The Client Disclosure Agreement is a critical document used in Switzerland when establishing business relationships that involve the sharing of sensitive or confidential information between service providers and their clients. This document is particularly important given Switzerland's strict privacy laws and renowned reputation for data protection and confidentiality, especially in sectors like banking, financial services, and professional services. The agreement must comply with the Swiss Federal Data Protection Act, the Code of Obligations, and where applicable, sector-specific regulations such as banking secrecy laws. It typically outlines the scope of confidential information, permitted uses, security requirements, and the obligations of all parties regarding data protection and privacy. The document is essential for businesses operating in Switzerland or dealing with Swiss clients, as it provides legal protection and ensures compliance with local regulatory requirements.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc
1. Parties: Identification of the disclosing party and receiving party, including full legal names, addresses, and registration details
2. Background: Context of the disclosure relationship and purpose of the agreement
3. Definitions: Key terms including 'Confidential Information', 'Authorized Purpose', 'Authorized Recipients', and other relevant definitions under Swiss law
4. Scope of Confidential Information: Detailed description of what constitutes confidential information under the agreement
5. Permitted Use and Disclosure: Specific purposes for which confidential information may be used and conditions for disclosure to authorized recipients
6. Confidentiality Obligations: Core obligations regarding protection, storage, and handling of confidential information
7. Data Protection Compliance: Obligations under Swiss Federal Data Protection Act and related regulations
8. Security Measures: Required technical and organizational measures to protect confidential information
9. Return or Destruction: Obligations regarding the return or destruction of confidential information upon termination
10. Term and Termination: Duration of the agreement and termination provisions
11. Breach and Remedies: Consequences of breach and available remedies under Swiss law
12. General Provisions: Standard provisions including governing law, jurisdiction, and entire agreement
1. International Data Transfers: Required when confidential information may be transferred outside Switzerland, addressing cross-border data flow requirements
2. Industry-Specific Obligations: Additional provisions for regulated industries (e.g., banking, healthcare, or financial services)
3. Intellectual Property Rights: Specific provisions regarding IP rights when confidential information includes trade secrets or proprietary technology
4. Insurance Requirements: Obligations to maintain specific insurance coverage for data protection and cyber risks
5. Audit Rights: Provisions allowing the disclosing party to audit the receiving party's compliance
6. Force Majeure: Provisions addressing extraordinary circumstances affecting confidentiality obligations
7. Third-Party Rights: Provisions regarding the rights of third parties whose information may be included
1. Schedule 1 - Categories of Confidential Information: Detailed list of types and categories of confidential information covered
2. Schedule 2 - Authorized Recipients: List of approved individuals or entities who may access the confidential information
3. Schedule 3 - Security Measures: Specific technical and organizational measures required for data protection
4. Schedule 4 - Data Processing Activities: Description of permitted processing activities and purposes
5. Appendix A - Contact Details: Contact information for key personnel responsible for confidentiality compliance
6. Appendix B - Incident Response Plan: Procedures for handling and reporting confidentiality breaches
Relevant legal definitions
Agreement
Authorized Purpose
Authorized Recipients
Business Day
Confidential Information
Client Data
Data Protection Laws
Disclosing Party
Effective Date
Force Majeure Event
Group
Information Security Incident
Intellectual Property Rights
Personal Data
Processing
Receiving Party
Representatives
Security Measures
Services
Swiss Law
Term
Third Party
Trade Secrets
Unauthorized Disclosure
Authorized Purpose
Authorized Recipients
Business Day
Confidential Information
Client Data
Data Protection Laws
Disclosing Party
Effective Date
Force Majeure Event
