Areas of practice

FINANCIAL AND INSURANCE BROKERAGE

Legal advice to entities providing financial brokerage services is an important area of practice of the Law Firm. Our Clients include companies providing a wide range of services, from credit intermediation, including mortgage and cash loans, and investment intermediation to insurance brokerage. Specific problems of the industry include the principles of cooperation with partners, arrangement of franchise models, rules of settlement with financial institutions, tax problems, labour law, and personal data protection.

The Law Firm has experience in providing legal services to one of the largest financial and insurance intermediaries in Poland. Our lawyers have been involved in day-to-day legal services for the company, consultancy in relations with the business environment, including financial institutions, investment funds and brokerage houses, consultancy in the processes of selling the company, transactions related to databases, processes optimizing the activity from the point of view of settlement and tax systems.

 

Contact

Paweł Cioban

attorney-at-law

email: p.cioban@ostrowski-legal.net

mobile: +48 727 591 189

Let's talk

The team dealing with the specialization:

Paweł Cioban

attorney-at-law

Agata Chodkowska

attorney-at-law

Sylwia Benc

attorney-at-law

We offer:

  • preparing and issuing opinions on draft agreements within the scope of the current activity of Clients Within the scope of providing legal assistance services in the current activity of the Client, we offer preparing and issuing opinions on agreements concerning cooperation of the Client with banks and other entities providing financial services. Irrespective of that we offer support in drafting and issuing opinions on agency and brokerage agreements, marketing agreements, promotion regulations concerning financial products which our Clients mediate in granting.
  • legal support for complaints In the event of a complaint or claim concerning the service provided by our Client, we provide full support, starting with the analysis of the complaint, through the preparation of a response, attempts at an amicable conclusion of the case at the pre-litigation stage, as well as representation during possible litigation.
  • analysing and verifying model contracts in terms of prohibited contract clauses Our experience shows that many of our Clients are not aware of the existence of abusive clauses in the contractual models used by them. As part of our services, we analyse these patterns, identify prohibited clauses, and indicate the risks arising from the use of prohibited clauses.
  • representation of Clients before financial authorities Assistance of a professional attorney in proceedings before financial authorities undoubtedly leads to acceleration of proceedings and compliance with all the formalities required by law. We have repeatedly represented our Clients in proceedings before the Polish Financial Supervision Authority and other authorities. We know how to make our Partners sleep peacefully.

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