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Intercompany Agreement Template Pack

Eight model intercompany agreements — the most common controlled transactions in any multinational structure — with annotated guidance on every clause and the legal/tax reasoning behind it.

What you get
  • 8 editable Word agreements
  • Annotated commentary on every clause
  • Functional analysis prompts
  • Schedule and exhibit templates
  • OECD-aligned recital language
  • Country-specific drafting notes
  • Clause selection decision tree
  • Free updates as guidance evolves

What's inside.

Every multinational with controlled transactions needs intercompany agreements. The OECD says so. Tax authorities expect them. Your auditor will ask for them. And yet most companies — even sophisticated ones — operate on agreements drafted years ago by lawyers unfamiliar with transfer pricing, or worse, on no agreements at all.

This pack solves that. Eight agreements covering the controlled transactions you actually have, drafted with the dual lens of contract law and TP defensibility, with commentary explaining what every clause does and why it's there.

  • i.

    Management & Headquarters Services Agreement

    For HQ services charged to operating subsidiaries — strategic management, finance, HR, legal, IT support, executive oversight.

  • ii.

    Cost Sharing / Cost Contribution Agreement

    For shared development of intangibles or shared service platforms across multiple group entities.

  • iii.

    Limited-Risk Distribution Agreement

    For routine distribution arrangements — buy-sell distributors with limited functions and risks.

  • iv.

    Commissionaire / Sales Agency Agreement

    For sales agency structures common in European entity reorganizations.

  • v.

    IP Licensing Agreement

    For royalty-bearing licenses of trademarks, patents, technology, or know-how between group entities.

  • vi.

    Contract R&D Services Agreement

    For research and development services performed for a related principal entity on a cost-plus basis.

  • vii.

    Intercompany Loan Agreement

    For intercompany financing — short-term, long-term, and revolving credit facility variants included.

  • viii.

    Financial Guarantee Agreement

    For parent or sister-entity guarantees of subsidiary debt — increasingly scrutinized post-OECD Chapter X.

Who it's for.

This pack is built for tax managers, controllers, and boutique advisors who need defensible intercompany agreements without the $15,000 legal bill. It's not a substitute for local legal review on jurisdiction-specific issues, but it gets you 90% of the way there — the remaining 10% is targeted edits a local lawyer can do in an hour, not a redraft from scratch.

If you've ever opened a folder of "intercompany agreements" only to find a single 2014-vintage Word doc covering everything and nothing, this pack is for you.

Common questions.

Are these agreements jurisdiction-specific?

The agreements are drafted to be governing-law agnostic with clear governing-law and forum-selection clauses for you to fill in. Country-specific drafting notes flag where local law materially changes the analysis (e.g., German thin-cap rules, UK transfer pricing legislation, Brazilian PRL methods).

Can I use these for clients if I'm an advisor?

Yes — the single-firm license covers use across all clients of your firm. You can adapt and white-label. You can't redistribute the templates as-is to other firms.

Do the agreements come with TP documentation?

No — agreements and TP documentation are separate deliverables. The Local File Template and Functional Analysis Workbook handle the documentation side. Buy them together via the bundle for a discount.

What's your refund policy?

Full refund within 14 days, no questions asked. Templates are unwatermarked digital files — we trust you to be honest, you trust us to deliver quality.