Client Portfolio Transfer Agreement for Insurance Businesses
A template legal agreement suitable for General insurance brokers & Underwriting agencies
$550.00 inc GST
Buy Sell Deed for Small Businesses
$650.00 inc GST
A template legal agreement suitable for Companies and unit trusts with 3-4 shareholders or unitholders (as applicable) in the business.
This product is currently out of stock
Features:
A customisable template regulating operation and governance of a business, including:
- Business objectives
- Financial accounts
- Profit entitlements
- Capital and funding
- Liability and conduct
- Board composition
- Decision making
- Equity transfers
- Insurance policies
- Buy / sell options
- Indemnities
- Restrictive covenants
- Confidentiality provisions
Benefits:
- Effectively governs business operation and ownership
- Incorporates insurance requirements
- Includes buy out mechanism and restraint provisions
- Protects confidential information
- Plain English
- Modern style and format
- Easy to customise
- Includes user guide
Use:
- Customise to govern business operations
Protect ownership
