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Definitions:-
The following words or phrases have the same meaning whenever they appear in this agreement.
Agreement : The whole of this document
Effective date: The date this agreement comes into effect, which is the later date that the signatories sign acceptance of this Agreement, unless otherwise stated
We, Us, Our: Legacy Guardians
Introducer: The business or individual named above
Wills and related services: All of our products and services available to potential clients including but not limited to; Wills, Lasting Powers of Attorney, Inheritance Tax Planning, Care Fee Planning, Document Storage, Contingency & Succession Planning
Introducer Fee: The fee paid by Us for introducing Clients to Us
Client(s): The consumer for whom the provision of Wills and related services is arranged
Terms of Agreement:-
From the Effective Date, We appoint the Introducer to introduce Clients to us for the purpose of providing Wills and related services only.
This Agreement shall be governed by English Law.
This Agreement represents the whole agreement between Us and the Introducer and supersedes any prior agreement or arrangement. Variations to this agreement can only be made by Us and will be made in writing giving at least 7 days notice.
We agree to remunerate the Introducer with an introducer fee at the rate as agreed and stated in paragraph 8 of this Agreement.
This Agreement is not transferable (without prior written agreement from Us).
We reserve the right to seek whichever references we see fit.
The Introducer shall not give or purport to give any Clients, or any potential Clients, any advice, instruction or recommendation whatsoever and at any time in respect of any products or services offered by Us.
The Introducer shall not be and shall not represent itself as Our agent.
Introducer fees will be paid at the following rates unless otherwise agreed in writing. Client pricing is free of VAT at the moment, prices are revised each April we will update you in writing via email in advance.
Payment of introducer fees will be made within 30 days from receipt of fee from Client(s).
All introducer fees will be paid free of any deductions of VAT, income tax and national insurance contributions.
This Agreement terminates automatically on the death, bankruptcy, insolvency, dissolution or compounding with creditors of the introducer, or on the conviction of any criminal act, which in our opinion precludes the Introducer from a position of trust. The Introducer will be suspended during any period of investigation for a criminal act.
This Agreement may be terminated by either party on the expiration of 7 days written notice.
Upon termination of this Agreement all outstanding introducer fees due to the Introducer shall be listed and agreed between Us and the Introducer and We agree to pay the Introducer all outstanding introducer fees on receipt from Clients of all outstanding fees.
Clients introduced to Us will become clients of Ours in respect of any Wills and related services business transacted between Us and that Client.
We will not provide the Introducer with any data or correspondence relating to dealings with any Client unless the client provides specific instructions to do so.
We will be responsible for regulatory requirements in respect of Clients or potential Clients that the introducer introduces to Us, however We will not be responsible for any other regulatory activities undertaken by the Introducer.
We will maintain Professional Indemnity Insurance of at least £2 million in respect of the products and services provided by Us.
The Introducer accepts responsibility for any regulatory and other applicable legal requirements in respect of their dealings with any Clients or potential Clients together with all responsibility for any consequence whatsoever that is brought about by the failure of the Introducer to abide by the terms and conditions of this agreement or for any acts of error, omission or negligence on the part of the Introducer.
The Introducer also accepts that it must not change, alter, amend or deviate from any directions issued by Us.
