Service Agreement - Swiss IB Focused Track

Program: Swiss IB Focused Track (5-week mentorship)

Upfront Fee: CHF 600, payable in full upon signing

Success Fee - Internship: CHF 2,500 upon signing a Qualifying Internship Offer (as defined below)

Success Fee - Full-Time: CHF 4,000 upon signing a Qualifying Full-Time Offer (as defined below), cumulative and in addition to any internship success fee already paid

Payment

CHF 600 is due in full upon execution of this Service Agreement. This fee is non-refundable once paid. Access to the course library and program materials will be granted upon confirmation of payment.

Qualifying Offer Definition

A "Qualifying Internship Offer" means a signed offer for an internship position at a firm included in the shared target firm list (the "Tracker"), provided that such offer is signed within 24 months of execution of this Service Agreement.

A "Qualifying Full-Time Offer" means a signed offer for a full-time investment banking analyst role at a firm included in the Tracker, provided that such offer is signed within 24 months of execution of this Service Agreement.

The internship success fee of CHF 2,500 is payable in 4 equal monthly instalments of CHF 625, beginning within 14 days of the first paycheck of the relevant role. The full-time success fee is payable in 4 equal monthly instalments beginning within 14 days of the first paycheck of the relevant role: CHF 750/month (CHF 3,000 total) if the internship success fee has already been paid in full; CHF 1,000/month (CHF 4,000 total) if the client moves directly into a full-time role without a prior qualifying internship.

Target Firm List (Tracker)

The Tracker is a living document. It starts with the initial Swiss IB landscape list provided by NeverBanked and grows as the client researches and both parties discuss targets together. No formal sign-off is required. Both parties operate in good faith on the assumption that any firm added reflects the DACH/CH IB scope agreed upon in this engagement. Firms outside the DACH/CH scope will only appear on the Tracker if both parties explicitly add them during the engagement. 

If the client has active recruiting processes already in progress (second round or beyond, or active offer) at the time of signing, those specific firms must be listed and agreed upon at the Week 1 kickoff call and will be excluded from the success fee scope.

The Tracker is the sole reference for success fee scope. No formal mutual sign-off is required — both parties recognise that working from a shared living document in good faith makes attribution disputes unnecessary and contrary to the spirit of this engagement.

Program Structure

The program runs over 5 weeks. The mentor retains discretion to adapt sequencing and session content based on the client's progress and interview timing.

  • Week 1 (1 hour): Strategy & onboarding. Swiss market immersion. Ready to Apply pack.
  • Week 2 (30 minutes): Course check-in (How IB Ticks + Master the Technicals — client's independent study). Networking tracker setup.
  • Week 3 (45 minutes): Mock interview. Warm introduction to relevant contacts if client is ready.
  • Week 4 (30 minutes): Pipeline review — applications, outreach, follow-ups.
  • Week 5 (30 minutes): Final strategic review. Remaining warm introductions if earned.

Included: Access to How IB Ticks and Master the Technicals courses. Initial Swiss IB bank list. Up to 2 warm introductions, performance-based and at the mentor's sole discretion. Light-touch informal contact after Week 5.

Not included: In-depth CV rebuild, cover letter drafting, or application document work beyond the Ready to Apply framework.

WhatsApp Support: Limited support for short, program-related questions between calls. Not intended for lengthy consulting, document reviews, or urgent employer matters. Excessive or out-of-scope usage may be redirected to scheduled calls.

Client Responsibilities

  • Program Start: You must schedule your Week 1 call within 90 days of signing this agreement. The program commences on the date of your Week 1 call.
  • Active Engagement: Actively complete assigned preparation work between sessions and provide honest updates on your progress.
  • Offer Notification: You agree to notify the mentor within 7 days of signing any offer that may constitute a Qualifying Offer under this agreement.
  • Confidentiality: You agree to treat all strategies, templates, and materials provided by NeverBanked as confidential and for your personal use only. You must not share any confidential, proprietary, or insider information from your employer or bank.
  • Testimonials & Marketing Permission: You agree to provide a written testimonial upon completion of the 5-week program. Upon securing a Qualifying Offer, you agree to provide a separate testimonial (recorded) for NeverBanked's use with prospective clients (i.e. not published on the website itself). Any public use of your name, image, likeness, or recordings requires your separate written approval. NeverBanked retains the right to use anonymized case studies and progression data without such approval.

Important Legal Notes

  • Non-Refundable Fee: The upfront fee of CHF 600 is non-refundable once paid. Performance begins immediately upon signing through provision of course access and preparatory materials.
  • Success Fee Survival: Success fees survive expiry of the active program period. If a Qualifying Offer is signed within 24 months of execution of this agreement, the applicable success fee remains due regardless of whether all sessions were completed.
  • Warm Introductions: Any introductions facilitated by the mentor are discretionary and performance-based. Responses, referrals, interviews, and outcomes are not guaranteed.
  • Intellectual Property: All materials remain the intellectual property of NeverBanked and are licensed for the client's personal use only.
  • Confidentiality: Both parties agree to maintain the confidentiality of information shared during the mentorship.
  • No Guarantee of Outcome: Recruitment outcomes depend on market conditions, the client's performance, and third-party decisions. No job offer, interview, referral, or specific result is guaranteed.

Agreement

By signing below, you confirm this constitutes your handwritten signature and your agreement to be legally bound by:

  1. The complete service terms, program structure, and client responsibilities outlined above.
  2. The NeverBanked Terms & Conditions (GTC) and Privacy Policy.
  3. The non-refundable nature of the upfront fee of CHF 600.
  4. The success fee obligations: CHF 2,500 (internship) and/or CHF 3,000-4,000 (full-time, depending on whether internship success fee was previously paid), payable in 4 monthly instalments beginning within 14 days of first paycheck, upon signing a Qualifying Offer within 24 months. These fees are cumulative.
  5. The testimonial and marketing permission obligations outlined under Client Responsibilities.
  6. That performance begins immediately upon signing this agreement.

Upon receipt of this signed agreement, you will be redirected to the secure checkout. Course access and program materials will be provided upon confirmation of payment.