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1. Parties: Identification of the service provider and client, including registration details and addresses
2. Background: Context of the agreement and brief description of the services to be provided
3. Definitions: Detailed definitions of terms used throughout the agreement
4. Scope of Services: Detailed description of financial services to be provided
5. Service Levels and Performance Metrics: Specific, measurable performance standards and metrics
6. Fees and Payment Terms: Pricing structure, payment schedules, and related terms
7. Term and Termination: Duration of agreement and conditions for termination
8. Data Protection and Privacy: POPIA compliance requirements and data handling procedures
9. Confidentiality: Protection of confidential information and trade secrets
10. Regulatory Compliance: Compliance with FICA, FAIS, and other relevant regulations
11. Security Requirements: Information and financial security protocols
12. Reporting and Communication: Regular reporting requirements and communication protocols
13. Dispute Resolution: Procedures for handling disputes and escalation processes
14. General Provisions: Standard legal clauses including governing law, notices, and amendments
1. Business Continuity and Disaster Recovery: Required for critical financial services or high-value agreements
2. Audit Rights: Include when regular auditing of services is necessary
3. Intellectual Property Rights: Required when proprietary software or systems are involved
4. Third-Party Service Providers: Include when subcontractors or third-party services are used
5. Insurance Requirements: Necessary for high-risk or high-value financial services
6. Change Management: Include when service specifications may need regular updates
7. Anti-Money Laundering Provisions: Required for services involving financial transactions
8. Force Majeure: Optional but recommended for long-term agreements
1. Schedule A - Service Specifications: Detailed technical specifications of services
2. Schedule B - Service Level Metrics: Specific performance indicators and measurement criteria
3. Schedule C - Fee Schedule: Detailed pricing, rates, and payment terms
4. Schedule D - Security Protocols: Detailed security requirements and procedures
5. Schedule E - Escalation Matrix: Contact details and escalation procedures
6. Appendix 1 - Compliance Checklist: Regulatory compliance requirements and checklist
7. Appendix 2 - Required Reports: Templates and specifications for required reports
8. Appendix 3 - Business Continuity Plan: Detailed disaster recovery and business continuity procedures
Financial Services
Banking
Insurance
Investment Management
FinTech
Wealth Management
Payment Services
Professional Services
Technology Services
Consulting
Legal
Compliance
Finance
Operations
Risk Management
Service Delivery
Contract Management
Procurement
Account Management
Business Development
Information Technology
Internal Audit
Chief Financial Officer
Compliance Officer
Legal Counsel
Financial Services Manager
Operations Director
Risk Manager
Service Delivery Manager
Contract Manager
Financial Controller
Procurement Manager
Chief Operating Officer
Head of Financial Services
Regulatory Compliance Manager
Business Development Manager
Account Manager
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