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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
Online Business Marketing Plan
This Marketing Plan template helps you develop, plan and coordinate an online and offline marketing campaign for your Internet business.
- The template includes:
- business opportunity strategy,
- market entry, positioning and branding strategy,
- development and expansion of services and product lines,
- pricing strategy,
- marketing philosophy and goals,
- revenue generation strategy,
- advertising and promotion strategy,
- potential alliances,
- SWOT analysis (strengths, weaknesses, opportunities, threats),
- major competitors and competition strategy.
- a Confidentiality Agreement to protect your proprietary business information.
- Available in MS Word format, fully editable to fit your particular circumstances.
$24.99
Merchant Website Policies and Disclaimers
Create ordering and shipping policies and product disclaimers for your website with these template Online Merchant Website Policies and Disclaimers.
- Policies covering online ordering.
- Methods of payment available to customers.
- Procedures for any applicable manufacturer's warranties.
- Method and timing for shipments of merchandise.
- Disclaimers for e-malls and catalog sites that sell products from various suppliers.
These Merchant Website Policies and Disclaimers are provided in MS Word format and are fully editable.
$6.29