Advisory Services Agreement Template for Switzerland

1. Non-Competition: Restrictions on competitive activities, used when the advisor may have access to sensitive competitive information

2. Non-Solicitation: Restrictions on soliciting employees or clients, relevant for advisors with significant client contact

3. Insurance: Requirements for professional liability insurance, typically included for high-risk or regulated advisory services

4. Key Personnel: Identification of specific individuals responsible for service delivery, important for expertise-dependent services

5. Force Majeure: Provisions for unforeseen circumstances preventing performance, particularly relevant post-COVID

6. Assignment and Subcontracting: Rights to assign or subcontract services, important for larger advisory firms

7. Compliance with Laws: Specific regulatory compliance obligations, necessary for regulated industries

8. Audit Rights: Client's rights to audit the advisor's work, relevant for complex or regulated services

1. Schedule 1 - Scope of Services: Detailed description of specific advisory services, methodologies, and deliverables

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, rates, and payment terms

3. Schedule 3 - Key Personnel: List of key team members and their qualifications

4. Schedule 4 - Service Levels: Specific performance metrics and service level requirements

5. Schedule 5 - Data Processing Agreement: Detailed terms for personal data processing in compliance with Swiss data protection laws

6. Appendix A - Required Reports: Templates or specifications for required reports and deliverables

7. Appendix B - Client Policies: Relevant client policies the advisor must comply with