FundInvoice LLP Standard Brokerage Agreement
Version 14.0 – 8th September 2026
Thank you for choosing FundInvoice LLP for your business finance needs. This document constitutes our Standard Brokerage Agreement.
Acceptance Of This Agreement
By asking FundInvoice LLP to provide brokerage services, including requesting that we identify, approach or introduce you to potential finance or service providers, you confirm that you have read, understood and agreed to be bound by this Standard Brokerage Agreement.
This Agreement applies from the date on which you first ask us to provide brokerage services or otherwise instruct us to act on your behalf in connection with obtaining Facilities.
Simply receiving marketing material, making a preliminary enquiry or corresponding with us before instructing us to provide brokerage services does not, by itself, constitute acceptance of this Agreement.
1. Parties
This Agreement is between FundInvoice LLP, a limited liability partnership registered in England and Wales under partnership number OC387824, VAT registration number 174 7968 50, with its registered office at 29 Gildredge Road, Eastbourne, East Sussex BN21 4RU, referred to in this Agreement as “FILLP”, and the business using our brokerage services, referred to as the “Customer”.
2. Scope Of Brokerage Services
FILLP provides business finance brokerage and introduction services.
Based on information provided by the Customer, FILLP may identify and introduce the Customer to one or more providers of finance facilities, products or other business services, referred to as “Providers”.
Providers may offer finance facilities, products or services, referred to collectively in this Agreement as “Facilities”.
FILLP does not act as agent of the Customer or any Provider and does not have authority to bind either party.
Any decision to offer a Facility, and the terms on which it is offered, are matters for the relevant Provider. Any decision to accept a Facility is a matter for the Customer.
3. Definitions
In this Agreement:
- Agreement means these terms and conditions of trade, Version 14.0.
- Customer means the company, LLP or other eligible corporate business that asks FILLP to provide brokerage services.
- Provider means any finance provider or other provider of products or services introduced to, or identified for, the Customer by FILLP.
- Facility means any finance facility, product or service offered by a Provider to the Customer, including any replacement, renewal, extension, variation, additional facility or other arrangement arising from an introduction made by FILLP.
4. Fees And Commission
Unless otherwise expressly agreed in writing, FILLP does not charge the Customer a direct fee for its brokerage services.
FILLP may receive commission or other remuneration from a Provider where a Facility is arranged following an introduction by FILLP. Such remuneration may be paid as a one-off amount, on an ongoing basis, or both.
The amount or basis of any commission received by FILLP in relation to a Facility will be disclosed to the Customer on request, where available.
FILLP may also share part of the commission it receives with an introducer or other party involved in introducing the Customer to FILLP.
FILLP may in some circumstances receive further commission or remuneration where a Provider subsequently supplies additional Facilities to the Customer, or where further business arises directly from an introduction originally made by FILLP.
The Customer acknowledges that commission arrangements may create a potential conflict of interest. FILLP will seek to manage any such conflict appropriately and to act fairly in providing its brokerage services.
5. Provision Of Services
FILLP will use information provided by the Customer to assess which Providers may be suitable for introduction.
FILLP may, at its discretion, decide which Providers to approach and how many Providers to introduce.
FILLP does not guarantee that any Provider will offer a Facility, that any particular terms will be available, or that the Customer will qualify for finance.
FILLP is not obliged to approach every Provider in the market and does not represent that any comparison undertaken constitutes a whole-of-market comparison unless expressly stated otherwise.
6. Customer Responsibilities
The Customer is responsible for ensuring that all information provided to FILLP is accurate, complete and not misleading.
The Customer is responsible for assessing whether any Facility offered is suitable for its needs and for reviewing the Provider’s terms and conditions before entering into any agreement.
The Customer should obtain independent legal, tax, accounting or other professional advice where appropriate.
Unless expressly agreed otherwise in writing, FILLP does not provide legal, tax or accounting advice.
Where Facilities relate to business finance, FILLP provides its brokerage services only to incorporated businesses, including private limited companies, public limited companies and limited liability partnerships. FILLP does not provide these business finance brokerage services to private individuals, sole traders or ordinary partnerships.
7. Introductions And Subsequent Facilities
Where FILLP introduces the Customer to a Provider, that introduction will be regarded as having been made by FILLP for the purposes of any commission arrangements between FILLP and the Provider.
