the Legal Hub | Buy/ Sell Instructions

Buy/Sell Instructions

Details required to complete documentation and advice by our member law firms. This form is not required until you and your client have accepted the scope and quote provided by the Legal Hub.

Please note that * fields are mandatory.

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I agree to the legal hub privacy statement and terms & conditions *

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Would you like to use the legal concierge service? *

Yes No

Adviser details

Adviser Name *

Practice Name *

Adviser contact phone number *

Adviser email address *

Business details

Business Name *

Street Address *

Postal Address *

No of principals/ business owners *

Non Participating Parties

Are there any parties who are not participating in this Agreement? *

Yes No

If yes, then please provide full name, ACN and address (registered address if company) of non participating parties.

Name of non participating party *

Address of non participating party (including ACN) *

Business structure

Please provide a full description of the ownership structure

Company Trust Partnership

**Please upload any relevant documents such as trust deeds and structure flowcharts

Please provide details

Address of primary business (including ACN)

Shortfall

If there is a shortfall between the insurance funding and the value of the Principal’s equity, then how (if at all) will the shortfall be covered?

No payment of shortfall As a lump sum. If this option is selected, then provide details of when the lump sum is payable (e.g. 30 days from option event) In instalments. If this option is selected, then:

** Please upload any relevant documents such as trust deeds and structure flowcharts

When the lump sum is payable (e.g. 30 days from option event)

Triggering Events

Are the following events to be included?

Death

Yes No

Total and Permanent Disablement

Yes No

Trauma

Yes No

Insurance

Has insurance policies to fund the agreement been arranged?

Yes No

Please provide details

Specific Instructions

Please provide specific instructions below or any comments to assist our member firm in preparing your clients documents

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