Business File Opening Information

BUSINESS FILE OPENING INFORMATION AND GENERAL BUSINESS AGREEMENT

This Business File Opening Information and General Business Agreement (the Agreement) is entered into as of Effective Date: by and between Company Name: and Service Provider Name: .

WHEREAS

WHEREAS, Company Name requires an organized file of corporate and operational information necessary for onboarding, compliance, and administration of the business relationship; and

WHEREAS, Service Provider Name is engaged to compile, manage, and maintain the Business File and to provide related services as set forth herein; and

WHEREAS, the parties wish to set forth the scope of services, payment terms, confidentiality obligations and other terms governing the creation and maintenance of the Business File.

BUSINESS FILE OPENING INFORMATION

Corporation Limited Liability Company (LLC) Partnership Sole Proprietorship Other:

OWNERSHIP AND MANAGEMENT

Provide principal owners and senior managers. Attach additional schedules for more entries if necessary.

CONTACTS

SCOPE OF WORK

Service Provider will prepare, assemble and maintain the Business File consistent with professional standards and as requested by Company. The Services may include document collection, organization, status tracking, record retention, and routine updates.

PAYMENT TERMS

Company shall pay Service Provider for the Services in accordance with the following terms. All fees are exclusive of applicable taxes unless otherwise stated.

Invoices rendered by Service Provider are due in accordance with the Payment Schedule. Company shall timely provide information required to process payments; failure to provide such information shall not relieve Company of payment obligations. Unpaid amounts will accrue the Late Fee specified above and Service Provider may suspend services after written notice of nonpayment.

TERM AND TERMINATION

This Agreement commences on Start Date: and continues until End Date: unless earlier terminated as provided herein.

Either party may terminate this Agreement for convenience upon Notice Period: days prior written notice. Either party may terminate immediately for material breach that is not cured within thirty (30) days after written notice of breach or for insolvency of the other party.

CONFIDENTIALITY

"Confidential Information" means all non-public information disclosed by either party in connection with this Agreement, whether oral or written, that is designated as confidential or that reasonably should be understood to be confidential. Each party shall: (a) use Confidential Information solely to perform its obligations under this Agreement; (b) protect Confidential Information with at least the same degree of care it uses to protect its own confidential information, but in no event less than reasonable care; and (c) not disclose Confidential Information to any third party except to its employees, contractors, or advisors who have a need to know and who are bound by confidentiality obligations at least as protective as those in this Agreement. Confidentiality obligations survive termination for a period of three (3) years, except for trade secrets, which shall remain protected for as long as they qualify as trade secrets under applicable law.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of Governing State: without regard to principles of conflict of laws. Each party submits to the exclusive jurisdiction of the state and federal courts located in the chosen governing jurisdiction for resolution of disputes.

ENTIRE AGREEMENT

This Agreement, together with any exhibits or schedules expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous agreements, proposals, and communications, whether oral or written. No amendment shall be effective unless made in writing and signed by authorized representatives of both parties.

REPRESENTATIONS AND CERTIFICATIONS

Each party represents and warrants that the information provided in this Business File Opening Information form is true, correct and complete to the best of its knowledge, that it has full authority to enter into this Agreement, and that the execution and performance of this Agreement will not violate any agreement or legal obligation binding on such party.

ADDITIONAL INFORMATION

MISCELLANEOUS PROVISIONS

If any provision of this Agreement is found to be invalid or unenforceable, the remaining provisions shall remain in full force and effect. No waiver of any breach shall constitute a waiver of any other or subsequent breach. The parties acknowledge that monetary damages may be inadequate and that injunctive relief may be available to protect Confidential Information and other proprietary rights.

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