Below is the official TAN agreement, upon completing and initialing the below agreement both parties will receive receive a pdf version to keep. Step 1 of 7 14% The Trusted Advisor Network (TAN) Local Director: Licence AgreementBy signing where indicated, you irrevocably agree that if the Trusted Advisor Network Pty Ltd in Australia and Trusted Advisor Network Ltd in NZ (the “Company” or “we/us/our”) approves your Application to operate as a Licensee, then this Licence Agreement (the “Agreement” or “TAN Licence”) automatically becomes a binding contract between the Licensee (“you/your”) and the Company, and applies to your use of the TAN Licence to operate as a Business Advisor using TAN licensed products, services and intellectual property. As “Local Director” you’ll be allocated a Facebook page for marketing yourself to your Locality/ Area that we will confirm in writing via email by us upon signing of this Agreement (“Approved Locality” or “Locality”). The Company and the Licensee are the Parties referred to in this Agreement. Each Locality will have no more than two Local Directors, unless you obtain consent from us to recruit further Licensees to operate in your Locality (known as a “Firm”). This Agreement is for a single Licence only. By signing where indicated, you acknowledge that you have read, agree to and accept all terms and conditions contained in this Agreement. From the date of acceptance as a TAN Licensee, we will provide you with access to our Intellectual Property and remain the rightful owner of its copyright, know-how, show-how, any patents, website content, structure and data, Company domain names, software processes & calculations, third party contact lists, manuals & materials (including web videos), Company branding including all trademarks, logos and copyright material of both TAN and The Local Business Network “TLBN” (TLBN being a legacy brand that we no longer promote), social media content and/or pages, presentation material (including all PowerPoints/Slide Decks and Workbooks and/or Worksheets), marketing materials (both printed and on-line), marketing methodologies (including but not limited to the process of conducting interviews with local business owners and posting their responses on Company run social media platforms known as ”Business Features”), Group Coaching meeting formats and their associated terminology (including but not limited to ClassRoom, BoardRoom and WorkRoom), and any other intellectual property that we deem as our own (the “Intellectual Property”, “IP” and/or “Program”). All use of our Intellectual Property in any capacity must be done so only by a party holding a current License Agreement with TAN. By completing the Application and signing where indicated, you agree to complete a Bank Transfer to the amount as per terms noted on Page 7 of the Agreement, for the One-Off Set-Up referred to as the “Establishment Fee”. The Establishment Fee is a one-off fee to initiate the TAN Associate Membership period, which provides access to the TAN Network, Program Material, Intellectual Property, Training Systems, weekly Webinars, the TAN/TLBN Vault, initial branding regarding TAN, TAN Facebook Page(s), websites, email addresses, business cards, associated marketing collateral and attending the TAN monthly Launch Training days. This payment also builds your branding profile to launch your new role as a Local Director in your chosen Locality. Payment of the Establishment Fee triggers the commencement of the Associate Membership and the acceptance of this Agreement. Associate Membership is defined as the period of time commencing from the date of signing this Agreement and concluding 90 days after attending your initial designated Launch Training Day (as outlined on Page 7 of this Agreement). Launch Training includes access to any subsequent monthly Launch Training Days (for the purpose of receiving additional training and support). Upon signing this Agreement we will work with you at no cost until your initial designated Launch Training Day thereby allowing you to launch your business immediately. During the 90-Day Associate Membership, the objective of both Parties is to work together with the intention of signing one or more Premium 1-on-1 clients, at which point you can decide to continue together by joining with TAN with Full Membership (with its associated ongoing membership fees as outlined on Page 7 of this Agreement). Therefore, at the completion of the Associate Membership period, the Licensee has the option to: A) Commence with Full TAN Membership, or... B) Terminate the Agreement and cease operating under TAN and its Intellectual Property (complying with all parts of this Agreement that survive termination), or... C) Extend the Associate Membership Period in lieu of joining TAN with Full Membership, subject to agreement by us. Upon termination, there are no further payment obligations to us. The Licensee is required to nominate in writing (via email) their intention regarding Option A ,B or C (above) any time up to