Advisory Agreement Template for Switzerland

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

2. Background: Context of the advisory relationship and brief description of the parties' intent

3. Definitions: Key terms used throughout the agreement

4. Scope of Services: Detailed description of advisory services to be provided

5. Duties and Responsibilities of the Advisor: Specific obligations, including duty of care, loyalty, and compliance with applicable regulations

6. Client's Obligations: Client's responsibilities, including providing accurate information and necessary cooperation

7. Fees and Payment Terms: Compensation structure, payment schedule, and expense reimbursement

8. Term and Termination: Duration of the agreement and termination provisions

9. Confidentiality: Obligations regarding confidential information and trade secrets

10. Data Protection: Compliance with Swiss data protection laws and data handling procedures

11. Liability and Indemnification: Extent of advisor's liability and any indemnification provisions

12. General Provisions: Standard clauses including governing law, jurisdiction, entire agreement, and amendments

1. Schedule of Services: Detailed breakdown of specific advisory services to be provided

2. Fee Schedule: Detailed fee structure, rates, and payment terms

3. Key Personnel: List of key individuals responsible for providing advisory services

4. Reporting Requirements: Format and frequency of reports to be provided to the client

5. Compliance Procedures: Detailed compliance protocols and requirements

6. Client Information Form: Required client information and know-your-client documentation

7. Data Processing Agreement: Detailed provisions for handling personal data in compliance with FADP