Retainer Agreement for Switzerland

Retainer Agreement Template for Switzerland

A Swiss Retainer Agreement is a formal contract governed by Swiss law, particularly the Code of Obligations (OR), that establishes an ongoing professional relationship between a service provider and a client. The agreement details the terms under which professional services will be provided on a regular basis in exchange for a predetermined retainer fee. It includes specific provisions for service scope, fee structures, professional obligations, and termination rights, all aligned with Swiss legal requirements and professional standards. The document incorporates mandatory Swiss law provisions regarding mandate agreements (Auftragsrecht) and professional service obligations.

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What is a Retainer Agreement?

The Retainer Agreement is essential for establishing long-term professional service relationships under Swiss law. It is typically used when a client requires regular access to professional services and wishes to secure priority attention or guaranteed availability of a service provider. The document outlines the retainer amount, service scope, professional obligations, and payment terms, ensuring compliance with Swiss legal requirements, particularly the Code of Obligations (OR) provisions on mandate agreements. This agreement type is commonly used by law firms, consultancies, and other professional service providers in Switzerland who offer ongoing services to their clients. The retainer arrangement provides clients with the benefit of guaranteed service availability while giving service providers a stable income stream. The agreement includes specific provisions required under Swiss law regarding professional duties, confidentiality, and liability limitations.

What sections should be included in a Retainer Agreement?

1. Parties: Identification of the service provider and the client, including full legal names, addresses, and registration details if applicable

2. Background: Context of the engagement and brief description of the parties' intent to enter into a retainer arrangement

3. Definitions: Key terms used throughout the agreement, including 'Services', 'Fees', 'Retainer Amount', and other relevant terminology

4. Scope of Services: Detailed description of the services to be provided under the retainer arrangement

5. Retainer Terms: Specific details about the retainer arrangement, including amount, replenishment requirements, and minimum balance

6. Fees and Payment Terms: Fee structure, billing rates, payment schedule, and handling of expenses

7. Term and Termination: Duration of the agreement and circumstances under which either party may terminate the relationship

8. Obligations of the Service Provider: Professional duties, service standards, and compliance requirements

9. Obligations of the Client: Client responsibilities, including information provision and cooperation requirements

10. Confidentiality: Provisions for handling confidential information and professional secrecy obligations

11. Liability and Indemnification: Extent and limitations of liability under Swiss law

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

What sections are optional to include in a Retainer Agreement?

1. Intellectual Property Rights: Required when services may involve creation or use of intellectual property

2. Data Protection: Detailed section needed when personal data processing is involved, ensuring compliance with Swiss Data Protection Act

3. Non-Competition: Optional restrictions on service provider's activities with competing clients

4. Force Majeure: Provisions for handling unforeseen circumstances preventing service delivery

5. Insurance: Required when specific professional insurance coverage needs to be documented

6. Conflict of Interest: Particularly important for legal or financial services retainers

7. Staff and Subcontractors: Needed when services may be delivered by team members or third parties

8. Service Levels: Required when specific performance metrics or response times need to be established

What schedules should be included in a Retainer Agreement?

1. Schedule of Services: Detailed breakdown of specific services covered under the retainer

2. Fee Schedule: Comprehensive listing of rates, charges, and payment terms

3. Key Personnel: List of main professionals assigned to provide the services

4. Service Level Requirements: Specific performance metrics and service standards

5. Compliance Requirements: Industry-specific regulatory requirements and compliance obligations

6. Communication Protocol: Procedures for routine communications and escalation processes

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Switzerland

Publisher

Genie AI

Document Type

Agreement Contract

Cost

Free to use
Relevant legal definitions
Clauses
Relevant Industries

Legal Services

Management Consulting

Financial Services

Information Technology

Business Advisory

Professional Services

Healthcare

Engineering Services

Marketing and Communications

Accounting and Tax Services

Relevant Teams

Legal

Finance

Procurement

Compliance

Operations

Business Development

Risk Management

Corporate Services

Professional Services

Contract Management

Relevant Roles

General Counsel

Legal Director

Chief Financial Officer

Procurement Manager

Contract Manager

Business Development Director

Managing Partner

Professional Services Director

Compliance Officer

Operations Manager

Chief Executive Officer

Finance Director

Professional Practice Manager

Risk Manager

Corporate Secretary

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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