Customer Relationship Agreement Template for England and Wales

A Customer Relationship Agreement is a comprehensive legal document governed by the laws of England and Wales that establishes the terms and conditions of the ongoing relationship between a service provider and its customers. It covers key aspects such as service delivery, payment terms, data protection obligations under UK GDPR, confidentiality requirements, and dispute resolution procedures. The agreement ensures compliance with UK consumer protection legislation while protecting both parties' interests.

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What is a Customer Relationship Agreement?

The Customer Relationship Agreement serves as the primary contractual framework for managing ongoing business relationships with customers under English and Welsh law. This document is essential for businesses providing regular services or maintaining ongoing customer relationships, particularly in regulated industries or where data protection is crucial. It incorporates necessary provisions to comply with UK consumer protection laws, GDPR requirements, and industry-specific regulations while establishing clear service delivery parameters and mutual obligations.

What sections should be included in a Customer Relationship Agreement?

1. 1. Parties: Identification and details of the contracting parties including registered addresses and company numbers

2. 2. Background: Context of the agreement, outlining the business relationship and purpose of the contract

3. 3. Definitions: Defined terms used throughout the agreement for clarity and consistent interpretation

4. 4. Services/Products: Detailed description of services or products to be provided under the agreement

5. 5. Term and Termination: Duration of the agreement, renewal terms, and circumstances for termination

6. 6. Payment Terms: Pricing, payment methods, schedules, and invoicing requirements

7. 7. Obligations of the Parties: Key responsibilities and commitments of both the service provider and customer

8. 8. Data Protection: GDPR compliance, data handling procedures, and privacy obligations

9. 9. Confidentiality: Protection and handling of confidential information shared between parties

10. 10. Governing Law: Jurisdiction and applicable law (England and Wales) governing the agreement

What sections are optional to include in a Customer Relationship Agreement?

1. Service Level Agreement: Specific performance metrics, standards, and remedies for service delivery

2. Intellectual Property: IP rights, ownership provisions, and licensing terms

3. Force Majeure: Provisions for handling unforeseen circumstances and events beyond reasonable control

4. Change Control: Process for managing changes to services, specifications, or terms

5. Insurance: Required insurance coverage and minimum policy requirements

What schedules should be included in a Customer Relationship Agreement?

1. Schedule 1: Service Description: Detailed technical and operational description of services/products

2. Schedule 2: Pricing: Detailed pricing structure, rates, and payment terms

3. Schedule 3: Service Levels: Performance metrics, KPIs, and measurement methodologies

4. Schedule 4: Data Processing Agreement: Detailed data protection obligations and processing requirements

5. Appendix A: Contact Details: Key contacts, escalation procedures, and notice requirements

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

Jurisdiction

England and Wales

Publisher

Genie AI

Cost

Free to use

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