Client Ownership. 8.1 All Clients introduced by You remain Yours for the duration of this Agreement, and You are solely responsible for: (i) Identifying Your Clients’ demands and needs, and checking the content of the demands and needs statement produced by the Broker; advising Us of any alterations or errors. (ii) Providing any professional insurance or risk management advice. (iii) Checking all of the documentation to ensure it is correct and in line with the Client’s requirements. 8.2 We will not contact Clients directly for any purpose without Your prior permission.
Appears in 3 contracts
Sources: Schemes & Facilities Terms of Business Agreement, Schemes & Facilities Terms of Business Agreement, Schemes & Facilities Terms of Business Agreement
Client Ownership. 8.1 All Clients introduced by You remain Yours for the duration of this Agreement, and You are solely responsible for:
(i) Identifying Your Clients’ demands and needs, and checking the content of the demands and needs statement produced issued by the Broker; advising Us of any alterations or errors.
(ii) Providing any professional insurance or risk management advice.
(iii) Checking all of the documentation to ensure it is correct and in line with the Client’s requirements.
8.2 We will not contact Clients directly for any purpose without Your prior permission.
Appears in 2 contracts
Sources: Sub Broker Terms of Business Agreement, Sub Broker Terms of Business Agreement