Finance

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All contract templates for

Finance

Advisor Agreement

Use this agreement when bringing an advisor on board to formalize variables such as job role and responsibilities, duration of contract and compensation. The agreement also sets forth certain key terms such as confidentiality and intellectual property.

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Consultancy Agreement - Company appointing an individual consultant (not using a personal service company)

This template is to be used the next time your company needs to set out terms with an individual (i.e. not to be used for agreements involving a personal service company as defined within IR35). It sets out the terms on which a contractor provides services to a client company, and is perfect for freelance software developers, marketing consultants, designers, PR/HR/recruitment consultants.

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Founder IP Assignment (Taylor Vinters)

This Founder IP Assignment is intended to be used to assign IP rights created by a founder for the company to the company itself. It will often be required to assign IP created by the founder prior to the founder entering into a formal services agreement with the company, which would otherwise continue to subsist in the founder. This Founder IP Assignment is drafted broadly and is not appropriate for more general IP assignments (see IP Assignment Templates).

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Senior Employment Agreement (Genie)

This is a senior employment agreement template that we at Genie AI have used to hire 20+ employees. The agreement is structured so that all the key commercial terms that would change per employee are kept at the bottom in a table in the schedule, to make it easy to use on an ongoing basis. Since this is a senior employment contract, it contains a significant amount of provisions for restrictive covenants, such as non-solicitation (enticing away of customers, business or employees after the employee has left) and non-compete clauses. There is also provision to make reference to an incentive scheme such as an EMI option scheme, however it is recommended to keep this in a separate agreement, in order to avoid a binding promise and avoid variations to the incentive scheme resulting in variations to the terms of employment. Apart from that this is a fairly simple agreement that is easy to use and repeat for many employees.


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Website Privacy Policy

Generate a privacy policy for your website within a few moments with this easy to use template. This privacy policy covers the type of information collected by your website and app, and the purpose for collecting that data.

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Intern Agreement Letter

This Intern Agreement Letter is a binding legal contract, written as a simple letter to be more readable and amenable to an intern. The intern is treated as a contractor, not a full time employee. The letter contains the main provisions to hire an intern, such as salary and payment, holidays, who the manager will be and the work the intern will undertake.

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SaaS Pilot Agreement (Taylor Vinters)

Use this agreement to set out the terms under which software may be accessed by a customer during a trial.

Following a trial, use a SaaS (Software as a Service) agreement to provide for the secure delivery of services to the user's terminal on a pay-per-use basis over a network, from processors hosted remotely by the SaaS provider.

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One Way NDA UK

This one way non disclosure agreement template is to be used in the UK for general commercial purposes. It was drafted from a neutral and fair perspective between the interests of the discloser and the recipient. It is also known as a One-way NDA or a One-wayconfidentiality agreement

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Cookies Policy (Taylor Vinters)

Cookies are small text files that are stored on your computer or device by websites that you visit. This document contains details of individual cookies, what type of cookie they are, their purpose and duration, which are the key details required to include inside a Cookies Policy. Please note that in addition to providing users with comprehensive information about the cookies, consent will need to be obtained from users to place the cookies (subject to limited exemptions around strictly necessary cookies). Website operators will also need to consider the privacy related implications of the subsequent data processing and account for this in the relevant privacy notice.

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Employment Agreement

This employment agreement (also known as an employment contract or service agreement) can be used when hiring a new member of staff to determine the key terms of employment including employment conditions, rights, responsibilities and duties of both the company and the employee.

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Employment Contract Questionnaire (Taylor Vinters)

This Employment Contract Questionnaire can be used by a company to tailor standard form employment contracts to their business requirements for each employee. It contains the key terms that should normally be included in an employment contract, such as inclusion of company policies like employee handbook and privacy notices, payment terms, holiday policy, incapacity, termination, gardening leave, grievance and more.

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Cloud Computing Security Policy

Also known as a cloud security policy or cloud governance policy, this cloud computing policy template covers all external cloud services, e.g. cloud-based email, document storage, Software-as-a-Service (SaaS), Infrastructure-as-a-Service (IaaS), Platform-as-a-Service (PaaS), etc. Personal accounts are excluded.

Cloud computing offers a number of advantages including low costs, high performance and quick delivery of services.  However, without adequate controls, it also exposes individuals and organisations to online threats such as data loss or theft, unauthorised access to corporate networks, and so on.

You can remain committed to enabling your employees to do their jobs as efficiently as possible through the use of technology. This template is intended to establish a process employees can use cloud services as required without jeopardising your organisation's data and computing resources.

