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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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