Adam Frankel
General Counsel · Technology & AI
15+ years as General Counsel to technology, cloud & AI companies
Free Banking and Finance Templates
Banking and finance: 227 free templates to browse without an account, then edit with an AI agent and e-sign in GitLaw.
These documents cover debt management, startup financing, and international tax compliance. They include specialized instruments like the Post-money SAFE for Cayman Islands exempted companies and individual tax self-certification forms for CRS and FATCA. While these templates manage credit accounts and loan repayments, commercial lease agreements and property deeds are located in the Property category.
- 227 templates
- Free to edit with AI
- No account needed to browse
- Loan Agreement by EasyLegalDocs
- Request to write off a debt - letter by Citizens Advice
- Payment Plan Agreement by EasyLegalDocs
- Loan Agreement with Security (India) by OLL.docx
- Investors’ Rights Agreement (Updated October 2024) (NVCA)
227 Banking and finance contracts
Community library
Everything else in this category, uploaded by the GitLaw community. Read any of it free - check it fits your situation before you rely on it.
FeaturedSingapore
Pro Rata Side Letter (Singapore) by Y Combinator
This agreement grants an investor the right to maintain their ownership percentage by purchasing a pro rata share of Standard Preference Shares during future equity financing. It is designed to accompany a Post-Money Valuation Cap SAFE issued by a Singapore-incorporated company.
Updated 13 Aug 2026
FeaturedUS
SAFE: MFN, No Valuation Cap, No Discount (US) by Y Combinator
This Y Combinator SAFE grants an investor the right to future equity in a company without a valuation cap or discount, featuring a Most Favored Nations (MFN) clause. It is used for early-stage startup funding where the investor's SAFE will convert to preferred stock during a subsequent equity financing round.
Updated 13 Aug 2026
FeaturedCayman Islands
SAFE: Valuation Cap, No Discount (Caymans) by Y Combinator
This SAFE provides an investor with the right to future equity in a Cayman Islands company upon a financing event or sale. It includes a post-money valuation cap and establishes liquidation priority on par with other SAFEs and preference shares.
Updated 13 Aug 2026
FeaturedUS
SAFE Agreement - $250k Angel Investment
The Y Combinator SAFE: Valuation Cap, No Discount (US) is designed to let startups raise early capital by granting investors the right to future equity at a capped valuation, without offering any additional discount at conversion. Unlike other SAFEs, this version excludes the percentage discount mechanism (which normally gives investors shares at a reduced price), relying only on the valuation cap to protect investors. It is part of Y Combinator’s widely adopted library of open, lawyer-vetted standard financing documents.
Updated 25 Dec 2025
FeaturedEngland & Wales
Entity Form - Tax Information by BVCA
This tax information form enables entities to report their residency status to financial institutions for compliance with CRS and FATCA regulations. It collects data regarding global tax jurisdictions, Taxpayer Identification Numbers (TINs), and specific entity classifications such as FFI or NFE.
Updated 13 Aug 2026
FeaturedEngland & Wales
Offer to non-priority creditor - letter by Citizens Advice
This letter allows a debtor to propose a monthly repayment plan to a non-priority creditor when they cannot meet their existing financial obligations. It includes a request to freeze interest and charges and provides a space to enclose a financial statement to prove the offer is fair and proportionate.
Updated 13 Aug 2026
FeaturedEngland & Wales
Letter to cancel a credit agreement before it starts by Citizens Advice
This formal notice is for individuals who wish to withdraw from a finance agreement before it has been fully executed. It cites rights under the Consumer Credit Act 1974 to ensure the termination of the account and a full refund of any monies paid.
Updated 13 Aug 2026
FeaturedEngland & Wales
Ending a joint hire purchase or a conditional sale agreement - letter by Citizens Advice
This formal letter provides notice to a lender to terminate a joint hire purchase or conditional sale agreement. It cites specific rights under the Consumer Credit Act and requests instructions for returning the goods.
Updated 13 Aug 2026
FeaturedEngland & Wales
No money to pay creditors - letter by Citizens Advice
This letter informs a creditor that a debtor is currently unable to make monthly payments due to financial hardship. It includes a request to freeze interest and other charges while the debtor awaits the outcome of benefit claims or a change in circumstances.
Updated 13 Aug 2026
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