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Fillable risk and work-document templates — complete a short form, generate a clean, professional PDF, download it, and sign it online with a self-hosted audit trail. 6 templates across risk advisory, confidentiality, engagements and investment.
Template — not legal advice; review with qualified counsel before signing.
Risk Advisory
Risk Advisory Engagement Letter
A mandate engaging the risk desk to assess and mitigate exposure — six-dimension risk assessment, OFAC/UN/EU/UK sanctions screening, counterparty due diligence and ring-fencing recommendations — with the limitations a qualitative advisory must state.
PreparePolitical Risk Memorandum — Cover & Reliance Sheet
The confidential cover and reliance sheet that fronts a political-risk memorandum — addressee, classification, subject, composite rating line, screening perimeter, distribution restriction and the reliance limitations the memo travels under.
PrepareConfidentiality
Mutual Non-Disclosure Agreement
A reciprocal NDA where both parties disclose and receive confidential information — used when exploring a deal, counterparty relationship or risk-advisory engagement together.
PrepareOne-Way Non-Disclosure Agreement
A one-directional NDA where one party discloses and the other receives — used when only one side is sharing sensitive information (e.g. with a risk adviser or counterparty).
PrepareEngagements & Mandates
Investment & Corporate
General information only. These are starting-point templates for ordinary business use. They do not constitute legal advice. Any document should be reviewed by qualified counsel in the relevant jurisdiction before execution. The online signing facility is a self-hosted electronic signature with an audit trail (signer identity, timestamp, IP and document hash) — it is not a certificate-authority-issued qualified signature.
Not sure which document you need, or want a bespoke one? Read the guides or scope an exposure with the risk desk.