST (USD) $425,280

Payment for the Banker services described in this Quotation Estimate shall be made in accordance with the following schedule: an initial retainer of 25% of the total estimated cost is due upon execution of the service agreement; the remaining balance shall be invoiced on a monthly basis in arrears, payable within 30 days of invoice date. All payments shall be remitted to the designated bank account of Meridian Financial Advisory Group, Istanbul branch, via wire transfer in USD or the TRY equivalent at the Central Bank of Turkey (TCMB) reference rate on the day of payment. Late payments shall accrue interest at the statutory rate prescribed under Turkish Commercial Code Article 30.

This Quotation Estimate assumes that the client will provide timely access to all necessary financial records, corporate documents, and banking credentials required for the Banker to perform the scoped services in Turkey Istanbul. The following are excluded from this estimate: legal representation before Turkish courts, tax filing services, audit engagements, and any services requiring a separate professional licence not held by the engaged Banker. Should the scope of work expand beyond the parameters defined herein, a supplementary Quotation Estimate shall be issued prior to any additional work commencing.

6.1. This Quotation Estimate is valid for thirty (30) calendar days from the date of issue. Upon expiry, all rates and availability of the designated Banker are subject to reconfirmation.

6.2. The engagement of the Banker is governed by the laws of the Republic of Turkey. Any disputes arising from this Quotation Estimate or the resulting service agreement shall be subject to the exclusive jurisdiction of the commercial courts in Istanbul, Turkey.

6.3. The Banker shall maintain professional indemnity insurance with a minimum coverage of USD 2,000,000, valid throughout the engagement period in Turkey Istanbul.

6.4. Confidentiality obligations shall survive the termination of the engagement for a period of five (5) years, in accordance with Turkish data protection legislation (KVKK — Law No. 6698).

6.5. This Quotation Estimate does not constitute a binding contract until both parties have executed the formal Service Agreement in writing.

By signing below, the client acknowledges receipt of this Quotation Estimate for Banker services in Turkey Istanbul and agrees to the terms, conditions, and cost structure outlined herein. This acceptance shall serve as the basis for the preparation of the definitive Service Agreement.

Authorised Representative
Meridian Financial Advisory Group
Istanbul, Turkey
Client / Authorised Signatory
Name & Title
Date

Document Reference: QE-BNK-IST-2025-0472 | Page 1 of 1 | This Quotation Estimate was prepared exclusively for the named client and may not be reproduced or distributed without prior written consent of Meridian Financial Advisory Group, Istanbul, Turkey.

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