Broker To Broker Agreement Template for South Africa

1. White Labeling Arrangements: Used when one broker's products or services are to be marketed under the other broker's brand

2. Training and Support: Include when one broker will provide training or technical support to the other's staff

3. Marketing and Branding: Required when joint marketing activities are contemplated or brand usage needs to be regulated

4. Technology Integration: Include when the agreement involves shared platforms or system integration

5. Client Ownership: Necessary when clarification is needed about client relationship ownership and transfer rights

6. Non-Compete Provisions: Include when parties wish to restrict competition in specific areas or for specific products

7. Disaster Recovery: Required when the relationship involves critical business operations requiring business continuity planning

1. Schedule A - Product List: Detailed list of products and services covered under the agreement

2. Schedule B - Commission Structure: Detailed breakdown of commission splits and fee arrangements

3. Schedule C - Service Level Agreement: Specific performance metrics and service standards

4. Schedule D - Compliance Requirements: Detailed regulatory compliance procedures and requirements

5. Schedule E - Territory Allocation: Geographic areas or market segments covered by the agreement

6. Appendix 1 - Required Documentation: Templates and forms required for the broker relationship

7. Appendix 2 - Contact Details: Key personnel and escalation matrices for both parties