QROPSI Document

QROPSI Document

WHEREAS

This QROPSI Document is entered into between Client Name: and Service Provider Name: .

WHEREAS, Client intends to instruct transfer, roll‑over, or other pension-related transaction to a qualifying overseas pension arrangement identified as Scheme Name: with Scheme Reference Number: .

WHEREAS, Provider represents that it is authorized to act on behalf of the scheme, to receive instructions and to effect transfers in accordance with applicable law and the terms of this Document; the instruction date is .

SCOPE OF WORK

Provider shall perform the following services with respect to the pension transfer instruction. The Scope of Work shall include, at a minimum, the activities set forth below and such ancillary tasks as are reasonably necessary to complete the transfer in accordance with applicable rules and the terms herein.

PAYMENT TERMS

In consideration for the services described in this Document, Client shall pay Provider fees in accordance with the schedule below. All fees are exclusive of applicable taxes unless otherwise stated.

TERM AND TERMINATION

This Document shall commence on the Start Date and shall continue in effect until the Completion Date unless terminated earlier in accordance with this section.

Either party may terminate this Document for material breach where the breaching party fails to cure such breach within the specified notice period. Termination shall not relieve Client of the obligation to pay for services performed up to the date of termination, including any reasonable costs incurred by Provider in winding down services.

CONFIDENTIALITY

For the purposes of this Document, "Confidential Information" means all non-public information disclosed by one party to the other, whether oral, written or electronic, that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure.

Each party shall: (a) hold the other party's Confidential Information in strict confidence; (b) not use such information except to perform obligations under this Document; and (c) not disclose such information to third parties except to those employees, agents or advisors who need to know and who are bound by confidentiality obligations no less protective than those herein.

I consent to Provider disclosing Confidential Information to its legal, tax and compliance advisors where necessary to effect the transfer.

Notwithstanding the foregoing, Confidential Information does not include information that: (i) is or becomes publicly available through no breach by the receiving party; (ii) is rightfully received from a third party without restriction; (iii) is independently developed by the receiving party without use of the disclosing party's Confidential Information; or (iv) is required to be disclosed by law or valid governmental or regulatory process, provided the disclosing party receives prior notice where lawful and practical.

GOVERNING LAW

This Document shall be governed by and construed in accordance with the laws of without regard to conflict of laws principles. The parties submit to the exclusive jurisdiction of the courts located in that jurisdiction for resolution of disputes arising under this Document.

ENTIRE AGREEMENT

This Document, together with any attachments or written amendments signed by both parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, negotiations and communications, whether oral or written, relating to the same subject matter. Any amendment or waiver must be in writing and signed by authorized representatives of both parties.

ADDITIONAL PROVISIONS

Representations and warranties: each party represents that it has full power and authority to enter into and perform this Document, and that the person signing this Document on its behalf is duly authorized to do so.

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