This policy applies to all employees of your organisation, with no exceptions.

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Website Terms of Use (Taylor Vinters)

This Terms of Use states the terms and conditions, together with any documents referred to in the document, that govern the use of a website. It contains a link to a separate privacy policy, contains information about how content on the site should be used and downloaded, disclaimers about user generated content, explains how users should conduct themselves and how loss or damage suffered by the user should be handled.

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Mutual NDA (Taylor Vinters)

This template should be used where both parties are disclosing confidential information to one another. This is a typical arrangement to enter into at the beginning of a sales process to allow for discussions around business requirements before entering into the main agreement. The mutual nature of the NDA creates a more balanced position than one-way NDAs. It is assumed the confidential information being shared is not personal data (which would require a data sharing agreement).

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Variation to Collaboration Agreement (Lambert)

These agreements can be used when a new party joins the project. No variation to a model research collaboration agreement will be valid unless all the existing Parties agree to the variation in writing.

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Term Sheet (Investor friendly) (MBM Commercial)

This is a lightweight but typical term sheet that a venture capital investor would give to a company or founder when investing in their company. This term sheet is typical of a pre-seed or seed investment round, and also includes a draft cap table in the schedule. The template is drafted to be investor friendly.

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Consortium Agreement C (each party takes own IP core to business)

Use this particular agreement if you'd like each party to take an assignment of IP in the results that are relevant and appropriate to their core business, and the ability to then exploit those results. Note: Where more than 2 parties are collaborating, we have 4 model consortium agreements to choose from. This agreement was drafted for use with Innovate UK’s Collaborative R&D Programme. With a few changes, you can adapt it to your circumstances. Consortium agreements A,B,C and D cover many of the circumstances that may arise between academic, institutional and industrial partners when carrying out research. Nonetheless, you should negotiate with the other parties to achieve consensus and a signed agreement before work on the project begins.

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Email and Internet Acceptable Usage Policy

This Policy contains important rules covering the acceptable use of your organisation’s email, mobile, instant messaging, web browser and other online communication facilities. Your organisation provides facilities at its own expense and for its own business purposes, and it is the responsibility of all employees to make sure that any use of the internet follows your organisation’s standards of business and personal conduct.

Employees must ensure that they never use online facilities in a manner that could compromise your organisation or its employees in any way.

Every member of staff is responsible for ensuring that this Policy is complied with.

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One-Way NDA (Taylor Vinters)

This template should only be used where one party is disclosing confidential information to the other party. This agreement should not be used if both parties are disclosing confidential information (see mutual NDA). It is assumed the confidential information being shared is not personal data (which would require a data sharing agreement).

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Data Processing Agreement (Controller friendly) (Taylor Vinters)

This template can be used where a controller appoints a processor to perform services that will result in the processor processing personal data. It is important to ensure you have accurately identified the roles of each party in respect of the personal data being processed. The controller is the entity determining the purpose and means of processing personal data and the processor (the “Provider”) is the entity which processes the personal data on behalf of the controller. This template should not be used for controller to controller data sharing arrangements. This template is a controller friendly version.

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Sample Consultancy Agreement (Lambert)

Use this agreement when an individual researcher undertakes to provide consultancy services to a Sponsor. The researcher assigns IP in the work they do as a consultant to the Sponsor in return for payments made by the Sponsor.

Note: In order to be assign those rights, the researcher must own them, which normally means they must not have developed them during the course of their employment by the university; if they have been developed in the course of his employment, those rights will usually belong to the university.

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Russell Studentship Agreement (Lambert)

This agreement can be used to record the terms of collaboration of a post-graduate studentship between a university and a student. It determines the funding and conduct of the studentship in addition to the specifics surrounding the project to be undertaken by the student.

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Collaboration Agreement 2 (negotiate IP license)

Each of the 7 model research collaboration agreements from the Lambert Toolkit have a different approach on who can exploit the intellectual property from a project. In this particular agreement, agreement 2, the collaborator may negotiate further license to some or all of the Insitution IP rights.

Note: This collaboration agreement doesn't deal with joint ownership of intellectual property. For examples of joint ownership clauses, when 2 or more parties are collaborating, search Genie or Google for model consortium agreements

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Collaboration Agreement 4 (non-commercial rights)

Each of the 7 model research collaboration agreements from the Lambert Toolkit have a different approach on who can exploit the intellectual property from a project. In this particular agreement, agreement 4, the Institution has the right to use IP for non-commercial purposes.

Note: This collaboration agreement doesn't deal with joint ownership of intellectual property. For examples of joint ownership clauses, when 2 or more parties are collaborating, search Genie or Google for model consortium agreements Collaborator may negotiate for an assignment of some Institution IP.

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Backup Policy

In order to ensure business continuity in the event of information on your systems being destroyed or corrupted, it is vital that your following systems are backed up regularly and reliably. In addition, it may be advisable to make and keep hard copies of certain information for future reference or confirmation. This template will help you to log these processes, and revisit and improve them on a regular basis.

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IP Assignment (Taylor Vinters)

This IP assignment is intended to be used where a company (the assignor) wishes to assign intellectual property rights in works it has created to the assignee. Amendments would be required if the Assignor is an individual. See also separate IP Assignment (Founders) template for initial founder IP assignments. This assignment can be in reference to a previous agreement, for example a consultancy or contractor agreement, whereby you subsequently want to assign the IP of the work. This document is executed as a deed to ensure it is legally binding.

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Consortium Agreement D (own IP of results each party creates)

Use this particular agreement if you'd like each member of the consortium to own the IP in the results they create. They grant each other party a non-exclusive licence to use those results for the purposes of the project only. If any member of the consortium wishes to exploit another’s IP they must negotiate a license or assignment with the owner of that IP. Note: Where more than 2 parties are collaborating, we have 4 model consortium agreements to choose from. Consortium agreements A,B,C and D cover many of the circumstances that may arise between academic, institutional and industrial partners when carrying out research. Nonetheless, you should negotiate with the other parties to achieve consensus and a signed agreement before work on the project begins.

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Consortium Agreement B (assign IP to lead)

Use this particular agreement if you'd like the other parties to assign their IP to the lead exploitation party who can then be granted exclusive licence. Note: Where more than 2 parties are collaborating, we have 4 model consortium agreements to choose from. This agreement was drafted for use with Innovate UK’s Collaborative R&D Programme. With a few changes, you can adapt it to your circumstances. Consortium agreements A,B,C and D cover many of the circumstances that may arise between academic, institutional and industrial partners when carrying out research. Nonetheless, you should negotiate with the other parties to achieve consensus and a signed agreement before work on the project begins.

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Consortium Agreement A (mutual non-exclusive license)

Use this particular agreement if you'd like each member of the consortium to own the IP of the results that they create. They grant each other party a non-exclusive licence to use those results for the purposes of the project and any other purpose. Note: Where more than 2 parties are collaborating, we have 4 model consortium agreements to choose from. Consortium agreements A,B,C and D cover many of the circumstances that may arise between academic, institutional and industrial partners when carrying out research. Nonetheless, you should negotiate with the other parties to achieve consensus and a signed agreement before work on the project begins.

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Collaboration Agreement 4A (mutual IP assignment)

Each of the 7 model research collaboration agreements from the Lambert Toolkit have a different approach on who can exploit the intellectual property from a project. In this particular agreement, agreement 4A, each party has the right to exploit certain results created during the project and takes assignment of those results. The Institution has right to use for academic and research purposed, and the Collaborator for research purposes.

Note: This collaboration agreement doesn't deal with joint ownership of intellectual property. For examples of joint ownership clauses, when 2 or more parties are collaborating, search Genie or Google for model consortium agreements Collaborator may negotiate for an assignment of some Institution IP

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Collaboration Agreement 3 (negotiate IP assignment)

Each of the 7 model research collaboration agreements from the Lambert Toolkit have a different approach on who can exploit the intellectual property from a project. In this particular agreement, agreement 3, Collaborator may negotiate for an assignment of some Institution IP.

Note: This collaboration agreement doesn't deal with joint ownership of intellectual property. For examples of joint ownership clauses, when 2 or more parties are collaborating, search Genie or Google for model consortium agreements Collaborator may negotiate for an assignment of some Institution IP.

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Collaboration Agreement 1 (non-exclusive rights)

Each of the 7 model research collaboration agreements from the Lambert Toolkit have a different approach on who can exploit the intellectual property from a project. In this particular agreement, agreement 1, the collaborator has non-exclusive rights to use in a specified field/territory. There are no sub-licences.

Note: This collaboration agreement doesn't deal with joint ownership of intellectual property. For examples of joint ownership clauses, when 2 or more parties are collaborating, search Genie or Google for model consortium agreements.

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IP Assignment Agreement (MBM Commercial)

This IP assignment can be used where an Assignor is engaged to develop materials containing Intellectual Property Rights for the Assignee. The key definitions include Assigned Rights, Engagement and the Intellectual Property Rights in question. Consideration of £1 is proposed to ensure the agreement is legally enforceable. Apart from that this is a relatively simple and bare bones agreement.

