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Our commercial customers are complaining about the number of agreements and forms that they need to sign. We are looking to create a Treasury Management Master Service Agreement that combines all of our bank’s agreements and product forms in one document. Do you have any recommendations for vendors that could provide such a document or template? – IBA Compliance Connection

IBA Compliance Connection

Your go to source for compliance!

Our commercial customers are complaining about the number of agreements and forms that they need to sign. We are looking to create a Treasury Management Master Service Agreement that combines all of our bank’s agreements and product forms in one document. Do you have any recommendations for vendors that could provide such a document or template?

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We asked the IBA’s Compliance Division Advisory Committee about their banks’ master services agreements, and two members responded that their agreements were prepared by outside legal counsel, not a forms vendor. However, if you are looking for an example, many banks’ master services agreements are available online. For your reference, we have linked three of them in the resources below.

For resources related to our guidance, please see: