Corporate Authorised Representative Agreement

A customisable template for appointing a corporate authorised representative and individual advisers, covering:

• Appointment and authorisation
• Clarifying the relationship
• Periods of absence
• Business names and logos
• Remuneration
• Set off and GST
• Optional authority to appoint advisers
• AR obligations
• Warranties and indemnities
• PI insurance
• Client ownership and servicing rights
• Optional right of first refusal
• Optional personal guarantee
• Confidential information and IP
• Conflicts of interest
• Dispute resolution
• Termination

Benefits:

• Defines the AR authority
• Option to allow sub-authorisation of advisers
• Includes Notice of Authorisation, Adviser Deed and Deed of Guarantee
• Incorporates AR compliance obligations
• Protects client ownership and servicing rights
• Helps manage AFS regulatory requirements
• 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 AR appointments
• Enable sub-authorisation of advisers or retain control
• Manage AR activity
  

If you are appointing an individual authorised representative, please see our Authorised Representative Agreement.