Instruction Form

Type of Instruction
NDA - Third Party
Your contact emails to whom correspondance to be sent
Team
Project Name/Matter
Approach
Timescale
Type of Counterparty
Transaction or matter detail (include whether an investment or divestment, details of the asset including whether involving shares/assets/debt, whether investing directly or through a vehicle, if non-investment related then describe details of goods/services being purchased)
Is counterparty, target, seller or buyer a listed entity?
Can the NDA cover information disclosed before the date of the NDA?
If you have received information about this entity or transaction previously under a separate NDA then select 'no'
Is disclosure to consortia or co-investors required?
Is disclosure to external debt providers necessary?
Other information
NDA - Issue Client Standard Form
Client contacts to whom correspondance to be sent
Team
Project Name/Matter
Approach
Timescale
Name of client party to the NDA
Name of Counterparty
Type of Counterparty
What should the transaction or otherwise the pupose that the information is disclosed for be specified in the NDA as (e.g. the sale of ABC Limited or the provision of consulting services in respect of X)
Should the NDA be two way (standard approach is no unless you have agreed with the recipient that information they disclose should equally be held by you confidentially)
Is counterparty, target, seller or buyer a listed entity?
Other information
Reliance Letter
Your contact emails to whom correspondance to be sent
Team
Project Name/Matter
Approach
Timescale
Transaction or matter detail (include whether an investment or divestment, details of the asset including whether involving shares/assets/debt, whether investing directly or through a vehicle details of the report in question)
Is disclosure to consortia or co-investors required?
Is disclosure to external debt providers required?
Other information
Non-Reliance Release letter
Your contact emails to whom correspondance to be sent
Team
Project Name/Matter
Approach
Timescale
Should indemnities be deleted in the first draft or should they be retained and carve outs added
Often indemnities are insisted upon so moving to carve outs may speed up negotiation.
Other information
Terms of Business - Services
Your contact emails to whom correspondance to be sent
Team
Project Name/Matter
Approach
Scope of services correct?*
Timescale
Type of advisor and any changes that are required to be made to the scope of services (ensure any relevant deliverables, dependancies, and milestones are properly documented)
Agreed fee
Other information
Terms of Business - Goods
Your contact emails to whom correspondance to be sent
Team
Project Name/Matter
Approach
Timescale
Supplier
Goods being purchased
Price
Other information
Other
Your contact emails to whom correspondance to be sent
Team
Project Name/Matter
Approach
Timescale
Details
Untitled

NDA - Third Party

NDA - Issue Client Standard Form

Reliance Letter

Non-Reliance Release letter

Terms of Business - Services

Terms of Business - Goods

Other