The Contract Engagement Letter is a crucial document used in professional service relationships under Swiss law to formally initiate and define the terms of a business engagement. It serves as the foundational document that establishes the professional relationship between a service provider and their client, typically used when engaging consulting firms, legal advisors, financial services providers, or other professional service providers. The document must comply with Swiss legal requirements, particularly the Swiss Code of Obligations, and typically includes essential information such as scope of services, fee arrangements, timeline, team structure, and key terms and conditions. A Contract Engagement Letter is particularly important in Switzerland's highly regulated professional services environment, where clear documentation of agreements and terms is essential for both legal compliance and professional standards.
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1. Date and Address Block: Formal letter heading including date and recipient's full details
2. Introduction and Client Identification: Opening paragraph identifying the client and confirming the engagement request
3. Scope of Services: Detailed description of the specific services to be provided
4. Team and Key Contacts: Identification of key team members who will provide the services
5. Professional Fees: Fee structure, billing rates, and payment terms
6. Timeline: Expected duration or key milestones for the engagement
7. Terms and Conditions: Key terms governing the engagement including confidentiality and data protection
8. Acceptance Provisions: Instructions for accepting the engagement and returning signed copies
1. Conflict Check Results: Include when professional rules require disclosure of conflict check results
2. Related Services: Include when additional services might be needed or available
3. Professional Liability Insurance: Include when required by regulation or client request
4. Anti-Money Laundering Compliance: Include for financial or legal services subject to AML regulations
5. Document Retention Policy: Include when handling sensitive documents or long-term engagements
6. Termination Provisions: Include for longer-term engagements or when required by professional rules
1. Fee Schedule: Detailed breakdown of fees, rates, and payment terms
2. General Terms and Conditions: Standard terms and conditions of the service provider
3. Service Level Agreement: Detailed performance standards and service expectations
4. Team Structure: Organizational chart and detailed team member responsibilities
5. Required Client Documentation: List of documents and information required from the client
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