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Document Id : 4896

File Type : Microsoft Word

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UK Broker Fee Agreement for Financial Services

UK brokers, sign up clients for financial services with this easy-to-use template Broker Fee Agreement.

  • The agreement covers fees for broker services only, and does not include other fees associated with mortgages and financial products.
  • The agreement can be used for fee, commission, or combined fee ⁄ commission arrangements.
  • If the client is applying for a mortgage, the client agrees to pay a non-refundable fee at the time the mortgage application is made.
  • If the broker is being paid a commission on a regular premium insurance policy, the broker reserves the right to charge the client a fee if the client cancels the policy.
  • The agreement contains a disclaimer stating that the broker is not qualified to provide legal advice. However, if the broker refers the client to a solicitor or other professional, the client agrees to pay a referral fee.
This UK Broker Fee Agreement is available in MS Word format, and is fully editable to meet your specific circumstances.

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