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  • Authorised Representative Agreement

    $355.00 inc. GST

    What

    A template legal agreement

    Suitable for

    Use by Australian Financial Services Licensees who are Financial Planners or Accountants who wish to appoint an accounting practice as an authorised representative.

    Contains

    A customisable template for appointing accountants as authorised representatives, covering

    • Appointment and authorisation
    • Clarifying the relationship
    • Business names and logos
    • Remuneration
    • Authority to appoint others
    • AR obligations
    • Warranties and indemnities
    • Client ownership and servicing rights
    • Optional right of first refusal
    • Optional personal guarantee
    • Confidential information and IP
    • PI insurance
    • Dispute resolution
    • Termination
    Benefits
    • Defines the AR authority
    • Incorporates AR compliance obligations
    • Protects client ownership and 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
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