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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
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
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
Services
Retainer Fee
Additional Fees
Business Day
Commencement Date
Confidential Information
Deliverables
Documentation
Force Majeure Event
Intellectual Property Rights
Key Personnel
Professional Standards
Reports
Service Hours
Service Location
Service Provider
Client
Term
Termination Date
Applicable Law
Client Materials
Emergency Services
Expenses
Fee Schedule
Minimum Balance
Payment Period
Professional Rules
Response Time
Scope of Work
Service Levels
Standard Rates
Swiss Professional Standards
Working Hours
Services
Appointment
Term
Retainer Fee
Payment Terms
Additional Services
Professional Obligations
Client Obligations
Service Standards
Performance
Confidentiality
Data Protection
Intellectual Property
Liability
Limitation of Liability
Indemnification
Insurance
Force Majeure
Termination
Consequences of Termination
Non-Competition
Assignment
Subcontracting
Notice
Entire Agreement
Severability
Variation
Waiver
Governing Law
Jurisdiction
Dispute Resolution
Compliance
Record Keeping
Relationship of Parties
Third Party Rights
Legal Services
Management Consulting
Financial Services
Information Technology
Business Advisory
Professional Services
Healthcare
Engineering Services
Marketing and Communications
Accounting and Tax Services
Legal
Finance
Procurement
Compliance
Operations
Business Development
Risk Management
Corporate Services
Professional Services
Contract Management
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
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