Client Portfolio Transfer Agreement for Insurance Businesses
A template legal agreement suitable for General insurance brokers & Underwriting agencies
$550.00 inc GST
Referrer Agreement
$310.00 inc GST
A template legal agreement suitable for AFS licensees
This product is currently out of stock
Features:
A customisable template for appointing and managing referrers, including:
- Clarifying the relationship
- Referrer’s authority
- Remuneration
- Referrer’s obligations
- PI insurance
- Dispute resolution
- Termination
Benefits:
- Defines the referral relationship
- Limits referrer activities
- Helps manage your AFS obligations
- Complies with unfair contract terms legislation
- Plain English
- Modern style and format
- Easy to customise
- Includes user guide
- Supports your risk management programme
Use:
Customise to define the scope and terms of referral arrangements
