Review the delivery model
We examine the roles of the platform, licensed partners and technology suppliers. Important questions include who provides the regulated service, who communicates with the customer and who handles complaints or service failures. Responsibilities should be reflected consistently across the customer journey and signed agreements.
- Partner and supplier responsibility mapping
- Terms for platform access and service delivery
- Review of customer communications and disclosures
Build commercial relationships on clear terms
Fintech partnerships can involve data sharing, integration work, subcontractors and dependencies on external permissions. We help review the allocation of risk and identify obligations that the business can realistically perform. Negotiations should address how the relationship works when conditions change.
- Service levels and change-management procedures
- Intellectual property and data-use provisions
- Exit, transition and termination arrangements
Plan the next stage of growth
We can help assess the legal consequences of adding features, entering another market or changing a key provider. Local advice in another jurisdiction may be necessary and should be separately coordinated. Share your proposed business model and immediate commercial decision with us so that the engagement can focus on the questions most relevant to implementation.
Your questions, answered
Can a licensed partner cover every activity of our platform?
Not necessarily. The allocation of roles and the actual services must be assessed; a commercial partnership does not automatically extend another entity's permissions.
Do you provide software development?
Our work concerns legal, contractual and regulatory matters. Technical development and security testing require appropriately qualified providers.
General service information. The scope and provider of professional services are agreed in a separate engagement. Read our regulatory guide.