The Confidentiality Agreement For Accounting Employees is essential for organizations operating in New Zealand that employ accounting professionals who have access to sensitive financial information, trade secrets, and confidential client data. This document is designed to protect the organization's proprietary information while ensuring compliance with New Zealand's legal framework, including the Employment Relations Act 2000, Privacy Act 2020, and relevant financial sector regulations. It should be implemented at the commencement of employment or when an existing employee transitions into an accounting role with access to sensitive information. The agreement covers various aspects of confidentiality, from data handling protocols to post-employment obligations, and includes specific provisions relevant to accounting professionals' duties and responsibilities.
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1. Parties: Identifies the employer and employee, including their legal names and addresses
2. Background: Explains the context of the agreement, including the employee's role and their access to confidential information
3. Definitions: Defines key terms including 'Confidential Information', 'Trade Secrets', 'Intellectual Property', and 'Client Information'
4. Scope of Confidential Information: Details what constitutes confidential information in the accounting context, including financial records, client data, business processes, and proprietary information
5. Employee Obligations: Sets out the employee's duties regarding confidential information, including storage, handling, and non-disclosure requirements
6. Permitted Disclosures: Specifies circumstances where disclosure is permitted, such as to authorized colleagues or as required by law
7. Security Measures: Outlines the security procedures and practices the employee must follow to protect confidential information
8. Duration of Obligations: Specifies how long the confidentiality obligations remain in force, including post-employment
9. Return of Confidential Information: Requirements for returning or destroying confidential information upon employment termination
10. Breach and Consequences: Details what constitutes a breach and the resulting consequences, including potential legal action
11. General Provisions: Standard contract clauses including governing law, jurisdiction, and entire agreement provisions
1. Professional Standards Compliance: Additional section for chartered accountants or those bound by professional body requirements
2. Remote Working Provisions: Special provisions for employees who work remotely, including additional security measures
3. Client Confidentiality: Detailed section specifically addressing client information handling, recommended for client-facing roles
4. International Data Transfer: Required if the employee may handle data across international borders
5. Social Media and Communications: Guidelines for social media use and external communications, recommended for senior positions
6. Intellectual Property Rights: Extended IP provisions for roles involving development of proprietary tools or methodologies
1. Schedule 1: Categories of Confidential Information: Detailed list of types of confidential information specific to the accounting role
2. Schedule 2: Security Protocols: Specific security procedures and requirements for handling confidential information
3. Schedule 3: Approved Software and Systems: List of approved software, systems and tools for handling confidential information
4. Appendix A: Acknowledgment Form: Form for employee to sign acknowledging receipt and understanding of the agreement
5. Appendix B: Exit Procedures: Checklist of procedures for handling confidential information upon employment termination
Relevant legal definitions
Clauses
Relevant Industries
Accounting & Professional Services
Financial Services
Banking
Insurance
Manufacturing
Retail
Technology
Healthcare
Education
Government & Public Sector
Construction
Real Estate
Non-Profit Organizations
Mining & Resources
Agriculture
Transportation & Logistics
Relevant Teams
Finance
Accounting
Treasury
Audit
Tax
Payroll
Financial Planning & Analysis
Financial Reporting
Management Accounting
Accounts Payable
Accounts Receivable
Financial Systems
Financial Control
Corporate Finance
Relevant Roles
Accountant
Senior Accountant
Financial Controller
Chief Financial Officer
Accounts Payable Clerk
Accounts Receivable Clerk
Bookkeeper
Tax Accountant
Management Accountant
Financial Analyst
Audit Manager
Treasury Analyst
Payroll Officer
Financial Planning Analyst
Cost Accountant
Finance Manager
Assistant Accountant
Graduate Accountant
Financial Reporting Manager
Systems Accountant
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