tiktok³ÉÈ˰æ

Financial Framework Partnership Agreement Template for Switzerland

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Financial Framework Partnership Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Financial Framework Partnership Agreement

"I need a Financial Framework Partnership Agreement under Swiss law between our wealth management firm and a fintech service provider, focusing on digital payment services integration and data protection compliance, with operations starting March 2025."

Document background
The Financial Framework Partnership Agreement is a specialized legal instrument used in the Swiss financial services sector to establish long-term collaborative relationships between financial institutions or service providers. This document is particularly relevant when parties need to create a structured framework for ongoing financial cooperation while ensuring compliance with Swiss financial regulations, including FINMA requirements and the Swiss Financial Market Supervision Act. It is designed to address complex financial partnerships by incorporating comprehensive terms for operational procedures, risk allocation, compliance obligations, and financial arrangements. The agreement is commonly used in Switzerland's sophisticated financial market for partnerships involving banks, asset managers, financial service providers, and FinTech companies, providing a robust legal foundation for sustainable business relationships while maintaining regulatory compliance.
Suggested Sections

1. Parties: Identification and details of all contracting parties, including regulatory status and authorizations

2. Background: Context of the agreement, relationship between parties, and general purpose of the framework partnership

3. Definitions and Interpretation: Detailed definitions of terms used throughout the agreement and rules of interpretation

4. Scope of Partnership: Overview of the partnership's scope, activities, and services covered under the agreement

5. Regulatory Compliance: Obligations regarding Swiss financial regulations, including FINMA requirements and other applicable laws

6. Rights and Obligations: Detailed responsibilities and rights of each party under the framework agreement

7. Financial Arrangements: Framework for financial terms, including fee structures, payment terms, and financial reporting requirements

8. Risk Allocation: Distribution of risks between parties and risk management requirements

9. Compliance and Anti-Money Laundering: Specific obligations regarding AML regulations and compliance requirements

10. Data Protection and Confidentiality: Obligations regarding data protection under Swiss law and confidentiality requirements

11. Term and Termination: Duration of the agreement and circumstances under which it can be terminated

12. Dispute Resolution: Procedures for resolving disputes, including jurisdiction and applicable law

13. General Provisions: Standard legal provisions including notices, amendments, and severability

Optional Sections

1. Intellectual Property Rights: Required when the partnership involves development or use of proprietary systems or technology

2. Cross-Border Provisions: Necessary when the partnership involves cross-border activities or international parties

3. Insurance Requirements: Detailed insurance obligations when specific coverage is required for the partnership

4. Business Continuity: Required for partnerships where service continuity is critical

5. Audit Rights: Detailed audit provisions when regular auditing of partnership activities is required

6. Marketing and Branding: Required when the partnership involves co-branding or joint marketing activities

7. Personnel and Training: Necessary when the partnership requires specific staffing or training requirements

Suggested Schedules

1. Schedule 1 - Services Description: Detailed description of services covered under the partnership framework

2. Schedule 2 - Fee Schedule: Detailed fee structures, calculations, and payment terms

3. Schedule 3 - Service Levels: Performance metrics and service level requirements

4. Schedule 4 - Compliance Procedures: Detailed compliance and AML procedures

5. Schedule 5 - Operating Procedures: Day-to-day operational procedures and requirements

6. Schedule 6 - Security and Data Protection Requirements: Detailed security protocols and data protection measures

7. Appendix A - Contact Details: Key contacts and escalation procedures

8. Appendix B - Required Forms and Templates: Standard forms and templates used in the partnership

9. Appendix C - Regulatory Authorizations: Copies of relevant regulatory licenses and authorizations

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions

















































Clauses









































Relevant Industries

Financial Services

Banking

Asset Management

Investment Management

FinTech

Insurance

Wealth Management

Payment Services

Fund Administration

Financial Technology

Relevant Teams

Legal

Compliance

Finance

Risk Management

Operations

Business Development

Regulatory Affairs

Treasury

Partnerships

Contract Management

Relevant Roles

Chief Financial Officer

Head of Legal

Compliance Officer

Risk Manager

Partnership Director

Business Development Manager

Financial Controller

Legal Counsel

Regulatory Affairs Manager

Operations Director

Chief Operations Officer

Contract Manager

Partnership Manager

Treasury Manager

Chief Risk Officer

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Framework Collaboration Agreement

A Swiss law-governed agreement establishing the framework for ongoing business collaboration between parties, with provisions for specific project implementations.

find out more

Service Framework Agreement

Swiss law-governed master agreement establishing framework terms for ongoing service provision, with specific services commissioned through individual orders.

find out more

Investment Framework Agreement

A Swiss law-governed master agreement establishing the framework for investment relationships and transactions between parties, including investment criteria, governance, and operational procedures.

find out more

Financial Framework Partnership Agreement

A Swiss law-governed agreement establishing a framework for financial partnership between entities, incorporating Swiss financial regulatory requirements and operational terms.

find out more

Framework Purchase Agreement

A Swiss law-governed master agreement establishing terms for recurring purchases between buyer and supplier, under which individual purchase orders can be placed.

find out more

Framework Loan Agreement

Swiss law-governed agreement establishing terms for multiple loans between a lender and borrower under a single framework structure.

find out more

Framework Cooperation Agreement

A Swiss law-governed master agreement establishing terms and structures for ongoing cooperation between parties, providing a framework for future collaborative activities.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.