Trust NDA

Vertical Alternatives Trust Non-Disclosure Agreement

Vertical Alternatives Trust Non-Disclosure Agreement

Before we can share our proprietary trust-planning strategies, we need a signed NDA on file.
Please read the agreement below, enter your personal details, tick the consent box, type your full name as an electronic signature, and click “Submit Signed NDA.” Once we receive your submission, our team will contact you to schedule your strategy consultation.

    Non-Disclosure Agreement (NDA)

    Effective Date:


    This NDA is between Vertical Alternatives Solutions Management Trust
    (the “Company”) and the “Individual” identified below.

    NON-DISCLOSURE AGREEMENT
    
    This agreement is executed between Vertical Alternatives Solutions Management Trust
    located at 1000 Ballpark Way, Suite 310, Arlington, TX 76011 (the “Company”)
    AND ______________________________, a(n) ___________________________________
    located at ________________________________________________ (the “Individual”)
    
    WITNESSETH:
    
    Now therefore, in consideration of the mutual promises herein contained,
    it is agreed and understood as follows:
    
    1. All information regarding (but not limited to) estate planning, trusts,
       tax strategies, and anything communicated by Jeffery Wagner that is
       disclosed by Company to Individual, in writing, whether or not also
       disclosed orally, shall be deemed confidential intellectual property
       and shall constitute “Confidential Information.” It includes
       (i) all documents generated or distributed by Company which contain,
       comment upon, or relate in any way to Confidential Information and
       (ii) any other written material received from Company.
    
    2. Confidential Information shall not include any information:
       a. that Individual can show by documentary evidence was known to
          Individual prior to the date of this disclosure, or
       b. that Individual can conclusively show was developed independently
          of any access to the Confidential Information.
    
    3. Individual agrees to accept disclosure of the Confidential Information.
    
    4. Individual shall not, directly or indirectly, disclose any Confidential
       Information to any third party without the written consent of Company.
    
    5. Individual’s obligations under this Agreement commence on the Effective
       Date and survive indefinitely.
    
    6. Nothing in this Agreement shall be deemed a sale or an offer for sale
       of Confidential Information. There will be no reproduction of documents
       or electronic communication provided by Company or its contractors/
       affiliates.
    
    7. If a court finds any provision of this Agreement invalid or
       unenforceable, the remainder shall be interpreted as valid and
       enforceable.
    
    8. This Agreement and each party's obligations bind the representatives,
       assigns, successors, contractors, prospects, Individuals, and/or
       advisors of the Individual. Any permitted party to whom Confidential
       Information is disclosed must first sign an NDA substantially the same
       as this Agreement.
    
    9. The Individual shall promptly advise Company of any possible
       unauthorized disclosure or use of Confidential Information. If the
       Individual discloses Confidential Information in violation of this
       Agreement, Company is entitled to injunctive relief and any other
       remedies, including claims for loss and damages.
    
    This Agreement sets forth the entire Agreement between the parties and
    may not be amended or modified. This Agreement shall be governed by
    the provisions hereof Therefore, “Individual” does hereby affirm and
    vow being competent to sign this Non-Disclosure Agreement;
    
    Furthermore, “Individual” has read this Non-Disclosure Agreement and
    is fully familiar with its contents. In Witness Whereof, the parties
    to this Non-Disclosure Agreement have caused this Agreement to be executed.
    	


    If you have any questions call (817) 592-5859 or email us at info@verticalalternatives.com.


    Before we can share our proprietary trust-planning strategies, we need a signed NDA on file.
    Please read the agreement below, enter your personal details, tick the consent box, type your full name as an electronic signature, and click “Submit Signed NDA.” Once we receive your submission, our team will contact you to schedule your strategy consultation.

      Non-Disclosure Agreement (NDA)

      Effective Date:


      This NDA is between Vertical Alternatives Solutions Management Trust
      (the “Company”) and the “Individual” identified below.

      NON-DISCLOSURE AGREEMENT
      
      This agreement is executed between Vertical Alternatives Solutions Management Trust
      located at 1000 Ballpark Way, Suite 310, Arlington, TX 76011 (the “Company”)
      AND ______________________________, a(n) ___________________________________
      located at ________________________________________________ (the “Individual”)
      
      WITNESSETH:
      
      Now therefore, in consideration of the mutual promises herein contained,
      it is agreed and understood as follows:
      
      1. All information regarding (but not limited to) estate planning, trusts,
         tax strategies, and anything communicated by Jeffery Wagner that is
         disclosed by Company to Individual, in writing, whether or not also
         disclosed orally, shall be deemed confidential intellectual property
         and shall constitute “Confidential Information.” It includes
         (i) all documents generated or distributed by Company which contain,
         comment upon, or relate in any way to Confidential Information and
         (ii) any other written material received from Company.
      
      2. Confidential Information shall not include any information:
         a. that Individual can show by documentary evidence was known to
            Individual prior to the date of this disclosure, or
         b. that Individual can conclusively show was developed independently
            of any access to the Confidential Information.
      
      3. Individual agrees to accept disclosure of the Confidential Information.
      
      4. Individual shall not, directly or indirectly, disclose any Confidential
         Information to any third party without the written consent of Company.
      
      5. Individual’s obligations under this Agreement commence on the Effective
         Date and survive indefinitely.
      
      6. Nothing in this Agreement shall be deemed a sale or an offer for sale
         of Confidential Information. There will be no reproduction of documents
         or electronic communication provided by Company or its contractors/
         affiliates.
      
      7. If a court finds any provision of this Agreement invalid or
         unenforceable, the remainder shall be interpreted as valid and
         enforceable.
      
      8. This Agreement and each party's obligations bind the representatives,
         assigns, successors, contractors, prospects, Individuals, and/or
         advisors of the Individual. Any permitted party to whom Confidential
         Information is disclosed must first sign an NDA substantially the same
         as this Agreement.
      
      9. The Individual shall promptly advise Company of any possible
         unauthorized disclosure or use of Confidential Information. If the
         Individual discloses Confidential Information in violation of this
         Agreement, Company is entitled to injunctive relief and any other
         remedies, including claims for loss and damages.
      
      This Agreement sets forth the entire Agreement between the parties and
      may not be amended or modified. This Agreement shall be governed by
      the provisions hereof Therefore, “Individual” does hereby affirm and
      vow being competent to sign this Non-Disclosure Agreement;
      
      Furthermore, “Individual” has read this Non-Disclosure Agreement and
      is fully familiar with its contents. In Witness Whereof, the parties
      to this Non-Disclosure Agreement have caused this Agreement to be executed.
      	


      If you have any questions call (817) 592-5859 or email us at info@verticalalternatives.com.