This Client Agreement template is designed for use in New Zealand business contexts where a formal agreement is needed to establish a professional service relationship between a service provider and their client. It is particularly useful for businesses providing ongoing services or project-based work to clients, where clear terms and conditions are essential. The agreement incorporates requirements from relevant New Zealand legislation, including the Contract and Commercial Law Act 2017, Fair Trading Act 1986, and Privacy Act 2020. It covers crucial aspects such as service scope, payment terms, intellectual property rights, confidentiality, and dispute resolution procedures, while remaining adaptable to various business contexts and service types.
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1. Parties: Identifies and provides full legal details of all parties to the agreement
2. Background: Sets out the context and purpose of the agreement, including any relevant business relationship history
3. Definitions: Defines key terms used throughout the agreement for clarity and consistency
4. Services: Detailed description of the services to be provided by the business to the client
5. Term and Commencement: Specifies when the agreement starts and its duration
6. Fees and Payment: Details of fees, payment terms, invoicing process, and GST treatment
7. Obligations and Responsibilities: Lists the specific obligations of both parties, including service standards and client responsibilities
8. Confidentiality: Provisions protecting confidential information shared between parties
9. Privacy and Data Protection: Terms governing the handling of personal information in compliance with the Privacy Act 2020
10. Intellectual Property: Addresses ownership and usage rights of intellectual property
11. Liability and Indemnity: Limits of liability and indemnification provisions
12. Termination: Grounds and process for terminating the agreement
13. Dispute Resolution: Process for resolving disputes between parties
14. General Provisions: Standard legal provisions including governing law, notices, and assignment
1. Service Levels: Include when specific performance metrics or service standards need to be maintained
2. Insurance: Include when specific insurance requirements need to be maintained by either party
3. Change Control: Include when services may need to be modified during the term of the agreement
4. Force Majeure: Include when necessary to address circumstances beyond parties' control
5. Anti-Money Laundering: Include for financial services or when dealing with high-value transactions
6. Compliance with Laws: Include when specific regulatory compliance needs to be addressed
7. Security Requirements: Include when dealing with sensitive data or systems access
8. Business Continuity: Include when service continuity is critical to the client
1. Schedule 1 - Services Description: Detailed breakdown of services, deliverables, and specifications
2. Schedule 2 - Fee Schedule: Detailed pricing, rate cards, and payment terms
3. Schedule 3 - Service Levels: Specific performance metrics, reporting requirements, and remedies
4. Schedule 4 - Key Personnel: Details of key staff assigned to provide the services
5. Schedule 5 - Client Materials: List of materials, information, or resources to be provided by the client
6. Appendix A - Contact Details: Contact information for key representatives and notices
7. Appendix B - Change Request Form: Template for requesting and documenting changes to services
Relevant legal definitions
Clauses
Relevant Industries
Professional Services
Information Technology
Financial Services
Consulting
Legal Services
Healthcare
Education
Real Estate
Marketing and Advertising
Engineering
Construction
Business Services
Telecommunications
Relevant Teams
Legal
Commercial
Sales
Business Development
Operations
Finance
Compliance
Risk Management
Account Management
Client Services
Project Management
Relevant Roles
Chief Executive Officer
Managing Director
Commercial Manager
Contract Manager
Legal Counsel
Business Development Manager
Account Manager
Sales Director
Operations Manager
Project Manager
Risk Manager
Compliance Officer
Finance Manager
Company Secretary
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