UK Broker Fee Agreement for Financial Services

UK brokers, sign up clients for financial services with this easy-to-use template Broker Fee Agreement.

The agreement covers fees for broker services only, and does not include other fees associated with mortgages and financial products.
The agreement can be used for fee, commission, or combined fee ⁄ commission arrangements.
If the client is applying for a mortgage, the client agrees to pay a non-refundable fee at the time the mortgage application is made.
If the broker is being paid a commission on a regular premium insurance policy, the broker reserves the right to charge the client a fee if the client cancels the policy.
The agreement contains a disclaimer stating that the broker is not qualified to provide legal advice. However, if the broker refers the client to a solicitor or other professional, the client agrees to pay a referral fee.

This UK Broker Fee Agreement is available in MS Word format, and is fully editable to meet your specific circumstances.