Client Gifts Record Form

CLIENT GIFTS RECORD FORM AND AGREEMENT

Parties

Recitals

WHEREAS, the Company maintains policies governing the receipt, reporting, and disposition of gifts and hospitality provided to or received by employees and representatives in the course of business; and

WHEREAS, the Employee/Representative will from time to time receive or provide gifts in connection with legitimate business relationships with clients and third parties; and

WHEREAS, the parties wish to record each gift, confirm compliance with corporate policy and applicable law, and (where applicable) set forth reimbursement or payment terms related to gifts.

Scope of Agreement

This Agreement governs the recording, approval, treatment and, where applicable, reimbursement of gifts received from or provided to clients on behalf of the Company, and sets out the responsibilities of the Employee/Representative and Company for compliance, disclosure and accounting.

Gifts Record (Itemized)

Enter each gift or hospitality item below. For non-routine or high-value items, attach supporting documentation and obtain prior written approval from authorized approver.

Columns: Date | Client / Source | Description | Recipient | Estimated Value | Purpose | Approval

1. Date:    Client/Source:    Description:
Recipient:    Estimated Value:    Purpose:    Approved:

2. Date:    Client/Source:    Description:
Recipient:    Estimated Value:    Purpose:    Approved:

3. Date:    Client/Source:    Description:
Recipient:    Estimated Value:    Purpose:    Approved:

4. Date:    Client/Source:    Description:
Recipient:    Estimated Value:    Purpose:    Approved:

5. Date:    Client/Source:    Description:
Recipient:    Estimated Value:    Purpose:    Approved:

6. Date:    Client/Source:    Description:
Recipient:    Estimated Value:    Purpose:    Approved:

Payment / Reimbursement Terms

If gifts are to be reimbursed by the Company or otherwise accounted for as a business expense, the following payment terms apply. Reimbursement requires submission of original receipts and approval as indicated below.

Term and Termination

This Agreement begins on the start date below and continues until the end date unless earlier terminated in accordance with the notice period. Termination does not relieve either party of obligations with respect to gifts recorded prior to termination.

Confidentiality

All information recorded herein that is proprietary or confidential to the Company or its clients shall be treated as confidential. Employee/Representative shall not disclose confidential information except as required by law or authorized in writing by the Company. Confidentiality obligations survive termination of this Agreement.

Compliance Certification

By signing below the Employee/Representative certifies that each gift recorded on this form was received or provided in compliance with Company policies, applicable law, and was accurately reported. False certification may result in disciplinary action.

Certification: I certify that the information entered above is true and complete and that I have attached all required supporting documentation where applicable.

Governing Law; Entire Agreement

This Agreement shall be governed by and construed in accordance with the laws of the jurisdiction indicated below. This document, together with any attachments or approvals expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior negotiations and understandings.

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