2024年度金融服務居間服務合同范本英文3篇

20XX專業(yè)合同封面COUNTRACTCOVER20XX專業(yè)合同封面COUNTRACTCOVER甲方：XXX乙方：XXXPERSONALRESUMERESUME2024年度金融服務居間服務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：其他補充性說明和解釋說明一：附件列表：1.ScopeofServicesDocument詳細要求：列明雙方同意的服務范圍、具體服務內(nèi)容、服務期限等。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。2.FeeSchedule詳細要求：詳細列出不同類型服務的費用結(jié)構(gòu)、收費標準、支付方式等。說明：此附件用于明確甲乙雙方就服務費用達成的一致意見。3.ConfidentialityandNondisclosureAgreement詳細要求：明確雙方在合同執(zhí)行過程中應遵守的保密義務和信息披露限制。說明：此附件作為合同的補充，旨在保護雙方的商業(yè)秘密。4.DataProtectionPolicy詳細要求：規(guī)定雙方在處理個人數(shù)據(jù)時遵守的數(shù)據(jù)保護政策和程序。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詳細要求：列出經(jīng)雙方同意的第三方名單，包括其職責和授權(quán)范圍。說明：此附件用于管理第三方在合同中的角色和責任。8.InsuranceCertificates詳細要求：提供第三方保險證明，包括保險類型、保險金額、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詳細要求：規(guī)定在特定情況下，權(quán)利和義務的轉(zhuǎn)讓條件和程序。說明：此附件用于處理合同中的權(quán)利和義務轉(zhuǎn)讓問題。說明二：違約行為及責任認定：1.FailuretoPerformServices責任認定標準：未能按照合同約定提供服務的，視為違約。示例說明：若甲方未能按照合同約定在約定時間內(nèi)完成項目，則構(gòu)成違約。責任認定標準：違反相關(guān)法律法規(guī)的，視為違約。示例說明：若乙方在提供服務過程中違反了數(shù)據(jù)保護法規(guī)，則構(gòu)成違約。3.BreachofConfidentiality責任認定標準：泄露對方商業(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責任認定標準：未按時支付費用的，視為違約。示例說明：若乙方未在約定時間內(nèi)支付服務費用，則構(gòu)成違約。5.FailuretoComplywithDataProtectionRequirements責任認定標準：未能遵守數(shù)據(jù)保護要求的，視為違約。示例說明：若第三方在處理數(shù)據(jù)時未能遵守相關(guān)法律法規(guī)，則構(gòu)成違約。6.LateDeliveryofServices責任認定標準：未能按時交付服務的，視為違約。示例說明：若甲方未能按照合同約定在約定時間內(nèi)完成項目交付，則構(gòu)成違約。全文完。2024年度金融服務居間服務合同范本英文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居間服務方2.2客戶方3.服務內(nèi)容和范圍3.1服務概述3.2服務范圍4.服務期限4.1服務開始日期4.2服務結(jié)束日期5.服務費用和支付5.1費用結(jié)構(gòu)5.2支付方式5.3支付期限6.居間服務方的責任和義務6.1保密義務6.2遵守法律法規(guī)6.3職業(yè)操守7.客戶方的責任和義務7.1保密義務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8.3保密期限9.知識產(chǎn)權(quán)9.1知識產(chǎn)權(quán)歸屬9.2使用權(quán)9.3授予許可10.違約責任10.1違約行為10.2違約責任11.爭議解決11.1爭議解決方式11.2爭議解決機構(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“居間服務方”指在本合同中提供金融服務的第三方中介機構(gòu)。1.1.2“客戶方”指在本合同中尋求金融服務的委托人。1.1.3“金融服務”指居間服務方根據(jù)客戶方的需求提供的各類金融產(chǎn)品和服務。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，應具有本條所賦予的含義。2.合同雙方2.1居間服務方居間服務方全稱：____________________居間服務方地址：____________________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.服務內(nèi)容和范圍3.1服務概述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。3.2服務范圍居間服務方應確保在合同期限內(nèi)，為客戶提供全面、準確、高效的金融服務。4.服務期限4.1服務開始日期本合同自雙方簽字蓋章之日起生效，服務開始日期為____________________。4.2服務結(jié)束日期本合同服務期限為一年，自服務開始日期起算，服務結(jié)束日期為____________________。5.服務費用和支付5.1費用結(jié)構(gòu)a)信息服務費：____________________；b)產(chǎn)品推薦費：____________________；c)交易執(zhí)行費：____________________；d)其他相關(guān)費用：____________________。5.2支付方式客戶方應按照居間服務方提供的支付方式，在合同約定的期限內(nèi)支付服務費用。5.3支付期限客戶方應在服務開始后的第一個月內(nèi)支付信息服務費，后續(xù)服務費用應在服務結(jié)束后一個月內(nèi)支付。6.居間服務方的責任和義務6.1保密義務居間服務方對本合同履行過程中知悉的客戶方保密信息負有保密義務，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)居間服務方在履行本合同過程中，應嚴格遵守國家法律法規(guī)，確保服務合法合規(guī)。6.3職業(yè)操守居間服務方應遵循誠實信用、公平公正的原則，為客戶提供優(yōu)質(zhì)的服務。7.客戶方的責任和義務7.1保密義務客戶方對本合同履行過程中知悉的居間服務方保密信息負有保密義務，未經(jīng)居間服務方同意，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過程中，應遵守國家法律法規(guī)，確保自身行為合法合規(guī)。7.3提供信息客戶方應向居間服務方提供真實、準確、完整的個人信息和財務狀況，以便居間服務方為客戶提供合適的金融服務。8.