eStore

(02) 8353 6600

admin@thefoldlegal.com.au

eSTORE.

Home Corporate Authorised Representative Agreement

Product Name

For

Price

Purchase

Corporate Authorised Representative Agreement

$355.00 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
SEE ALSO

Financial Adviser Manual

AFS Licensee Manual

Training Plan & Register

Product Licence