Authorised Representative Agreement

A customisable template for appointing authorised representatives, covering:

• Appointment and authorisation
• Clarifying the relationship
• Business names and logos
• Remuneration
• Authority to appoint others
• AR obligations
• Warranties and indemnities
• Client servicing rights
• Optional personal guarantee
• Confidential information and IP
• PI insurance
• Dispute resolution
• Termination

Benefits:

• Defines the AR authority
• Incorporates AR compliance obligations
• Protects client servicing rights
• Enables appointment of a corporate and individual ARs
• Helps manage AFS regulatory requirements
• Complies with unfair contract terms legislation
• Plain English
• Modern style and format
• Easy to customise
• Includes user guide
• Supports your risk management programme

Use:

• Customise to define the scope and terms of AR appointments
• Manage AR activity