• Agent Agreement Template

  • Agent

  • RCIC

  • Expectations

  • e.g., 1 year, indefinitely, etc.
  • Agent Responsibilities and Commitments

  • RCIC Responsibilities and Commitments

  • Compensation and Expenses

  • e.g., commission, pro-rated targeted base, bill by the hour, etc.
  • e.g., wire transfer, etc.
  • Termination

  • Promotions and Advertising

  • Client Records and Client Property

  • insert method of delivery
  • Planned or Unplanned Absence

  • (Include the contact information for each designated Authorized Representative and Responsible Person)
  • describe the manner in which Client Records and/or Client Property will be transferred to the Authorized Representative(s)/Responsible Person
  • describe the manner in which fees for services will be paid
  • Non-Compete Clause

  • insert number of years
  • Governing Law