This Financial Confidentiality Agreement is essential when parties need to share sensitive financial information during due diligence, mergers and acquisitions, investment discussions, or other financial transactions. It provides comprehensive protection under English and Welsh law for confidential information, including financial data, trade secrets, and proprietary information. The agreement ensures compliance with UK financial regulations, data protection requirements, and establishes clear obligations and remedies for all parties involved.
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1. Parties: Identification and details of all parties to the agreement
2. Background: Context and purpose of the confidentiality agreement
3. Definitions: Key terms used throughout the agreement including 'Confidential Information', 'Permitted Purpose', 'Representatives'
4. Confidentiality Obligations: Core obligations regarding handling and protection of confidential information
5. Permitted Disclosures: Circumstances under which confidential information may be disclosed
6. Return or Destruction of Information: Obligations regarding confidential information upon termination
7. Duration: Term of confidentiality obligations
8. Governing Law and Jurisdiction: Specification of English and Welsh law and courts' jurisdiction
1. Inside Information Provisions: Additional provisions required when deal involves listed companies or regulated markets
2. Data Protection: Specific provisions relating to personal data handling under UK GDPR and Data Protection Act 2018
3. Non-Solicitation: Restrictions on approaching employees or clients of the other party
4. Non-Circumvention: Provisions preventing parties from bypassing each other in business dealings
1. Schedule 1 - Specified Confidential Information: Detailed list of information covered by the agreement
2. Schedule 2 - Authorized Representatives: List of individuals authorized to receive confidential information
3. Schedule 3 - Security Measures: Specific security protocols for handling confidential information
4. Schedule 4 - Form of Confidentiality Undertaking: Template for additional parties to sign up to confidentiality obligations
Relevant legal definitions
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Relevant Industries
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