12+ Client Confidentiality Agreement Templates – Free Sample, Example Format Download

The service organizations that offer their services to clients generally take down their details in order to record them. Some of this information can be confidential which the persons concerned may not be keen on sharing with outsiders. However, since the employees of the organization may be privy to this information, in order to ensure that it is not disclosed to a third party, the service organization makes them sign a client confidentiality agreement. This puts all the employees under an obligation to keep their lips sealed. You can also see License Agreement Templates.

Sample Legal Client Confidentiality Agreement

floridabar.org
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  • DOC

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The clients who approach a lawyer have to reveal some the most intimate secrets to the lawyer. These are recorded which makes the information readily available to the employees in the lawyer’s office. Since, these are not to be revealed the employees of the legal office are made to sign a client confidentiality agreement.

Example Business Client Confidentiality Agreement

atyourbusiness.com
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  • DOC

Size: 30.2 KB

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In order to ensure smooth functioning of businesses, they require finances. They usually seek the help of banks or financial organizations for loan. However they need to share some important information to get financial help. Most of this information is confidential which is why the financial institutions have to sign a business client confidentiality agreement. This ensures secrecy of the crucial information.

Sample Rental Client Confidentiality Agreement

monarchcovetreatment.com
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  • PDF

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When a person rents any commodity from a rental service, he is expected to share his personal details with them. However, the client reveals this information with a hope that these would not be revealed to a third party. Thus, the rental services make all their employees sign a rental service agreement to swear them to secrecy.

Sample Generic Client Confidentiality Agreement

councilofnonprofits.org
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  • PDF

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A standard design of a client confidentiality agreement, this consists of all the important segments that should be included in it. This can be used by a company or a party just the way it is or can be altered as per its requirements.

Example Real Estate Client Confidentiality Agreement

jll.ca
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  • PDF

Size: 35.9 KB

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Usually when a client seeks the help of a real estate agency to buy or sell a property, he or she needs to share some very personal information including their financial details. In order to ensure that none of this is revealed to a third party, all the employees in the agency sign a confidentiality agreement which binds them under legal obligation. You can also see Agreement Templates.

Sample Client Confidentiality Agreement Template

swissglobalconsulting.com
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  • PDF

Size: 58.9 KB

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Example Client Confidentiality Counseling Agreement

randallrlylephd.com
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  • PDF

Size: 13.1 KB

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Sample Client Service Provider Confidentiality Agreement

hse.ie
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  • PDF

Size: 78.3 KB

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Example Client Confidentiality Agreement for Physician

cphp.org
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  • PDF

Size: 38.4 KB

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Sample Client Confidentiality Agreement for Advocate

unitedpolicyholders.org
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  • PDF

Size: 171.1 KB

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Example Client Confidentiality Agreement for Consultant

leeds-faculty.colorado.edu
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  • DOC

Size: 59.9 KB

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Sample Client Confidentiality Agreement for Contractor

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  • DOC

Size: 331.2 KB

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Uses of Client Confidentiality Agreement

  • By lawyers to maintain the privacy of their clients
  • By rental services to prevent details of their clients from being leaked
  • By financial institutions to safeguard the financial details of their clients
  • By real estate agents to protect the requirements and other details of a customer

Benefits of Client Confidentiality Agreement

  • The agreement can be drafted as per the preference and requirement of the party concerned
  • It gives a clear picture to the people who sign the agreement as to what information is considered confidential
  • It outlines the consequences that may arise in case of a breach
  • It is considered to be a legal evidence in case of any legal issues that may arise between the parties

How to Draft a Client Confidentiality Agreement

Getting some insight from a lawyer or expert before drafting the agreement would give you an idea as to the right way to draft it. Make sure you are clear about all the information and terms that you want to include. Refrain from including any information in the agreement which you do not wish to share with the party concerned. Improve the readability of the document by breaking the information into smaller paragraphs.

We have an impressive collection of client confidentiality agreements for you to choose from. Easy to customize and ready to print, these are available in the form of a word document or PDF file. In case, you need any changes in the agreement, we can open to do it as per your suggestions. You can also see Basic Confidentiality Agreement.

by Abigail Breslin

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