Group
Information Security Incident
Intellectual Property Rights
Personal Data
Processing
Receiving Party
Representatives
Security Measures
Services
Swiss Law
Term
Third Party
Trade Secrets
Unauthorized Disclosure
Clauses
Confidentiality
Data Protection
Information Security
Use Restrictions
Disclosure
Return or Destruction of Information
Term and Termination
Breach Notification
Remedies
Indemnification
Liability
Force Majeure
Assignment
Governing Law
Jurisdiction
Dispute Resolution
Notices
Entire Agreement
Severability
Amendment
Waiver
Third Party Rights
Counterparts
Survival
Costs
Data Transfer
Audit Rights
Security Measures
Breach Reporting
Data Protection
Information Security
Use Restrictions
Disclosure
Return or Destruction of Information
Term and Termination
Breach Notification
Remedies
Indemnification
Liability
Force Majeure
Assignment
Governing Law
Jurisdiction
Dispute Resolution
Notices
Entire Agreement
Severability
Amendment
Waiver
Third Party Rights
Counterparts
Survival
Costs
Data Transfer
Audit Rights
Security Measures
Breach Reporting
Relevant Industries
Financial Services
Banking
Insurance
Asset Management
Legal Services
Professional Services
Technology
Healthcare
Pharmaceuticals
Consulting
Wealth Management
Private Banking
Corporate Services
Information Technology
Telecommunications
Relevant Teams
Legal
Compliance
Risk Management
Information Security
Data Protection
Client Services
Business Development
Operations
Corporate Affairs
Privacy
Contract Management
Regulatory Affairs
Relevant Roles
Chief Legal Officer
Data Protection Officer
Privacy Officer
Compliance Manager
Legal Counsel
Corporate Lawyer
Risk Manager
Client Relationship Manager
Business Development Manager
Contract Manager
Information Security Officer
Chief Compliance Officer
Chief Privacy Officer
General Counsel
Head of Legal
Client Services Director
Operations Manager
Account Executive
Find the exact document you need
Financial NDA
Swiss law-governed financial sector NDA incorporating banking secrecy provisions and financial data protection requirements.
find out more
NDA For Product Development
Swiss law-governed NDA for protecting confidential information in product development collaborations.
find out more
Confidentiality Agreement Between Two Individuals
Swiss law-governed confidentiality agreement between two individuals for protecting sensitive information exchange.
find out more
General NDA Agreement
Swiss law-governed NDA for protecting confidential information in business relationships, compliant with Swiss Code of Obligations.
find out more
Generic NDA
Swiss law-governed non-disclosure agreement for protecting confidential information in business relationships.
find out more
Boilerplate NDA
Swiss law-governed NDA template for protecting confidential information in business relationships.
find out more
Short Form Non Disclosure Agreement
A streamlined Non-Disclosure Agreement under Swiss law for protecting confidential information in business relationships.
find out more
Confidential NDA
Swiss law-governed NDA for protecting confidential information in business relationships, incorporating key Swiss legal requirements and international best practices.
find out more
Short Form NDA
A condensed Swiss-law governed non-disclosure agreement for protecting confidential information in straightforward business relationships.
find out more
Non Solicitation NDA
Swiss law-governed agreement combining non-solicitation and confidentiality provisions to protect business relationships and confidential information.
find out more
Confidentiality Agreement Between Two Companies
Swiss law-governed bilateral confidentiality agreement for protecting sensitive business information between two companies.
find out more
Invention NDA
Swiss law-governed confidentiality agreement specifically designed to protect invention-related information and associated intellectual property rights.
find out more
Confidentiality Agreement For HR Employees
A Swiss law-governed confidentiality agreement specifically designed for HR employees, ensuring protection of sensitive employee data and compliance with Swiss data protection regulations.
find out more
Simple Non Disclosure Agreement For Employees
Swiss law-governed employee NDA establishing confidentiality obligations while ensuring compliance with Swiss employment and data protection regulations.
find out more
Settlement NDA
A Swiss law-governed agreement combining settlement terms and confidentiality obligations to resolve disputes while protecting sensitive information.
