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Split Fee Agreement Template for Switzerland

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Key Requirements PROMPT example:

Split Fee Agreement

"I need a Split Fee Agreement for my Zurich-based wealth management firm to establish a 60-40 revenue sharing arrangement with an external investment advisor in Geneva, starting from March 2025, with specific provisions for handling international clients and cross-border transactions."

Document background
The Split Fee Agreement is essential for business arrangements in Switzerland where multiple parties collaborate and agree to share revenues, commissions, or fees generated from specific business activities. This document is commonly used in professional services, financial services, and advisory sectors where fee-sharing arrangements are standard practice. It ensures compliance with Swiss regulations, particularly the Swiss Code of Obligations and financial services laws, while providing a clear framework for fee calculations, payment procedures, and dispute resolution. The agreement is particularly important for maintaining transparency in business relationships and establishing clear financial obligations between parties, especially in regulated industries where proper documentation of fee-sharing arrangements is mandatory.
Suggested Sections

1. Parties: Identification and details of all parties involved in the fee-splitting arrangement

2. Background: Context of the agreement and relationship between the parties

3. Definitions: Key terms used throughout the agreement

4. Fee Structure: Detailed explanation of how fees will be split between parties, including percentages or fixed amounts

5. Payment Terms: Timing and method of fee payments, including invoicing procedures

6. Services and Obligations: Description of services or activities that generate the fees and each party's responsibilities

7. Record Keeping: Requirements for maintaining financial records and documentation

8. Audit Rights: Rights of parties to audit fee calculations and relevant records

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

10. Confidentiality: Protection of confidential information shared between parties

11. Governing Law and Jurisdiction: Specification of Swiss law as governing law and jurisdiction for disputes

12. General Provisions: Standard contractual provisions including notices, amendments, and severability

Optional Sections

1. Regulatory Compliance: Specific provisions for regulatory compliance when agreement involves regulated industries or activities

2. International Payments: Additional provisions for cross-border fee transfers and currency considerations

3. Non-Competition: Restrictions on competitive activities, if relevant to the fee-sharing arrangement

4. Intellectual Property: IP rights and usage provisions when fee-splitting involves IP-related services

5. Force Majeure: Provisions for handling unforeseen circumstances affecting fee generation or payment

6. Data Protection: Specific provisions for handling personal data when required by the nature of services

7. Professional Insurance: Insurance requirements when agreement involves professional services

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

Suggested Schedules

1. Fee Calculation Schedule: Detailed methodology and examples of fee calculations

2. Payment Procedures: Step-by-step process for fee calculations, invoicing, and payment

3. Service Level Agreement: Detailed performance metrics and service standards if applicable

4. Compliance Requirements: Specific regulatory or industry compliance requirements

5. Authorized Representatives: List of designated contacts for fee-related communications

6. Bank Account Details: Banking information for fee transfers

7. Required Documentation: Templates or examples of required documentation for fee processing

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

Professional Services

Legal Services

Real Estate

Investment Management

Insurance

Consulting

Wealth Management

Business Advisory

Corporate Services

Investment Banking

Commercial Brokerage

Relevant Teams

Legal

Finance

Compliance

Business Development

Operations

Commercial

Partnership Management

Account Management

Risk Management

Treasury

Relevant Roles

Managing Director

Chief Financial Officer

Business Development Manager

Partnership Manager

Compliance Officer

Legal Counsel

Financial Controller

Business Partner

Commercial Director

Operations Manager

Account Manager

Investment Advisor

Broker

Agent

Professional Service Provider

Finance 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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