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Intercompany Shared Services Agreement

Intercompany Shared Services Agreement Template for Switzerland

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Key Requirements PROMPT example:

Intercompany Shared Services Agreement

"I need an Intercompany Shared Services Agreement under Swiss law for our Zurich-based holding company to provide IT, HR, and financial services to our subsidiaries across Europe, with particular focus on data protection compliance and transfer pricing requirements."

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Document background
The Intercompany Shared Services Agreement is essential for corporate groups operating in or through Switzerland that wish to establish efficient and compliant shared service arrangements between group entities. This document type is particularly relevant when centralizing functions such as IT, HR, accounting, or administrative services within a group structure. It addresses key Swiss legal requirements, including transfer pricing regulations, data protection laws, and corporate governance standards. The agreement typically includes detailed service descriptions, performance metrics, pricing methodologies that meet arm's length requirements, and governance frameworks. It's designed to ensure clear service delivery standards while maintaining compliance with Swiss regulatory requirements and group policies.
Suggested Sections

1. Parties: Identification of the service provider and service recipient entities, including registration details and addresses

2. Background: Context of the agreement, relationship between the parties, and purpose of the shared services arrangement

3. Definitions: Definitions of key terms used throughout the agreement

4. Scope of Services: Detailed description of services to be provided, service categories, and delivery parameters

5. Service Levels: Performance standards, KPIs, and quality requirements for the services

6. Charges and Payment: Pricing methodology, payment terms, invoicing procedures, and transfer pricing compliance

7. Governance: Management structure, reporting requirements, and oversight mechanisms

8. Personnel: Provisions regarding personnel providing services, including qualification requirements and supervision

9. Intellectual Property: Ownership and usage rights of IP created or used in providing services

10. Confidentiality: Protection of confidential information exchanged during service provision

11. Data Protection: Compliance with data protection laws and data handling requirements

12. Term and Termination: Duration of agreement, renewal provisions, and termination rights

13. Liability and Indemnification: Allocation of risks and responsibilities between parties

14. Force Majeure: Provisions for handling events beyond reasonable control

15. General Provisions: Standard boilerplate clauses including notices, amendments, and governing law

Optional Sections

1. Tax Matters: Detailed tax provisions when complex cross-border services are involved

2. Regulatory Compliance: Specific compliance obligations when services are in regulated sectors

3. Business Continuity: Disaster recovery and business continuity provisions for critical services

4. Audit Rights: Extended audit provisions when required by regulatory requirements or group policy

5. Security Requirements: Detailed security provisions when handling sensitive data or systems

6. Change Control: Formal change management procedures for complex service arrangements

7. Transition Services: Provisions for service transition at start or end of agreement when complexity requires

8. Group Company Provisions: Specific provisions for group-wide application or group company benefits

Suggested Schedules

1. Schedule 1 - Services Description: Detailed description of each service category and specific services

2. Schedule 2 - Service Levels: Detailed service level requirements, KPIs, and measurement methodologies

3. Schedule 3 - Charges: Detailed pricing structure, rates, and calculation methodologies

4. Schedule 4 - Governance Procedures: Detailed governance framework, meeting schedules, and escalation procedures

5. Schedule 5 - Key Personnel: List of key personnel and their roles in service delivery

6. Schedule 6 - Technical Requirements: Technical specifications and requirements for service delivery

7. Appendix A - Service Request Form: Template for requesting new or modified services

8. Appendix B - Report Templates: Standard templates for service reporting

9. Appendix C - Transfer Pricing Documentation: Documentation supporting the arm's length nature of service charges

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

Financial Services

Manufacturing

Technology

Pharmaceutical

Consumer Goods

Professional Services

Industrial

Energy

Healthcare

Telecommunications

Real Estate

Transportation and Logistics

Media and Entertainment

Relevant Teams

Legal

Finance

Tax

Compliance

Operations

Shared Services

Corporate Governance

Accounting

Treasury

Risk Management

Internal Audit

Corporate Development

Human Resources

Relevant Roles

Chief Financial Officer

Head of Legal

General Counsel

Head of Shared Services

Chief Operating Officer

Transfer Pricing Manager

Corporate Controller

Head of Tax

Compliance Officer

Group Finance Director

Operations Director

Service Delivery Manager

Legal Counsel

Contract Manager

Finance Manager

Group Accountant

Corporate Secretary

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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