Advanced Broker Terms Drafting

With a foundation of understanding broker terms, this course provides an in-depth analysis of the elements comprising broker term agreements, and focuses on teaching delegates how to draft them taking into account various factors and objectives, in a practical commercial context in light of regulatory requirements. The topics of this course include:

  1. Broker services;
  2. Understanding the Broker’s business and risk profile;
  3. New Broker appointment;
  4. Regulation;
  5. Broker Terms Review – in-depth analysis of drafting each clause;
  6. Client risks;
  7. Before, after and hot topics!

This is a full-day course and delegates will leave with an in-depth understanding of drafting broker terms. This unique and specialist course is aimed at those professionals that have been negotiating broker terms and wish to push their expertise to the next level!

If you would like to attend, but cannot travel to our venue, we are happy to offer you virtual attendance or you may purchase the course materials, so do get in touch!

Date: TBC

Price: £1,890

Venue: K304-6 Kala Studio, The Biscuit Factory, 100 Drummond Road, London, SE16 4DG

For more information, please click below to access our course brochure:

Advanced Broker Terms Cover


We'd love to hear from you, please get in touch with us if you have any questions.


©2022 Cleveland & Co

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