Your data doesn't train Genie's AI
You keep IP ownership聽of your information
1. Parties: Identification of the principal and agent, including full legal names, addresses, and registration details
2. Background: Context of the agreement, including the principal's business and need for financial agency services
3. Definitions: Key terms used throughout the agreement, including regulatory and technical terminology
4. Appointment and Scope: Formal appointment of the agent and detailed description of authorized services and activities
5. Regulatory Compliance: Obligations regarding compliance with applicable financial regulations and licensing requirements
6. Agent's Duties and Responsibilities: Detailed obligations of the agent, including reporting, documentation, and service standards
7. Principal's Duties and Responsibilities: Obligations of the principal, including provision of information and support
8. Compensation: Fee structure, commission rates, payment terms, and expense reimbursement
9. Confidentiality and Data Protection: Obligations regarding client data, trade secrets, and compliance with privacy laws
10. Anti-Money Laundering Compliance: Specific obligations regarding AML/CTF requirements and procedures
11. Term and Termination: Duration of agreement, renewal terms, and termination provisions
12. Indemnification and Liability: Risk allocation between parties and liability limitations
13. Governing Law and Jurisdiction: Applicable law and jurisdiction for dispute resolution
14. General Provisions: Standard clauses including notices, amendments, and severability
1. Non-Competition: Restrictions on agent's ability to compete, used when agent will have access to sensitive client information
2. Insurance Requirements: Specific insurance coverage requirements, included when higher risk activities are involved
3. Marketing and Branding: Guidelines for use of principal's branding, included when agent will represent principal publicly
4. Sub-Agency Provisions: Terms governing appointment of sub-agents, included when sub-delegation is permitted
5. Performance Metrics: Specific KPIs and performance standards, included for more complex agency relationships
6. Dispute Resolution: Detailed alternative dispute resolution procedures, included for high-value agreements
7. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in volatile markets
8. Transition Services: Procedures for handover upon termination, included for complex service arrangements
1. Schedule A - Services Description: Detailed description of authorized financial services and activities
2. Schedule B - Fee Schedule: Detailed breakdown of all fees, commissions, and payment structures
3. Schedule C - Compliance Procedures: Specific compliance requirements and procedures to be followed
4. Schedule D - Reporting Requirements: Templates and timing for required reports and documentation
5. Schedule E - Territory Definition: Geographic or market segment limitations of the agency
6. Appendix 1 - Required Licenses: List of required regulatory licenses and registrations
7. Appendix 2 - Contact Information: Key contacts and escalation procedures for both parties
8. Appendix 3 - AML Procedures: Detailed anti-money laundering procedures and requirements
Financial Services
Banking
Investment Management
Insurance
Wealth Management
Securities Trading
Asset Management
Financial Technology
Investment Banking
Corporate Finance
Legal
Compliance
Risk Management
Finance
Operations
Business Development
Regulatory Affairs
Contract Administration
Treasury
Agency Relations
Chief Financial Officer
Compliance Officer
Legal Counsel
Risk Manager
Financial Services Director
Operations Manager
Business Development Manager
Regulatory Affairs Manager
Contract Administrator
Financial Agent
Branch Manager
Relationship Manager
Treasury Manager
Financial Controller
Agency Network Manager
Find the exact document you need
Agreement Between Company And Security Agency
A Canadian-law governed agreement between a company and security agency establishing terms for security service provision and operational requirements.
Letting Agency Agreement
A Canadian-law governed agreement between a property owner and letting agency establishing terms for property leasing and management services.
Buyer Contract With Real Estate Agent
A Canadian-law governed agreement establishing professional representation between a property buyer and real estate agent, outlining services, compensation, and mutual obligations.
Letting Agency Contract
A Canadian-law governed agreement between property owners and letting agencies defining property management services and responsibilities under provincial real estate regulations.
Agreement Between Principal And Agent
A Canadian-law governed agreement establishing the terms and conditions under which an agent may act on behalf of a principal, including scope of authority, duties, and compensation.
Recruitment Agency Contract With Employer
A Canadian-law governed agreement between a recruitment agency and employer establishing terms for recruitment services and candidate placements.
Marketing Agency Client Contract
A Canadian-law governed agreement between a marketing agency and client establishing service terms, deliverables, and mutual obligations for marketing activities.
Agreement Between Seller And Agent
A Canadian-law governed agreement establishing the terms and conditions of an agency relationship between a seller and their appointed agent.
Contract For Digital Marketing Services
Canadian-compliant contract template for digital marketing services, covering comprehensive terms between marketing agencies and clients.
Sole Selling Agency Agreement
A Canadian-law governed agreement establishing an exclusive relationship between a principal and their sole selling agent, defining territorial rights and commercial terms.