保密條款8.1保密信息本合同項下的保密信息包括但不限于：a)雙方的商業(yè)計劃、財務數(shù)據(jù)、客戶信息、技術(shù)秘密等；b)雙方在本合同項下交流的任何信息，無論以何種形式表達。8.2保密義務雙方對本合同項下的保密信息負有嚴格的保密義務，未經(jīng)對方書面同意，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，雙方仍應繼續(xù)遵守保密義務，直至保密信息不再具有保密價值或雙方書面同意解除保密義務。9.知識產(chǎn)權(quán)9.1知識產(chǎn)權(quán)歸屬雙方在本合同項下產(chǎn)生的知識產(chǎn)權(quán)，包括但不限于服務過程中產(chǎn)生的創(chuàng)新方案、技術(shù)改進等，歸各自所有。9.2使用權(quán)雙方在本合同項下有權(quán)使用對方提供的知識產(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下授予對方對本合同項下知識產(chǎn)權(quán)的非獨占、不可轉(zhuǎn)讓的使用許可。10.違約責任10.1違約行為a)居間服務方未按約定提供服務或提供的服務不符合約定的；b)客戶方未按約定支付費用的；c)雙方違反保密義務的；d)雙方違反知識產(chǎn)權(quán)約定的。10.2違約責任a)違約方應承擔違約責任，包括但不限于賠償對方因此遭受的直接損失；b)因違約行為導致合同終止的，違約方應支付對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爭議解決機構(gòu)雙方同意將爭議提交至____________________仲裁委員會進行仲裁。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，應書面通知對方，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)合同期滿自動終止；b)雙方協(xié)商一致解除合同；c)因一方違約導致合同無法繼續(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，雙方通知應以書面形式發(fā)送至對方指定的地址；b)通知自發(fā)送之日起視為送達。14.2不可抗力因不可抗力導致本合同無法履行或履行困難的，雙方應相互理解，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)服務的獨立第三方機構(gòu)或個人。15.1.2第三方包括但不限于審計機構(gòu)、評估機構(gòu)、法律顧問、技術(shù)支持服務商等。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，并簽訂相應的合作協(xié)議。15.2.2第三方介入應符合法律法規(guī)的要求，不得損害甲乙雙方的合法權(quán)益。15.3第三方責任和義務15.3.1第三方應根據(jù)合作協(xié)議及本合同的規(guī)定，履行其職責，并對自己的行為負責。15.3.2第三方應保持獨立性和客觀性，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，應及時報告甲乙雙方。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)系為服務提供者與接受者，雙方應明確各自的權(quán)利和義務。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)務活動。15.4.3第三方在提供服務過程中，應尊重甲乙雙方的商業(yè)秘密和知識產(chǎn)權(quán)。16.第三方責任限額16.1第三方責任限額16.1.1第三方對本合同項下的責任，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)要求第三方在責任限額內(nèi)承擔賠償責任。17.第三方介入的額外條款17.1第三方介入時的額外責任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)要求第三方承擔相應的責任。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)要求第三方在責任限額內(nèi)承擔賠償責任。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)對第三方的服務進行監(jiān)督，確保其履行合作協(xié)議及本合同的規(guī)定。18.2.2第三方應接受甲乙雙方的監(jiān)督，并及時反饋服務情況。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：其他補充性說明和解釋說明一：附件列表：1.合同簽訂確認書詳細要求：確認雙方簽訂合同的事實，包括合同編號、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.金融服務詳細說明詳細要求：詳細描述金融服務的內(nèi)容、范圍、費用結(jié)構(gòu)等。說明：此附件用于明確服務細節(jié)，避免后續(xù)爭議。3.服務費用明細表詳細要求：列出服務費用的具體金額、支付方式、支付期限。說明：此附件用于明確費用支付細節(jié)。4.保密協(xié)議詳細要求：明確雙方保密信息的范圍、保密義務、保密期限。說明：此附件用于保護雙方的商業(yè)秘密。5.知識產(chǎn)權(quán)歸屬協(xié)議詳細要求：明確合同項下產(chǎn)生的知識產(chǎn)權(quán)的歸屬和使用方式。說明：此附件用于明確知識產(chǎn)權(quán)的權(quán)益。6.第三方合作協(xié)議詳細要求：明確第三方介入的條件、責任、權(quán)利和義務。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)議詳細要求：明確爭議解決的方式、機構(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：違約行為及責任認定：1.居間服務方未按約定提供服務責任認定標準：根據(jù)合同約定的服務內(nèi)容和標準，居間服務方未能提供或提供的服務不符合約定的，視為違約。示例說明：居間服務方未能在約定的時間內(nèi)完成金融產(chǎn)品推薦，導致客戶方遭受損失。2.客戶方未按約定支付費用責任認定標準：客戶方未在約定的時間內(nèi)支付服務費用的，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費。3.雙方違反保密義務責任認定標準：任何一方違反保密義務，泄露對方保密信息的，視為違約。示例說明：客戶方泄露了居間服務方的商業(yè)計劃，導致居間服務方遭受損失。4.第三方違反合作協(xié)議責任認定標準：第三方違反合作協(xié)議，導致合同無法履行或履行困難的，視為違約。示例說明：第三方在提供服務過程中出現(xiàn)重大失誤，導致合同無法繼續(xù)履行。全文完。2024年度金融服務居間服務合同范本英文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