Financial Information Non-Disclosure Agreement (NDA) Template

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The financial information non-disclosure agreement is an agreement between the Releasor of the information and the Recipient. The Recipient will be bound to protect the financial information they obtain from the Releasor to the degree that they would their own, ensuring that it doesn’t enter the hands of any third party or competing business entity. Should the Recipient breach the contract, the Releasor will be entitled to injunctive relief or any other form of relief they deem suitable to compensate for damages.

How to Write

Step 1 – Download in Adobe PDF, Microsoft Word (.docx), or Open Document Text (.odt).

Step 2 – The following information is required in the first paragraph:

  • Name of Releasor
  • Address of Releasor
  • Name of Recipient
  • Address of Recipient

Step 3 – The State whose laws will govern the agreement must be entered in the fourth section.

Step 4  – Both Releasor and Recipient must sign the form. They must also print their names and date the document.