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  • Client Portfolio Sale Agreement

    $550.00 inc. GST

    What

    A template legal agreement

    Suitable for
    • General insurance brokers
    • Underwriting agencies
    Contains

    A customisable template for buying or selling a general insurance portfolio, including

    GENERAL PROVISIONS.
    • Portfolio transfer
    • Purchase price
    • Purchase price adjustment
    • Liability to clients
    • Completion tasks
    • Seller’s obligations
    • Seller’s warranties
    • Indemnities and insurance
    • GST treatment
    • Protection of confidential information
    • Dispute resolution
    OPTIONAL CLAUSES.
    • Conditions precedent
    • Rescission events
    • Securing final payment
    • Additional warranties
    • Limitations of liability
    • PI insurance
    • Restrictive covenants
    Benefits
    • Effectively assigns client data and service rights
    • Protects confidential information
    • Prevents seller competition (optional)
    • Detailed guidance on purchase price clauses
    • Plain English
    • Focus on commercial balance
    • Modern style and format
    • Easy to customise
    • Includes user guide
    Use
    • Customise to transfer ownership of a client portfolio
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    \n
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    Sample

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    What
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    A template legal agreement

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    Suitable for
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    Companies and unit trusts with two owners

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    Contains
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    A customisable template regulating operation and governance of a business, including

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    • Business objectives
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    • Financial accounts
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    • Profit entitlements
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    • Capital and funding
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    • Liability and conduct
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    • Board composition
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    • Decision making
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    • Equity transfers
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    • Insurance policies
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    • Buy / sell options
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    • Indemnities
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    • Restrictive covenants
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    • Confidentiality provisions
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    Benefits
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    • Effectively governs business operation and ownership
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    • Incorporates insurance requirements
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    • Includes buy out mechanism and restraint provisions
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    • Protects confidential information
    • \n
    • Plain English
    • \n
    • Modern style and format
    • \n
    • Easy to customise
    • \n
    • Includes user guide
    • \n
    \n
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    \n
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    Use
    \n
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      \n
    • Customise to govern business operations
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    • Protect ownership
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    \n
    \n
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    Sample\n

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    What
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    A template legal agreement

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    Suitable for
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    • Financial planners
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    • Life advisers
    • \n
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    Contains
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    A customisable template for buying or selling a financial planning or life advice portfolio, including

    \n \t
    \n \t\t
    \n\t\t\t\t\t\t
    \n \t\t\t
    \n \t\t\t\tGENERAL PROVISIONS.\n\t \t\t\t
      \n \t\t\t
    • Portfolio transfer
    • \n \t\t\t
    • Purchase price adjustment
    • \n
    • Entitlement to non-recurring revenue
    • \n \t\t\t
    • Liability to clients
    • \n \t\t\t
    • Completion tasks
    • \n
    • Seller’s obligations and warranties
    • \n
    • Indemnities and insurance
    • \n
    • Protective covenants
    • \n
    • GST treatment
    • \n
    • Protection of confidential information
    • \n
    • Dispute resolution
    • \n \t\t\t
    \n \t\t\t\t
    \n \t\t\t
    \n \t\t
    \n
    \n \t
    \n \t\t
    \n \t\tOPTIONAL CLAUSES.\n\t \t
      \n \t
    • Conditions precedent
    • \n \t
    • Rescission events
    • \n \t
    • Securing final payment
    • \n
    • Additional warranties
    • \n
    • Limitations of liability
    • \n
    • PI insurance
    • \n \t
    \n \t\t
    \n \t\t
    \n \t
    \n\t
    \n
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    Benefits
    \n
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      \n
    • Effectively assigns client data and service rights
    • \n
    • Protects confidential information
    • \n
    • Prevents seller competition (optional)
    • \n
    • Detailed guidance on purchase price clauses
    • \n
    • Plain English
    • \n
    • Focus on commercial balance
    • \n
    • Modern style and format
    • \n
    • Easy to customise
    • \n
    • Includes user guide
    • \n
    \n
    \n
    \n
    \n
    Use
    \n
    \n
      \n
    • Customise to transfer ownership of a client portfolio
    • \n
    \n
    \n
    ", "catalogId": 275016, "id": 9986862, "name": "Client Portfolio Sale Agreement", "url": "/products/legal-agreements/client-portfolio-sale-agreement-financialplanners", "title": "Client Portfolio Sale Agreement", "smallImage": "", "smallImageUrl": "", "largeImage": "", "largeImageUrl": "", "releaseDate": "2000-01-02T00:00:00", "releaseDate_raw": "2000-01-01T23:00:00", "expiryDate": "9999-01-01T00:00:00", "expiryDate_raw": "9999-01-01T00:00:00", "productCode": "GSRFPL00171_1114", "inStock": null, "onOrder": 0, "reorder": null, "minUnits": 1, "maxUnits": null, "unitType": "", "tags": "Financial Planning,Life Advice", "custom1": "For Financial Planners and Life Advisers", "custom2": "Agreement Templates", "custom3": "", "custom4": "", "isOnSale": false, "countryCode": "AU", "currencyFormat": "$", "countryCurrencyFormat": "AUD", "retailPrice": 0.00, "salePrice": 500.00, "wholesalerPrice": 0.00, "savePrice": -500.00, "discountPrice": 500.00, "totalDiscountPrice": 550.00000000, "tax": 50.00000000, "taxRate": 0.100000, "totalPrice": 550.00000000, "totalRetailPrice": 0.00000000, "taxCode": "GST", "urlWithHost": "http://www.thefoldlegal.com.au/products/legal-agreements/client-portfolio-sale-agreement-financialplanners", "summary": { "moduleName": "shoppingcartsummary", "moduleDescriptor": { "templatePath": null, "parameters": "collection=\"summary\",template=\"\"", "apiEndpoint": "/api/v3/shoppingcartsummary", "objectType": -1, "objectId": -1, "adminUrl": "" }, "cartUrl": "/OrderRetrievev2.aspx?CatalogueID=275016", "itemCount": 0, "totalAmount": 0.0, "currencyFormat": "$", "countryCode": "AU", "params": { "collection": "summary", "template": "" } } }, { "description": "
    \n
    \n

    Sample

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    What
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    A template legal agreement

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    Suitable for
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    AFS and credit licensees

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    Contains
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    A customisable one-way confidentiality deed, including

    \n
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    • Description of confidential information
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    • Purpose of disclosure
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    • Recipient’s rights and obligations
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    • Return of information
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    • Ownership
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    • Liability
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    Benefits
    \n
    \n
      \n
    • Protects confidential information
    • \n
    • Plain English
    • \n
    • Modern style and format
    • \n
    • Easy to customise
    • \n
    \n
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    Use
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    • Customise to protect sensitive information during commercial negotiations
    • \n
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