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Contract Engagement Letter

Contract Engagement Letter Template for Switzerland

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Key Requirements PROMPT example:

Contract Engagement Letter

"I need a Contract Engagement Letter under Swiss law for a management consulting engagement starting March 2025, with particular emphasis on data protection provisions and cross-border service delivery between our Zurich and London offices."

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Document background
The Contract Engagement Letter is a crucial document used in professional service relationships under Swiss law to formally initiate and define the terms of a business engagement. It serves as the foundational document that establishes the professional relationship between a service provider and their client, typically used when engaging consulting firms, legal advisors, financial services providers, or other professional service providers. The document must comply with Swiss legal requirements, particularly the Swiss Code of Obligations, and typically includes essential information such as scope of services, fee arrangements, timeline, team structure, and key terms and conditions. A Contract Engagement Letter is particularly important in Switzerland's highly regulated professional services environment, where clear documentation of agreements and terms is essential for both legal compliance and professional standards.
Suggested Sections

1. Date and Address Block: Formal letter heading including date and recipient's full details

2. Introduction and Client Identification: Opening paragraph identifying the client and confirming the engagement request

3. Scope of Services: Detailed description of the specific services to be provided

4. Team and Key Contacts: Identification of key team members who will provide the services

5. Professional Fees: Fee structure, billing rates, and payment terms

6. Timeline: Expected duration or key milestones for the engagement

7. Terms and Conditions: Key terms governing the engagement including confidentiality and data protection

8. Acceptance Provisions: Instructions for accepting the engagement and returning signed copies

Optional Sections

1. Conflict Check Results: Include when professional rules require disclosure of conflict check results

2. Related Services: Include when additional services might be needed or available

3. Professional Liability Insurance: Include when required by regulation or client request

4. Anti-Money Laundering Compliance: Include for financial or legal services subject to AML regulations

5. Document Retention Policy: Include when handling sensitive documents or long-term engagements

6. Termination Provisions: Include for longer-term engagements or when required by professional rules

Suggested Schedules

1. Fee Schedule: Detailed breakdown of fees, rates, and payment terms

2. General Terms and Conditions: Standard terms and conditions of the service provider

3. Service Level Agreement: Detailed performance standards and service expectations

4. Team Structure: Organizational chart and detailed team member responsibilities

5. Required Client Documentation: List of documents and information required from the client

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions

























Clauses

























Relevant Industries

Legal Services

Financial Services

Consulting

Accounting

Professional Services

Information Technology

Management Consulting

Business Advisory

Tax Advisory

Corporate Services

Relevant Teams

Legal

Finance

Procurement

Compliance

Risk Management

Business Development

Operations

Professional Services

Client Relations

Contract Management

Relevant Roles

Managing Partner

Chief Executive Officer

Legal Counsel

Chief Financial Officer

Engagement Manager

Project Manager

Business Development Manager

Contract Manager

Procurement Manager

Risk Manager

Compliance Officer

Professional Services Director

Client Relationship Manager

Operations Director

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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