投资咨询合同协议书范本四则.docx

投资咨询合同协议书范本四则
**投资咨询合同协议书范本**
**Investment Consultation Contract Agreement Sample**
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**协议书范本一 / Agreement Sample One**
**中文**
甲方：_____（投资咨询公司全称）、法定代表人：_____、住所地：_____。
乙方：_____（投资人姓名）、身份证号码：_____、联系地址：_____。
甲、乙双方经友好协商，就投资咨询事宜达成一致协议，特此签订协议书。
一、【投资咨询服务内容】
1. 甲方将依托其专业团队，为乙方提供投资项目分析、风险评估、投资方向指导等相关咨询服务。
2. 甲方应对提供的咨询服务负责，确保所提供的信息真实、客观，并如实向乙方提供。
二、【委托期限】
本次委托期限自协议签订之日起______年，期满后可根据需要双方协商决定是否继续合作。
三、【费用支付】
1. 乙方应按照约定支付相应费用，具体费用标准另行约定。
2. 甲方提供的咨询服务不包括其他附加费用，若有附加费用需提前告知乙方并经其同意。
四、【保密条款】
在履行本协议过程中，双方应保守对方的商业机密，不得泄露给第三方，否则应承担相应责任。
五、【协议终止】
1. 本协议终止时，双方应完成相关清算工作，彼此无其他权利义务。
2. 若因不可抗力等不可控因素导致委托无法继续，可协商解除合同。
六、【争议解决】
因本协议产生的任何争议，由双方友好协商解决；若无法协商解决，将提交_______仲裁裁决。
七、【其他】
本协议自双方签字或盖章生效，有效期至约定结束。
甲方（盖章/签字）：
乙方（盖章/签字）：
日期：______ 年 ____ 月 ____ 日
**英文**
Party A: _____(Investment Consultation Company's full name), Legal representative: _____, Address: _____.
Party B: _____(Investor's name), ID number: _____, Contact address: _____.
Party A and Party B, through friendly negotiation, reached a consensus on investment consultation matters and hereby signed this agreement.
One, **Investment Consultation Services**
1. Party A will provide Party B with investment project analysis, risk assessment, investment direction guidance, and other related consulting services relying on its professional team.
2. Party A shall be responsible for the consulting services provided, ensuring that the information provided is true, objective, and accurate to Party B.
Two, **Entrustment Period**
The entrustment period starts from the date of signing this agreement and lasts for ____ years. Upon expiration, the continuation of cooperation can be decided by both parties through negotiation.
Three, **Fee Payment**
1. Party B shall pay the corresponding fee as agreed, with specific fee standards to be separately negotiated.
2. The consulting services provided by Party A do not include any additional charges. If there are additional charges, Party B should be notified in advance and obtain consent.
Four, **Confidentiality**
During the performance of this agreement, both parties shall keep each other's trade secrets confidential and not disclose them to third parties. Failure to do so would lead to corresponding liabilities.
Five, **Termination of Agreement**
1. Upon termination of this agreement, both parties shall complete the relevant liquidation work, and have no other rights or obligations towards each other.
2. If the entrustment cannot continue due to force majeure or other uncontrollable factors, the contract can be terminated through negotiation.
Six, **Dispute Resolution**
Any disputes arising from this agreement shall be resolved through friendly negotiation by both parties; if no agreement can be reached, it shall be submitted to arbitration by _____.
Seven, **Others**
This agreement shall come into effect upon signature or stamp by both parties and remain valid until the agreed termination date.
Party A (seal/signature):
Party B (seal/signature):
Date: ____ Year ____ Month ____ Day
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**协议书范本二 / Agreement Sample Two**
**中文**
甲方：_____（投资咨询公司全称）、法定代表人：_____、住所地：_____。
乙方：_____（投资人姓名）、身份证号码：_____、联系地址：_____。
甲、乙双方在平等自愿、公平公正的原则下，就有关投资咨询事宜达成如下协议：
一、【服务内容】
1. 甲方向乙方提供包括投资建议、投资方向分析等投资咨询服务。
2. 甲方应对提供的咨询服务负责，确保信息真实可靠，并根据乙方需求提供准确建议。
二、【服务费用】
1. 乙方应按照约定支付相应的服务费用，具体收费标准另行协商确定。
2. 甲方应逐笔记录每笔费用的支付明细，并及时向乙方提供。
三、【合作期限】
双方达成一致，在协议签署之日起____年，协议有效期至____年止。期满后可根据需要双方协商延长合作。
四、【保密义务】
1. 双方应保护对方的商业秘密，保密内容包括但不限于商业计划、客户信息等。
2. 如一方违反保密义务，应承担相应违约责任。
五、【其他约定】
1. 本协议一式两份，甲、乙双方各执一份，自签字盖章之日生效。
2. 本协议未尽事宜，双方可协商修改后签署补充协议。
甲方（盖章/签字）：
乙方（盖章/签字）：
日期：____年____月____日
**英文**
Party A: _____(Investment Consultation Company's full name), Legal representative: _____, Address: _____.
Party B: _____(Investor's name), ID number: _____, Contact address: _____.
Party A and Party B, on the basis of equality, voluntariness, fairness, and justice, have reached the following agreement on investment consultation matters:
One, **Service Content**
1. Party A shall provide Party B with investment advice, investment direction analysis, and other investment consulting services.
2. Party A shall be responsible for the consulting services provided, ensuring the information is authentic and reliable, and providing accurate advice according to Party B's needs.
Two, **Service Fees**
1. Party B shall pay the corresponding service fees as agreed, with specific fee standards to be negotiated separately and determined.
