The Non-Disclosure Agreement For Investors is essential for companies in South Africa seeking to protect their confidential information while engaging with potential investors. This document becomes necessary when companies begin fundraising activities, enter into investment discussions, or commence due diligence processes. It ensures compliance with South African legislation, including POPIA, the Companies Act, and Financial Markets Act, while protecting sensitive business information, financial data, trade secrets, and intellectual property. The agreement is particularly crucial given South Africa's developed financial markets and the increasing presence of international investors, requiring robust protection of confidential information during investment evaluations. It typically precedes any detailed investment discussions or sharing of sensitive business information and remains active throughout the investment consideration process.
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1. Parties: Identification of the disclosing party (typically the company) and receiving party (the potential investor), including full legal names and registration details
2. Background: Context of the agreement, including the purpose of sharing confidential information for potential investment evaluation
3. Definitions: Key terms including 'Confidential Information', 'Investment Purpose', 'Representatives', 'Affiliated Companies', and other relevant definitions
4. Scope of Confidential Information: Detailed description of what constitutes confidential information under the agreement
5. Disclosure and Use of Confidential Information: Terms governing how confidential information can be used and to whom it can be disclosed
6. Protection of Confidential Information: Specific measures required to protect confidential information
7. Exclusions from Confidential Information: Information that is not considered confidential under the agreement
8. Return or Destruction of Confidential Information: Requirements for handling confidential information after discussions end or upon request
9. Duration and Survival: Term of the agreement and which obligations survive termination
10. No Grant of Rights: Clarification that sharing of information does not grant any rights to intellectual property or create obligation to invest
11. Breach and Remedies: Consequences of breaching the agreement and available remedies
12. General Provisions: Standard clauses including governing law, jurisdiction, entire agreement, and amendments
1. Securities Trading Restrictions: Used when shared information could constitute inside information under financial markets regulations
2. Non-Solicitation: Include when there's a need to prevent approaching employees, clients, or suppliers
3. Data Protection Compliance: Detailed POPIA compliance section when personal information will be shared
4. Assignment and Successors: Include when dealing with institutional investors who may need to restructure or assign rights
5. Non-Circumvention: Used to prevent investors from bypassing the company to directly approach its partners or opportunities
6. Investor Syndicate Provisions: Include when multiple investors may be involved and information sharing between them needs to be regulated
7. Competing Investments: Used when the investor may have investments in competing businesses
1. Schedule 1: Description of Investment Opportunity: Detailed description of the business opportunity or project for which confidential information will be shared
2. Schedule 2: Authorized Representatives: List of authorized representatives from both parties who may access confidential information
3. Schedule 3: Security Protocols: Specific security measures and protocols for handling confidential information
4. Schedule 4: Disclosure Log: Template for recording what confidential information has been disclosed and to whom
5. Appendix A: Form of Confidentiality Undertaking: Template for additional parties who may need to sign confidentiality undertakings
6. Appendix B: Data Processing Terms: Detailed terms for POPIA compliance when personal information is involved
Relevant legal definitions
Affiliate
Agreement
Authorized Purpose
Authorized Representatives
Business Day
Confidential Information
Data Subject
Disclosing Party
Due Diligence
Effective Date
Electronic Communications
Group Companies
Inside Information
Investment Opportunity
Investment Purpose
Material Non-Public Information
Notice
Parties
Personal Information
Processing
Receiving Party
Representatives
Restricted Period
Securities
Signature Date
Subsidiary
Term
Third Party
Trade Secrets
Agreement
Authorized Purpose
Authorized Representatives
Business Day
Confidential Information
Data Subject
Disclosing Party
Due Diligence
Effective Date
Electronic Communications
Group Companies
Inside Information
Investment Opportunity
Investment Purpose
Material Non-Public Information
Notice
Parties
Personal Information
Processing
Receiving Party
Representatives
Restricted Period
Securities
Signature Date
Subsidiary
Term
Third Party
Trade Secrets
Clauses
Definitions
Interpretation
Confidentiality Obligations
Permitted Disclosures
Excluded Information
Duration and Survival
Return or Destruction of Information
Data Protection
Securities Trading Restrictions
Non-Circumvention
Non-Solicitation
Intellectual Property
No License Grant
No Obligation to Proceed
Notice Requirements
Breach and Remedies
Indemnification
Governing Law
Dispute Resolution
Severability
Assignment
Entire Agreement
Amendment
Costs
Electronic Communications
Force Majeure
Relationship of Parties
Warranties and Representations
Counterparts
Interpretation
Confidentiality Obligations
Permitted Disclosures
Excluded Information
Duration and Survival
Return or Destruction of Information
Data Protection
Securities Trading Restrictions
Non-Circumvention
Non-Solicitation
Intellectual Property
No License Grant
No Obligation to Proceed
Notice Requirements
Breach and Remedies
Indemnification
Governing Law
Dispute Resolution
Severability
Assignment
Entire Agreement
Amendment
Costs
Electronic Communications
Force Majeure
Relationship of Parties
Warranties and Representations
Counterparts
Relevant Industries
Technology
Manufacturing
Financial Services
Mining
Healthcare
Renewable Energy
Agriculture
Real Estate
Telecommunications
Retail
E-commerce
Biotechnology
Infrastructure
Education
Media and Entertainment
Relevant Teams
Legal
Finance
Executive Leadership
Corporate Development
Investment Relations
Compliance
Risk Management
Business Development
Company Secretariat
Board of Directors
Relevant Roles
Chief Executive Officer
Chief Financial Officer
Investment Manager
Legal Counsel
Corporate Development Director
Business Development Manager
Investment Analyst
Due Diligence Officer
Company Secretary
Compliance Officer
Risk Manager
Private Equity Partner
Venture Capital Associate
Portfolio Manager
Investment Relations Director
Managing Director
Financial Director
Board Member
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