the completion of the Associate Membership Period. Upon commencing your TAN Associate Membership, you agree to 3 x monthly payments to our nominated bank account via the Company’s nominated payment gateway (PaySmart) subject to the Company approving your Application to operate the Licence as an Associate Member (according to the dates and financial obligations detailed on Page 7 of this Agreement). Full TAN Membership allows members to access to all client-facing Intellectual Property and Program Material including but not limited to TAN proprietary software, all Group Coaching program material, all 1-on-1 Program Material, additional printed marketing collateral (e.g. pull-up signs for launching any Group Coaching programs etc), additional prospecting and nurturing systems together with any other systems, programs and/or opportunities that we develop and make available. The initial TAN Membership Term is 24 x Monthly Payments from the commencement of Full TAN Membership, following the Associate Membership Period. Both Parties understand and agree that the purpose of offering and accepting TAN Associate Membership is twofold: A) To provide a pathway to Full TAN Membership, and B) To provide an opportunity for the Licensee to experience the business coaching consulting industry. Therefore, both Parties agree to work in good faith over the Associate Membership period to secure clients for the Licensee with the intention of the Licensee continuing a commercial relationship with Full TAN Membership. The purpose of stating this intention is to prevent Licensees leaving TAN after the Associate Membership period and continuing to operate as coaches/consultants after being exposed to TAN IP and support. Once you have Full TAN Membership, if you decide to terminate the Agreement for any reason, you will give the Company a 30-day notice period in writing providing the term of your Licence has... THE TRUSTED ADVISOR NETWORK (TAN) Terms & Conditions Continued... elapsed (“Term”). Furthermore, you agree that if you are accepted as a Licensee with Full Membership, you are responsible for full payment of the fees for the entire Term of the Licence (24 monthly payments), regardless of whether you actually use the Program or not. To further clarify our policy on membership fees; no refunds will be issued, no payments will be waived and all monthly payments must be paid on a timely basis. Upon termination, you will return all of the Company’s Intellectual Property (e.g. branded marketing collateral) to the Company and delete all electronic files either originated or modified from the Company’s Intellectual Property stored on your computer and/or device and your rights to operate any part of the Program or use any of the Intellectual Property under this Agreement will cease immediately. The sole exception for early termination is the Licensee suffering ill health or extenuating physical circumstances thereby being unable to service clients. In such an event, the Licensee must seek relief from us to pause or terminate their membership that we cannot unreasonably withhold.Initial* The Trusted Advisor Network (TAN) Terms & Conditions Continued...The Locality provided by the Company is designed to contain a minimum of 7,000 businesses. The purpose of defining a Locality is merely to have a local focus for Direct Marketing purposes. Direct Marketing refers to all activities to generate leads to either attend presentations promoted or presented by the Licensor and/or to provide marketing activities such as “Business Features” to promote local businesses on the Company supplied social media platform. It is noted and agreed that due to the nature of both on-line and off-line marketing activities that fall outside of Direct Marketing, it is impossible to prevent leads being acquired that may be located outside the Locality (such as from referrals and/or joint venture leads etc). Therefore, all TAN Licencees are entitled to sign up clients from any location at any time regardless of their Locality. TAN members practice an ‘abundance’ mindset and acknowledge there are far too many businesses for any single coach to have as clients. It is therefore agreed and accepted that TAN members who share similar areas may from time to time have leads that are approached by both members. This is acceptable to all parties due to a prospect’s choice to respond to one approach rather than another will be based on many variables such as timing or situational reasons. TAN members are invited to collaborate together to ensure this abundance mindset is working in practise. If there are any issues around protectionism of leads the matter should be referred to the licensor. In the event of any lead that results in a dispute between or amongst Licensees, it should be resolved by the Licensees concerned without intervention from us. All we ask is for common courtesy to prevail in the event of any such dispute. The Company will offer resolution as a last resort in the event that the Licensees are unable to reach an