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Business Advisory Agreement Template for Switzerland

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Key Requirements PROMPT example:

Business Advisory Agreement

"I need a Business Advisory Agreement for my tech consulting firm providing digital transformation services to a Swiss healthcare company, starting March 2025, with strong data protection clauses and specific provisions for protecting patient information."

Document background
The Business Advisory Agreement is essential for professional service relationships in Switzerland, providing a formal framework for advisory engagements. It is typically used when a company or individual seeks professional guidance, strategic advice, or consulting services from qualified advisors. The document addresses key aspects required under Swiss law, including detailed service descriptions, compensation terms, confidentiality provisions, and regulatory compliance requirements. It protects both parties' interests while ensuring clarity in their professional relationship and adherence to Swiss legal standards, particularly the Swiss Code of Obligations and Federal Act on Data Protection. This agreement is crucial for establishing clear expectations, deliverables, and professional boundaries in advisory relationships.
Suggested Sections

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

2. Background: Context of the advisory relationship, brief description of the client's business and advisory needs

3. Definitions: Key terms used throughout the agreement, including 'Services', 'Deliverables', 'Confidential Information', etc.

4. Scope of Services: Detailed description of the advisory services to be provided

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

6. Fees and Payment Terms: Compensation structure, payment schedule, expenses, and invoicing procedures

7. Obligations of the Advisor: Key responsibilities and commitments of the advisor

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

9. Confidentiality: Provisions for handling confidential information and trade secrets

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

11. Liability and Indemnification: Limitation of liability and indemnification provisions

12. General Provisions: Standard clauses including governing law, notices, amendments, etc.

Optional Sections

1. Non-Competition: Restrictions on advisor's activities with competing businesses, used when advisor will have access to sensitive competitive information

2. Data Protection: Specific provisions for handling personal data, required when services involve processing personal data

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

4. Insurance: Requirements for professional liability insurance, important for high-value or high-risk advisory services

5. Assignment: Rights to transfer the agreement, relevant when dealing with larger organizations

6. Compliance with Laws: Specific regulatory compliance obligations, important in regulated industries

7. Key Personnel: Identification of specific individuals responsible for service delivery, useful for complex advisory relationships

Suggested Schedules

1. Schedule A - Scope of Services: Detailed breakdown of specific advisory services, deliverables, and timelines

2. Schedule B - Fee Schedule: Detailed fee structure, rates, payment terms, and expense policies

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

4. Schedule D - Service Levels: Performance metrics and service level expectations

5. Appendix 1 - Confidentiality Agreement: Detailed confidentiality terms and procedures

6. Appendix 2 - Data Processing Agreement: Specific terms for handling personal data under Swiss law

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

Technology

Manufacturing

Healthcare

Professional Services

Real Estate

Retail

Energy

Telecommunications

Education

Non-Profit

Transportation & Logistics

Media & Entertainment

Construction

Hospitality

Relevant Teams

Legal

Finance

Procurement

Business Development

Operations

Risk Management

Compliance

Strategy

Corporate Development

Project Management

Executive Leadership

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Legal Counsel

Business Development Manager

Procurement Manager

Strategy Director

Operations Manager

Risk Manager

Compliance Officer

Project Manager

Management Consultant

Business Advisor

Corporate Development Director

General Counsel

Contract 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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