# Duration & Scope (Term, Survival, Territory) This reference focuses on time, scope, and trigger mechanics. Keep analysis jurisdiction-agnostic: describe business impact and propose balanced language. ## Contents - Term vs. survival - Territory / cross-border considerations - Scope of affiliates and corporate changes - Retroactive coverage - Trade secrets (practical handling) ## 1) Term vs. survival ### Definitions - **Term:** how long the agreement governs disclosures (the “relationship window”). - **Survival period:** how long confidentiality obligations continue after the Term ends. ### What to check - When does the Term start? (Effective date vs. first disclosure.) - Does the NDA cover disclosures made before signature? - Is there a clear survival period? ### Recipient red flags - Survival is perpetual for all information. - Survival is unclear or tied to “until information becomes public” with no carve-outs. ### Balanced approach - Fixed survival for ordinary confidential info. - Longer survival for narrowly defined trade secrets. **Suggested language** ``` This Agreement begins on the Effective Date and continues for [12–24] months (the “Term”). Confidentiality obligations survive for [2–5] years after expiration or termination, except for Trade Secrets (if any), which remain protected for so long as they remain trade secrets. ``` ## 2) Territory / cross-border considerations Commercial NDAs often include: - A governing law / venue clause (legal). - Practical cross-border sharing concerns (operational). ### What to check (operational) - Will Confidential Information be accessed from multiple countries? - Are cloud systems distributed globally? - Does NDA require storage “only in [country]”? ### Recipient red flags - Data residency commitments you cannot meet. **Suggested approach** - Avoid strict residency promises unless you have a dedicated compliant environment. - Instead, commit to reasonable safeguards and access controls. > **Personal data callout:** NDAs are not a substitute for data protection terms when personal data is involved. Treat separately. ## 3) Scope of affiliates and corporate changes ### What to check - Are affiliates allowed to receive disclosures? (If needed.) - Does “affiliate” include future acquisitions? - Assignment clause: can obligations transfer on merger or asset sale? ### Recipient red flags - Prohibits assignment even in change of control, risking breach in acquisition. **Suggested language** ``` Either party may assign this Agreement in connection with a merger, acquisition, or sale of substantially all assets, provided the assignee assumes the obligations herein. ``` ## 4) Retroactive coverage ### What to check - Does NDA cover info disclosed before signing? **Common fix** ``` This Agreement also applies to Confidential Information disclosed within [30–90] days prior to the Effective Date. ``` ## 5) Trade secrets (jurisdiction-agnostic handling) ### Why it matters Trade secret concepts exist in many legal systems but definitions vary. Avoid making legal determinations; instead: - Ask whether information is actually treated as secret. - Ask what measures exist to keep it secret. **Practical checklist** - [ ] Is the information limited-access internally? - [ ] Is it labeled/handled as confidential? - [ ] Is it stored with access controls? > **M&A / Due diligence:** “trade secret” labels may be used broadly. Focus on feasibility of compliance and proportionality.