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Retainer Agreement For Consulting Services
"I need a Retainer Agreement for Consulting Services under Swiss law for my IT consulting firm to provide ongoing digital transformation services to a major bank, including monthly reporting requirements and strict confidentiality provisions, with the agreement starting January 1, 2025."
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 and brief description of the parties' intent to enter into a retainer arrangement
3. Definitions: Key terms used throughout the agreement
4. Scope of Services: Detailed description of the consulting services to be provided under the retainer
5. Term and Termination: Duration of the agreement and conditions for termination
6. Retainer Fee and Payment Terms: Monthly retainer amount, payment schedule, and handling of additional services beyond the retainer scope
7. Consultant's Obligations: Key responsibilities and commitments of the consultant
8. Client's Obligations: Key responsibilities and commitments of the client
9. Confidentiality: Obligations regarding confidential information and trade secrets
10. Intellectual Property: Ownership and rights to work products and pre-existing materials
11. Independent Contractor Status: Clear statement of consultant's status as independent contractor, not employee
12. Liability and Indemnification: Limitations of liability and indemnification obligations
13. Insurance: Required insurance coverage to be maintained by the consultant
14. Governing Law and Jurisdiction: Specification of Swiss law as governing law and jurisdiction for disputes
15. General Provisions: Standard clauses including severability, entire agreement, and amendments
1. Non-Competition: Restrictions on consultant's ability to work with competitors, only needed if competitive concerns exist
2. Data Protection: Specific provisions for handling personal data, required if personal data processing is involved
3. Force Majeure: Provisions for unforeseen circumstances preventing performance
4. Assignment and Subcontracting: Rules for transferring rights or obligations, needed if subcontracting might be relevant
5. Key Personnel: Identification of specific individuals who will provide services, important for larger consulting firms
6. Service Levels: Specific performance metrics and standards, useful for technical or specialized consulting
7. Audit Rights: Client's right to audit consultant's work and records, relevant for regulated industries
8. Currency and Tax Provisions: Specific provisions for international consulting relationships
1. Schedule A - Scope of Services: Detailed description of specific services covered by the retainer
2. Schedule B - Fee Schedule: Detailed breakdown of retainer fees and rates for additional services
3. Schedule C - Service Levels: Specific performance metrics and response times if applicable
4. Schedule D - Key Personnel: List of key team members and their qualifications
5. Appendix 1 - Form of Monthly Report: Template for required periodic reporting
6. Appendix 2 - Confidentiality Agreement: Detailed confidentiality terms and requirements
7. Appendix 3 - Insurance Requirements: Specific insurance coverage requirements and limits
Authors
Additional Services
Affiliate
Applicable Law
Business Day
Client
Client Materials
Confidential Information
Consultant
Consulting Services
Deliverables
Effective Date
Force Majeure Event
Intellectual Property Rights
Key Personnel
Monthly Report
Pre-existing Materials
Professional Standards
Representatives
Retainer Fee
Retainer Period
Retainer Services
Schedule
Service Levels
Specification
Term
Territory
Third Party
Work Product
Appointment
Services
Term
Retainer Fee
Additional Services
Payment Terms
Consultant Obligations
Client Obligations
Independent Contractor Status
Service Levels
Key Personnel
Reporting
Warranties
Intellectual Property
Confidentiality
Data Protection
Non-Competition
Non-Solicitation
Force Majeure
Limitation of Liability
Indemnification
Insurance
Termination
Assignment
Subcontracting
Notice
Severability
Waiver
Amendment
Entire Agreement
Counterparts
Governing Law
Jurisdiction
Dispute Resolution
Professional Services
Management Consulting
Information Technology
Financial Services
Healthcare
Manufacturing
Legal Services
Engineering
Marketing and Advertising
Environmental Consulting
Human Resources
Business Strategy
Digital Transformation
Sustainability Consulting
Risk Management
Legal
Procurement
Finance
Operations
Human Resources
Compliance
Risk Management
Business Development
Strategy
Project Management
Administration
Executive Leadership
Chief Executive Officer
Chief Financial Officer
General Counsel
Procurement Manager
Legal Counsel
Contract Manager
Business Development Director
Operations Manager
Project Manager
Human Resources Director
Risk Manager
Compliance Officer
Strategy Director
Finance Director
Department Head
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