online

Template client agreements updated

We have updated our template client agreements in relation to the term that sets out your firm's right to end the agreement.

You have an obligation to ensure that the terms and notices within your firm's client disclosure documents meet the requirements of the Consumer Rights Act 2015 and are fair to your clients. In its role as a regulator under the Consumer Rights Act, the FCA recently published a 'notice of undertaking' relating to the termination clause in the share dealing agreement of an FCA regulated firm.

If you’re not a client, to read this content you must sign up or a free guest account

Clients of threesixty are kept up to speed with the latest regulatory, industry and technical developments via our regular news and opinions articles.

As well as being updated via the articles we publish to threesixty online, clients can specify to us what type of articles they want to receive (by category) and how frequently they receive them.

To try this service, simply register your details with us and we'll give you 3 months free and unlimited access to our news and opinions.