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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."
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
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
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
Applicable Laws
Business Day
Client
Confidential Information
Consulting Fee
Consulting Services
Consultant
Deliverables
Effective Date
Force Majeure Event
Intellectual Property Rights
Key Personnel
Material Breach
Personal Data
Project
Property
Real Estate Assets
Reports
Service Level Requirements
Services
Term
Third Party
Work Product
Professional Standards
Reasonable Skill and Care
Scope of Work
Success Fee
Territory
Cantonal Regulations
Due Diligence
Market Analysis
Performance Metrics
Professional Indemnity Insurance
Regulatory Approvals
Swiss GAAP
Valuation Standards
Working Hours
Appointment
Scope of Services
Term and Duration
Fees and Payment
Obligations and Responsibilities
Performance Standards
Deliverables
Reporting Requirements
Confidentiality
Data Protection
Intellectual Property
Non-Competition
Non-Solicitation
Professional Indemnity
Liability Limitation
Insurance
Force Majeure
Termination
Assignment
Subcontracting
Notice Requirements
Dispute Resolution
Governing Law
Jurisdiction
Entire Agreement
Severability
Amendment
Waiver
Costs
Force Majeure
Regulatory Compliance
Anti-Money Laundering
Conflict of Interest
Quality Assurance
Record Keeping
Service Levels
Personnel Requirements
Client Cooperation
Third Party Rights
Warranties
Real Estate
Property Development
Construction
Financial Services
Investment Management
Commercial Property
Residential Property
Asset Management
Property Technology
Professional Services
Hospitality
Retail
Legal
Real Estate
Investment
Asset Management
Business Development
Risk Management
Compliance
Operations
Finance
Research & Analytics
Property Management
Strategic Planning
Contract Administration
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
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