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NDA For Investors Template for Switzerland

A comprehensive non-disclosure agreement governed by Swiss law, designed to protect confidential information shared during investment discussions and due diligence processes. This document establishes binding confidentiality obligations on potential investors and their representatives while ensuring compliance with Swiss securities regulations and data protection requirements. It includes specific provisions for handling sensitive business information, insider trading prevention, and appropriate remedies under Swiss law, making it suitable for both domestic and international investment scenarios.

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What is a NDA For Investors?

This NDA for Investors is essential when companies seek investment and need to share sensitive business information with potential investors while maintaining confidentiality. The document, governed by Swiss law, is typically used during preliminary investment discussions, due diligence processes, and negotiations with potential investors. It covers various types of confidential information including financial data, business plans, intellectual property, customer information, and trade secrets. The agreement ensures compliance with Swiss regulatory requirements, including those related to insider trading and data protection, while providing clear mechanisms for enforcement under Swiss jurisdiction. It's particularly crucial for companies at various stages of funding, from early-stage startups to established companies seeking additional investment.

What sections should be included in a NDA For Investors?

1. Parties: Identification of the disclosing party (typically the company) and the receiving party (the potential investor), including full legal names and addresses

2. Background: Context of the potential investment relationship and purpose of sharing confidential information

3. Definitions: Key terms including 'Confidential Information', 'Permitted Purpose', 'Representatives', and 'Affiliate'

4. Scope of Confidential Information: Detailed description of what constitutes confidential information under the agreement

5. Obligations of Confidentiality: Core confidentiality obligations, including use restrictions and standard of care

6. Permitted Disclosures: Circumstances under which confidential information may be disclosed, including to representatives and advisors

7. Return or Destruction of Confidential Information: Requirements for handling confidential information upon termination or request

8. Duration of Obligations: Term of the agreement and survival of confidentiality obligations

9. No Rights or Licenses: Clarification that no intellectual property rights are transferred

10. No Obligation to Proceed: Statement that sharing information does not create obligation to proceed with investment

11. Remedies: Available remedies in case of breach, including injunctive relief

12. Governing Law and Jurisdiction: Specification of Swiss law and jurisdiction for dispute resolution

What sections are optional to include in a NDA For Investors?

1. Insider Trading Provisions: Additional provisions specifically addressing insider trading regulations when confidential information may include price-sensitive information

2. Data Protection Compliance: Specific provisions addressing compliance with Swiss data protection laws when personal data is involved

3. Non-Solicitation: Restrictions on soliciting employees or customers, often included for more sensitive investment discussions

4. Standstill Provisions: Restrictions on acquiring company securities outside the contemplated investment process

5. Anti-Trust/Competition: Provisions addressing competition law compliance in information sharing

6. Security Requirements: Specific technical and organizational measures required for protecting confidential information

What schedules should be included in a NDA For Investors?

1. Schedule 1 - Specific Confidential Information: Detailed list of specific documents, data, or information considered confidential

2. Schedule 2 - Authorized Representatives: List of individuals or roles authorized to receive confidential information

3. Schedule 3 - Security Protocols: Specific security measures and protocols for handling confidential information

4. Appendix A - Form of Representative Undertaking: Template for confidentiality undertaking to be signed by representatives

5. Appendix B - Data Return/Destruction Certificate: Template certificate confirming return or destruction of confidential information

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

Switzerland

Cost

Free to use

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