Non-disclosure Agreement (NDA)

This Non-Disclosure Agreement (the “Agreement”) is entered into by and between 4 Way Pocket, a company organized under the laws of the United Kingdom, with its principal office at 4 Elder Close, NG5 8GF, Arnold, Nottinghamshire, UK (the “Receiving Party”), and the individual client (the “Disclosing Party”), as of the date of booking and payment for financial coaching or mentoring sessions.

Please note that a signature is not required to bind this Agreement. The Receiving Party recognises the contract as automatically signed when the date is booked and the service paid for.

1. Purpose

The purpose of this Agreement is to protect the confidentiality of private and sensitive information shared by the Disclosing Party during the course of financial coaching or mentoring services provided by the Receiving Party.

2. Definition of Confidential Information

For the purpose of this Agreement, “Confidential Information” includes, but is not limited to:

• All personal financial information, including income, debts, investments, and other personal financial data.
• Business strategies, personal and financial plans, or goals discussed within coaching or mentoring sessions.
• Proprietary tools, models, and frameworks used by the Receiving Party in service delivery.
• Any other information that the Disclosing Party specifies as confidential or that is generally understood to be confidential due to its nature.

3. Exclusions from Confidential Information

Confidential Information does not include:

• Information that is already publicly known or becomes publicly known through no fault of the Receiving Party.
• Information that is independently developed by the Receiving Party without reference to or reliance upon the Disclosing Party’s Confidential Information.
• Information obtained lawfully by the Receiving Party from a third party not bound by confidentiality obligations.

4. Obligations of Confidentiality

The Receiving Party agrees:

• To hold all Confidential Information in strict confidence and to take reasonable measures to prevent any unauthorized disclosure or use of such information.
• Not to use Confidential Information for any purpose other than for financial coaching or mentoring sessions.
• Not to use or reference the Disclosing Party’s Confidential Information for any advertising, promotion, or marketing, unless such references are made in a manner that does not identify or directly associate the Disclosing Party with the content.

5. Permitted Disclosures

The Receiving Party may disclose Confidential Information if required by a valid court order, governmental law, or regulatory requirement. In such instances, the Receiving Party will notify the Disclosing Party of the compelled disclosure (if legally permitted) and take reasonable measures to protect the confidentiality of the disclosed information.

6. Termination of Confidentiality Obligations

The obligations of confidentiality under this Agreement will terminate if:

• The Disclosing Party makes the Confidential Information publicly available through their own actions.
• The information otherwise enters the public domain without breach of this Agreement by the Receiving Party.

7. Return or Destruction of Information

Upon completion of the coaching or mentoring sessions, or at the latest within one year of the conclusion of services, the Receiving Party will destroy any and all Confidential Information held on the Disclosing Party’s behalf, except for any information retained for legal, tax, or compliance purposes in accordance with UK law.

8. Governing Law and Jurisdiction

This Agreement shall be governed by and construed in accordance with the laws of the United Kingdom. The parties agree to submit to the exclusive jurisdiction of the courts in the United Kingdom for the resolution of any disputes arising under this Agreement.

9. Modification

Any modifications or amendments to this Agreement must be made in writing and signed by both parties to be valid.

10. Indemnification

The Disclosing Party agrees to indemnify and hold the Receiving Party harmless from any loss, liability, or damages arising from unauthorized disclosure or misuse of Confidential Information due to the Disclosing Party’s own actions.

11. Automatic Conclusion

This Agreement is deemed automatically concluded upon the booking and payment of coaching or mentoring sessions by the Disclosing Party. By proceeding with payment, the Disclosing Party agrees to be bound by the terms and conditions of this Agreement.