Financial Email Bundle Contract

FINANCIAL EMAIL BUNDLE CONTRACT

Effective Date:

Parties

Recitals

The Service Provider is engaged in the business of producing compliant marketing email content and templates for financial services. The Client desires to retain the Service Provider to prepare and deliver the Financial Email Bundle as described below, and the Service Provider agrees to perform those services subject to the terms and conditions of this Contract.

Scope of Services

The Service Provider will create email content, subject lines, HTML templates, and deployment guidance comprising the Financial Email Bundle. Services include research, copywriting, design of templates, and one round of client-requested compliance edits per email as set out below.

Deliverables and Itemized Fees

Complete itemization of the Financial Email Bundle and fees:

Payment Terms

Unless otherwise agreed in writing, Client shall pay the Total Due according to the schedule below. Failure to pay when due constitutes a material breach permitting suspension of services.

Accepted payment methods (check all that apply): Bank transfer Credit card Check

Delivery Schedule

Provider will deliver initial drafts according to the schedule below. Time is of the essence for deadlines specified by Client in writing and accepted by Provider.

Compliance; Representations; Warranties

The Client represents and warrants that all facts, claims, and offers contained in materials provided to Provider for incorporation into emails comply with applicable financial regulations and applicable disclosure requirements. The Provider will use reasonable skill and care to draft copy in accordance with Client instructions and industry best practices, but Provider is not responsible for Client failure to obtain required regulatory approvals or to include mandatory disclosures unless Provider expressly agreed to prepare those disclosures in writing.

Intellectual Property

Subject to full payment of all amounts due under this Contract, Provider assigns to Client all right, title and interest in the final delivered email copy and HTML templates. Provider retains the right to use redacted examples for Provider’s portfolio and marketing. Provider warrants that the deliverables are original or properly licensed.

Confidentiality

Each party shall maintain in confidence proprietary information disclosed by the other party in connection with this Contract and shall not disclose such information except to its employees, contractors, or advisors who need access to perform obligations under this Contract and who are bound by confidentiality obligations no less restrictive than those set forth herein.

Indemnification and Limitation of Liability

Client shall indemnify, defend and hold harmless Provider from any claims, liabilities, or losses arising from Client materials, factual assertions, or regulatory noncompliance. Provider’s total aggregate liability arising from or relating to this Contract shall not exceed the Total Due actually paid by Client to Provider under this Contract. Neither party shall be liable for consequential or punitive damages.

Term and Termination

This Contract commences on the Effective Date and continues until completion of the agreed deliverables, unless earlier terminated as provided below. Either party may terminate for material breach if the breach remains uncured thirty (30) days after written notice to the breaching party.

Data Security and Privacy

Provider will implement commercially reasonable technical and organizational measures to protect Client data. Client is solely responsible for lawful collection of recipient data, opt-in consent, and required unsubscribe mechanisms in all email campaigns.

Notices

Governing Law; Miscellaneous

This Contract shall be governed by and construed in accordance with the laws of the jurisdiction specified below. Any amendment must be in writing and signed by both parties. If any provision is held unenforceable, the remaining provisions shall remain in full force.

Attachments / Special Instructions

By signing below, the parties acknowledge that they have read and understood this Contract, warrant that they have authority to bind the respective parties, and agree to be bound by its terms.

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