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  • Credit Representative Agreement

    $355.00 inc. GST

    What

    A template legal agreement

    Suitable for

    Credit licensees who are:

    • Mortgage brokers
    • Mortgage managers
    Contains

    A customisable template for appointing credit representatives, including

    • Appointment and authorisation
    • Clarifying the relationship
    • Business names and logos
    • Remuneration
    • Authority to appoint others
    • AR obligations
    • Warranties and indemnities
    • Client servicing rights
    • Optional personal guarantee
    • Confidential information and IP
    • PI insurance
    • Dispute resolution
    • Termination
    Benefits
    • Defines the credit representative authority
    • Incorporates credit representative compliance obligations
    • Protects client servicing rights
    • Enables appointment of a corporate and individual representatives
    • Helps manage credit 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 credit representative appointments
    • Manage credit representative activity
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