Agreement Details for BPO Process Outsourcing

This page outlines the standard terms, scope, and operational details of our Paraplanning BPO services.

Banner Image

Agreements That Build Trust

Every successful BPO process outsourcing engagement begins with a clear, well-defined agreement.

At Felcorp, our agreements do more than set commercial terms. They establish the compliance, accountability and service standards that protect both our clients and their end customers. Our agreements are aligned to the financial services environment governed by AFSL obligations, ASIC requirements and APES 320.

For full terms of service, please see our Terms and Conditions.

Key Agreement Details

  • Minimum Term -  A minimum contract term of 3 months applies to first year inception of the agreement.
  • Notice Period -  The notice period is 30 days after the minimum term of 3 months has elapsed since contract inception. We do not lock you in to contracts.
  • Annual Agreements - our agreements are structured annually, commencing on the 1st of the calendar month. Each year requires a contract review.
  • Termination  -  You can terminate the agreement at any time as long as the minimum term and notice period conditions are adhered to.
  • Limited trial - We offer a trial process prior to formal engagement, typically involving a small number of standard jobs; different types of trials may be offered subject to staff availability, timing and other operational conditions.
  • Price Increases - Pricing is increased annually in our contract review meeting. Increases will be in line with our publicised staff pricing and the tier in which your staff member falls in.
  • Staff Changes - If there are staff changes or additions, the existing agreement will continue. If there is change in experience levels and therefore a pricing change, a confirmation note will be added to the agreement and the existing agreement terms will be observed until the end of annual contract period.
  • Behaviour and conduct - We enforce minimum behaviour and professional conduct standards of our clients to ensure the wellbeing and productivity of our workforce as well as responsible management of Felcorp Support.
  • Intenal Dispute Resolution (IDR) - Felcorp maintains an internal dispute resolution process to address any concerns or issues arising during the service engagement. Felcorp will review and respond within 14 days with the goal of resolving the matter collaboratively and in good faith.

Frequently Asked Questions

Our answers to the most common questions around Felcorp Support agreements details.

Can agreements be tailored for our AFSL licence conditions?

Yes. We align agreements with your compliance framework to ensure outsourced functions meet ASIC obligations.

Icon - Elements Webflow Library - BRIX Templates

How long is a standard agreement term?

Our agreements are structured on an annual basis with a renewal process every 12 months. This structure ensures the service deliverability stays in line with the agreement terms.

Icon - Elements Webflow Library - BRIX Templates

Do agreements cover dispute resolution?

Yes. Clear processes for escalation, mediation, and resolution are built into every contract.

Icon - Elements Webflow Library - BRIX Templates

Every BPO journeytogether we grow

Find out how Felcorp can create space in your business with specialised BPO services.

Book a call

Every engagement follows documented governance, risk and compliance standards

Felcorp Support BPO staff graphic