Confidentiality Agreement

It is important that you have a confidentiality agreement for those clients that wish to use one and also lay out your booking terms in advance of issuing one. You can use the Confidentiality Agreement as a plus point if you have a wavering client or you can mention that you have one when you set out the details of the way you work to a new prospective client.

I feel that it is important that you have a business portfolio when you start out. Have all of these items listed and printed not just on headed paper but also written clearly in e-mails. As a virtual assistant or pa in business, getting it wrong can cost you dearly.


If a client asks for your experience or you wish to 'warm up' a prospect that you have met and exchanged contact details with, sending them a professional portfolio may make the difference between you getting the work or not.

Once you have been in business for some time and are known this is not so necessary and you may just need to mention it if you feel it important or a job clincher, but when you are starting out it is important to show a very business-like attitude.

My agreements are shown below. Please do not copy them outright and also please get yours checked over by a 'legal eagle' to make sure that they are correct.

Confidentiality Agreement for a virtual assistant and other small business owners

Iceni-it will adhere to the following wording. If required we will sign and send you a copy of this for your records.

Confidentiality Agreement

The parties to this agreement are Iceni-it, whose office is situated at Aubiac, 000000 xxxxxxxxx, France and The Client whose registered office is situated at xxxxx.

Iceni-it confirm that:

they will not divulge information howsoever learned about The Client’s clients, The Client’s associates or The Client’s client’s associates to the press or any party that may result in information being passed to the press in any country

they will not divulge information howsoever learned about clients, The Client’s associates or The Client’s client’s associates to any other competitor of The Client, The Client’s associates or The Client’s client’s associates or party likely to do so.

they will take reasonable care of any information so obtained and held or transmitted by them on hard copy or digital format such that it is not readable in the public domain and will not end up in the public domain.

any subcontractor used by Iceni to carry out work on behalf of The Client will be required to sign similar undertakings.

Signed on behalf of Iceni-it by

D J Chapman - Owner
SIRET No: 478 201 981 00014

Please also see Booking Terms