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
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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.
FeaturedEngland & Wales
Offer to non-priority creditor - joint letter by Citizens Advice
This joint letter helps two people propose a revised repayment plan to a non-priority creditor due to financial hardship. It includes a financial statement and requests that the creditor freezes interest and charges while payments are made.
Updated 13 Aug 2026
Germany
Term Sheet (Germany) by Seedsummit
This term sheet outlines the principal investment terms for a Series Seed financing of a German company. It defines the economic stakes, control rights, and investor protections such as liquidation preferences and anti-dilution clauses.
Updated 13 Aug 2026
Credit Account Application Form by EasyLegalDocs
This credit account application allows individuals to request a credit line from a financial institution. It captures personal information, employment details, and credit history while providing a formal authorization for credit checks.
Updated 13 Aug 2026
Singapore
Convertible Loan Agreement by Cofounders
This template provides an unsecured convertible loan to a Singapore private limited company for business operations. It includes mechanisms for the loan to convert into shares during a subsequent funding round or be repaid from the company's gross and net revenues.
Updated 13 Aug 2026
General (US)
Loan Agreement by EasyLegalDocs
This loan agreement establishes the terms for a lender to provide a principal sum to a borrower at a defined interest rate. It specifies the repayment schedule, late payment penalties, and the process for handling defaults or acceleration of the debt.
Updated 13 Aug 2026
California (US)
Payment Plan Agreement by EasyLegalDocs
This agreement establishes a repayment schedule for a debtor to settle an outstanding deficiency with a creditor through an initial lump sum and monthly installments. It features an acceleration clause that makes the full debt due immediately if the debtor misses a payment or fails to use the agreed payment method.
Updated 13 Aug 2026
Singapore
Convertible Note Term Sheet by Cofounders
This non-binding term sheet outlines the core conditions for a convertible promissory note financing round up to $1,000,000 SGD. It defines the conversion mechanisms, including a 25% discount and a $3,500,000 SGD valuation cap for pre-seed and seed-stage investments.
Updated 13 Aug 2026
India
Loan Bond with Sureties and Lower Rate of Interest in Case Punctuality in Payment
This loan bond establishes a debt of Rs. 5,00,000.00 between a creditor and a debtor, supported by two sureties. It features a tiered interest structure where the standard 12% per annum rate is reduced to 10% if instalments are paid 15 days early.
Updated 13 Aug 2026
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Mostly US and UK law. Some templates use general commercial terms that work across jurisdictions, and many note which law they're written for.
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Adam Frankel
General Counsel · Technology & AI
15+ years as General Counsel to technology, cloud & AI companies
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Former Goldman Sachs Executive Director for AI, cybersecurity & privacy in APAC
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Regulatory strategy, AI governance & data protection for fintech and AI
Steven J. Shanker
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Rebecca Babbage
Legal Counsel · Financial Services, Corporate & Governance
UK-qualified solicitor working in-house with regulated entities in financial services
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