公司法律事務管理的洞察力 ( 作者 : 許翠娟 / 智信管理顧問有限公司 2010年10月初版 )
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如何審閱合約(How to review and comment on a contract) P.203、204
→確認審閱正確版本的合約 (Make sure you have the right version of contract)。
→確認合約正確的重點所在 (Make sure that any redlining is accurate)。
→從頭到尾仔細閱讀合約 (Read the contract from top to bottom carefully)。
→將所有希望修正之條款和修改意見註解做記號 (Mark all of desired changes and comments after review)。
→檢查修改內容與自己筆記內容是否一致 (Cross-check old notes/ documents)。
→花時間想想有沒有漏掉的審閱重點 (Take time to think about what is missing)。
→ 在跟外部人員交涉前先告訴公司內部客戶(法律服務需求單位)合約爭點 (Talk with your client about issues before speaking with other side)。
→ 必要時安排會議釐清爭點 (Where appropriate, schedule a clarification meeting)。
公司法務人員撰擬文件與合約的注意事項(Reminders of drafting an agreement by the corporate legal staff):P.213、214
→條款要精準(Accurate, complete and, exact, clear, specific and with brevity.)。
→用字要簡單(Balance precision with simplicity)。
→避免使用法律專業用語(Avoid jargon)。
→句子不要過分冗長(Avoid unnecessarily complex long sentence)。
→避免雙重否定的語法(Avoid double negatives)。
→清楚明白合約重點與大綱(Understand well the whole design)。
→使用核心用語刪除冗字(Use kernel words and eliminate redundancies)。
→試想所擬的文件或合約將來涉訟提交法院時法官能不能看懂
(Think in advance whether the judge will understand your draft or contract if it were at disputes and to be submitted for local court’s adjudication)。
→公司內部客戶(法律服務需求單位)確認商務合約的交易內容
(Confirm with the internal client(s) with respect to terms and conditions of the deal )。
→與公司內部客戶開會(Meet with internal client)。
→收集內部客戶先前類似交易文件與合約
(Check with internal client for agreement(s) signed for the similar deal)。
→撰擬本個案合約 (Draft the agreement)。
→將合約草稿傳送內部客戶與法務主管審閱
(Send the draft for internal comments)。
→按內部客戶與法務主管審閱意見修改合約
(Amend the draft pursuant to the comments of internal clients when necessary)。
→如內部許可,公佈此合約為公司合約範本
(Post it as model agreement, when permitted)。
→定期作必要的修正 (Revise the model agreement from time to time)。
法務部門合約用印要點:P.226
→請求確認用印版本是法務部門人員最後修訂的版本
(Make sure legal dept. gets the right version for signing by company seals)。
→如果法務部門沒有合約最後版本管理權,用印人員應從頭到尾看過用印版本修改的正確性
(If legal hasn’t had drafting control over the last version, read the version to make sure it reflects all changes accurately)。
→確認所有內部相關部門都簽名同意用印程序
(Make sure all internal signoffs have been procured)。
→法務部門人員準備用印版本 (Legal dept. prepare a clean version)。
→確認當事人雙方用印先後順序 (Decide who is going to sigh first)。
→用印蓋騎縫章 (Seal stamping and initial each page)。
→若法務部門先用印,準備合約兩份用印後標示對方用印處後加上說明信函附回郵信封,讓對方用印後寄回
(If legal dept. is to sign first, send 2 copies of the signed contracts, include cover letter, include flags for where the counter party needs to sign, include return envelope)。