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20XX專業(yè)合同封面COUNTRACTCOVER20XX專業(yè)合同封面COUNTRACTCOVER甲方:XXX乙方:XXXPERSONALRESUMERESUME2024年度金融服務(wù)居間服務(wù)合同范本英文本合同目錄一覽1.AgreementScope1.1GeneralScope1.2SpecificServices2.PartiestotheAgreement2.1PrincipalParty2.2AgentParty3.ServiceFees3.1FeeStructure3.2PaymentTerms3.3Invoicing4.ConfidentialityandNondisclosure4.1ConfidentialInformation4.2NondisclosureObligations4.3Exceptions5.TermandTermination5.1AgreementDuration5.2TerminationConditions5.3NoticeRequirement6.IntellectualPropertyRights6.1OwnershipofIntellectualProperty6.2RightsofUse6.3Limitations7.DataProtectionandPrivacy7.1DataProtectionLaws7.2PrivacyObligations7.3DataProcessing8.CompliancewithLawsandRegulations8.1ComplianceObligations8.2ReportingRequirements9.ForceMajeure9.1DefinitionofForceMajeure9.2NotificationRequirements9.3ImpactontheAgreement10.GoverningLawandDisputeResolution10.1GoverningLaw10.2DisputeResolutionMechanism10.3Jurisdiction11.AssignmentandTransfer11.1AssignmentofRights11.2TransferofObligations12.AmendmentsandModifications12.1ProcedureforAmendments12.2EffectiveDate13.EntireAgreement13.1IncorporationofAttachments13.2EntireAgreement14.WaiverandModification14.1WaiverofBreaches14.2ModificationstotheAgreement第一部分:合同如下:1.AgreementScope1.1GeneralScopeThisagreementshallcovertheprovisionofintermediaryservicesrelatedtofinancialservicesfortheyear2024,betweenthePrincipalPartyandtheAgentParty,asdescribedintheattachedscopeofservicesdocument.1.2SpecificServicesTheAgentPartyagreestoperformthefollowingspecificservicesonbehalfofthePrincipalParty:1.2.1IdentifyingpotentialclientsinterestedinfinancialproductsandservicesofferedthePrincipalParty.1.2.2FacilitatingmeetingsanddiscussionsbetweenthePrincipalPartyandpotentialclients.1.2.3AssistinginthenegotiationanddocumentationofagreementsbetweenthePrincipalPartyandpotentialclients.1.2.4ProvidingongoingsupporttoclientsduringthetermoftheiragreementswiththePrincipalParty.2.PartiestotheAgreement2.1PrincipalPartyThePrincipalPartyis[PrincipalParty'sName],witharegisteredofficeat[PrincipalParty'sAddress].2.2AgentPartyTheAgentPartyis[AgentParty'sName],witharegisteredofficeat[AgentParty'sAddress].3.ServiceFees3.1FeeStructure3.2PaymentTerms3.3Invoicing4.ConfidentialityandNondisclosure4.1ConfidentialInformation4.2NondisclosureObligationsBothPartiesagreetokeepsuchconfidentialinformationstrictlyconfidentialandnottodiscloseittoanythirdpartywithoutthepriorwrittenconsentoftheotherParty.4.3ExceptionsTheobligationsofconfidentialityshallnotapplytoinformationthatispubliclyknown,alreadyinthepossessionofthereceivingParty,ordisclosedthedisclosingPartytoathirdpartywithoutaconfidentialityobligation.5.TermandTermination5.1AgreementDurationThisagreementshallbeeffectivefrom[startdate]to[enddate]oftheyear2024.5.2TerminationConditionsEitherPartymayterminatethisagreementuponwrittennoticetotheotherParty,providedthatsuchnoticeisgiven[number]dayspriortotheeffectivedateoftermination.5.3NoticeRequirementAnynoticerequiredunderthisagreementshallbeinwritinganddeliveredtotheParties'respectiveaddressesasspecifiedinthisagreement.6.IntellectualPropertyRights6.1OwnershipofIntellectualPropertyAllintellectualpropertyrightsassociatedwiththeservicesprovidedtheAgentParty,includingbutnotlimitedtotrademarks,tradesecrets,andproprietaryinformation,shallremainthepropertyoftheAgentParty.6.2RightsofUseThePrincipalPartyshallhavetherighttousetheservicesprovidedtheAgentPartyforthedurationofthisagreementandanyrenewalsthereof.6.3LimitationsTheAgentPartyshallnothavetherighttouseanyintellectualpropertyownedthePrincipalPartyforanypurposeoutsidethescopeofthisagreement.8.DataProtectionandPrivacy8.1DataProtectionLaws8.2PrivacyObligationsTheAgentPartyagreestoprocesspersonaldataonlyforthepurposesofprovidingtheservicesunderthisagreementandtoensuretheconfidentialityandsecurityofsuchdata.8.3DataProcessingTheAgentPartyshallimplementappropriatetechnicalandorganizationalmeasurestoprotectpersonaldataagainstunauthorizedoraccidentalloss,destruction,ordamage.9.CompliancewithLawsandRegulations9.1ComplianceObligations9.2ReportingRequirementsTheAgentPartyshallpromptlyreporttothePrincipalPartyanybreachofapplicablelawsorregulationsthatmayaffecttheperformanceofthisagreement.10.ForceMajeure10.1DefinitionofForceMajeureForcemajeureshallmeananyeventorcircumstancebeyondthereasonablecontroloftheParties,includingbutnotlimitedtonaturaldisasters,war,strikes,orgovernmentactions.10.2NotificationRequirementsIfaPartyisunabletoperformitsobligationsunderthisagreementduetoforcemajeure,itshallpromptlynotifytheotherPartyinwriting.10.3ImpactontheAgreementEventsofforcemajeureshallnotrelieveeitherPartyofitsobligationsunderthisagreement,excepttotheextentthatperformanceisrenderedimpossibleorimpractical.11.GoverningLawandDisputeResolution11.1GoverningLawThisagreementshallbegovernedandconstruedinaccordancewiththelawsof[Jurisdiction].11.2DisputeResolutionMechanismAnydisputearisingoutoforinconnectionwiththisagreementshallberesolvedthroughamicablenegotiationsbetweentheParties.Ifnegotiationsfail,thedisputeshallbesubmittedto[AlternativeDisputeResolution(ADR)Mechanism]forresolution.11.3JurisdictionAnylegalactionorproceedingarisingoutofthisagreementshallbebroughtexclusivelyinthecourtsof[Jurisdiction].12.AssignmentandTransfer12.1AssignmentofRightsTheAgentPartymaynotassignitsrightsorobligationsunderthisagreementwithoutthepriorwrittenconsentofthePrincipalParty.12.2TransferofObligationsThePrincipalPartymaytransferitsrightsandobligationsunderthisagreementtoathirdpartywithouttheconsentoftheAgentParty,providedthatthethirdpartyagreestobeboundthetermsofthisagreement.13.AmendmentsandModifications13.1ProcedureforAmendmentsAnyamendmentormodificationtothisagreementshallbemadeinwritingandexecutedbothParties.13.2EffectiveDate14.WaiverandModification14.1WaiverofBreachesThefailureofeitherPartytoenforceanyprovisionofthisagreementshallnotbedeemedawaiverofsuchprovisionnoroftherighttoenforcesuchprovision.14.2ModificationstotheAgreementNomodificationoramendmentofthisagreementshallbebindingunlessmadeinwritingandsignedbothParties.