Mitigate your clients’ risk through clever use of insurance

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Dealing with disputes and professional indemnity claims can be costly and time consuming. These tips from DBA Supporter Bluefin Professions (a national top ten independent insurance broker) can help reduce your exposure.

The essential elements of business management

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DBA Expert Gary Baxter shares the essential elements of business management to help you build confidence in your finances and understand which areas of your business you should be spending time in.

More bang for your bonus

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DBA Expert Chris Lang explains how important it is to have both accurate and timely financial data in order to project your agency’s cash position and looks at the three types of information you need to compile this.

Basic partnership agreement

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A very simple partnership agreement to act as a starting point in this process. Careful considerations should be given to particular circumstances.

Partnership guidance

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A guide looking at what needs to be considered before forming a partnership, along with the information required for the preparation of a partnership agreement.

Website standard terms of use

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This document contains guidance and suggested clauses to be used to form part of your website terms of use and addresses a number of issues such as intellectual property, cookies, virus disclaimer, unauthorised use etc.

Retainer agreement

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A short form retainer agreement which addresses some of the issues that need to be considered when entering a retainer arrangement with a client.

Retention of title clause

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A retention of title clause essentially seeks to provide that title to the goods/services (and/or the interest that is passing in the intellectual property rights therein) is retained by the seller until the seller has received full payment. This document provides a short retention of title clause and is accompanied by a drafting note.

Confidentiality agreement

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A short form confidentiality agreement to be used when revealing confidential information in discussions with third parties prior to engagement.

Guidance notes on email/text message marketing and cookies

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Guidance on the regulations governing marketing messages sent by electronic mail and unsolicited direct marketing activity, along with advice on users consent to the use of cookies.