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Advisory Services Contract Template for Switzerland

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Key Requirements PROMPT example:

Advisory Services Contract

"I need an Advisory Services Contract governed by Swiss law for a management consulting firm providing digital transformation services to a pharmaceutical company, with strict data protection provisions and regulatory compliance requirements for the healthcare sector."

Document background
The Advisory Services Contract is a vital legal instrument used to formalize professional advisory relationships under Swiss law. It is particularly relevant when engaging consultants, experts, or advisory firms to provide specialized guidance, strategic input, or professional recommendations. This document type is essential for businesses and individuals seeking or providing advisory services in Switzerland, ensuring compliance with Swiss legal requirements, particularly the mandate provisions of the Swiss Code of Obligations. The contract addresses key aspects such as scope definition, service delivery standards, confidentiality obligations, liability limitations, and intellectual property rights, while incorporating necessary safeguards for both parties. It's designed to provide clarity and legal certainty in professional relationships while maintaining flexibility to accommodate various advisory contexts, from one-time consultations to ongoing advisory arrangements.
Suggested Sections

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

2. Background: Context of the advisory relationship and general purpose of the agreement

3. Definitions: Key terms used throughout the agreement

4. Scope of Services: Detailed description of the advisory services to be provided, including any specific deliverables

5. Term and Termination: Duration of the agreement and conditions for termination, including notice periods as per Swiss law

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

7. Obligations of the Advisor: Professional standards, duty of care, and specific responsibilities of the advisor

8. Obligations of the Client: Client's responsibilities, including provision of information and cooperation

9. Confidentiality: Confidentiality obligations and handling of sensitive information

10. Intellectual Property: Ownership and usage rights of materials and deliverables

11. Liability and Indemnification: Limitations of liability and indemnification provisions in accordance with Swiss law

12. Data Protection: Compliance with Swiss data protection laws and data handling procedures

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

Optional Sections

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

2. Insurance: Insurance requirements, particularly relevant for high-risk or regulated advisory services

3. Force Majeure: Provisions for unforeseen circumstances, particularly relevant for long-term advisory relationships

4. Assignment and Subcontracting: Rules regarding transfer of rights and use of subcontractors, if relevant to the service

5. Key Personnel: Identification of specific individuals responsible for providing the services, used when personal qualification is essential

6. Regulatory Compliance: Specific regulatory obligations, particularly relevant for financial or regulated advisory services

7. Service Levels: Specific performance metrics and standards, used for more structured advisory relationships

Suggested Schedules

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: Details of key team members and their qualifications

4. Schedule 4 - Service Levels: Specific performance metrics and response times if applicable

5. Schedule 5 - Data Processing Agreement: Detailed provisions for handling personal data in compliance with Swiss law

6. Appendix A - Required Information: List of information and documents to be provided by the client

7. Appendix B - Compliance Requirements: Specific regulatory or industry compliance requirements

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 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

Financial Services

Management Consulting

Information Technology

Legal Services

Healthcare

Real Estate

Environmental Services

Education

Manufacturing

Energy

Telecommunications

Professional Services

Research and Development

Business Strategy

Digital Transformation

Relevant Teams

Legal

Procurement

Business Development

Human Resources

Finance

Operations

Compliance

Risk Management

Project Management

Contract Administration

Strategy

Corporate Development

Relevant Roles

Chief Executive Officer

Legal Counsel

Procurement Manager

Business Development Director

Management Consultant

Financial Advisor

Strategy Consultant

Technical Consultant

HR Director

Operations Manager

Project Manager

Compliance Officer

Risk Manager

Contract Manager

General Counsel

Chief Financial Officer

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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