Chapter 20
Transactions Involving Financial Services Companies as the Customer
CHECKLIST
Form and Type of Agreement
□ Company’s form or vendor’s form
Definitions
□ Definition of “confidential information”
– Personally identifiable information
– Trading and account information
– “Insider information”
□ Definition of “aggregated data,” if applicable
General Requirements
□ Include all standard requirements discussed elsewhere in this book for the particular type of contract under consideration
□ Strong confidentiality clause
– Perpetual protection for personal information
– Ongoing protection for trade secrets
□ Compliance with customer’s privacy policy, including updates
□ Control over notices for data breaches
– Reimbursement for ...
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