Outsourcing Tenders
& Contracts
Financial institutions often depend on a wide range of service providers and outsourcing arrangements. To ensure smooth operations and protect your interests, it’s crucial to have robust, well-documented commercial agreements in place.
At Legal & Prudential, we leverage our extensive knowledge of trustee and fund operations to guide our clients through every step of the process—from selecting providers to executing agreements that align with your business needs.
Our Expertise in Outsourcing Tenders & Contracts
We help superannuation fund trustees and financial institutions manage their outsourcing arrangements with confidence. Our services cover every stage of the process, including:
Administration Agreements – Crafting comprehensive agreements that set clear expectations and responsibilities between parties.
Financial Advice Services Agreements – Ensuring that the terms of financial advice services are aligned with your institution's goals and regulatory requirements.
Global Custody Agreements – Providing guidance on selecting and negotiating custody agreements with global custodians to safeguard your assets.
Securities Lending Agreements – Advising on the legal and operational aspects of securities lending arrangements, ensuring compliance and risk management.
Insurance Policies & Insurance Management Agreements – Drafting and reviewing insurance-related agreements to ensure coverage is adequate and compliant.
Non-Disclosure Agreements (NDAs) – Drafting and enforcing NDAs to protect sensitive information during negotiations or the execution of contracts.
Due Diligence on Providers – Conducting thorough due diligence on potential service providers to ensure they meet your requirements and regulatory standards.
Tenders & Requests for Proposals (RFPs) – Managing the tender process from start to finish, including requesting proposals, evaluating bids, and negotiating the best outcomes.
How We Help Your Organisation Succeed
Our team is dedicated to helping you structure and execute service provider agreements that not only meet legal and regulatory requirements but also enhance operational efficiency and minimise risks. Whether you’re looking to enter new outsourcing arrangements or streamline existing agreements, we work with you to:
Ensure clarity in all contractual obligations, protecting both parties and reducing the potential for future disputes.
Identify the best providers through a structured, objective tender process that ensures you select the right partner for your organisation’s needs.
Streamline negotiations to achieve favourable terms that align with your strategic goals, all while staying compliant with financial regulations.
Safeguard sensitive information through well-drafted NDAs that protect your organisation's intellectual property and confidential data.
Why Choose Legal & Prudential?
Industry Expertise: We have a deep understanding of the specific needs and challenges financial institutions face in managing service provider arrangements and contracts.
Tailored Guidance: We provide bespoke legal solutions that address your unique business requirements, whether you're negotiating complex global agreements or managing local outsourcing contracts.
Comprehensive Support: From provider selection to contract execution, we provide end-to-end support to ensure smooth and compliant service provider relationships.
If you’re wanting to get more from your outsourcing agreements, contact us today to learn how we can help you navigate the complexities of service provider contracts and ensure your agreements are legally sound and strategically aligned.