Free Financial Services Templates

Financial services: 33 free templates to browse without an account, then edit with an AI agent and e-sign in GitLaw.

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Featured
Entity Form - Tax Information by BVCA
The BVCA Entity Tax Information Form is used to declare an entity’s tax residency details in compliance with the OECD Common Reporting Standard (CRS) and Foreign Account Tax Compliance Act (FATCA) regulations. It is part of BVCA’s widely trusted library of open, lawyer-vetted compliance forms.
Updated 7 Apr 2026
FeaturedEngland & Wales
Letter to get a loan fee refunded when the loan hasn't been received by Citizens Advice
The Citizens Advice template letter to get a loan fee refunded when the loan hasn't been received helps consumers reclaim fees if a loan isn’t arranged within six months. It is part of Citizens Advice’s widely trusted library of open, lawyer-vetted letter templates.
Updated 3 Nov 2025
FeaturedEngland & Wales
Individual Form - Tax Information by BVCA
The BVCA Individual Tax Information Form is used by individual account holders to declare their tax residency status and provide Taxpayer Identification Numbers (TINs) to financial institutions, ensuring compliance with international tax reporting standards under the OECD Common Reporting Standard (CRS). It is part of BVCA’s widely trusted library of open, lawyer-vetted compliance forms.
Updated 8 Oct 2025
FeaturedEngland & Wales
Key FATCA and CRS Definitions by BVCA
The BVCA Key FATCA and CRS Definitions is a reference document outlining essential terms used in compliance with the OECD Common Reporting Standard (CRS) and the U.S. Foreign Account Tax Compliance Act (FATCA). It is part of the BVCA’s widely trusted library of open, lawyer-vetted compliance forms.
Updated 8 Oct 2025
FeaturedEngland & Wales
Controlling Person Form by BVCA
The BVCA Controlling Person Form is used to declare a Controlling Person's tax residency status and provide Taxpayer Identification Numbers (TINs) to financial institutions, supporting compliance with international tax reporting standards like the OECD Common Reporting Standard (CRS) and FATCA. It is part of BVCA’s widely trusted library of open, lawyer-vetted compliance forms.
Updated 8 Oct 2025
Term Sheet (Germany) by Seedsummit
The Seedsummit Term Sheet for a Series Seed Financing outlines the key economic, governance, and legal terms for an early-stage equity investment in a company. It provides a non-binding framework for negotiation between founders and investors, defining essential deal terms such as valuation, investor rights, founder vesting, and board structure before drafting final legal agreements.
Updated 10 Jul 2026
France
BSA Air Agreement (France) by Seedsummit
The Seedsummit BSA AIR Investment Agreement is a French convertible warrant contract under which an investor (the “AIR Investor”) provides funding to a company in exchange for a right to subscribe to future shares at a discounted valuation upon a defined “Triggering Event” (such as a qualified financing, sale, merger, IPO, or insolvency). It sets out the warrant’s subscription, exercise mechanics, valuation formula (with discount, cap, and floor), and French law governance.
Updated 23 Oct 2025
Portugal
Term Sheet (Portugal) by Seedsummit
The Seedsummit Investment Term Sheet template outlines the key commercial terms for a proposed equity investment between a Portuguese company and its investors, covering valuation, share classes, liquidation preferences, governance rights, and founder obligations. It is useful as a non-binding framework to align founders and investors on principal deal terms before drafting definitive legal agreements such as a subscription and shareholders’ agreement.
Updated 17 Oct 2025
US
Anti-Money Laundering (AML) Policy by EasyLegalDocs
This Anti-Money Laundering Policy outlines a company's commitment to preventing its assets and resources from being used for corruption, irregularities, or money laundering. It details the scope of the policy, defines money laundering, and establishes compliance procedures for identifying and reporting suspicious financial activities. The policy aims to ensure all financial processes align with anti-money laundering laws.
Updated 12 Nov 2025
Loan Agreement with Security
A three-party secured loan agreement for an inter-corporate deposit in India, between a lender company, a borrower company, and a third-party pledger company. The lender advances a fixed-term, interest-bearing inter-corporate deposit to the borrower, and the pledger secures repayment by pledging fully paid-up equity shares in favour of the lender. It covers the deposit amount, interest and penal interest, the share pledge and margin maintenance (top-up if the share price falls), the lender's right to sell the pledged shares on default, accretions (bonus/rights/dividends) forming part of the security, a demand promissory note, a power of attorney over the shares, and the pledger's joint-and-several, co-extensive liability with the borrower.
Updated 15 Jul 2026

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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.

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Read more on Google

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Thomas Daly

Read more on Google

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Founder, TIN Ventures

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