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Volunteer Confidentiality Agreement Form Template for England and Wales

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Key Requirements PROMPT example:

Volunteer Confidentiality Agreement Form

"I need a Volunteer Confidentiality Agreement Form for our medical charity that specifically addresses handling of patient data and medical records, to be used by approximately 50 volunteers starting from March 2025."

Document background
The Volunteer Confidentiality Agreement Form is essential for organizations operating under English and Welsh law that engage volunteers and need to protect sensitive information. This document should be used whenever volunteers may have access to confidential information, including personal data, organizational strategies, or proprietary information. The agreement ensures compliance with UK data protection laws while maintaining the distinct volunteer status of the individual. It provides clear guidelines on handling confidential information and outlines the consequences of breach, serving as a crucial risk management tool for organizations relying on volunteer support.
Suggested Sections

1. Parties: Identification of the organization and the volunteer

2. Background: Context of the volunteer relationship and purpose of the agreement

3. Definitions: Key terms used throughout the agreement

4. Confidential Information: Definition and scope of confidential information

5. Obligations of Confidentiality: Core confidentiality duties and restrictions

6. Duration of Obligations: Time period for which confidentiality obligations apply

7. Return of Confidential Information: Procedures for returning or destroying confidential information

8. Governing Law: Specification of English and Welsh law as governing law

Optional Sections

1. Data Protection Compliance: Specific provisions for handling personal data, required if volunteer will process personal data

2. Intellectual Property: IP provisions if volunteer may create or access IP during their service

3. Whistleblowing Exception: Required if organization is subject to whistleblowing regulations

4. Security Measures: Specific security requirements for handling confidential information, recommended for sensitive data

Suggested Schedules

1. Types of Confidential Information: Detailed list of information types considered confidential

2. Security Procedures: Specific procedures for handling confidential information

3. Data Protection Procedures: Detailed procedures for handling personal data if applicable

Authors

Alex Denne

Head of Growth (Open Source Law) @ ºÚÁÏÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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Relevant Industries
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Relevant Roles
Industries

UK Data Protection Laws: Including UK General Data Protection Regulation (UK GDPR), Data Protection Act 2018, and Privacy and Electronic Communications Regulations (PECR). These laws govern how personal data must be handled, processed, and protected.

Common Law of Confidentiality: Principles established through case law regarding breach of confidence and equitable duty of confidence, which form the foundation of confidentiality obligations in England and Wales.

Human Rights Act 1998: Particularly Article 8 which establishes the right to privacy, which must be considered when drafting confidentiality provisions.

Employment Law Considerations: Although volunteers aren't employees, care must be taken to ensure the agreement doesn't inadvertently create employment rights. This includes consideration of the National Minimum Wage Act 1998 to maintain volunteer status.

Contract Law: Basic contract formation principles under common law, with special consideration for the fact that volunteers typically don't receive consideration in the legal sense.

Sector-Specific Regulations: Additional regulations that may apply if the organization operates in regulated sectors (e.g., healthcare, financial services) or falls under Charity Commission guidance.

Freedom of Information Act 2000: Relevant if the organization is a public body, as this may affect what information can be kept confidential versus what must be disclosed under FOI requests.

Public Interest Disclosure Act 1998: Whistleblowing provisions that must be considered to ensure confidentiality obligations don't prevent legitimate whistleblowing activities.

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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