Credit Representative Agreement for ACL Licensees

$354.99 inc GST

A template legal agreement suitable for Credit licensees who are Mortgage brokers or Mortgage managers

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A customisable template for appointing credit representatives, including:

  • 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


  • Defines the credit representative authority
  • Incorporates credit representative compliance obligations
  • Protects client servicing rights
  • Enables appointment of a corporate and individual representatives
  • Helps manage credit 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


  • Customise to define the scope and terms of credit representative appointments

  • Manage credit representative activity

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