Simple Consulting Agreement for Switzerland

Simple Consulting Agreement Template for Switzerland

A Simple Consulting Agreement governed by Swiss law is a legally binding contract that establishes the terms and conditions for consulting services provided by an independent consultant or consulting firm to a client company. This agreement, structured under the Swiss Code of Obligations (particularly Articles 394-406 governing mandate agreements), outlines the scope of services, compensation terms, confidentiality obligations, intellectual property rights, and the independent contractor status of the consultant. It includes essential provisions for liability, termination, and data protection in compliance with Swiss federal laws while maintaining clarity and practicality for standard consulting engagements.

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What is a Simple Consulting Agreement?

This Simple Consulting Agreement is designed for use in Switzerland when engaging external consultants or consulting firms for professional services. The document is structured under Swiss law, particularly the Swiss Code of Obligations, and provides a comprehensive yet straightforward framework for consulting relationships. It is particularly suitable for businesses seeking to formalize relationships with independent consultants while clearly distinguishing them from employees. The agreement includes essential provisions required under Swiss law regarding mandate agreements, social security classifications, and data protection requirements, while remaining flexible enough to accommodate various consulting arrangements. It's commonly used for both one-time projects and ongoing consulting relationships, providing clear terms for scope, payment, confidentiality, and intellectual property rights.

What sections should be included in a Simple Consulting Agreement?

1. Parties: Identification of the contracting parties including full legal names, addresses, and registration details where applicable

2. Background: Context of the agreement and brief description of the parties' intention to enter into a consulting relationship

3. Definitions: Key terms used throughout the agreement

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

5. Term and Termination: Duration of the agreement and conditions for termination

6. Fees and Payment Terms: Consulting fees, payment schedule, expenses, and invoicing procedures

7. Independent Contractor Status: Clear statement of consultant's status as independent contractor, not employee

8. Confidentiality: Obligations regarding confidential information and trade secrets

9. Intellectual Property Rights: Ownership and rights to work products and pre-existing materials

10. Liability and Indemnification: Extent of liability and indemnification obligations

11. Insurance: Required insurance coverage

12. Governing Law and Jurisdiction: Specification of Swiss law and jurisdiction

13. General Provisions: Standard boilerplate clauses including severability, entire agreement, and amendments

What sections are optional to include in a Simple Consulting Agreement?

1. Non-Competition: Restrictions on competitive activities, if applicable and reasonable under Swiss law

2. Data Protection: Specific provisions for handling personal data under Swiss FADP, required if personal data processing is involved

3. Force Majeure: Provisions for unforeseen circumstances preventing performance

4. Service Levels: Specific performance metrics and standards, if applicable

5. Compliance with Laws: Specific regulatory compliance requirements for regulated industries

6. Assignment and Subcontracting: Rights and restrictions regarding transfer of obligations or use of subcontractors

7. Notice Provisions: Detailed communication requirements for formal notices

What schedules should be included in a Simple Consulting Agreement?

1. Schedule A - Services Description: Detailed scope of work, deliverables, and timelines

2. Schedule B - Fee Schedule: Detailed breakdown of fees, rates, and payment terms

3. Schedule C - Key Personnel: List of key consultants and their qualifications, if applicable

4. Schedule D - Service Levels: Detailed performance metrics and measurement criteria, if applicable

5. Schedule E - Data Processing Terms: Detailed data protection and processing requirements, if applicable

6. Appendix 1 - Report Templates: Standard formats for progress reports and deliverables

7. Appendix 2 - Insurance Requirements: Detailed insurance coverage requirements and minimums

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

Service Agreement

Cost

Free to use
Relevant Industries

Financial Services

Technology

Healthcare

Manufacturing

Professional Services

Education

Real Estate

Retail

Telecommunications

Energy

Construction

Life Sciences

Non-Profit

Media and Entertainment

Relevant Teams

Legal

Procurement

Human Resources

Finance

Operations

Compliance

Business Development

Project Management

Contract Administration

Risk Management

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Procurement Manager

Legal Counsel

Human Resources Director

Project Manager

Department Head

Operations Manager

Business Development Manager

Compliance Officer

Contract Manager

General Counsel

Finance Director

Managing Director

Chief Operating Officer

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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