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Client Disclosure Agreement
1. Parties: Identification of the disclosing party and receiving party, including full legal names, registration numbers, and addresses
2. Background: Context of the disclosure agreement, including the purpose of sharing confidential information and the nature of the business relationship
3. Definitions: Clear definitions of key terms, especially 'Confidential Information', 'Permitted Purpose', 'Representatives', and 'Affiliated Companies'
4. Scope of Confidential Information: Detailed description of what constitutes confidential information under the agreement
5. Confidentiality Obligations: Core obligations regarding the handling and protection of confidential information
6. Permitted Use and Disclosure: Specific circumstances under which confidential information may be used or disclosed
7. Security Measures: Required security measures for protecting confidential information
8. Return or Destruction of Information: Procedures for handling confidential information upon termination or request
9. Duration and Survival: Term of the agreement and which obligations survive termination
10. Breach and Remedies: Consequences of breach and available remedies
11. General Provisions: Standard provisions including governing law, jurisdiction, and entire agreement
1. Data Protection Compliance: Specific provisions for GDPR compliance when personal data is involved
2. Third Party Rights: Provisions regarding disclosure to and obligations of third parties
3. International Transfer: Specific provisions for cross-border transfer of confidential information
4. Competing Business: Non-competition provisions if relevant to the business relationship
5. Intellectual Property Rights: Provisions clarifying IP ownership and rights in shared information
6. Force Majeure: Provisions for handling unforeseen circumstances affecting confidentiality obligations
7. Insurance Requirements: Specific insurance requirements for handling sensitive information
1. Schedule 1 - Categories of Confidential Information: Detailed list of specific types of confidential information covered
2. Schedule 2 - Authorized Representatives: List of individuals authorized to receive and handle confidential information
3. Schedule 3 - Security Protocols: Detailed security measures and procedures for handling confidential information
4. Schedule 4 - Data Processing Requirements: Specific requirements for processing personal data under GDPR if applicable
5. Appendix A - Information Handling Procedures: Step-by-step procedures for handling, storing, and disposing of confidential information
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