Client Information Mandatory Forms

Client Information Mandatory Forms

Recitals

WHEREAS, Client Name: (the "Client") seeks to obtain services and information management from Service Provider: (the "Service Provider");

WHEREAS, the parties agree that accurate client identification, contact details, billing instructions and contractual terms are required as a condition to service initiation effective as of Effective Date: .

NOW, THEREFORE, the Client shall provide the following mandatory information and execute this Client Information Mandatory Forms addendum as part of the governing engagement agreement between the parties.

Client Identifying Information

Individual Corporation LLC Partnership Other

Scope of Work

Describe the services, deliverables, milestones and expected outcomes to be provided by Service Provider. Include any exclusions or third-party dependencies.

Payment Terms

Total Contract Amount: $. This amount is exclusive of taxes unless otherwise specified.

Late Payment Fee: on any past-due amounts, calculated monthly and compounded as permitted by law. Client shall be responsible for reasonable costs of collection, including attorneys' fees.

Term and Termination

Commencement Date: . Termination Date (if any): .

Either party may terminate this engagement for material breach that remains uncured for a period of days following written notice to the other party. Termination for convenience by Client requires days' prior written notice and payment for all work performed through the effective termination date.

Confidentiality

Definition: "Confidential Information" means all non-public information disclosed by one party to the other, whether oral, written, electronic or other form, including business plans, client data, pricing, technical information and trade secrets.

Obligations: The receiving party shall (a) hold Confidential Information in strict confidence; (b) use Confidential Information solely for performance under this engagement; and (c) restrict disclosure to employees or contractors with a need to know who are bound by obligations of confidentiality no less protective than those herein.

Exclusions and Duration: Confidential Information does not include information that is publicly known through no breach, independently developed by the recipient without use of the disclosing party's Confidential Information, or rightfully obtained from a third party. The confidentiality obligations shall survive for a period of three (3) years from the date of disclosure or termination of this engagement, whichever is later, except for trade secrets which shall remain protected for as long as they remain trade secrets under applicable law.

Data Use and Client Certification

The Client certifies that all information provided on this form is true, accurate and complete to the best of the Client's knowledge. The Client authorizes the Service Provider to use the provided information for purposes necessary to perform the contracted services, to bill and to maintain regulatory or audit records. The Client acknowledges that false statements may constitute breach and result in termination or legal remedies.

Governing Law; Entire Agreement

Governing Law: This agreement shall be governed by and construed in accordance with the laws of the state of , without regard to its conflicts of laws principles.

Entire Agreement: This Client Information Mandatory Forms document, together with any referenced engagement letter, constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes all prior or contemporaneous understandings, representations and agreements, whether written or oral.

Additional Provisions

Assignment: Neither party may assign its rights or delegate its obligations under this document without the prior written consent of the other party, except to a successor in interest in connection with a merger, acquisition or sale of substantially all assets.

Remedies: The parties acknowledge that monetary damages may be inadequate to remedy certain breaches of confidentiality or proprietary rights, and each party shall be entitled to seek injunctive relief in addition to other available remedies.

Acknowledgment and Authorization

By signing below, the undersigned represent and warrant that they are authorized to bind their respective parties to the terms contained in this Client Information Mandatory Forms document and that all information provided herein is complete and accurate.

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