Real Estate Consulting Agreement Template for Switzerland

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Key Requirements PROMPT example:

Real Estate Consulting Agreement

"I need a Real Estate Consulting Agreement under Swiss law for a mid-sized consulting firm providing market analysis and investment advisory services to institutional clients, with specific emphasis on data protection and confidentiality provisions."

Document background
The Real Estate Consulting Agreement is essential for establishing a clear professional relationship in the Swiss real estate advisory sector. It is commonly used when engaging consultants for various real estate services, including market analysis, investment advisory, property valuation, development consulting, and strategic planning. The document ensures compliance with Swiss federal and cantonal laws, particularly the Swiss Code of Obligations and relevant real estate regulations. It includes comprehensive terms covering service scope, fees, professional obligations, and liability provisions, while addressing specific Swiss requirements for data protection and professional services. This agreement is particularly important given Switzerland's sophisticated real estate market and strict regulatory environment, providing necessary legal protection for both consultants and clients while establishing clear performance expectations and deliverables.
Suggested Sections

1. Parties: Identification of the Consultant and the Client, including full legal names, addresses, and registration details if applicable

2. Background: Context of the agreement, brief description of the Client's needs and Consultant's expertise

3. Definitions: Key terms used throughout the agreement, ensuring clear interpretation

4. Scope of Services: Detailed description of consulting services to be provided, including specific deliverables and exclusions

5. Term and Termination: Duration of the agreement, renewal terms, and conditions for termination

6. Fees and Payment Terms: Consulting fees, payment schedule, expenses, and invoicing procedures

7. Obligations of the Consultant: Professional standards, delivery timelines, reporting requirements, and quality commitments

8. Obligations of the Client: Client's responsibilities, including provision of information and access required for services

9. Confidentiality: Protection of confidential information exchanged during the consulting relationship

10. Intellectual Property: Ownership and usage rights of materials and advice provided during the consultation

11. Liability and Indemnification: Limitation of liability, professional indemnity, and insurance requirements

12. Data Protection: Compliance with Swiss data protection laws and handling of personal information

13. General Provisions: Standard clauses including governing law, jurisdiction, entire agreement, and amendments

Optional Sections

1. Non-Competition: Restrictions on Consultant's ability to work with competing clients, used when dealing with sensitive market information

2. Force Majeure: Provisions for unforeseen circumstances preventing performance, particularly relevant in long-term agreements

3. Assignment and Subcontracting: Terms for transferring rights or engaging third parties, needed when subcontractors might be involved

4. Performance Metrics: Specific KPIs and evaluation criteria, useful for complex or long-term consulting arrangements

5. Conflict Resolution: Detailed dispute resolution procedures, recommended for high-value consulting agreements

6. Insurance Requirements: Specific insurance coverage requirements, important for high-risk consulting services

7. Marketing and References: Terms for using the client relationship in marketing materials, when public reference is desired

Suggested Schedules

1. Schedule A - Detailed Scope of Services: Comprehensive breakdown of consulting services, methodologies, and specific deliverables

2. Schedule B - Fee Structure: Detailed breakdown of fees, rates, payment milestones, and expense categories

3. Schedule C - Key Personnel: List of key consulting team members, their roles, and qualifications

4. Schedule D - Service Level Agreement: Specific performance standards, response times, and quality metrics

5. Schedule E - Compliance Requirements: Specific regulatory and compliance requirements applicable to the consulting services

6. Appendix 1 - Required Documentation: List of documents and information required from the client

7. Appendix 2 - Reporting Templates: Standard formats for progress reports and other regular communications

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
Clauses
Relevant Industries

Real Estate

Property Development

Construction

Financial Services

Investment Management

Commercial Property

Residential Property

Asset Management

Property Technology

Professional Services

Hospitality

Retail

Relevant Teams

Legal

Real Estate

Investment

Asset Management

Business Development

Risk Management

Compliance

Operations

Finance

Research & Analytics

Property Management

Strategic Planning

Contract Administration

Relevant Roles

Real Estate Consultant

Property Advisor

Investment Manager

Real Estate Analyst

Development Manager

Asset Manager

Real Estate Portfolio Manager

Chief Investment Officer

Real Estate Director

Legal Counsel

Contracts Manager

Business Development Manager

Property Strategist

Real Estate Research Analyst

Transaction Manager

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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