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Quotation Estimate Banker in United Arab Emirates Abu Dhabi –Free Word Template Download with AI

Professional Banker Services & Banking Advisory Solutions

United Arab Emirates — Abu Dhabi

Quotation Reference No. QTE-ABH-2025-04871
Date of Issue 15 June 2025
Validity Period 30 days from date of issue (15 July 2025)
Prepared By Al Noor Financial Advisory Group LLC, Abu Dhabi, United Arab Emirates
Prepared For Client Name: _____________________________, Abu Dhabi, United Arab Emirates
Currency United Arab Emirates Dirham (AED)
Service Location Abu Dhabi, United Arab Emirates

This Quotation Estimate is issued by Al Noor Financial Advisory Group LLC to provide a comprehensive and transparent cost breakdown for the engagement of a senior Banker and associated banking advisory services to be delivered within the jurisdiction of United Arab Emirates, Abu Dhabi. The services outlined herein are designed to meet the regulatory standards set forth by the Central Bank of the United Arab Emirates and the Abu Dhabi Global Market (ADGM) Financial Services Regulatory Authority (FSRA). The Banker engagement encompasses corporate banking operations, treasury management, compliance oversight, and strategic financial advisory tailored specifically to the business environment of Abu Dhabi.

# Description of Banker Service Duration / Frequency Unit Rate (AED) Total Amount (AED)
1 Senior Banker — Corporate Account Management & Relationship Oversight (dedicated full-time Banker based in Abu Dhabi) 12 months 45,000.00 / month 540,000.00
2 Treasury & Liquidity Management Advisory by the assigned Banker 12 months 18,000.00 / month 216,000.00
3 Regulatory Compliance & AML/KYC Reporting (UAE Central Bank & ADGM FSRA standards) 12 months 12,500.00 / month 150,000.00
4 Trade Finance & Letter of Credit Facilitation (Banker-led processing within Abu Dhabi) Per transaction (est. 40 txns) 3,500.00 / txn 140,000.00
5 Strategic Financial Planning & Investment Advisory (quarterly sessions with the Banker) 4 sessions / year 15,000.00 / session 60,000.00
6 Onboarding & Initial Setup (account structuring, KYC documentation, system integration in Abu Dhabi) One-time 25,000.00 25,000.00
7 Annual Audit Support & Financial Reporting (Banker-assisted, UAE GAAP / IFRS compliant) 12 months 8,000.00 / month 96,000.00
8 Emergency & After-Hours Banking Support (24/7 availability of the Banker for critical operations) 12 months 5,000.00 / month 60,000.00
Subtotal (AED) 1,287,000.00
VAT @ 5% (United Arab Emirates) 64,350.00
GRAND TOTAL (AED) 1,351,350.00
  • Validity: This Quotation Estimate shall remain valid for a period of thirty (30) calendar days from the date of issue. Beyond this period, all rates and terms are subject to revision based on prevailing market conditions in the United Arab Emirates banking sector.
  • Payment Terms: A non-refundable deposit of twenty-five percent (25%) of the Grand Total shall be due upon acceptance of this Quotation Estimate. The remaining balance shall be invoiced on a monthly basis in arrears, payable within fourteen (14) days of invoice date via bank transfer to our designated account in Abu Dhabi.
  • Banker Assignment: The Banker assigned to this engagement shall hold a minimum of ten (10) years of experience in corporate and commercial banking within the United Arab Emirates. The Banker shall be fully licensed and registered in accordance with the requirements of the UAE Central Bank and applicable Abu Dhabi regulatory authorities.
  • Regulatory Compliance: All services rendered by the Banker shall strictly adhere to the Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) regulations of the United Arab Emirates, as well as the data protection and confidentiality standards enforced in Abu Dhabi.
  • Confidentiality: All financial data, transaction records, and client information handled by the Banker in Abu Dhabi shall be treated as strictly confidential. A mutual Non-Disclosure Agreement (NDA) shall be executed prior to the commencement of services.
  • Termination: Either party may terminate this engagement with a written notice of sixty (60) days. In the event of early termination, all fees for services rendered up to the termination date shall remain payable.
  • Governing Law: This Quotation Estimate and any resulting contract shall be governed by and construed in accordance with the laws of the United Arab Emirates, with exclusive jurisdiction vested in the courts of Abu Dhabi.
  • Force Majeure: Neither party shall be liable for delays or failures in performance resulting from events beyond reasonable control, including but not limited to natural disasters, government sanctions, or regulatory changes within the United Arab Emirates.

By signing below, the Client acknowledges receipt of this Quotation Estimate for Banker services in Abu Dhabi, United Arab Emirates, and agrees to the terms, conditions, and pricing outlined herein. This document constitutes a formal offer and, upon countersignature by both parties, shall form the basis of a binding service agreement.

For: Al Noor Financial Advisory Group LLC

Authorized Signatory — Banker Services Division

Abu Dhabi, United Arab Emirates

Name / Signature / Date

For: The Client

Authorized Representative

Abu Dhabi, United Arab Emirates

Name / Signature / Date
Important Notice: This Quotation Estimate is a confidential commercial document prepared exclusively for the named client in Abu Dhabi, United Arab Emirates. It does not constitute a binding contract until formally executed by both parties. All monetary values are quoted in United Arab Emirates Dirhams (AED) and are inclusive of applicable UAE Value Added Tax (VAT) at the standard rate of 5%. For inquiries regarding this Banker services Quotation Estimate, please contact our Abu Dhabi office at +971-2-XXXX-XXXX or email [email protected].
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