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Due Diligence Access Agreement
"I need a Due Diligence Access Agreement for a potential acquisition in the Australian mining sector, where we'll need strict clean team provisions and specific protocols for handling geological data and mining licenses, with the due diligence period starting March 2025."
1. Parties: Identification of the disclosing party, receiving party, and any relevant related entities
2. Background: Context of the proposed transaction and purpose of due diligence
3. Definitions: Key terms including Confidential Information, Due Diligence Materials, Permitted Purpose, Representatives
4. Access to Due Diligence Materials: Terms and conditions for accessing and reviewing due diligence materials
5. Confidentiality Obligations: Core confidentiality requirements and restrictions on use of information
6. Security and Data Protection: Requirements for securing and protecting accessed information
7. Return or Destruction of Materials: Obligations regarding the handling of materials after completion or termination
8. Representatives and Permitted Disclosures: Rules about who can access information and permitted circumstances for disclosure
9. Term and Termination: Duration of the agreement and termination provisions
10. Breach and Remedies: Consequences of breach and available remedies
11. General Provisions: Standard boilerplate clauses including governing law, notices, and entire agreement
1. Clean Team Arrangements: Required when parties are competitors to restrict sensitive information to designated individuals
2. Regulatory Compliance: Needed for regulated industries or when specific regulatory obligations apply
3. Electronic Data Room Rules: Include when using virtual data room for document sharing
4. Intellectual Property Rights: Additional protection for IP-heavy transactions
5. Anti-trust/Competition Compliance: Required when parties are in the same industry or market
6. Privacy and Personal Data Handling: Include when personal data will be accessed during due diligence
7. Stand-still Provisions: Optional restrictions on share dealings or approaching employees
8. Costs and Expenses: Include when costs need to be specifically allocated between parties
1. Authorized Personnel Schedule: List of individuals authorized to access due diligence materials
2. Due Diligence Materials: Categories or list of materials to be made available
3. Security Protocols: Detailed security requirements and procedures
4. Data Room Rules and Procedures: Specific rules and procedures for accessing and using the data room
5. Clean Team Members: List of approved clean team members if applicable
6. Confidentiality Undertaking: Form of confidentiality undertaking for representatives to sign
7. Access Request Form: Template for requesting access to specific materials or areas
Authors
Financial Services
Technology
Healthcare
Manufacturing
Mining and Resources
Real Estate
Retail
Professional Services
Energy
Infrastructure
Telecommunications
Education
Agriculture
Transport and Logistics
Media and Entertainment
Legal
Finance
Corporate Development
Mergers and Acquisitions
Compliance
Information Security
Risk Management
Corporate Secretariat
Business Development
Information Technology
Data Protection
Executive Leadership
Chief Executive Officer
Chief Financial Officer
General Counsel
Legal Counsel
Corporate Development Manager
Investment Director
Due Diligence Manager
Compliance Officer
Data Protection Officer
M&A Director
Transaction Manager
Chief Information Security Officer
Risk Manager
Company Secretary
Business Development Director
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