Financial Confidentiality NDA 

Prepared by	[Your Name]
Date	[January 1, 2051]

This Non-Disclosure Agreement ("Agreement") is made and entered into by and between [Your Company Name], with its principal place of business at [Your Company Address], ("Disclosing Party"), and  [Second Party Name], with its principal place of business at [Second Party Address], ("Receiving Party"), collectively referred to as the "Parties."

1. Purpose

The Receiving Party understands that the Disclosing Party has disclosed or may disclose information relating to the Disclosing Party's financial matters, which the Disclosing Party considers confidential.

2. Confidential Information

For the purposes of this agreement, "Confidential Information" refers to any data or information, oral or written, disclosed by the Disclosing Party to the Receiving Party that relates to the financial matters of the Disclosing Party. This includes, but is not limited to, financial reports, audits, financial plans, business strategies, vendor information, and pricing structures.

3. Obligations of the Receiving Party

• Confidentiality: The Receiving Party agrees to retain the Confidential Information in strict confidence and to not disclose the information to any third party.

• Limitation of Use: The Receiving Party shall use the Confidential Information only for the purpose of providing strategic financial consulting services.

• Protection: The Receiving Party agrees to take all necessary steps to protect the confidentiality of the Confidential Information and prevent any unauthorized use or disclosure thereof.

• Disclosure to Employees: The Receiving Party may disclose Confidential Information only to employees who need to know such information for the permitted purpose and who have signed confidentiality agreements or are otherwise bound by confidentiality obligations at least as restrictive as those in this agreement.
  
  

4. Exclusions from Confidential Information

Confidential Information shall not include information that:

• is or becomes publicly known through no act or fault of the Receiving Party;

• is received from a third party without restriction and without breach of this or a similar agreement;

• was rightfully in the possession of the Receiving Party prior to receiving it from the Disclosing Party;

• is independently developed by the Receiving Party without use of or reference to the Disclosing Party's Confidential Information.
  
  

5. Term

This Agreement shall remain in effect for a period of 5 years from the Effective Date, or until the Confidential Information disclosed under this Agreement is no longer confidential.

6. Return of Confidential Information

Upon request of the Disclosing Party or upon termination of this Agreement, the Receiving Party shall return all copies of Confidential Information to the Disclosing Party or certify, in writing, the destruction thereof.

7. No License

Nothing contained herein shall be construed as granting or conferring any rights by license or otherwise, expressly or implicitly, in any Confidential Information.

8. Governing Law

This Agreement shall be governed by and construed in accordance with the laws of [Jurisdiction].

IN WITNESS WHEREOF, the Parties have executed this Non-Disclosure Agreement as of the Effective Date.

Disclosing Party: [Your Company Name]

By: _________________________
Name: [Name]
Title: [Title]
Date: _______________________

Receiving Party: [Second Party Name]

By: _________________________
Name: [Name]
Title: [Title]
Date: _______________________