Financial Information Non-Disclosure Agreement (NDA)

A financial information non-disclosure agreement prevents the recipient of sensitive financial information from sharing it with outside parties. By signing the document, the third party agrees to keep information regarding investments, debt, credit, and assets confidential. If the agreement is broken, the outside party can be held legally accountable for damages.

Financial Information Non-Disclosure Agreement (NDA)

A financial information non-disclosure agreement prevents the recipient of sensitive financial information from sharing it with outside parties. By signing the document, the third party agrees to keep information regarding investments, debt, credit, and assets confidential. If the agreement is broken, the outside party can be held legally accountable for damages.

Last updated May 27th, 2024

A financial information non-disclosure agreement prevents the recipient of sensitive financial information from sharing it with outside parties. By signing the document, the third party agrees to keep information regarding investments, debt, credit, and assets confidential. If the agreement is broken, the outside party can be held legally accountable for damages.

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Protecting Financial Information

A non-disclosure agreement (NDA) is sometimes used in situations when an outside party is given access to sensitive and confidential accounting and investment information.

Examples of financials that a person or company can protect with an NDA include:

  • Bank account information
  • Financial statements
  • Budgets, revenue, and sales figures
  • Credit and debt
  • Insurance policies and claims
  • Employee salaries and stock options

Sample

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FINANCIAL INFORMATION NON-DISCLOSURE AGREEMENT

1. THE PARTIES. This Financial Information Non-Disclosure Agreement, hereinafter known as the “Agreement,” created this [MM/DD/YYYY], is by and between [RELEASOR NAME], hereinafter known as “Releasor,” and [RECEIVER NAME], hereinafter known as “Recipient,” and collectively known as the “Parties.”

WHEREAS, this Agreement is created for the purpose of preventing the unauthorized disclosure of the confidential and proprietary information (the “Confidential Information”). The Parties agree as follows:

2. DEFINITION OF CONFIDENTIAL INFORMATION. For the purposes of this Agreement, “Confidential Information” shall include, but not be limited to, documents, records, data, drawings, models, apparatus, sketches, designs, schedules, product plans, marketing plans, technical procedures, manufacturing processes, analyses, compilations, studies, software, prototypes, samples, formulas, methodologies, formulations, product developments, patent applications, know-how, experimental results, specifications, and other business information relating to the Party’s business, assets, operations, or contracts furnished to the other Party and/or the other Party’s affiliates, employees, officers, owners, agents, consultants, or representatives in the course of their work contemplated in this Agreement, regardless of whether such Confidential Information has been expressly designated as confidential or proprietary. Confidential Information also includes any and all work products, studies, and other materials prepared by or in the possession or control of the other Party, which contain, include, refer to, or otherwise reflect or are generated from any Confidential Information.

3. OBLIGATIONS. Recipient shall maintain in confidence and agrees not to disclose, disseminate or use any Confidential Information belonging to Releasor, whether or not in written or verbal form. Recipient agrees that Recipient shall treat all Confidential Information of Releasor with at least the same degree of care as Recipient accords its own confidential information. Recipient further represents that Recipient exercises at least reasonable care to protect its own confidential information. If Recipient is not an individual, Recipient agrees that Recipient shall disclose Confidential Information only to those of its employees who need to know such information, and certifies that such employees have previously signed a copy of this Agreement.

4. SURVIVAL. This Agreement shall govern all communications between the parties. Recipient understands that its obligations under Paragraph 3 (“Obligations”) shall survive the termination of any other relationship between the parties. Upon termination of any relationship between the parties, Recipient will promptly deliver to Releasor, without retaining any copies, all documents and other materials furnished to Recipient by Releasor.

5. INJUNCTIVE RELIEF. A breach of any of the promises or agreements contained herein will result in irreparable and continuing damage to Releasor for which there will be no adequate remedy at law, and Releasor shall be entitled to injunctive relief and/or a decree for specific performance, and such other relief as may be proper (including monetary damages if appropriate).

6. SEVERABILITY. If a court finds that any provision of this Agreement is invalid or unenforceable, the remainder of this Agreement shall be interpreted so as best to affect the intent of the Parties.

7. GOVERNING LAW. This Agreement shall be governed under the laws in the State of [STATE NAME].

WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date written below.

[RELEASOR NAME] Signature: ________________________ Date: [MM/DD/YYYY]

[RECIPIENT NAME] Signature: ________________________ Date:  [MM/DD/YYYY]