第二部分:第三方介入后的修正15.ThirdPartyInvolvement15.1DefinitionofThirdPartyForthepurposesofthisagreement,a"ThirdParty"shallrefertoanyentity,individual,ororganizationthatisnotaPartytothisagreementbutisinvolvedintheperformanceoftheagreement,includingbutnotlimitedtoconsultants,contractors,serviceproviders,oranyotherentitythatmaybeengagedeitherParty.15.2ApprovalofThirdPartyAnyThirdPartyinvolvedintheperformanceofthisagreementmustbeapprovedinwritingbothPartiespriortotheirengagement.15.3ResponsibilitiesofThirdPartyTheThirdPartyshallperformitsdutiesinaccordancewiththespecificationsandstandardssetforththisagreementandanyapplicablelawsandregulations.16.AdditionalTermsandConditionsforThirdPartyInvolvement16.1AdditionalObligationsBothPartiesagreethattheThirdPartyshallbeboundthetermsandconditionsofthisagreementtotheextentnecessaryfortheperformanceofitsduties.16.2IndemnificationTheThirdPartyshallindemnifyandholdharmlessbothPartiesagainstanyclaims,losses,ordamagesarisingoutoforinconnectionwithitsperformanceunderthisagreement,excepttotheextentcausedthenegligenceorwillfulmisconductoftheParties.16.3InsuranceTheThirdPartyshallmaintainappropriateinsurancecoverage,includingliabilityinsurance,toprotectitselfandthePartiesagainstclaimsarisingfromitsactivitiesunderthisagreement.17.LimitationofLiabilityforThirdParty17.1ResponsibilityLimitationTheliabilityoftheThirdPartyforanybreachofthisagreementshallbelimitedtothedirectdamagesincurredthePartiesandshallnotexceedthetotalamountoffeespaidtotheThirdPartyunderthisagreement.17.2ExclusionofCertainLiabilityTheliabilityoftheThirdPartyforindirect,special,orconsequentialdamages,includingbutnotlimitedtolossofprofits,shallbeexcludedtothefullestextentpermittedlaw.18.ThirdParty'sRelationshipwiththeParties18.1IndependentContractorTheThirdPartyshallbeconsideredanindependentcontractorandshallnotbedeemedanemployee,agent,orpartnerofeitherParty.18.2NoEmploymentRelationshipNothinginthisagreementshallbeconstruedascreatinganemploymentrelationshipbetweentheThirdPartyandeitherParty.19.ThirdParty'sCompliancewithLaws19.1ComplianceObligations19.2ReportingRequirementsTheThirdPartyshallpromptlyreporttothePartiesanyviolationoflawsorregulationsthatmayaffecttheperformanceofthisagreement.20.TerminationofThirdParty'sInvolvement20.1TerminationEitherPartyEitherPartymayterminatetheinvolvementofaThirdPartyprovidingwrittennoticetotheotherPartyandtheThirdParty,ifapplicable.20.2TerminationThirdPartyTheThirdPartymayterminateitsinvolvementunderthisagreementprovidingwrittennoticetobothParties,unlessotherwiseprohibitedthisagreement.21.ThirdParty'sDataProtectionandPrivacy21.1DataProtectionLaws21.2PrivacyObligationsTheThirdPartyshallensuretheconfidentialityandsecurityofanypersonaldataitprocessesinconnectionwiththisagreement.22.ThirdParty'sIntellectualPropertyRights22.1OwnershipofIntellectualPropertyAllintellectualpropertyrightsassociatedwiththeservicesprovidedtheThirdPartyshallremainthepropertyoftheThirdParty.22.2RightsofUseThePartiesshallhavetherighttousetheservicesprovidedtheThirdPartyforthedurationofthisagreementandanyrenewalsthereof,inaccordancewiththetermsofthisagreement.第三部分:其他補(bǔ)充性說明和解釋說明一:附件列表:1.ScopeofServicesDocument詳細(xì)要求:列明雙方同意的服務(wù)范圍、具體服務(wù)內(nèi)容、服務(wù)期限等。說明:此附件作為合同的一部分,明確了雙方的權(quán)利和義務(wù)。2.FeeSchedule詳細(xì)要求:詳細(xì)列出不同類型服務(wù)的費(fèi)用結(jié)構(gòu)、收費(fèi)標(biāo)準(zhǔn)、支付方式等。說明:此附件用于明確甲乙雙方就服務(wù)費(fèi)用達(dá)成的一致意見。3.ConfidentialityandNondisclosureAgreement詳細(xì)要求:明確雙方在合同執(zhí)行過程中應(yīng)遵守的保密義務(wù)和信息披露限制。說明:此附件作為合同的補(bǔ)充,旨在保護(hù)雙方的商業(yè)秘密。4.DataProtectionPolicy詳細(xì)要求:規(guī)定雙方在處理個(gè)人數(shù)據(jù)時(shí)遵守的數(shù)據(jù)保護(hù)政策和程序。說明:此附件確保雙方在數(shù)據(jù)處理方面符合相關(guān)法律法規(guī)。5.ForceMajeureEventList詳細(xì)要求:列明可能構(gòu)成不可抗力事件的情形,包括但不限于自然災(zāi)害、戰(zhàn)爭等。