Get Passive Introducer Agreement Passive Introducer Agreement - Insigniaunderwriting Co

This guide provides step-by-step instructions on completing the Passive Introducer Agreement with Insignia Underwriting Co online. Designed for users with varying levels of experience, this guide aims to clarify the process and support you in filling out the necessary information accurately.

Follow the steps to complete the Passive Introducer Agreement online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the name of the Introducer company and its registered address in the designated fields. Ensure the information is accurate and corresponds to your official documentation.
3. Fill in the date the agreement will commence. This is crucial for establishing the effective date of the agreement.
4. Review the terms regarding the termination of the agreement, particularly the notice periods required and conditions under which the contract can be terminated.
5. Provide the introduction commission details in the specified section. Indicate the percentage of commission to be paid to the Introducer after an introduction is accepted by Insignia.
6. Ensure the confidentiality and data protection clauses are reviewed and understood. This section requires acknowledgment of the responsibilities regarding handling confidential information.
7. Proceed to the end of the document to add signatures. Enter names, job titles, and dates for both parties involved in the agreement.
8. Once all fields are accurately filled out, you can save changes, download, print, or share the completed agreement as needed.

Complete your Passive Introducer Agreement online today for a smooth and efficient process.