agreeable outcome and our decision will be final. The Licence granted by us is for a single (one) non-transferable right to operate as a Business Advisor/Local Director, to use TAN Intellectual Property and offer membership and advisory services to business owners. The Licensee cannot grant these rights to any other party. We reserve the right to make reasonable changes from time to time to the Program with the intention of providing the best experience possible for Licensees, their clients & Group Coaching Members. If the Licensee terminates the Agreement then the Company has the right to replace the Licensee as Local Director for any Group Coaching Clients. This provision is to ensure Group Coaching Members continue to receive the Program they have purchased. The Licensee has no claim to ownership of their Group Coaching clients as a result of their termination and may not induce any past or present Group Coaching members to join an alternative group that would compete in any way with TAN. Furthermore, the Licensee may not set up, continue to operate or establish a group of business owners whether for coaching or networking purposes for a period of 12 months following termination. However, the Licensee is entitled to continue to coach individual clients that have been gained while operating under this Agreement. In the case of a breach of any Terms & Conditions of this Agreement or a dispute between the parties that cannot be resolved by mutual agreement, we will seek mediation. To date, TAN has never had a dispute that has escalated. However, to protect the culture of our organisation we need to have provision if this was ever to happen. Therefore, neither Party to this Agreement may start arbitration or court proceedings for any dispute arising from this Agreement without first notifying each other (giving details of the dispute) and making every attempt to resolve the dispute amicably in the first instance.If the Parties are unable to resolve the dispute within 21 days of notification, a mediator may be appointed. If the Parties don’t agree on the mediator, one will be appointed by a neutral legal entity according to local bylaws. The role of any mediator is to assist in negotiating a resolution of the dispute. A mediator may not make a binding decision that has not been agreed to by both Parties in writing. All matters arising from mediation, arbitration or court proceedings must be kept confidential and neither Party may discuss, disclose or comment on any such matters on-line nor off-line. Each Party will bear their own costs involved with settling a dispute and both Parties must bear equally any costs associated with engaging a mediator. The Company will provide the Licensee with a Facebook page for marketing purposes. In addition, we will exclusively set up, manage and maintain a website and all associated social media pages to promote, inform and communicate with prospective and existing clients and/or members. Further to any marketing initiatives, the Local Director will be required to do additional canvassing and/or presentations at the initial launch of a Group and for the ongoing growth of your Premium Clients and any Group Coaching Members. We reserve the right to invest membership fees into marketing programs that are deemed as best for growth of the Group to optimise the postcode(s) in your Area. At all times both the Company and the Licensee will engage in activities that support the growth of TAN. The Company will own, manage and operate a database of business owner contacts (“Contacts”) collected via Company Facebook sites and/or any CRM system with the purpose of group marketing and/or communication with the Contacts. This does not prevent the Licencee being able to market to those contacts that they have collected details for. At all times the Licencee is able to download their database of contacts meaning they have full access and ownership of their own database. All nurturing of Contacts will be undertaken by a combination of the Company and the Local Director to ensure effective promotion of events and delivery of the Program being operated in the Locality. All operating costs associated with any Group Coaching membership will be supplied by you including A4 workbooks printed for the ClassRoom, BoardRoom and WorkRoom(or any other formats or Workbooks and/or Worksheet determined by us). Licensees are responsible for their own use of the resources that are provided as part of the Program. We are not responsible to you or any third party for any liability whatsoever (including but not limited to any financial liability) resulting from either being a member of, or operating a Group Coaching program or from providing any services to Premium 1-on-1 clients. THE TRUSTED ADVISOR NETWORK (TAN) Terms & Conditions Continued... As Local Director, should you launch a Group Coaching program you’ll share with the Company the first $75 per group coaching client per month of the coaching/membership fees with the residual retained by the Licensee (e.g. the remaining $420 if Group membership is $495 or $920 if Group Premium membership). Initial* The Trusted Advisor Network (TAN) Terms & Conditions Continued...This allows for any additional fee charged by the Licensee to operate Premium formats to be at your discretion and advantage. The fee paid to the Company provides the Licensee with all ongoing services such as managing the social media platform, ongoing printing needs for the group, event marketing and graphics etc. Venue costs are payable from the Local Director’s portion of the fee. Also, printed workbooks (that are able to be printed through a standard A4 printer) for ClassRoom, BoardRoom or WorkRoom formats and any other AV costs are likewise payable by the Local Director. Additional fees levied to Group Coaching members for such expenses as food and beverage can be determined by the Local Director (although breakfast is not a recommended option). The Licence Agreement includes standard website, web assets and social media platform as presented. Any variations required will be charged at best available rate (standard rate $60 +GST per hour). By signing where indicated, you agree that the Company may, at its discretion, terminate this agreement and limit, suspend, or terminate your Licence to Operate the Program without refund or forgiveness of remaining monthly payments if you use or modify the Program without approval from the Company, or if you impair the participation of Program instructors or other participants/Licensees in the Program or breech this Agreement in any way that cannot first be settled by discussion and/or mediation. By signing overleaf, you agree (1) not to infringe any the Company’s Intellectual Property rights, (2) you agree not to disclose such information to any other person or use it in any manner other than in discussion with other Program participants during Program sessions. (3) You agree that the Company’s Intellectual Property can only be used between you and your prospective clients, and it cannot be shown to any third party who may be in competition with the Company. (4) Any Intellectual Property which relates to the website data and/or software cannot be tampered with or reverse engineered by you or any third party, (5) You agree that you will not during the Agreement or after it use or teach the sales technique (including but not limited to all proprietary educational Models) to any other party. By signing overleaf, you further agree that (6) all information provided to you by the Company is confidential and the Intellectual Property of the Company may only be used by you as authorized by the Company, and (7) the reproduction, distribution and sale of the Intellectual Property by anyone but the Company is strictly prohibited. Further, by signing where indicated, you agree that, if you violate, or display any likelihood of violating, any of your agreements contained in this paragraph, the Company and/or any other Programparticipant(s) will be entitled to injunctive relief to prohibit any such violations to protect against the harm of such violations. As Local Director you will also have access to the Hourly Rate Challenge (HRC) Programme which operates on a revenue share “wholesale/retail” basis. Each HRC programme is available as a one-off purchase via the nominated TAN gateway for AUD $750+GST to launch the HRC programme. The Local Director can choose the retail price and payment options for their client, e.g. a one-off upfront payment, or split over two or more months. The payment to TAN to launch a client on the HRC is not connected to the payment received by the Local Director for their sale of the HRC. If you are a First Time Coach, you have the right to terminate this Agreement at the end of the first 6 months of Full TAN Membership Payments (called “the Parachute Clause”). If you wish to enact the Parachute Clause, you must give one month’s notice and pay a “Termination Fee” equivalent to one month of Licence fees in order to terminate your agreement. In addition, you must have any outstanding payments owned to the Company fully settled. The Parachute Clause is only available to First Time Coaches to prevent existing coaches from entering our network for the minimum period of 6 months, and then terminating their agreement having been exposed to all the Company’s Intellectual Property. Likewise, if you have indicated that you are a First Time Coach (overleaf) and wish to enact the Parachute Clause, then you agree to a Restraint of Trade (“ROT”) in the Business Advisory industry for a period of 12 months after the date of Termination. To be clear, there cannot be any coaching, consulting or advisory services sold, or commencement or initiation or continuation of any Group Coaching Program, or networking format or variation of the Company’s networking or coaching formats or any Program material whatsoever that are part of the Company’s Intellectual Property, by a Licensee who has terminated their agreement under the Parachute Clause. The sole exception to the ROT is for