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Senior Advisor Agreement

Senior Advisor Agreement Template for Switzerland

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Key Requirements PROMPT example:

Senior Advisor Agreement

"I need a Senior Advisor Agreement under Swiss law for a fintech startup engaging a former bank CEO to provide strategic guidance for our expansion into wealth management, with special attention to confidentiality and regulatory compliance requirements."

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Document background
The Senior Advisor Agreement is a critical document used when engaging high-level external expertise while maintaining compliance with Swiss law. It is particularly relevant when companies seek strategic guidance, industry expertise, or specialized knowledge from experienced professionals without creating an employment relationship. The agreement carefully navigates Swiss mandate law requirements, social security regulations, and tax implications while clearly establishing the advisor's independent contractor status. This document typically includes comprehensive provisions on confidentiality, intellectual property rights, data protection, and liability limitations, making it suitable for various advisory roles across different industries. The agreement's structure reflects Swiss business practices and legal requirements, particularly those outlined in the Swiss Code of Obligations.
Suggested Sections

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

2. Background: Context of the advisory relationship, advisor's expertise, and company's needs

3. Definitions: Key terms used throughout the agreement

4. Appointment and Scope: Terms of appointment and detailed scope of advisory services

5. Independence and Status: Clear statement of advisor's status as independent contractor

6. Duties and Obligations: Specific responsibilities of the advisor and the company

7. Time Commitment: Expected time dedication and availability requirements

8. Fees and Expenses: Compensation structure, payment terms, and reimbursable expenses

9. Intellectual Property: Ownership and rights to work product created during the engagement

10. Confidentiality: Protection of confidential information and trade secrets

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

12. Term and Termination: Duration of agreement and termination provisions

13. Liability and Indemnification: Extent of advisor's liability and indemnification obligations

14. General Provisions: Standard boilerplate clauses including governing law, jurisdiction, and entire agreement

Optional Sections

1. Non-Competition: Restrictions on competing activities, optional based on advisor's role and access to sensitive information

2. Non-Solicitation: Restrictions on soliciting employees or clients, if relevant to the advisor's role

3. Insurance: Requirements for professional liability insurance, if needed based on services provided

4. Board Observer Rights: Terms for attendance at board meetings, if advisor will have board observer status

5. Equity Compensation: Terms of any equity-based compensation, if applicable

6. Performance Metrics: Specific performance criteria and evaluation methods, if tied to compensation

7. Compliance with Policies: Adherence to company policies, if advisor will work closely with internal teams

Suggested Schedules

1. Schedule 1 - Services Description: Detailed description of advisory services and deliverables

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, payment terms, and expense categories

3. Schedule 3 - Key Contacts: List of key company personnel advisor will work with

4. Appendix A - Confidentiality Agreement: Detailed confidentiality terms and requirements

5. Appendix B - Data Protection Protocol: Specific data handling and protection procedures

6. Appendix C - Company Policies: Relevant company policies applicable to the advisor

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

Technology

Healthcare

Manufacturing

Professional Services

Pharmaceuticals

Consumer Goods

Energy

Telecommunications

Real Estate

Insurance

Education

Biotechnology

Industrial Technology

Sustainability

Relevant Teams

Legal

Human Resources

Executive Office

Corporate Development

Strategy

Finance

Operations

Business Development

Compliance

Board Secretariat

Risk Management

Research & Development

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Board Member

General Counsel

Chief Strategy Officer

Head of Business Development

HR Director

Chief Operating Officer

Department Head

Senior Vice President

Managing Director

Investment Manager

Strategy Director

Corporate Development 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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