Updated Agreements

In line with Consumer Duty, all our agreements and statutory documents have been reviewed and improved in terms of layout, readability and ease of understanding. We recommend that firms start to use these now as they will aide outcome testing in relation to Consumer Understanding. Our Updated Agreements page provides more information about our latest versions.

Hard Copy Agreements

Our hard copy agreements are produced in paper format and include an individual carbon copy of each page. Where relevant, the required pre-contract disclosure document is also included at no additional cost. Documents are sold in quantities of 25, 50, 75 or 100 with bulk discounts available.

Electronic Agreements

Our electronic agreements are available exclusively to CCTA members and can be downloaded from the Member Hub. Members who purchase electronic agreements are provided with the most current versions, giving you the peace of mind that your agreements are fully compliant with the latest regulations.

Agreement Descriptions

This page includes a detailed list of all the agreements we offer, along with descriptions of each document and their order code. We would also be happy to discuss your requirements with you. However, as the decision is your responsibility, we urge you to see independent legal advice prior to purchase, if required.

Agreement Order Forms

Select the relevant order form to receive the appropriate discount. CCTA members receive a 30% discount on standard prices. RETRA members also receive a 10% discount. Non-members are welcome to place an order at our standard prices.

Frequently Asked Questions

Our Frequently Asked Questions page provides a comprehensive list of answers to queries relating to both our hard copy and electronic agreements. You will also find answers to general queries relating to ordering and delivery. If your query isn’t listed, please don’t hesitate to contact us.