Expert Engagement Letter Template for Switzerland

The Expert Engagement Letter is used when organizations need to formally engage external specialists or consultants under Swiss law. It serves as a crucial document that combines the formality of a professional appointment with the legal protection of a contract. The letter should be used when engaging independent experts for specific projects, advisory roles, or specialized consultations. The document typically includes detailed service descriptions, fee arrangements, confidentiality provisions, and compliance with Swiss regulatory requirements. An Expert Engagement Letter is particularly important in Switzerland due to specific legal requirements regarding independent contractors versus employees, data protection, and professional services regulations. The document helps establish clear boundaries and expectations while ensuring compliance with Swiss legal requirements, particularly the Swiss Code of Obligations and related regulations governing professional services.

1. Letter Header: Professional letterhead, date, and formal addressing of the expert

2. Introduction: Identification of parties and confirmation of expert engagement

3. Scope of Services: Detailed description of expert services to be provided, including any specific deliverables

4. Term and Time Commitment: Duration of engagement and expected time allocation

5. Fees and Payment Terms: Expert's compensation, payment schedule, and expenses policy

6. Confidentiality: Obligations regarding confidential information handling

7. Independence: Statement of expert's independent status and absence of conflicts

8. Signature Block: Formal closing, signature lines for both parties