Your data doesn't train Genie's AI
You keep IP ownership of your information
1. Parties: Identification of all parties to the agreement, including registered addresses and company registration details
2. Background: Context of the agreement, nature of the financial information to be shared, and purpose of sharing
3. Definitions: Detailed definitions including 'Confidential Information', 'Financial Information', 'Permitted Purpose', 'Authorized Representatives', and other key terms
4. Scope of Confidential Information: Detailed description of what constitutes confidential financial information under the agreement
5. Obligations of Confidentiality: Core confidentiality obligations, including handling, storage, and protection of confidential information
6. Permitted Disclosures: Circumstances under which confidential information may be disclosed, including to regulators and advisors
7. Security Measures: Specific security protocols for handling financial information, both physical and digital
8. Return or Destruction of Information: Procedures for returning or destroying confidential information upon termination or request
9. Term and Termination: Duration of the agreement and circumstances for termination
10. Breach and Remedies: Consequences of breach and available remedies including injunctive relief
11. Governing Law and Jurisdiction: Specification of Indian law as governing law and jurisdiction for disputes
12. General Provisions: Standard boilerplate clauses including severability, amendments, and notices
1. Regulatory Compliance: Additional section when dealing with regulated financial entities or when specific regulatory compliance needs to be addressed
2. Data Privacy Compliance: Specific section when personal financial data is involved, addressing data protection requirements
3. Insider Trading Prevention: Required when dealing with listed companies or market-sensitive financial information
4. Cross-Border Transfers: Needed when financial information may be transferred outside India
5. Audit Rights: Optional section granting rights to audit compliance with confidentiality obligations
6. Insurance Requirements: Section requiring specific insurance coverage for data breaches or information security
7. Survival Clauses: Detailed section on which provisions survive termination, particularly relevant for long-term financial relationships
8. Force Majeure: Optional section addressing circumstances beyond parties' control affecting confidentiality obligations
1. Schedule 1 - Categories of Confidential Information: Detailed list of types of financial information covered by the agreement
2. Schedule 2 - Authorized Representatives: List of personnel authorized to access and handle confidential information
3. Schedule 3 - Security Protocols: Detailed security measures and protocols for handling confidential information
4. Schedule 4 - Required Notifications: List of circumstances requiring mandatory notification to the other party
5. Appendix A - Data Handling Procedures: Specific procedures for handling, storing, and transmitting confidential financial data
6. Appendix B - Regulatory Requirements: Summary of applicable regulatory requirements and compliance procedures
Financial Information
Proprietary Information
Trade Secrets
Permitted Purpose
Authorized Representatives
Affiliate
Business Day
Confidential Financial Data
Disclosing Party
Receiving Party
Representatives
Third Party
Effective Date
Group
Material Non-Public Information
Inside Information
Regulatory Authority
Sensitive Financial Information
Financial Records
Investment Information
Trading Information
Client Data
Financial Products
Financial Services
Financial Statements
Digital Information
Electronic Records
Security Protocols
Permitted Disclosures
Compliance Requirements
Confidentiality Period
Notice
Related Party
Subsidiary
Working Papers
Financial Models
Financial Projections
Business Plans
Term
Force Majeure Event
Interpretation
Confidentiality Obligations
Permitted Use
Information Security
Data Protection
Return of Information
Regulatory Compliance
Permitted Disclosure
Term and Termination
Breach and Remedies
Indemnification
Governing Law
Dispute Resolution
Force Majeure
Assignment
Notices
Severability
Entire Agreement
Amendment
Survival
Third Party Rights
Waiver
Counterparts
Electronic Execution
Authority
Representations and Warranties
Non-Circumvention
Costs
Non-Solicitation
Banking
Financial Services
Insurance
Investment Banking
Private Equity
Venture Capital
Asset Management
Wealth Management
FinTech
Corporate Finance
Capital Markets
Financial Consulting
Accounting and Audit
Credit Services
Financial Technology
Finance
Legal
Compliance
Risk Management
Treasury
Investment
Corporate Development
Financial Planning & Analysis
Mergers & Acquisitions
Audit
Corporate Finance
Financial Operations
Financial Strategy
Investment Banking
Portfolio Management
Chief Financial Officer
Finance Director
Investment Manager
Financial Analyst
Investment Banker
Financial Controller
Treasury Manager
Risk Manager
Compliance Officer
Financial Advisor
Portfolio Manager
Merger & Acquisition Specialist
Private Equity Manager
Venture Capital Manager
Banking Executive
Financial Operations Manager
Credit Analyst
Fund Manager
Wealth Manager
Financial Planning Director
Find the exact document you need
NDA Policy
An India-compliant NDA Policy establishing organizational protocols for protecting confidential information and trade secrets under Indian law.
NDA Form For Company
An Indian law-compliant Non-Disclosure Agreement template for protecting corporate confidential information between companies.
Non Disclosure Agreement Between Two Companies
An Indian law-governed Non-Disclosure Agreement for protecting confidential information exchanged between two companies during business discussions.