說明:此附件有助于明確不可抗力事件的范圍和影響。6.GoverningLawandDisputeResolutionMechanism詳細(xì)要求:明確合同適用的法律和爭議解決方式,如仲裁或訴訟。說明:此附件確保合同糾紛得到有效解決。7.ThirdPartyApprovalList詳細(xì)要求:列出經(jīng)雙方同意的第三方名單,包括其職責(zé)和授權(quán)范圍。說明:此附件用于管理第三方在合同中的角色和責(zé)任。8.InsuranceCertificates詳細(xì)要求:提供第三方保險(xiǎn)證明,包括保險(xiǎn)類型、保險(xiǎn)金額、有效期等。說明:此附件確保第三方在合同執(zhí)行過程中有足夠的保障。9.AssignmentofRightsandObligations詳細(xì)要求:規(guī)定在特定情況下,權(quán)利和義務(wù)的轉(zhuǎn)讓條件和程序。說明:此附件用于處理合同中的權(quán)利和義務(wù)轉(zhuǎn)讓問題。說明二:違約行為及責(zé)任認(rèn)定:1.FailuretoPerformServices責(zé)任認(rèn)定標(biāo)準(zhǔn):未能按照合同約定提供服務(wù)的,視為違約。示例說明:若甲方未能按照合同約定在約定時(shí)間內(nèi)完成項(xiàng)目,則構(gòu)成違約。責(zé)任認(rèn)定標(biāo)準(zhǔn):違反相關(guān)法律法規(guī)的,視為違約。示例說明:若乙方在提供服務(wù)過程中違反了數(shù)據(jù)保護(hù)法規(guī),則構(gòu)成違約。3.BreachofConfidentiality責(zé)任認(rèn)定標(biāo)準(zhǔn):泄露對(duì)方商業(yè)秘密的,視為違約。示例說明:若甲方員工泄露了乙方的客戶信息,則構(gòu)成違約。4.FailuretoPayFees責(zé)任認(rèn)定標(biāo)準(zhǔn):未按時(shí)支付費(fèi)用的,視為違約。示例說明:若乙方未在約定時(shí)間內(nèi)支付服務(wù)費(fèi)用,則構(gòu)成違約。5.FailuretoComplywithDataProtectionRequirements責(zé)任認(rèn)定標(biāo)準(zhǔn):未能遵守?cái)?shù)據(jù)保護(hù)要求的,視為違約。示例說明:若第三方在處理數(shù)據(jù)時(shí)未能遵守相關(guān)法律法規(guī),則構(gòu)成違約。6.LateDeliveryofServices責(zé)任認(rèn)定標(biāo)準(zhǔn):未能按時(shí)交付服務(wù)的,視為違約。示例說明:若甲方未能按照合同約定在約定時(shí)間內(nèi)完成項(xiàng)目交付,則構(gòu)成違約。全文完。2024年度金融服務(wù)居間服務(wù)合同范本英文1本合同目錄一覽1.定義和解釋1.1定義1.2解釋2.合同雙方2.1居間服務(wù)方2.2客戶方3.服務(wù)內(nèi)容和范圍3.1服務(wù)概述3.2服務(wù)范圍4.服務(wù)期限4.1服務(wù)開始日期4.2服務(wù)結(jié)束日期5.服務(wù)費(fèi)用和支付5.1費(fèi)用結(jié)構(gòu)5.2支付方式5.3支付期限6.居間服務(wù)方的責(zé)任和義務(wù)6.1保密義務(wù)6.2遵守法律法規(guī)6.3職業(yè)操守7.客戶方的責(zé)任和義務(wù)7.1保密義務(wù)7.2遵守法律法規(guī)7.3提供信息8.保密條款8.1保密信息8.2保密義務(wù)8.3保密期限9.知識(shí)產(chǎn)權(quán)9.1知識(shí)產(chǎn)權(quán)歸屬9.2使用權(quán)9.3授予許可10.違約責(zé)任10.1違約行為10.2違約責(zé)任11.爭議解決11.1爭議解決方式11.2爭議解決機(jī)構(gòu)12.合同變更和終止12.1合同變更12.2合同終止13.適用法律和管轄13.1適用法律13.2管轄法院14.其他條款14.1通知方式14.2不可抗力14.3合同附件第一部分:合同如下:1.定義和解釋1.1定義1.1.1“居間服務(wù)方”指在本合同中提供金融服務(wù)的第三方中介機(jī)構(gòu)。1.1.2“客戶方”指在本合同中尋求金融服務(wù)的委托人。1.1.3“金融服務(wù)”指居間服務(wù)方根據(jù)客戶方的需求提供的各類金融產(chǎn)品和服務(wù)。1.1.4“合同期限”指本合同生效至終止的期間。1.1.5“保密信息”指居間服務(wù)方和客戶方在合同履行過程中知悉的、未公開的商業(yè)秘密、技術(shù)秘密或其他非公開信息。1.2解釋1.2.1本合同中使用的術(shù)語和定義,除非上下文另有說明,應(yīng)具有本條所賦予的含義。2.合同雙方2.1居間服務(wù)方居間服務(wù)方全稱:____________________居間服務(wù)方地址:____________________聯(lián)系人:____________________聯(lián)系電話:____________________2.2客戶方客戶方全稱:____________________客戶方地址:____________________聯(lián)系人:____________________聯(lián)系電話:____________________3.服務(wù)內(nèi)容和范圍3.1服務(wù)概述a)金融市場信息提供;b)金融產(chǎn)品推薦;c)交易執(zhí)行;d)其他相關(guān)金融服務(wù)。3.2服務(wù)范圍居間服務(wù)方應(yīng)確保在合同期限內(nèi),為客戶提供全面、準(zhǔn)確、高效的金融服務(wù)。4.服務(wù)期限4.1服務(wù)開始日期本合同自雙方簽字蓋章之日起生效,服務(wù)開始日期為____________________。4.2服務(wù)結(jié)束日期本合同服務(wù)期限為一年,自服務(wù)開始日期起算,服務(wù)結(jié)束日期為____________________。5.服務(wù)費(fèi)用和支付5.1費(fèi)用結(jié)構(gòu)a)信息服務(wù)費(fèi):____________________;b)產(chǎn)品推薦費(fèi):____________________;c)交易執(zhí)行費(fèi):____________________;d)其他相關(guān)費(fèi)用:____________________。5.2支付方式客戶方應(yīng)按照居間服務(wù)方提供的支付方式,在合同約定的期限內(nèi)支付服務(wù)費(fèi)用。5.3支付期限客戶方應(yīng)在服務(wù)開始后的第一個(gè)月內(nèi)支付信息服務(wù)費(fèi),后續(xù)服務(wù)費(fèi)用應(yīng)在服務(wù)結(jié)束后一個(gè)月內(nèi)支付。6.居間服務(wù)方的責(zé)任和義務(wù)6.1保密義務(wù)居間服務(wù)方對(duì)本合同履行過程中知悉的客戶方保密信息負(fù)有保密義務(wù),未經(jīng)客戶方同意,不得向任何第三方泄露。6.2遵守法律法規(guī)居間服務(wù)方在履行本合同過程中,應(yīng)嚴(yán)格遵守國家法律法規(guī),確保服務(wù)合法合規(guī)。