Tender Agency Agreement
A Canadian legal agreement appointing an agent to manage tender processes and submissions on behalf of a principal company, subject to federal and provincial regulations.
Limited Agency Agreement
A Canadian legal document establishing a restricted agency relationship between principal and agent, defining specific powers and limitations of the agent's authority.
Home Care Agency Service Agreement
A Canadian-law governed agreement between a home care agency and client establishing terms for professional home care services, including service scope, obligations, and compliance requirements.
Contract For Agency Agreement
A Canadian-compliant agreement establishing and governing the relationship between a principal and their appointed agent, defining authority scope and mutual obligations.
Staffing Agency Contract With Client
A Canadian-law governed agreement between a staffing agency and client company establishing terms for temporary worker provision and management.
NDA For Digital Marketing Agency
Canadian-compliant NDA for digital marketing agency relationships, protecting marketing strategies, customer data, and digital assets.
Healthcare Staffing Agency Contract
A Canadian-law governed agreement between healthcare staffing agencies and facilities for the provision of healthcare professionals, ensuring regulatory compliance and professional standards.
Buyer Tenant Agency Contract
A Canadian legal agreement establishing representation between a real estate agent and a buyer/tenant client, outlining services, obligations, and terms of the agency relationship.
Agent Client Agreement
A Canadian legal agreement establishing the terms and conditions of an agent's authority to represent and act on behalf of a client, ensuring compliance with federal and provincial regulations.
Agency Client Contract
A Canadian-law governed contract establishing the terms and conditions between an agency and its client, defining services, responsibilities, and commercial terms.
Advertising Agency Contract With Client
A Canadian-law governed agreement between an advertising agency and client establishing service terms, creative rights, and deliverables for advertising campaigns.
Exclusive Agency Listing Contract
A Canadian real estate contract establishing exclusive rights for a brokerage to market and sell a property on behalf of the owner.
Agreement Between Manufacturer And Commission Agent
A Canadian-law governed agreement establishing terms between a manufacturer and commission agent for product representation and sales.
Travel Agent Service Fee Agreement
A Canadian-law governed agreement establishing terms and fee structures for travel agent services, ensuring compliance with national and provincial travel industry regulations.
Buyer Broker Agreement Form
A Canadian legal agreement establishing representation terms between a property buyer and real estate brokerage, outlining services, compensation, and mutual obligations.
Buyer Agency Agreement Form
A Canadian legal agreement establishing a professional relationship between a property buyer and their representing real estate agent/brokerage, outlining mutual obligations and terms of service.
Buyer Broker Commission Agreement
A Canadian real estate agreement establishing terms and commission structure between a property buyer and their broker for property acquisition services.
Booking Agent Agreement Non Exclusive
A Canadian-law agreement establishing a non-exclusive relationship between an artist and booking agent, defining commission structures and booking terms.
Booking Agent Agreement
A Canadian-law governed agreement establishing the terms between a booking agent and their client for securing performances and managing bookings.
Buyer Agent Exclusive Agreement
A Canadian legal agreement establishing an exclusive representation relationship between a property buyer and their real estate agent/brokerage, outlining services, obligations, and compensation terms.
Non Exclusive Agency Agreement
Canadian-law governed agreement establishing a non-exclusive agency relationship between principal and agent, defining representation terms and compliance requirements.
Seller Agency Agreement
A Canadian legal agreement establishing the terms and conditions under which a real estate agent/brokerage represents a property seller.
Real Estate Agent Referral Agreement
A Canadian-compliant agreement establishing terms and conditions for client referrals between real estate agents and/or brokerages, including referral fee structures and professional obligations.
Broker And Agent Agreement
A Canadian jurisdiction agreement establishing the professional relationship between brokers and their agents, including operational terms, compensation, and compliance requirements.
Broker Agent Commission Agreement
A Canadian-compliant agreement establishing commission terms and professional relationship between a broker and agent in real estate transactions.
Agent To Agent Commission Agreement
A Canadian-law governed agreement establishing commission sharing terms between two independent agents or agencies.
Insurance Agent Agreement
A Canadian-compliant agreement establishing the terms and conditions between an insurance company and its appointed agent for the distribution of insurance products.
Tenant Agency Agreement
A Canadian-compliant agreement establishing terms and conditions for real estate agent representation of a tenant in property search and lease acquisition.
Temporary Service Agreement
Canadian-law governed agreement establishing temporary service arrangements between service providers and clients, defining service scope, terms, and compliance requirements.
Temporary Labor Agreement
A Canadian-compliant agreement establishing terms and conditions for temporary employment, including duration, duties, and compensation.
骋别苍颈别鈥檚 Security Promise
Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; 骋别苍颈别鈥檚 AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it


.png)