Non Disclosure Agreement Between Company And Individual
An Indian law-governed NDA between a company and individual for protecting confidential business information and trade secrets.
NDA For Invention
An India-compliant NDA specifically designed to protect confidential information related to new inventions, incorporating key provisions from Indian patent and contract law.
NDA For Business Idea
An Indian law-compliant NDA specifically designed to protect confidential business ideas during business discussions and evaluations.
NDA Film
An Indian law-governed Non-Disclosure Agreement designed specifically for film industry projects and stakeholders.
NDA Accounting
An India-specific NDA for accounting services, ensuring confidentiality of financial information while complying with Indian law and professional standards.
Form NDA
Standard-form Non-Disclosure Agreement template compliant with Indian law, protecting confidential information exchange between parties.
Disclosure Agreement (Real Estate)
An Indian law-compliant agreement documenting mandatory disclosures about a real estate property's condition, legal status, and material facts from seller to buyer.
Confidentiality Agreement Between Two Individuals
An Indian law-governed confidentiality agreement for protecting sensitive information shared between two individuals.
Non Circumvention Non Disclosure & Working Agreement Ncnda
An Indian law-governed agreement combining non-circumvention, non-disclosure, and working arrangements, protecting confidential information and business relationships while establishing collaboration guidelines.
NDA For Clients
An Indian law-governed NDA template for protecting confidential information shared between a company and its clients.
Virtual NDA
An electronically executable Non-Disclosure Agreement compliant with Indian law, designed for protecting confidential information shared through digital means.
Social Media NDA
An India-compliant NDA specifically designed to protect confidential information related to social media operations and digital assets.
Real Estate NDA
An India-specific NDA designed to protect confidential information in real estate transactions, governed by Indian law.
Non Disclosure Agreement (Insurance)
Indian jurisdiction NDA tailored for insurance sector relationships, protecting confidential insurance business information and ensuring regulatory compliance.
Non Disclosure Agreement For (Manufacturing)
An India-compliant NDA designed to protect confidential information in manufacturing operations, including processes, specifications, and trade secrets.
NDA For Product Design
An India-governed NDA specifically designed to protect confidential information in product design relationships, including technical specifications and prototypes.
Custom NDA
A customized Non-Disclosure Agreement compliant with Indian law, protecting confidential information exchange between parties.
Short Form NDA
A concise non-disclosure agreement governed by Indian law, protecting confidential information exchanged between parties during business dealings.
Multiparty NDA
An Indian law-governed non-disclosure agreement for three or more parties, ensuring protection of confidential information in multi-party business relationships.
Design NDA
An Indian law-compliant NDA specifically focused on protecting confidential design information and related intellectual property.
Indemnity NDA
An Indian law-governed confidentiality agreement with integrated indemnification provisions for enhanced protection of sensitive information.
Candidate Confidentiality Agreement
An Indian law-governed confidentiality agreement for protecting sensitive company information during recruitment processes.
Confidentiality Agreement For HR Employees
An India-specific confidentiality agreement for HR professionals, establishing obligations for protecting sensitive employee and company information under Indian law.
Short NDA
A concise Non-Disclosure Agreement compliant with Indian law, protecting confidential information in business relationships.
NDA In IT Companies
An India-specific NDA template for IT companies, ensuring protection of technical and business confidential information under Indian law.
Disclosure Letter
An Indian law-governed document that discloses exceptions to warranties in a principal transaction agreement, providing protection to the disclosing party while ensuring transparency.
Real Estate Agent Confidentiality Agreement
An Indian law-governed agreement establishing confidentiality obligations between real estate agents and clients, ensuring protection of sensitive property and transaction information.
NDA For Interns
An Indian jurisdiction NDA template designed specifically for protecting confidential information in intern relationships while supporting educational objectives.
Non Compete Non Solicitation And Non Disclosure Agreement
An Indian law-governed agreement combining non-compete, non-solicitation, and confidentiality provisions to protect business interests and sensitive information.
Independent Contractor NDA
An Indian law-governed agreement combining independent contractor terms with confidentiality provisions to protect business information while establishing a non-employment relationship.
Employee Exit NDA
An India-compliant non-disclosure agreement for departing employees, protecting company confidential information and intellectual property post-employment.
Employee Confidentiality And Non Disclosure Agreement
An India-compliant Employee Confidentiality and Non-Disclosure Agreement protecting company confidential information and trade secrets under Indian law.
Client Disclosure Agreement
An Indian law-governed agreement establishing confidentiality obligations between parties sharing sensitive business information.
Short Non Disclosure Agreement
A streamlined Non-Disclosure Agreement under Indian law for protecting confidential information in business relationships.
Reciprocal NDA
An Indian law-governed mutual non-disclosure agreement for protecting confidential information exchanged between two parties during business dealings.
Non Disclosure Agreement Settlement
An Indian law-governed settlement agreement resolving disputes or obligations under an existing Non-Disclosure Agreement, including confidentiality terms and mutual releases.
Non Disclosure Agreement Price
An Indian law-governed agreement protecting confidential pricing and financial information shared between business parties.
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it


.png)
.png)