6.3職業(yè)操守居間服務(wù)方應(yīng)遵循誠實(shí)信用、公平公正的原則,為客戶提供優(yōu)質(zhì)的服務(wù)。7.客戶方的責(zé)任和義務(wù)7.1保密義務(wù)客戶方對(duì)本合同履行過程中知悉的居間服務(wù)方保密信息負(fù)有保密義務(wù),未經(jīng)居間服務(wù)方同意,不得向任何第三方泄露。7.2遵守法律法規(guī)客戶方在尋求金融服務(wù)過程中,應(yīng)遵守國家法律法規(guī),確保自身行為合法合規(guī)。7.3提供信息客戶方應(yīng)向居間服務(wù)方提供真實(shí)、準(zhǔn)確、完整的個(gè)人信息和財(cái)務(wù)狀況,以便居間服務(wù)方為客戶提供合適的金融服務(wù)。8.保密條款8.1保密信息本合同項(xiàng)下的保密信息包括但不限于:a)雙方的商業(yè)計(jì)劃、財(cái)務(wù)數(shù)據(jù)、客戶信息、技術(shù)秘密等;b)雙方在本合同項(xiàng)下交流的任何信息,無論以何種形式表達(dá)。8.2保密義務(wù)雙方對(duì)本合同項(xiàng)下的保密信息負(fù)有嚴(yán)格的保密義務(wù),未經(jīng)對(duì)方書面同意,不得向任何第三方泄露或用于本合同目的以外的用途。8.3保密期限本合同終止后,雙方仍應(yīng)繼續(xù)遵守保密義務(wù),直至保密信息不再具有保密價(jià)值或雙方書面同意解除保密義務(wù)。9.知識(shí)產(chǎn)權(quán)9.1知識(shí)產(chǎn)權(quán)歸屬雙方在本合同項(xiàng)下產(chǎn)生的知識(shí)產(chǎn)權(quán),包括但不限于服務(wù)過程中產(chǎn)生的創(chuàng)新方案、技術(shù)改進(jìn)等,歸各自所有。9.2使用權(quán)雙方在本合同項(xiàng)下有權(quán)使用對(duì)方提供的知識(shí)產(chǎn)權(quán),但僅限于本合同約定的目的和范圍。9.3授予許可雙方在本合同項(xiàng)下授予對(duì)方對(duì)本合同項(xiàng)下知識(shí)產(chǎn)權(quán)的非獨(dú)占、不可轉(zhuǎn)讓的使用許可。10.違約責(zé)任10.1違約行為a)居間服務(wù)方未按約定提供服務(wù)或提供的服務(wù)不符合約定的;b)客戶方未按約定支付費(fèi)用的;c)雙方違反保密義務(wù)的;d)雙方違反知識(shí)產(chǎn)權(quán)約定的。10.2違約責(zé)任a)違約方應(yīng)承擔(dān)違約責(zé)任,包括但不限于賠償對(duì)方因此遭受的直接損失;b)因違約行為導(dǎo)致合同終止的,違約方應(yīng)支付對(duì)方合同約定的違約金。11.爭議解決11.1爭議解決方式雙方應(yīng)友好協(xié)商解決合同履行過程中發(fā)生的爭議。協(xié)商不成的,任何一方均可向合同簽訂地人民法院提起訴訟。11.2爭議解決機(jī)構(gòu)雙方同意將爭議提交至____________________仲裁委員會(huì)進(jìn)行仲裁。12.合同變更和終止12.1合同變更a)雙方同意變更本合同的,應(yīng)書面通知對(duì)方,經(jīng)雙方簽字蓋章后生效;b)任何變更不影響本合同其他條款的效力。12.2合同終止a)合同期滿自動(dòng)終止;b)雙方協(xié)商一致解除合同;c)因一方違約導(dǎo)致合同無法繼續(xù)履行的;d)法律法規(guī)規(guī)定的其他合同終止情形。13.適用法律和管轄13.1適用法律本合同適用中華人民共和國法律法規(guī)。13.2管轄法院因本合同引起的或與本合同有關(guān)的任何爭議,均應(yīng)提交至合同簽訂地人民法院管轄。14.其他條款14.1通知方式a)除非另有約定,雙方通知應(yīng)以書面形式發(fā)送至對(duì)方指定的地址;b)通知自發(fā)送之日起視為送達(dá)。14.2不可抗力因不可抗力導(dǎo)致本合同無法履行或履行困難的,雙方應(yīng)相互理解,并協(xié)商解決。如不可抗力持續(xù)超過30天,任何一方均有權(quán)解除合同。第二部分:第三方介入后的修正15.第三方介入15.1第三方定義15.1.1“第三方”指在本合同履行過程中,經(jīng)甲乙雙方同意,介入本合同關(guān)系并提供相關(guān)服務(wù)的獨(dú)立第三方機(jī)構(gòu)或個(gè)人。15.1.2第三方包括但不限于審計(jì)機(jī)構(gòu)、評(píng)估機(jī)構(gòu)、法律顧問、技術(shù)支持服務(wù)商等。15.2第三方介入條件15.2.1第三方介入需經(jīng)甲乙雙方書面同意,并簽訂相應(yīng)的合作協(xié)議。15.2.2第三方介入應(yīng)符合法律法規(guī)的要求,不得損害甲乙雙方的合法權(quán)益。15.3第三方責(zé)任和義務(wù)15.3.1第三方應(yīng)根據(jù)合作協(xié)議及本合同的規(guī)定,履行其職責(zé),并對(duì)自己的行為負(fù)責(zé)。15.3.2第三方應(yīng)保持獨(dú)立性和客觀性,不得偏袒任何一方。15.3.3第三方在提供服務(wù)過程中,如發(fā)現(xiàn)甲乙雙方存在違反法律法規(guī)或本合同的行為,應(yīng)及時(shí)報(bào)告甲乙雙方。15.4第三方與其他各方的劃分說明15.4.1第三方與甲乙雙方的關(guān)系為服務(wù)提供者與接受者,雙方應(yīng)明確各自的權(quán)利和義務(wù)。15.4.2第三方不得以任何形式參與甲乙雙方的決策過程,不得干涉甲乙雙方的正常業(yè)務(wù)活動(dòng)。15.4.3第三方在提供服務(wù)過程中,應(yīng)尊重甲乙雙方的商業(yè)秘密和知識(shí)產(chǎn)權(quán)。16.第三方責(zé)任限額16.1第三方責(zé)任限額16.1.1第三方對(duì)本合同項(xiàng)下的責(zé)任,以合作協(xié)議中約定的金額為限。16.1.2如第三方因自身原因?qū)е录滓译p方遭受損失的,甲乙雙方有權(quán)要求第三方在責(zé)任限額內(nèi)承擔(dān)賠償責(zé)任。17.第三方介入的額外條款17.1第三方介入時(shí)的額外責(zé)任17.1.1第三方介入后,如因第三方原因?qū)е潞贤瑹o法履行或履行困難的,甲乙雙方有權(quán)要求第三方承擔(dān)相應(yīng)的責(zé)任。17.1.2第三方介入后,如因第三方原因?qū)е录滓译p方遭受損失的,甲乙雙方有權(quán)要求第三方在責(zé)任限額內(nèi)承擔(dān)賠償責(zé)任。18.第三方介入的額外說明18.1第三方介入的程序18.1.1第三方介入需經(jīng)甲乙雙方書面同意,并由雙方簽訂合作協(xié)議。18.1.2第三方介入后,甲乙雙方應(yīng)將第三方納入合同履行過程中的監(jiān)督范圍。18.2第三方介入的監(jiān)督18.2.1甲乙雙方有權(quán)對(duì)第三方的服務(wù)進(jìn)行監(jiān)督,確保其履行合作協(xié)議及本合同的規(guī)定。18.2.2第三方應(yīng)接受甲乙雙方的監(jiān)督,并及時(shí)反饋服務(wù)情況。