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Engagement Agreement for Switzerland

Engagement Agreement Template for Switzerland

A Swiss Engagement Agreement is a formal contract governed by Swiss law that establishes the terms and conditions of a professional service relationship between a service provider and a client. This document outlines the scope of services, responsibilities of both parties, compensation arrangements, confidentiality obligations, and other key terms in accordance with Swiss legal requirements, particularly the Swiss Code of Obligations. It serves as a comprehensive framework for professional engagements while ensuring compliance with Swiss regulatory requirements and professional standards.

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What is a Engagement Agreement?

The Engagement Agreement under Swiss law is a crucial document used to formalize professional service relationships and ensure clear understanding between parties providing and receiving professional services. This agreement is particularly relevant when engaging consultants, advisors, or professional service firms in Switzerland, and must comply with Swiss legal requirements, especially the Swiss Code of Obligations. The document typically includes detailed provisions on service scope, fees, confidentiality, liability, and data protection, reflecting both Swiss legal requirements and international best practices. It's designed to protect both parties' interests while providing a clear framework for the professional relationship, making it essential for any significant professional engagement in Switzerland.

What sections should be included in a Engagement Agreement?

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

2. Background: Context of the engagement and brief description of the parties' intent to enter into the professional relationship

3. Definitions: Key terms used throughout the agreement, ensuring consistent interpretation

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

5. Term and Termination: Duration of the engagement and conditions for termination by either party

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

7. Obligations of the Service Provider: Key responsibilities and commitments of the service provider

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

9. Confidentiality: Obligations regarding confidential information and trade secrets

10. Intellectual Property: Ownership and rights to work products and pre-existing materials

11. Liability and Indemnification: Limitations of liability and indemnification obligations under Swiss law

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

13. Governing Law and Jurisdiction: Confirmation of Swiss law application and jurisdiction for disputes

14. General Provisions: Standard contractual provisions including severability, entire agreement, and amendments

What sections are optional to include in a Engagement Agreement?

1. Non-Competition: Restrictions on competitive activities, if applicable to the engagement type

2. Insurance: Requirements for professional liability or other insurance coverage

3. Force Majeure: Provisions for unforeseen circumstances preventing performance

4. Assignment and Subcontracting: Rights and restrictions regarding transfer of obligations or use of subcontractors

5. Regulatory Compliance: Specific regulatory obligations relevant to the industry or profession

6. Personnel: Requirements regarding specific individuals performing the services

7. Quality Standards: Specific quality requirements or professional standards to be met

8. Dispute Resolution: Alternative dispute resolution procedures before court litigation

What schedules should be included in a Engagement Agreement?

1. Schedule 1 - Detailed Service Description: Comprehensive breakdown of services, methodologies, and deliverables

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

3. Schedule 3 - Key Personnel: List of key team members and their roles in the engagement

4. Schedule 4 - Service Levels: Specific performance metrics and service level requirements

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

6. Appendix A - Required Forms and Documentation: Standard forms, templates, or documentation required for the engagement

7. Appendix B - Client Policies: Relevant client policies that the service provider must comply with

Authors

Alex Denne

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

Jurisdiction

Switzerland

Publisher

Ƶ

Document Type

Agreement Contract

Cost

Free to use
Relevant legal definitions



























Clauses




























Relevant Industries

Professional Services

Management Consulting

Legal Services

Financial Services

Information Technology

Engineering

Architecture

Business Advisory

Healthcare

Education and Training

Real Estate

Marketing and Communications

Human Resources

Environmental Services

Research and Development

Relevant Teams

Legal

Procurement

Human Resources

Finance

Operations

Risk and Compliance

Project Management Office

Business Development

Professional Services

Executive Leadership

Administrative

Contracting

Relevant Roles

Chief Executive Officer

Chief Financial Officer

General Counsel

Legal Counsel

Procurement Manager

Contract Manager

Project Manager

Human Resources Director

Business Development Manager

Operations Director

Risk Manager

Compliance Officer

Professional Services Director

Partner (Professional Services)

Managing Director

Department Head

Senior Consultant

Independent Professional

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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