2. Party A shall record the details of each payment and promptly provide them to Party B.
Three, **Cooperation Period**
Both parties have agreed that the agreement will be effective from the date of signing for ____ years, and will remain valid until ____ years. Upon expiration, the cooperation can be extended through negotiation.
Four, **Confidentiality Obligations**
1. Both parties shall protect each other's trade secrets, including but not limited to business plans, customer information, etc.
2. In case of a breach of confidentiality obligations by one party, they shall bear corresponding default responsibilities.
Five, **Other Agreements**
1. This agreement is made in duplicate, with each party holding one copy, and shall become effective from the date of signature and stamp.
2. Matters not covered in this agreement can be negotiated and supplemented by both parties through signing a supplementary agreement.
Party A (seal/signature):
Party B (seal/signature):
Date: ____ Year ____ Month ____ Day
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**协议书范本三 / Agreement Sample Three**
**中文**
甲方：_____（投资咨询公司全称）、法定代表人：_____、住所地：_____。
乙方：_____（投资人姓名）、身份证号码：_____、联系地址：_____。
甲、乙双方本着互惠互利的原则，达成如下协议：
一、【合作内容】
1. 甲方向乙方提供投资项目推荐、投资风险评估、投资收益预测等咨询服务。
2. 甲方应当根据乙方的需求提供定制化的投资方案，确保投资的可靠性和稳定性。
二、【费用及支付】
1. 乙方应按照约定支付甲方咨询服务的费用，费用标准另行协商确定。
2. 咨询服务费用应由乙方在规定的时间内支付给甲方，并及时开具发票。
三、【保密义务】
1. 双方应对涉及商业机密的信息保密，未经对方同意不得披露给第三方。
2. 保密期无终止日期，即使合作结束也需保持信息的机密性。
四、【违约责任】
一方如违反本协议的约定，应承担相应的违约责任，包括但不限于经济赔偿、责任追究等。
五、【争议解决】
本协议的履行、解释以及争议的解决，均应遵循平等自愿、友好协商的原则，若协商无果可通过仲裁解决。
六、【其他约定】
1. 本协议自双方签字盖章后生效，有效期至约定结束日期。
2. 本协议内容未尽事宜，双方可协商确定并签署补充协议。
甲方（盖章/签字）：
乙方（盖章/签字）：
日期：____年____月____日
**英文**
Party A: _____(Investment Consultation Company's full name), Legal representative: _____, Address: _____.
Party B: _____(Investor's name), ID number: _____, Contact address: _____.
Party A and Party B, based on the principle of mutual benefit, have reached the following agreement:
One, **Collaboration Content**
1. Party A shall provide Party B with investment project recommendations, investment risk assessment, investment return forecasts, and other consulting services.
2. Party A shall customize investment plans according to Party B's needs, ensuring the reliability and stability of the investments.
Two, **Fees and Payment**
1. Party B shall pay the consultation fees as agreed, with fee standards to be negotiated and determined separately.
2. The consultation service fees shall be paid by Party B to Party A within the specified time and invoices shall be issued promptly.
Three, **Confidentiality Obligations**
1. Both parties shall keep confidential information related to business secrets and shall not disclose it to third parties without consent.
2. The confidentiality period has no expiration date, and information confidentiality must be maintained even after the end of the cooperation.
Four, **Breach of Contract Liability**
If either party violates the terms of this agreement, they shall bear corresponding liabilities, including but not limited to economic compensation and accountability.
Five, **Dispute Resolution**
The performance, interpretation, and resolution of disputes under this agreement shall adhere to the principles of equality and negotiation. If negotiation fails, arbitration can be used for resolution.
Six, **Other Agreements**
1. This agreement shall come into effect upon signature and stamp by both parties and remain valid until the agreed termination date.
2. Matters not covered in this agreement can be negotiated and supplemented by both parties through signing a supplementary agreement.
Party A (seal/signature):
Party B (seal/signature):
Date: ____ Year ____ Month ____ Day
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**协议书范本四 / Agreement Sample Four**
**中文**
甲方：_____（投资咨询公司全称）、法定代表人：_____、住所地：_____。
乙方：_____（投资人姓名）、身份证号码：_____、联系地址：_____。
鉴于甲方具有合法资质和专业经验，乙方愿意委托甲方提供投资咨询服务，双方经协商一致，达成如下协议：
一、【服务内容】
1. 甲方向乙方提供包括投资项目分析、投资风险评估、资产配置建议等投资咨询服务。
2. 甲方应向乙方提供真实有效的投资信息，并制定相应的投资方案。
二、【服务费用】
1. 乙方应按照约定支付甲方咨询服务的费用，费用标准由双方协商确定。
2. 咨询服务费用应在约定时间内支付到指定账户，并按时提供相关报告。
三、【履约义务】
1. 双方应严格遵守本协议约定，履行各自的合作义务，保持良好的沟通与合作关系。
2. 本协议生效后，甲方应立即着手为乙方提供相应的投资咨询服务。
四、【保密协议】
1. 双方应保守对方提供的商业机密和资料，不得擅自泄露，确保信息安全性。
2. 未经对方书面同意，任何一方不得将商业机密信息用于其他用途。
五、【解约条款】
1. 若因不可抗力等特殊情况，导致合作无法继续，可协商解除合同，但双方应承担相应的解约责任。
2. 本协议终止后，双方应完成相关结算工作，彼此无其他不履行义务。
甲方（盖章/签字）：
乙方（盖章/签字）：
日期：____年____月____日
**英文**
Party A: _____(Investment Consultation Company's full name), Legal representative: _____, Address: _____.
Party B: _____(Invest