Products tagged with 'financial services contract'

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 ⁄ 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.

Canadian franchisors, prepare a Franchise Agreement for a financial services business with this comprehensive template.

Scope of Franchise Agreement

This Franchise Agreement template can be used by franchised businesses in Canada that offer financial services such as cheque cashing, payday advances, money transfers, and foreign currency exchange.

Key Obligations of Parties

• The franchisee agrees to develop a franchise within the franchise development area.
• The franchisor is responsible for providing training and assisting the franchisee in establishing the business.
• The franchisee must contribute to the marketing fund and maintain a high level of quality in the business.
• A principal of the franchisee must sign the Franchise Agreement as a guarantor, to guarantee the obligations of the franchisee.

Format and Jurisdiction

This document template is available in MS Word format. It is fully customizable and reusable. Buy once, use as often as needed.

The Franchise Agreement template was prepared to comply with Canadian laws and is intended to be used only in Canada.