Brokerage Information Sheet

BROKERAGE INFORMATION SHEET

WHEREAS, Brokerage Name: is duly authorized to provide brokerage and related services to clients; and

WHEREAS, Client Name: seeks to engage Brokerage to perform brokerage services under the terms set forth in this Information Sheet and any subsequent engagement agreement; and

WHEREAS, the parties intend for this document to record key brokerage details, contact and payment information, declarations of authority, and essential commercial terms that will govern the parties' relationship until superseded by a separate written agreement executed by both parties.

Brokerage Information

Primary Contact

Services Provided

Indicate services offered and applicable limitations:

Scope of Work

Provide a concise description of the services to be provided under engagements and any standard exclusions. This description will guide contract exhibits and statements of work.

Payment Terms

The Client agrees to compensate Brokerage as set forth below. Fees are exclusive of taxes unless otherwise stated. Invoices rendered in accordance with this section are due as specified.

Banking Information (if ACH selected)

Term and Termination

This Information Sheet is effective as of Start Date: and shall remain in effect until End Date: unless earlier terminated in accordance with the terms below.

Either party may terminate this engagement without cause upon written notice delivered not less than days prior to the intended termination date. Termination for cause may be effective immediately upon written notice for material breach that is not cured within a commercially reasonable cure period.

Confidentiality

Each party acknowledges that, in the course of performance, it may gain access to non-public, proprietary, or confidential information of the other party ("Confidential Information"). The recipient shall: (a) use Confidential Information solely for the purposes of performing under this engagement; (b) hold Confidential Information in strict confidence using at least the same degree of care it uses to protect its own confidential information; and (c) not disclose Confidential Information to any third party except to its employees, contractors, or professional advisers who have a need to know and who are bound by confidentiality obligations no less protective than those set forth herein. Confidential Information shall not include information that is: lawfully known to the recipient prior to disclosure, becomes publicly available through no breach of this obligation, or is required to be disclosed by law or regulation (provided the disclosing party is given prompt notice of such requirement and reasonable assistance).

Governing Law

This Information Sheet shall be governed by and construed in accordance with the laws of the State of without regard to conflict of law principles. The parties submit to the exclusive jurisdiction of the courts located in that state for disputes arising under this Information Sheet, except where mandatory law requires otherwise.

Entire Agreement

This Information Sheet, together with any exhibits, schedules, and subsequently executed engagement agreements expressly referencing this Information Sheet, constitutes the entire understanding between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, representations, and understandings, whether written or oral. Any amendment or modification must be in writing and signed by authorized representatives of both parties.

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