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
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.
Credit Account Application Form - Free Legal Template
This document is an application form designed for individuals to apply for a credit account. It collects comprehensive personal, employment, and credit history information from the applicant, along with their credit account preferences. The form also includes sections for certification, authorization, and instructions for submission, as well as an internal section for the financial institution's use in processing and making a decision.
Updated 17 Oct 2025
Germany
Term Sheet (Germany) by Seedsummit
This Term Sheet outlines the principal terms and conditions for a Series Seed financing round for a GmbH company. It details investment amounts, valuation, type of securities (preferred shares), employee participation programs, and key governance provisions. The document also covers preference rights, protective provisions, founder vesting, and share transfer rules.
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 informs the recipient of their outstanding balance and lists the past due invoice details. The notice requests an update on the payment status and offers assistance for any concerns, while also expressing appreciation for their business.
Updated 17 Oct 2025
Anti-Money Laundering Policy - Free Template for your Businesses
This document is an Anti-Money Laundering (AML) Policy that outlines a company's commitment to preventing financial crimes, corruption, and irregularities. It defines money laundering, specifies the policy's scope and purpose, and details compliance procedures for identifying financers and reporting suspicious activities. The policy applies to all related entities, employees, directors, officers, contractors, and third parties working on behalf of the company.
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 issued a company credit card. It covers eligibility, usage limits, restrictions, statement reconciliation, card management, dispute resolution, and termination procedures. The policy ensures responsible use of company credit cards for official purposes.
Updated 17 Oct 2025
England & Wales
Letter to get a loan fee refunded when the loan hasn't been received by Citizens Advice
This template provides a formal letter for a consumer to request a refund of a loan arrangement fee. It is used when the loan has not been provided within six months of application, citing the Consumer Credit Act 1974 as the legal basis for the refund entitlement.
Updated 17 Oct 2025
General Power of Attorney - Free legal template
This General Power of Attorney template allows a Principal to grant broad authority to an Agent to manage their affairs. The Agent is empowered to act on the Principal's behalf in a wide range of matters, including financial, property, legal, and business transactions. The document outlines provisions for its durability, termination, and revocation, ensuring clarity on the scope and duration of the granted powers.
Updated 17 Oct 2025
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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Adam Frankel
General Counsel · Technology & AI
15+ years as General Counsel to technology, cloud & AI companies
Juliana Calil
Principal Counsel · Technology & Entertainment
20+ years in-house at Google, Intel, Disney and Looker
Adam Wardel
General Counsel, Data Privacy Officer & AI Advisor
12+ years leading legal & privacy for SaaS and AI companies
John Hoffman
Associate Director, Corporate Counsel · Life Sciences & Technology
20+ years in corporate counsel, incl. senior counsel at Certara
Richard Nohe
General Counsel · Telecom, Cloud & Data Centers
20+ years in-house, regional General Counsel at BT across 30+ countries
Joe Al-Khayat
General Counsel · Technology & High-Growth Companies
Cross-jurisdictional M&A and SaaS contracting across the UK, US & Australia
Joshua Woo
Technology, AI & Privacy Counsel · APAC
Former Goldman Sachs Executive Director for AI, cybersecurity & privacy in APAC
Sahil Verma
International Business & Investment Lawyer
13+ years in business law, investment law & dispute resolution
Matthew Willis
CRO & General Counsel · SaaS
Former President of the ACC's 2,200-attorney Chicago Chapter · JD + Kellogg MBA
Mayowa Ogunrinola
Legal Consultant · Fintech & AI Compliance
Regulatory strategy, AI governance & data protection for fintech and AI
Steven J. Shanker
Partner and Chair of Corporate and Employment Law
25+ years as a corporate & employment attorney in New York
Rebecca Babbage
Legal Counsel · Financial Services, Corporate & Governance
UK-qualified solicitor working in-house with regulated entities in financial services
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GitLaw provides templates and tools, not legal advice. Templates are a starting point, not a substitute for advice on your situation - for anything significant, speak to a qualified lawyer.