This may include Facilities entered into following the initial introduction, including renewals, replacements, extensions, increases, additional Facilities or other arrangements resulting from the relationship established through FILLP’s introduction.
8. Data Protection
FILLP processes personal information in accordance with applicable UK data protection law, including the UK General Data Protection Regulation and the Data Protection Act 2018.
Where the Customer asks FILLP to obtain quotations, terms or other information from Providers, FILLP may share information supplied by the Customer with selected Providers where this is necessary to provide the requested brokerage service.
The Customer confirms that it is entitled to provide FILLP with any personal information supplied to us and, where necessary, has provided appropriate information to any individuals whose personal information is included.
Details of how FILLP collects, uses, stores and shares personal information, the lawful bases relied upon and the rights of individuals are set out in FILLP’s Privacy Policy, which is available on the FundInvoice website.
9. Confidentiality
FILLP will take reasonable steps to keep confidential information supplied by the Customer secure and will use it only where reasonably necessary to provide its services, comply with legal obligations, protect legitimate business interests or as otherwise explained in its Privacy Policy.
This does not prevent FILLP from sharing relevant information with Providers or professional advisers where necessary for the purposes of providing the brokerage service.
10. Providers And Third Parties
Providers introduced by FILLP are independent third parties.
FILLP does not control the conduct, decisions, financial position, service standards or contractual performance of any Provider.
The Customer is responsible for reviewing the identity, suitability and terms of any Provider before entering into a Facility.
FILLP does not guarantee the performance, solvency or continuing availability of any Provider or Facility.
11. Limitation Of Liability
Nothing in this Agreement excludes or limits any liability that cannot lawfully be excluded or limited, including liability for fraud or fraudulent misrepresentation.
Subject to the above, FILLP will not be liable for losses arising from the acts, omissions, decisions, insolvency, default or failure of any Provider or other third party.
FILLP will not be liable for indirect or consequential losses, loss of profit, loss of revenue, loss of business, loss of anticipated savings or loss of opportunity, except where such liability cannot lawfully be excluded.
FILLP’s liability to the Customer in connection with its brokerage services will, so far as permitted by law, be limited to losses that are reasonably foreseeable and arise directly from FILLP’s own breach of this Agreement or negligence.
Nothing in this Agreement is intended to exclude or restrict any duty or liability where doing so would be unlawful.
12. Customer Indemnity
The Customer will be responsible for losses, costs or liabilities reasonably incurred by FILLP as a direct result of materially inaccurate, misleading or unlawful information supplied by the Customer, or as a direct result of the Customer using FILLP’s services in breach of this Agreement or applicable law.
This clause does not require the Customer to indemnify FILLP for losses arising from FILLP’s own negligence, breach of contract, fraud or other unlawful conduct.
13. Assignment And Sub-Contracting
The Customer may not assign its rights or obligations under this Agreement without FILLP’s prior written consent.
FILLP may sub-contract parts of its services where reasonably necessary.
FILLP may assign or transfer its rights and obligations under this Agreement as part of a transfer, sale or reorganisation of its business, provided that this does not materially reduce the Customer’s rights under this Agreement.
14. Severability
If any provision of this Agreement is found by a court or other competent authority to be invalid, unlawful or unenforceable, that provision will be treated as modified or removed to the minimum extent necessary and the remaining provisions will continue in full force.
15. Entire Agreement
This Agreement constitutes the entire agreement between FILLP and the Customer in relation to the brokerage services covered by it and supersedes any previous agreement, representation or understanding relating to those services.
Nothing in this clause excludes liability for fraud or fraudulent misrepresentation.
16. Variations
FILLP may update these terms from time to time.
The version applying to a particular instruction will normally be the version in force when the Customer first instructs FILLP to provide the relevant brokerage services, unless a later version is expressly agreed between the parties.
17. Governing Law And Jurisdiction
This Agreement is governed by the law of England and Wales.
The parties agree that the courts of England and Wales will have jurisdiction in relation to any dispute arising from or connected with this Agreement.
18. Contact And Availability Of These Terms
A copy of the current Standard Brokerage Agreement is available permanently on the FundInvoice website at:
https://www.fundinvoice.co.uk/list_other/customerterms.html
Questions relating to this Agreement can be directed to FundInvoice LLP using the contact details published on the FundInvoice website.
