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Broker Fee Agreement for Financial Services | UK
This Broker Fee Agreement is an easy downloadable template for UK brokers to use when signing up a new client.
- 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 â„ 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.
- Governed by the laws of England and Wales.
- Available in MS Word format.
$11.99
Investment Products as Part of a Complete Retirement Plan in Canada
Investment Products as Part of a Complete Retirement Plan is a 31-page expert guide designed to help Canadians assess investment options as part of an overall retirement income plan.
- Topics include:
- bonds,
- cash investments,
- common and preferred shares,
- blue chip and growth stocks,
- equity and fixed income investments,
- GICs,
- mortgage backed securities,
- mutual funds, and
- real estate.
- This guide refers to Canadian tax laws and is intended for Canadian residents.
- Available in PDF format.
$4.99
