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
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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.

Company Credit Card Policy - Free Legal Template
This document outlines a company's credit card policy for its employees. It details eligibility, usage limits, restrictions, statement reconciliation, and procedures for disputed transactions and card termination. Its purpose is to ensure responsible use of company credit cards for official purposes.
Updated 17 Oct 2025
Past Due Invoice Notice Letter Template - Free Legal Template
This document is a formal notice sent to a recipient regarding a past due invoice. It outlines the outstanding balance and the specific invoice(s) that are overdue, requesting an update on the payment status. The letter also offers assistance for any payment-related issues and expresses appreciation if payment has already been made.
Updated 17 Oct 2025
Agreement to Extend Debt Payment
This template outlines an agreement between a Debtor and a Creditor to extend the payment period for an existing debt. It details the new payment schedule, interest rate, and the total amount due by the final date. The agreement also specifies consequences for default, including the Creditor's right to demand immediate full payment and the Debtor's responsibility for associated legal fees.
Updated 17 Oct 2025
Essential Company Credit Card Policy Template - Free Download for Financial Integrity
This document outlines a Company Credit Card Policy, detailing the guidelines for employees who are issued company credit cards. It covers eligibility, usage limits, restrictions, statement reconciliation, card management, dispute resolution, and termination procedures. The policy aims to ensure responsible use of company credit cards for official purposes.
Updated 17 Oct 2025
England & Wales
Letter to make a claim for equal liability from a credit provider by Citizens Advice
This template provides a letter for a consumer to make a claim against a credit provider for equal liability under Section 75 of the Consumer Credit Act 1974. It is used when a purchased item, paid for with a credit card, is faulty and the seller has failed to resolve the issue. The letter asserts the credit provider's joint and several liability for the breach of contract.
Updated 17 Oct 2025
Company Credit Card Policy - Free Legal Template
This document outlines a Company Credit Card Policy, providing guidelines for all employees issued a company credit card. It details eligibility, usage limits, restrictions, statement reconciliation, card management, and termination procedures. The policy aims to ensure responsible use of company credit cards for official purposes only.
Updated 17 Oct 2025
Credit Account Application Form - Free Legal Template
This document is an application form for individuals seeking to open a credit account. It collects essential personal, employment, and credit history details from the applicant. The form includes a certification and authorization for the financial institution to verify creditworthiness and also features a dedicated section for internal office use to process and track the application.
Updated 17 Oct 2025
France
BSA Air Agreement (France) by Seedsummit
This BSA AIR Investment Agreement outlines the terms under which an investor subscribes to a BSA AIR warrant, granting them the right to acquire a variable number of new shares in a company. It details the conditions for the warrant's issuance, subscription, and exercise, including specific valuation mechanisms and triggering events. The agreement also covers the rights and obligations of both the investor and the company.
Updated 17 Oct 2025
California (US)
Payment Plan Agreement Made Easy: Free Template for Structured Payments
This Payment Plan Agreement outlines the terms for a Debtor to repay a specified outstanding debt to a Creditor. It details the initial payment, subsequent installment amounts, payment schedule, and acceptable payment methods. The agreement also includes provisions for acceleration of the debt upon breach of the payment schedule.
Updated 17 Oct 2025

Browse other categories

Commercial law
2,291 documents
Contract law
1,619 documents
Employment
915 documents
IP
778 documents
Data Protection & Privacy
599 documents
Technology
521 documents
Dispute resolution
500 documents
Property
410 documents
Corporate
303 documents

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Templates in our curated library are professionally drafted for US or UK law. The wider library comes from the GitLaw community and public sources - a solid starting point, but check any template fits your situation before you rely on it.

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Adam Frankel

Adam Frankel

General Counsel · Technology & AI

15+ years as General Counsel to technology, cloud & AI companies

US

Juliana Calil

Juliana Calil

Principal Counsel · Technology & Entertainment

20+ years in-house at Google, Intel, Disney and Looker

US · BR

Adam Wardel

Adam Wardel

General Counsel, Data Privacy Officer & AI Advisor

12+ years leading legal & privacy for SaaS and AI companies

US · UK · CA · EU

John Hoffman

John Hoffman

Associate Director, Corporate Counsel · Life Sciences & Technology

20+ years in corporate counsel, incl. senior counsel at Certara

US

Richard Nohe

Richard Nohe

General Counsel · Telecom, Cloud & Data Centers

20+ years in-house, regional General Counsel at BT across 30+ countries

US

Joe Al-Khayat

Joe Al-Khayat

General Counsel · Technology & High-Growth Companies

Cross-jurisdictional M&A and SaaS contracting across the UK, US & Australia

UK · US · AU

Joshua Woo

Joshua Woo

Technology, AI & Privacy Counsel · APAC

Former Goldman Sachs Executive Director for AI, cybersecurity & privacy in APAC

SG · HK

Sahil Verma

Sahil Verma

International Business & Investment Lawyer

13+ years in business law, investment law & dispute resolution

AE

Matthew Willis

Matthew Willis

CRO & General Counsel · SaaS

Former President of the ACC's 2,200-attorney Chicago Chapter · JD + Kellogg MBA

US

Mayowa Ogunrinola

Mayowa Ogunrinola

Legal Consultant · Fintech & AI Compliance

Regulatory strategy, AI governance & data protection for fintech and AI

NG

Steven J. Shanker

Steven J. Shanker

Partner and Chair of Corporate and Employment Law

25+ years as a corporate & employment attorney in New York

US

Rebecca Babbage

Rebecca Babbage

Legal Counsel · Financial Services, Corporate & Governance

UK-qualified solicitor working in-house with regulated entities in financial services

UK

Paul J. Kuo

Paul J. Kuo

Fractional General Counsel · Fintech & Payments

Founder of Twelvestone General Counsel and Chairman of PayU's Supervisory Board

US

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