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Home Corporate Authorised Representative Agreement
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  • Corporate Authorised Representative Agreement

    $595.00 inc. GST

    Purchase

    Sample

    What

    A template legal agreement with supporting notices and deeds

    Suitable for
    • Financial planners
    • Life advisers
    Contains

    A customisable template for appointing a corporate authorised representative and individual advisers, covering

    • Appointment and authorisation
    • Clarifying the relationship
    • Periods of absence
    • Business names and logos
    • Remuneration
    • Set off and GST
    • Optional authority to appoint advisers
    • AR obligations
    • Warranties and indemnities
    • PI insurance
    • Client ownership and servicing rights
    • Optional right of first refusal
    • Optional personal guarantee
    • Confidential information and IP
    • Conflicts of interest
    • Dispute resolution
    • Termination
    Benefits
    • Defines the AR authority
    • Option to allow sub-authorisation of advisers
    • Includes Notice of Authorisation, Adviser Deed and Deed of Guarantee
    • Incorporates AR compliance obligations
    • Protects client ownership and servicing rights
    • 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
    • Enable sub-authorisation of advisers or retain control
    • Manage AR activity

     

    If you are appointing an individual authorised representative, please see our Authorised Representative Agreement.

    SEE ALSO

    Financial Adviser Manual

    AFS Licensee Manual

    Authorised Representative Agreement

    Product Licence
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