find out more
Non Disclosure And Restricted Use Agreement
A Swiss law-governed agreement that protects confidential information through both non-disclosure obligations and specific use restrictions.
find out more
Non Disclosure Agreement For Suppliers
Swiss law-governed NDA for protecting confidential information shared with suppliers, incorporating key Swiss legal requirements and remedies.
find out more
Confidential Contract
Swiss law-governed confidentiality agreement for protecting sensitive business information and trade secrets in commercial relationships.
find out more
Client Disclosure Agreement
A Swiss law-governed agreement establishing confidentiality obligations and data protection requirements in client-service provider relationships.
find out more
Technology NDA
Swiss law-governed NDA specifically designed for protecting technical and technological confidential information, including provisions for digital assets and innovation protection.
find out more
Reciprocal NDA
A bilateral confidentiality agreement under Swiss law for mutual protection of confidential information between two parties.
find out more
Personal Confidentiality Agreement
A Swiss law-governed agreement establishing confidentiality obligations between an individual and an organization, protecting sensitive business information and trade secrets.
find out more
Non Disclosure Agreement For Interns
Swiss-law governed Non-Disclosure Agreement tailored for intern relationships, protecting company confidential information during and after the internship period.
find out more
Mutual Non Circumvention Non Disclosure Agreement
A Swiss law-governed mutual agreement protecting confidential information and business relationships, preventing parties from bypassing each other in business dealings.
find out more
Model NDA
Swiss law-governed NDA template for protecting confidential information in business relationships.
find out more
Data Confidentiality Agreement
Swiss law-governed confidentiality agreement for protecting sensitive information exchange, incorporating FADP compliance requirements.
find out more
Confidentiality Agreement For Contractors
Swiss law-governed confidentiality agreement for protecting sensitive business information in contractor relationships.
find out more
Boilerplate Confidentiality Agreement
Swiss law-governed Confidentiality Agreement for protecting confidential information exchanged between parties.
find out more
Business Plan Non Disclosure Agreement
Swiss law-governed NDA for protecting business plan confidentiality and related sensitive information during business discussions and evaluations.
find out more
Bidirectional NDA
A Swiss law-governed bilateral NDA establishing mutual confidentiality obligations between two parties, with enforcement under Swiss jurisdiction.
find out more
Simple Employee Confidentiality Agreement
A Swiss law-compliant employee confidentiality agreement establishing obligations for protecting company confidential information and trade secrets.
find out more
Non Disclosure Agreement Between Partners
Swiss-law governed Non-Disclosure Agreement for business partnerships, establishing mutual confidentiality obligations and information protection standards.
find out more
Basic NDA
Swiss law-governed non-disclosure agreement for protecting confidential information in business relationships.
find out more
Patient Confidentiality Agreement
Swiss-law compliant Patient Confidentiality Agreement governing the protection and handling of patient medical information in healthcare settings.
find out more
Non Competition And Confidentiality Agreement
Swiss-law governed agreement combining non-compete and confidentiality provisions to protect business interests, structured according to Swiss Code of Obligations requirements.
find out more
Employee Confidentiality And Proprietary Rights Agreement
A Swiss law-governed agreement establishing employee obligations regarding confidentiality and intellectual property rights, including protection of company information and assignment of work-related innovations.
find out more
NDA Extension Agreement
A Swiss law-governed agreement extending the term of an existing Non-Disclosure Agreement while maintaining or updating its original terms and conditions.
find out more
Non Disclosure Agreement For Service Provider
Swiss law-governed NDA for protecting confidential information when engaging service providers, incorporating key Swiss federal law provisions and local business practices.
find out more
Model Confidentiality Agreement
Swiss law-governed confidentiality agreement template for protecting sensitive business information and trade secrets.
find out more
Restaurant Non Disclosure Agreement
Swiss law-compliant NDA for protecting restaurant trade secrets, recipes, and operational procedures in the hospitality sector.
find out more
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)
.png)