18.3第三方介入的變更和終止18.3.1第三方介入的變更和終止,需經(jīng)甲乙雙方書面同意,并由雙方簽訂相應(yīng)的變更或終止協(xié)議。18.3.2第三方介入的變更和終止,不影響本合同其他條款的效力。第三部分:其他補(bǔ)充性說明和解釋說明一:附件列表:1.合同簽訂確認(rèn)書詳細(xì)要求:確認(rèn)雙方簽訂合同的事實(shí),包括合同編號(hào)、簽訂日期、雙方簽字蓋章。說明:此附件作為合同簽訂的書面證明。2.金融服務(wù)詳細(xì)說明詳細(xì)要求:詳細(xì)描述金融服務(wù)的內(nèi)容、范圍、費(fèi)用結(jié)構(gòu)等。說明:此附件用于明確服務(wù)細(xì)節(jié),避免后續(xù)爭議。3.服務(wù)費(fèi)用明細(xì)表詳細(xì)要求:列出服務(wù)費(fèi)用的具體金額、支付方式、支付期限。說明:此附件用于明確費(fèi)用支付細(xì)節(jié)。4.保密協(xié)議詳細(xì)要求:明確雙方保密信息的范圍、保密義務(wù)、保密期限。說明:此附件用于保護(hù)雙方的商業(yè)秘密。5.知識(shí)產(chǎn)權(quán)歸屬協(xié)議詳細(xì)要求:明確合同項(xiàng)下產(chǎn)生的知識(shí)產(chǎn)權(quán)的歸屬和使用方式。說明:此附件用于明確知識(shí)產(chǎn)權(quán)的權(quán)益。6.第三方合作協(xié)議詳細(xì)要求:明確第三方介入的條件、責(zé)任、權(quán)利和義務(wù)。說明:此附件用于規(guī)范第三方介入的行為。7.爭議解決協(xié)議詳細(xì)要求:明確爭議解決的方式、機(jī)構(gòu)和程序。說明:此附件用于規(guī)范爭議解決流程。8.合同變更協(xié)議詳細(xì)要求:明確合同變更的條件、程序和生效日期。說明:此附件用于規(guī)范合同變更流程。說明二:違約行為及責(zé)任認(rèn)定:1.居間服務(wù)方未按約定提供服務(wù)責(zé)任認(rèn)定標(biāo)準(zhǔn):根據(jù)合同約定的服務(wù)內(nèi)容和標(biāo)準(zhǔn),居間服務(wù)方未能提供或提供的服務(wù)不符合約定的,視為違約。示例說明:居間服務(wù)方未能在約定的時(shí)間內(nèi)完成金融產(chǎn)品推薦,導(dǎo)致客戶方遭受損失。2.客戶方未按約定支付費(fèi)用責(zé)任認(rèn)定標(biāo)準(zhǔn):客戶方未在約定的時(shí)間內(nèi)支付服務(wù)費(fèi)用的,視為違約。示例說明:客戶方未按照合同約定的支付期限支付信息服務(wù)費(fèi)。3.雙方違反保密義務(wù)責(zé)任認(rèn)定標(biāo)準(zhǔn):任何一方違反保密義務(wù),泄露對(duì)方保密信息的,視為違約。示例說明:客戶方泄露了居間服務(wù)方的商業(yè)計(jì)劃,導(dǎo)致居間服務(wù)方遭受損失。4.第三方違反合作協(xié)議責(zé)任認(rèn)定標(biāo)準(zhǔn):第三方違反合作協(xié)議,導(dǎo)致合同無法履行或履行困難的,視為違約。示例說明:第三方在提供服務(wù)過程中出現(xiàn)重大失誤,導(dǎo)致合同無法繼續(xù)履行。全文完。2024年度金融服務(wù)居間服務(wù)合同范本英文2本合同目錄一覽1.AgreementOverview1.1PartiesInvolved1.2PurposeoftheAgreement1.3TermandDuration2.ServicesProvided2.1ScopeofServices2.2DescriptionofServices2.3PerformanceStandards3.FeesandCompensation3.1FeeStructure3.2PaymentTerms3.3LatePaymentPenalties4.ConfidentialityandNonDisclosure4.1ConfidentialInformation4.2NonDisclosureObligations4.3ExceptionstoConfidentiality5.IntellectualPropertyRights5.1OwnershipofIntellectualProperty5.2LicenseofIntellectualProperty5.3InfringementandIndemnification6.RepresentationsandWarranties6.1AccuracyofInformation6.2CompliancewithLaws6.3Disclaimers7.LiabilityandIndemnification7.1LimitationofLiability7.2IndemnificationObligations7.3ExclusionsfromIndemnification8.DisputeResolution8.1DisputeResolutionProcess8.2GoverningLaw8.3Arbitration9.TerminationandSuspension9.1TerminationConditions9.2NoticeofTermination9.3EffectsofTermination10.ModificationsandAmendments10.1ModificationProcess10.2ApprovalofModifications10.3EffectiveDateofModifications11.AssignmentandTransfer11.1AssignmentofRightsandObligations11.2ConsenttoAssignment11.3TransferofContract12.MiscellaneousProvisions12.1EntireAgreement12.2ForceMajeure12.3WaiverofBreach12.4AmendmentstothisAgreement13.GoverningLanguage14.SignaturesandExecution第一部分:合同如下:1.AgreementOverview1.1PartiesInvolved1.1.1ThePartiestothisAgreement(hereinafterreferredtoas"theParties")are[PartyA],afinancialserviceintermediaryregisteredandoperatingin[Country/Region],and[PartyB],afinancialinstitutionorentityseekingintermediaryservices.1.1.2ThePartiesacknowledgeandagreethattheyareenteringintothisAgreementasoftheEffectiveDate(asdefinedinArticle1.3)inaccordancewiththelawsandregulationsapplicabletoeachParty.1.1.3ThePartieshererepresentandwarrantthattheyhavethelegalcapacitytoenterintothisAgreementandthattheirparticipationinthisAgreementdoesnotviolateanyotheragreementorlegalobligation.1.2PurposeoftheAgreement1.2.1ThepurposeofthisAgreementistoestablishthetermsandconditionsunderwhich[PartyA]shallprovideintermediaryservicesto[PartyB]inrelationtofinancialservicesduringthe2024calendaryear.1.2.2[PartyA]shallassist[PartyB]inthemarketing,solicitation,andfacilitationoffinancialproductsandservicesoffered[PartyB]topotentialcustomers.1.3TermandDuration1.3.2ThetermofthisAgreementmaybeautomaticallyrenewedforadditionaloneyearperiodsuponmutualagreementoftheParties,unlesseitherPartyprovideswrittennoticeofnonrenewalatleastthirty(30)dayspriortotheexpirationofthethencurrentterm.2.ServicesProvided2.1ScopeofServices2.1.1[PartyA]agreestoprovidethefollowingservicesto[PartyB]:2.1.1.1Marketingandpromotionalactivitiestoincreaseawarenessandinterestin[PartyB]'sfinancialproductsandservices.2.1.1.2Assistanceinidentifyingandqualifyingpotentialcustomers.2.1.1.3Facilitationoftheapplicationprocessfor[PartyB]'sfinancialproductsandservices.2.1.1.4Regularreportingandupdatesontheprogressandperformanceoftheintermediaryservices.2.2DescriptionofServices2.2.1[PartyA]shallutilizeallreasonableeffortstoachievetheobjectivessetforthinArticle2.1,includingbutnotlimitedto:2.2.1.1Conductingmarketresearchandanalysistoidentifypotentialcustomersegments.2.2.1.2Developingandimplementingmarketingstrategiesandcampaigns.2.2.1.3Maintainingadatabaseofpotentialcustomersandregularlyupdatingtheinformation.2.2.1.4Providingsupportto[PartyB]intheformoftraining,technicalassistance,andothernecessaryresources.2.3PerformanceStandards2.3.1[PartyA]shalladheretotheperformancestandardssetforthinthisAgreement,includingbutnotlimitedto:2.3.1.1Achievingaminimumnumberofqualifiedleadspermonthasagreedupon.2.3.1.3Maintainingconfidentialityof[PartyB]'ssensitiveinformation.2.3.1.4Respondingpromptlytoanyinquiriesorrequestsfrom[PartyB].3.FeesandCompensation3.1FeeStructure3.2PaymentTerms3.2.2[PartyB]shallreviewandapprovetheinvoiceswithin[X]daysofreceiptandshallpaytheamountsduewithin[Y]daysofapproval.3.3LatePaymentPenalties4.ConfidentialityandNonDisclosure4.1ConfidentialInformation4.2NonDisclosureObligations4.2.1ThePartiesagreetoholdtheConfidentialInformationinstrictconfidenceandnottouseordiscloseittoanythirdpartywithoutthepriorwrittenconsentofthedisclosingParty.4.3ExceptionstoConfidentiality4.3.1Theobligationsofconfidentialityandnondisclosureshallnotapplytoinformationthat:4.3.1.1Ispubliclyavailableatthetimeofdisclosure.4.3.1.2Islawfullyacquiredfromathirdpartywithoutabreachofconfidentialityobligations.4.3.1.3IsindependentlydevelopedthereceivingPartywithoutreferencetotheConfidentialInformation.5.IntellectualPropertyRights5.1OwnershipofIntellectualProperty5.1.1Allintellectualpropertyrights,includingbutnotlimitedtopatents,copyrights,trademarks,andtradesecrets,arisingoutoforinconnectionwiththisAgreementshallbeownedthePartythatcreatedordevelopedsuchintellectualproperty.5.2LicenseofIntellectualProperty5.2.1SubjecttotheprovisionsofthisAgreement,[PartyA]heregrants[PartyB]anonexclusive,nontransferable,androyaltyfreelicensetouse[PartyA]'sintellectualpropertyforthepurposesofthisAgreement.5.3InfringementandIndemnification5.3.1[PartyA]shallindemnifyandhold[PartyB]harmlessagainstanyclaims,damages,liabilities,orlossesarisingoutoforinconnectionwithanyinfringementofthirdpartyintellectualpropertyrights[PartyA]intheperformanceofitsobligationsunderthisAgreement.6.RepresentationsandWarranties6.1AccuracyofInformation6.2CompliancewithLaws6.3Disclaimers6.3.1EXCEPTASEXPRESSLYPROVIDEDINTHISAGREEMENT,NEITHERPARTYMAKESANYREPRESENTATIONSORWARRANTIES,EXPRESSORIMPLIED,ASTOTHEACCURACY,COMPLETENESS,ORAVLABILITYOFTHEINFORMATIONORSERVICESPROVIDEDBYTHEOTHERPARTY.EACHPARTYDISCLMSALLOTHERWARRANTIES,EXPRESSORIMPLIED,INCLUDINGBUTNOTLIMITEDTOWARRANTIESOFMERCHANTABILITY,FITNESSFORAPARTICULARPURPOSE,ANDNONINFRINGEMENT.8.DisputeResolution8.1DisputeResolutionProcess8.1.1AnydisputesarisingoutoforinconnectionwiththisAgreementshallberesolvedthroughgoodfaithnegotiationsbetweentheParties.8.1.2IfthePartiesareunabletoresolvethedisputethroughnegotiations,theyshallsubmitthedisputetomediationinaccordancewiththerulesofthe[MediationOrganization].8.1.3Ifthedisputeisnotresolvedthroughmediation,itshallbesubmittedtoarbitrationinaccordancewiththerulesofthe[ArbitrationOrganization],andthedecisionofthearbitrator(s)shallbefinalandbindingupontheParties.8.2GoverningLaw8.2.1ThisAgreementshallbegovernedandconstruedinaccordancewiththelawsof[Country/Region].8.2.2ThePartiesheresubmittotheexclusivejurisdictionofthecourtsof[Country/Region]foranylegalactionarisingoutoforinconnectionwiththisAgreement.8.3Arbitration8.3.1Thearbitrationshallbeconductedin[City/Location]andshallbeconductedintheEnglishlanguage.8.3.2ThearbitrationawardshallbeinwritingandshallbefinalandbindingupontheParties.8.3.3Thecostsofthearbitration,includingthefeesofthearbitrator(s),shallbebornethePartiesinaccordancewiththerulesofthe[ArbitrationOrganization].9.TerminationandSuspension9.1TerminationConditions9.1.1ThisAgreementmaybeterminatedeitherPartyupontheoccurrenceofanyofthefollowingevents:9.1.1.1AmaterialbreachofthisAgreementtheotherParty,unlesscuredwithinareasonableperiodoftime.9.1.1.2Theinsolvency,bankruptcy,orliquidationofeitherParty.9.1.1.3AviolationeitherPartyofanyapplicablelaworregulationthatismaterialtotheperformanceofthisAgreement.9.2NoticeofTermination9.2.1AnyterminationofthisAgreementshallbeeffectiveuponwrittennoticetotheotherParty,whichshallbedeliverednolessthan[X]dayspriortotheeffectivedateoftermination.9.3EffectsofTermination9.3.1UponterminationofthisAgreement,thefollowingprovisionsshallsurvive:9.3.1.1AllobligationsofthePartiesthattheirnatureareintendedtosurvivetheterminationofthisAgreement.9.3.1.2Anyclaimorcauseofactionarisingpriortotheeffectivedateoftermination.10.ModificationsandAmendments10.1ModificationProcess10.1.1AnymodificationoramendmenttothisAgreementshallbeeffectiveonlyifitisinwritingandsignedbothParties.10.2ApprovalofModifications10.2.1AnymodificationoramendmenttothisAgreementthatwouldalterthefeestructure,term,orscopeofservicesshallrequirethepriorwrittenconsentofbothParties.10.3EffectiveDateofModifications10.3.1AnymodificationoramendmenttothisAgreementshalltakeeffectonthedateagreeduponbothPartiesinwriting.11.AssignmentandTransfer11.1AssignmentofRightsandObligations11.1.1NeitherPartymayassignitsrightsorobligationsunderthisAgreementwithoutthepriorwrittenconsentoftheotherParty,exceptthat[PartyA]mayassignitsrig
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