Business Information Request Form

BUSINESS INFORMATION REQUEST FORM

Parties and Recitals

Client Name: (hereafter "Client") and Provider Name: (hereafter "Provider") agree as follows.

WHEREAS, Client requires certain business, corporate and financial information from Provider to evaluate and proceed with a potential commercial relationship or engagement;

WHEREAS, Provider is willing to provide the requested information under the terms and protections set forth in this form and agreement;

WHEREAS, the parties intend for this Business Information Request Form to define the scope of requested materials, timelines, confidentiality obligations, and related commercial terms.

Business Identification

Corporation LLC Partnership Sole Proprietor Other:

Primary Contact

Information Requested

The following items are requested by Client. Provider shall produce complete copies of each requested item unless a specific exception is noted in writing.

Articles of Incorporation / Organization

Bylaws or Operating Agreement

Shareholder / Member Agreements

Most recent three years of audited or unaudited financial statements

Most recent tax returns

Current insurance certificates and policies

Material contracts and customer agreements

Provider shall deliver the requested information within days of receipt of this request, unless the parties agree in writing to an alternative schedule.

Scope of Work

Provider will compile, certify where applicable, and deliver the materials identified above in electronic and/or paper form as agreed, including reasonable indices, redactions limited to legally protected material, and a cover letter identifying document sources and preparer.

Payment Terms

In consideration for Provider's preparation and delivery of the requested information, Client will pay Provider the fees and expenses set forth below.

Late Payment: Any undisputed amount not paid when due will accrue interest at per month (or the maximum permitted by law, if less), and Client will reimburse Provider for reasonable collection costs.

Term and Termination

This Agreement commences on the effective date below and continues until completion of the obligations described herein unless earlier terminated as provided below.

Effective Start Date:    Termination / End Date:

Either party may terminate this request and agreement for convenience upon days' prior written notice. Either party may terminate immediately for material breach that remains uncured for a period of fifteen (15) days following written notice of such breach.

Confidentiality

All non-public information produced or exchanged pursuant to this request (the "Confidential Information") shall be held in confidence by the receiving party and used solely for the Purpose of Request identified above. Confidential Information excludes information that: (a) is or becomes generally available to the public other than by a breach of this Agreement; (b) was known to the receiving party prior to disclosure; or (c) is rightfully received from a third party without an obligation of confidentiality. The receiving party shall exercise at least the same degree of care in protecting Confidential Information as it uses to protect its own confidential information, but in no event less than reasonable care.

If disclosure is compelled by law or regulation, the receiving party shall, to the extent permitted, provide prompt written notice to the disclosing party and reasonably cooperate to obtain confidential treatment or a protective order.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of without regard to conflict of law principles. The parties consent to the exclusive jurisdiction and venue of the state and federal courts located in that jurisdiction for any dispute arising under this Agreement.

Entire Agreement

This Business Information Request Form, together with any attachments and agreed schedules, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous oral or written understandings, agreements, or representations. Any amendment or waiver must be in writing and signed by authorized representatives of both parties.

Certifications and Representations

By signing below, each party represents and warrants that: (a) it has full authority to enter into this Agreement; (b) the information provided is true and complete to the best of its knowledge; and (c) it will comply with the confidentiality, delivery and payment obligations set forth herein.

Sign Now