services/clients that were part of your income prior to signing the Agreement. If a Licensee who has terminated is found to be in breach of their ROT, the Company will be entitled to injunctive relief with all legal costs payable by the Licensee. We have made every effort to accurately represent the Program and its potential. Any testimonials and examples used are not intended to represent or guarantee that anyone will achieve the same or similar results. Each individual’s success depends on many factors, including his or her background, dedication, desire, and motivation. By signing where indicated, you acknowledge that as with any business venture, there is an inherent risk of loss of investment and there is no guarantee that you will earn any money as a result of your participation in the Program. You are responsible for your own use of the Program as provided. The Company is not responsible to you or any third party for any liability whatsoever resulting from your use of any part of the Program. By signing overleaf, you also acknowledge that you have represented to the Company that payment of your Program membership fees will not place a significant financial burden on you or your family. The Company is not qualified to provide legal, tax, accounting or financial advice, and the information provided to you by us is not intended as such. You should refer all legal, tax, accounting, and financially related inquires to appropriately qualified professionals.Initial* Specification Sheet: Exactly What You Get As A TAN MemberThe Specification Sheet below defines and lists the TAN Program Material and Intellectual Property referred to later in this Agreement. This includes all financial Rights and Obligations to use the TAN System. If any of these items are unclear either now or once you join TAN, please refer to the Licensor immediately.What's Included Initial Launch Training Intensive for operating TAN Coaching/Consulting Business System: ✓ Associate Membership Period of 90 days from Launch Training (3 monthly payments) Term of Licence (Starting from completion of Associate Membership period) 24 Months then UFN Pre-training program with online learning management system ✓ Launch Coach for duration of 90-day launch window ✓ Ongoing Monthly Licence Fee to Operate TAN System for Term of Licence (24 months minimum then UFN) On-line Marketing with Website and Email address ✓ Branding package including Business Cards & Marketing Collateral ✓ Use of CRM system with customised marketing templates and ongoing lead management ✓ Social Media Setup Including Branding and graphics ✓ TAN Webinar Support Package (weekly training webinar on Mondays) ✓ TAN Members Only Facebook Group ✓ Red Carpet Pipeline Sales System including all Proprietary Models ✓ The Vault On-line Resource with Videos, Coach and Client Resources ✓ Presentation Workshops for Marketing and JV Events ✓ Continuity Group Coaching Program Format with 12-month Calendar ✓ ClassRoom, BoardRoom, WorkRoom formats incl Slide Decks & Workbooks ✓ Upgrade System from Group Coaching to 1:1 Premium Client Program ✓ Software for use with Prospects to determine ongoing fee engagement ✓ Other Fees and/or Income Splits Exclusive Software (incl Optimiser, Plan Builder, Task Manager, Review, Dashboard) $50/m/client 2 Conferences Provided per Year (attendance is required for ongoing training) $280/conference Group Client Income: Revenue Share (Us/You) $75/ $420+ Leader Program Formats including 1-on-1 and Group Sessions (DISC Profiles provided @ $75 each, you deliver Leader Programs @ $295+) ✓ Hourly Rate Challenge (HRC) @ $750 +GST per seat RRP $2,990 - $5,000 +GST +GST in Local CurrencyInitial* TAN Licence Agreement I hereby agree to all the applicable terms and conditions of the TAN Licence AgreementName* Business Name (if available) Preferred Phone*Postal Address* Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Email Address* Date of Birth (required for Paysmart)* Month Day Year Payment Details Launch Training Dates: As Directed by TAN First Time Coach* Yes No Payment Details Launch Training Dates:As directed by TAN One-Off Set-Up Fee:Establishment Payment: $1,950 + GST Payment Methods:Direct Pymt for Establishment Fee | Direct Pymt for Establishment Fee | Monthly Membership via Credit Card TAN Associate Monthly MembershipLocal Director $1,000 + GST per month for 3 months TAN Full Monthly MembershipLocal Director $1,975 + GST for minimum 24 months Monthly Licence Fees Start Date:Upon attending the initial nominated Launch Training Day Trusted Advisor Network P/L:BSB 014-527 Account # 4560 56491 (Australia) Trusted Advisor Network Ltd:Westpac 03 0406 0001994 00 (New Zealand) Your Bank Account Details (for PaySmart Direct Debit for Full Membership+)Account Name* BSB Number (Australia Only) Account Number * All Amounts above are in local currency and excl GST | +On joining TAN with Full Membership after 90 Day Launch PeriodDate Month Day Year Declaration: I hereby agree to all the terms and conditions of the TAN Licence Agreement