Financial Non Disclosure Agreement Template

You can open the Financial Non Disclosure Agreement Template in multiple formats, including PDF, Word, and Google Docs.


Sample

Financial Non Disclosure Agreement Template

Printable | Editable Form




Financial Non Disclosure Agreement Template (1)
Between:
[Name of the Disclosing Party]
[Disclosing Party’s ID]
[Disclosing Party’s Address]
[Disclosing Party’s Phone]
[Disclosing Party’s Email]
And:
[Name of the Receiving Party]
[Receiving Party’s ID]
[Receiving Party’s Address]
Introduction:
This Non Disclosure Agreement (NDA) is entered into on [Effective Date] to protect the confidential financial information exchanged between the parties during discussions regarding [Specify Purpose].
Clause 1: Definition of Confidential Information
Confidential Information includes all financial data and information disclosed, whether orally or in writing, that is identified as confidential at the time of disclosure.
Clause 2: Obligations of the Receiving Party
The Receiving Party agrees to:
  • Keep the Confidential Information secret.
  • Limit access to employees who need to know the information for the successful completion of [Specify Purpose].
  • Not disclose the Confidential Information to any third parties without the prior written consent of the Disclosing Party.
Clause 3: Exclusions from Confidential Information
The obligations of the Receiving Party shall not apply to information that:
  • Is or becomes publicly known through no breach hereof.
  • Is received from a third party without breach of any obligation of confidentiality.
  • Is independently developed by the Receiving Party.
Clause 4: Term and Termination
This Agreement shall remain in effect for a period of [Specify Term] from the effective date. Either party may terminate this Agreement with [Specify Notice Period] notice, but the obligations regarding confidentiality shall survive termination.
Clause 5: Governing Law
This Agreement shall be governed by, and construed in accordance with, the laws of [Jurisdiction].
Clause 6: Remedies
The Disclosing Party may seek injunctive relief in addition to any other available legal remedies for any breach of this Agreement.
Signed in [City], [Date].
Sincerely,
[Signature of the Disclosing Party]
[Name of the Disclosing Party]
[Signature of the Receiving Party]
[Name of the Receiving Party]
Financial Non Disclosure Agreement Template (2)
Between:
[Name of the Disclosing Party]
[Disclosing Party’s ID]
[Disclosing Party’s Address]
[Disclosing Party’s Phone]
[Disclosing Party’s Email]
And:
[Name of the Receiving Party]
[Receiving Party’s ID]
[Receiving Party’s Address]
Introduction:
This agreement is established to protect the confidential financial information shared during discussions regarding investment opportunities and collaborations dated [Effective Date].
Clause 1: Definition of Confidential Information
Confidential Information encompasses all financial projections, forecasts, and proprietary financial strategies shared by the Disclosing Party.
Clause 2: Non-Disclosure Obligations
The Receiving Party shall:
  • Protect and safeguard the Confidential Information.
  • Limit its disclosure to employees or agents who require it for the permitted purpose.
  • Notify the Disclosing Party immediately upon any unauthorized disclosure.
Clause 3: Information Not Considered Confidential
Confidential Information shall not include:
  • Information that is already in the public domain.
  • Information that is independently produced by the Receiving Party.
  • Information disclosed legally by a third party.
Clause 4: Duration of the Agreement
The duration of this Agreement will be [Specify Term], after which the obligations of confidentiality shall survive for an additional [Specify Duration].
Clause 5: Jurisdiction
This Agreement shall be governed by the laws of [Jurisdiction], without regard to its conflict of laws principles.
Clause 6: Indemnification
The Receiving Party agrees to indemnify the Disclosing Party for any damages caused by unauthorized disclosure of Confidential Information.
Signed in [City], [Date].
Sincerely,
[Signature of the Disclosing Party]
[Name of the Disclosing Party]
[Signature of the Receiving Party]
[Name of the Receiving Party]

Form

Please complete the form below to create the Financial Non-Disclosure Agreement Template. All fields must be filled out to ensure a clear and complete agreement. We provide examples to guide you through each step.

Financial Non-Disclosure Agreement Template

1. Disclosing Party Information


2. Receiving Party Information


3. Definition of Confidential Information

4. Purpose of Disclosure

5. Obligations of Receiving Party

6. Term of Agreement

years

7. Exclusions from Confidential Information

8. Return of Materials

9. Governing Law

10. Signatures and Acceptance

11. Declaration and Signatures




PDF


WORD

Printable

Financial Non Disclosure Agreement Template

Printable | Editable Form




Financial Non Disclosure Agreement Template