Client Portfolio Transfer Agreement for Insurance Businesses
A template legal agreement suitable for General insurance brokers & Underwriting agencies
$550.00 inc GST
Responsible Manager Service Agreement
$325.00 inc GST
A template legal agreement suitable for AFS licensees
This product is currently out of stock
Features:
A customisable template for appointing an external Responsible Manager, covering:
- Term and engagement
- Responsible manager services
- Obligations of the parties
- Remuneration
- Intellectual property
- Confidential information
- PI insurance
- Indemnity
- Dispute resolution
- Termination
Benefits:
- Enables you to clearly define the role and responsibility of a responsible manager
- Easy to customise for your arrangements
- Plain English
- Modern style and format
- Includes user guide
- Supports your compliance and risk management programmes
Use:
- Customise to define the scope and terms of a responsible manager appointment
