Small broker focus: Staying on the right side of the law
Most of us have a story or experience about a deal that went wrong or a situation where the legal aspects were far from clear. It can happen in the best of relationships and with the best of intentions. So investing time in a full and careful check of all contracts, policies, TOBAs and other documents with legal force will always pay off.
Brokers have a duty to ensure clients understand policy terms and conditions. Faced with a constant stream of documents, it is easy to let details go by
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