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Equal Opportunities Policy

This equal opportunities policy template commits your company to encouraging equality and diversity among your workforce and eliminating unlawful discrimination.

This policy template aims to enable your organisation to
1. Provide equality, fairness and respect across your employees, whether temporary, part-time or full-time.
2. Prevent unlawful discrimmination based on any characteristic protected under the Equality Act 2010, specifically, age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race (including colour, nationality, and ethnic or national origin), religion or belief, sex (gender) and sexual orientation.
3. Oppose and avoid all forms of unlawful discrimination. This includes in pay and benefits, terms and conditions of employment, dealing with grievances and discipline, dismissal, redundancy, leave for parents, requests for flexible working, and selection for employment, promotion, training or other developmental opportunities.

It should take less than 5 minutes to complete our questionnaire and the template can then be exported to any format you need in order to share with the other members of your organisation.

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Sample Patent Knowhow License (Lambert)

This sort of licence might be used where a Sponsor and University have reached an agreement under Lambert Model Agreement 2 where the Sponsor should be granted an exclusive licence to use identified IP in the results of research collaboration.

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Sample Materials Transfer Agreement (Lambert)

This sort of agreement might be used when a company has agreed to allow an academic, institution or industrial partner to use certain materials in connection with a research project.

This agreement in particular provides for the University owning the IP in the Results, but assigning the IP in any Improvements to the Company. It follows the scheme of Lambert Model Agreement 1, with the Company being granted a non-exclusive right to use the Results.  (Unlike Lambert Model Agreement 1, the Results are defined in this form of Materials Transfer Agreement as the results arising from the use of the Materials (and not the results of the collaborative research project as a whole).

The University and the Company might, depending on the circumstances, follow the scheme of Lambert Model Agreement 2 or 3, giving the Company the opportunity to negotiate an exclusive licence or an assignment of the IP in specific Results, or Lambert Model Agreement 4 or 5, giving the Company ownership of the IP in the Results.

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Sample Equipment Loan Agreement (Lambert)

This sort of agreement might be used if a company has agreed to allow a academic, institutional, or industrial partner to use equipment in connection with a research project. This particular agreement is written as if a university will be taking delivery of the equipment to enable a principle investigator to use in relation to a research project.

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Clean Desk and Clear Screen Policy

Use this Clean Desk and Clear Screen Policy template and remove the need to have a separate Clean Desk Policy and Clear Screen Policy. The clean desk policy will encourage employees in your organisation to reduce the threat of a security incident and of information loss. Further, a cleared screen helps to ensure that confidential information is not viewed on employee devices by unauthorised persons while away from their desk.

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Variation to Consortium Agreement (Lambert)

These agreements can be used when a new party joins the project. No variation to a model research consortium agreement will be valid unless all the existing Parties agree to the variation in writing.

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Sample Patent Assignment (Lambert)

This sort of assignment might be used, for example, where a Sponsor and an academic, institution or industrial partner have reached an agreement under Lambert Model Agreement 3, where the collaborator may negotiate for an assignment of some Institution IP.

This Assignment is based on the assumption that the Assignee will pay a one off sum for the assignment of the Patent, but the parties may agree revenue sharing or other payment terms.

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Collaboration Agreement 6 (institution has research rights only)

Each of the 7 model research collaboration agreements from the Lambert Toolkit have a different approach on who can exploit the intellectual property from a project. In this particular agreement, agreement 6, the Institution has the right to use IP for academic and research purposes.

Note: This collaboration agreement doesn't deal with joint ownership of intellectual property. For examples of joint ownership clauses, when 2 or more parties are collaborating, search Genie or Google for model consortium agreements Collaborator may negotiate for an assignment of some Institution IP

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Collaboration Agreement 5 (contract research, restricted publication)

Each of the 7 model research collaboration agreements from the Lambert Toolkit have a different approach on who can exploit the intellectual property from a project. In this particular agreement, agreement 5, there can be no publication by the Institution without the Collaborator’s permission.

Note: This collaboration agreement doesn't deal with joint ownership of intellectual property. For examples of joint ownership clauses, when 2 or more parties are collaborating, search Genie or Google for model consortium agreements Collaborator may negotiate for an assignment of some Institution IP

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Grievance Policy

This grievance policy outlines how an employee can raise issues and grievances that may occur within the company. It outlines who they should let know, how to raise the issue and the procedure that would occur once the issue is raised. This document may be used in conjunction with the ISO27001 certification.

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