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1. Parties: Identification of the mortgage broker and client
2. Background: Context of the agreement and broker's regulatory status
3. Definitions: Key terms used throughout the agreement
4. Services: Scope of mortgage broking services to be provided
5. Fees and Charges: Broker's compensation structure and payment terms
6. Obligations of the Broker: Broker's duties, responsibilities and regulatory compliance
7. Client's Obligations: Client's responsibilities and information provision requirements
8. Confidentiality: Treatment of confidential information
9. Term and Termination: Duration and termination provisions
1. Commission Disclosure: Details of lender commissions - include when receiving commission from lenders
2. Insurance Services: Additional insurance broking provisions - include when offering insurance products
3. Sub-contractors: Terms for use of sub-contractors - include when using third-party services
1. Schedule of Services: Detailed breakdown of services offered
2. Fee Schedule: Detailed fee structure and payment terms
3. Privacy Notice: Detailed data protection provisions
4. Regulatory Disclosures: Required FCA disclosures and statements
5. Complaints Procedure: Details of complaints handling process
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