Financial Sales Partner Agreement

FINANCIAL SALES PARTNER AGREEMENT

Parties and Effective Date

This Financial Sales Partner Agreement (the Agreement) is entered into as of (Effective Date) by and between:

Entity Type and Status

Select entity type and confirm independent contractor status:

Recitals and Definitions

Recitals: Company develops and distributes financial products and services. Partner has sales capabilities and will solicit prospective clients for Company's products under the terms set forth below.

Definitions: Capitalized terms used in this Agreement shall have the meanings set forth herein and in the context where they appear.

Appointment; Territory; Scope

Company appoints Partner as a non-exclusive sales partner to market and solicit orders for the financial products and services identified in the Commission Schedule below within the territory described as .

Duties, Standards and Compliance

Partner shall: perform solicitation activities in good faith and in accordance with applicable law and Company policies; obtain all necessary licenses and registrations; maintain accurate records of leads and transactions; and not make representations or warranties on behalf of Company other than those expressly authorized in writing.

Partner must comply with all anti-money laundering, privacy, consumer protection and other applicable regulatory requirements in carrying out its obligations under this Agreement.

Compensation and Commission

Company shall pay Partner commissions in accordance with the Commission Schedule. Commissions are earned upon Company's receipt of cleared funds from the client, subject to chargebacks, refunds, or credits for non-performance or client cancellation as set forth herein.

Invoicing, Reporting and Audit Rights

Partner shall submit invoices for earned commissions no more frequently than . Company will remit payment within days of receipt of a proper invoice and reconciled transaction records.

Company reserves the right to audit Partner's books and records related to commission calculations upon reasonable prior notice during normal business hours. Records supporting invoices must be retained for a period of .

Expenses and Taxes

Partner shall bear its own expenses unless otherwise agreed in writing. Company will not withhold taxes except as required by law; Partner is responsible for all taxes, duties, and contributions arising from payments hereunder.

Term and Termination

Term: This Agreement commences on the Effective Date and continues for an initial term of , and thereafter will renew automatically for successive terms of equal length unless either party provides written notice of non-renewal at least days prior to the end of the then-current term.

Termination: Either party may terminate for material breach if the breaching party fails to cure within days after written notice. Company may terminate immediately for regulatory prohibition, insolvency, or fraud.

Confidentiality; Non-Solicitation; IP

Each party will treat the other's confidential information as confidential and will not disclose or use such information except to perform obligations under this Agreement. Confidentiality obligations survive termination for a period of .

Partner shall not, during the Term and for a period of following termination, solicit Company's employees or materially interfere with Company's customer relationships as described in the Non-Solicitation Addendum.

Intellectual Property: All trademarks, trade names, documentation and other IP provided by Company remain Company property; Partner is granted a limited, revocable license to use Company's marks solely as authorized in writing.

Representations, Indemnity and Insurance

Each party represents it has authority to enter into this Agreement. Partner represents that it will perform services in accordance with applicable law and industry standards. Partner shall indemnify and hold Company harmless from claims arising out of Partner's breach, negligence, or willful misconduct.

Insurance: Partner shall maintain appropriate general liability and professional liability insurance as required by Company, and upon request provide certificates of insurance evidencing coverage.

Limitation of Liability; Remedies

Except for liability arising from willful misconduct or gross negligence or indemnity obligations, neither party shall be liable for incidental, consequential, punitive or special damages. Company's aggregate liability under this Agreement shall not exceed the total commissions paid to Partner in the prior twelve (12) month period.

Notices

Notices must be sent to the addresses set forth below or to such other address as either party designates in writing. Notices are effective upon receipt.

Dispute Resolution and Governing Law

This Agreement shall be governed by the laws of the state or jurisdiction specified below, without regard to conflicts of law principles. The parties agree to attempt to resolve disputes in good faith through negotiation and, if unresolved, by binding arbitration or litigation as selected below.

Miscellaneous

Assignment: Neither party may assign this Agreement without the prior written consent of the other, except that Company may assign to an affiliate or successor in connection with a sale of substantially all of its assets. This Agreement constitutes the entire agreement between the parties and may be amended only by a written instrument signed by both parties.

Payment Instructions (for Commission Remittance)

Enter Partner payee information for commission remittance. Company will use these instructions unless notified in writing at least days prior to payment.

Signature

Sign Now