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.

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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.

General Power of Attorney - Free Legal Template
This General Power of Attorney grants an Agent broad authority to act on behalf of a Principal across various matters, including real property, personal property, banking, legal, and tax transactions. It outlines the scope of the Agent's powers, ensures durability in case of the Principal's incapacitation, and specifies conditions for termination. This document is designed to allow the Agent to manage the Principal's affairs as if the Principal were personally present.
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 specific overdue invoices, requesting prompt payment or an update on the payment status. The notice also offers assistance and expresses the sender's appreciation for the business relationship.
Updated 17 Oct 2025
England & Wales
Letter to cancel a credit agreement before it starts by Citizens Advice
This template provides a formal letter for a consumer to cancel a credit agreement before it officially starts. It allows the consumer to confirm their withdrawal from the agreement and request a full refund of any monies paid. The letter references the Consumer Credit Act 1974.
Updated 17 Oct 2025
Anti-Money Laundering Policy - Free Template for your Businesses
This document outlines an Anti-Money Laundering (AML) Policy for a company, emphasizing its commitment to legal, ethical, and transparent operations. It defines money laundering, prohibits related activities, and establishes procedures for detecting irregularities, verifying financers, and reporting suspicious transactions. The policy applies to all entities and individuals associated with the company.
Updated 17 Oct 2025
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, reconciliation procedures, and termination guidelines for company-issued credit cards, ensuring proper use for official purposes. The policy aims to prevent misuse and establish clear accountability for cardholders.
Updated 17 Oct 2025
Portugal
Term Sheet (Portugal) by Seedsummit
This document is a template investment term sheet designed for a company incorporated in Portugal seeking investment from potential investors. It outlines the key commercial terms for a proposed subscription of preferred shares, intended to form the basis for a future, legally binding subscription and shareholders' agreement. The term sheet itself is largely non-binding, with exceptions for expenses, exclusivity, and confidentiality clauses.
Updated 17 Oct 2025
User-Friendly Credit Account Application Form: Get Approved Faster
This document is an application form designed for individuals to apply for a credit account. It collects personal, employment, and credit history details from the applicant, along with preferences for the credit account. The form also includes sections for certification, authorization, and internal office use for processing and tracking the application.
Updated 17 Oct 2025
Navigate Payment Delays with Confidence: Download Our Free Past Due Invoice Notice Letter Template
This document is a formal notice sent to a recipient regarding an overdue invoice. It politely reminds them of an outstanding balance, specifies the amount due, and requests an update on the payment status. It also offers assistance if the recipient has any concerns or has already processed the payment.
Updated 17 Oct 2025

Browse other categories

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Technology
1k documents
Property
1k documents

Frequently asked questions

A template isn't binding on its own - like any contract, it becomes binding once it's properly completed and signed. Templates in our curated library are professionally drafted for US or UK law; review any template before you sign it.

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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.

Mostly US and UK law. Some templates use general commercial terms that work across jurisdictions, and many note which law they're written for.

It depends on the situation. Templates work well for routine business agreements. For anything involving significant money, complex IP, employment, or areas you're unsure about, it's worth getting professional advice before you sign. GitLaw provides templates and tools, not legal advice.

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