Agency & Contracts·Agency Relationships

4.2 - Agency Relationships

  • OLD CAR fiduciary duties: Obedience, Loyalty, Disclosure, Confidentiality, Accounting, Reasonable Care — owed to CLIENTS only
  • Customer duties (to non-clients): honesty, fair dealing, material fact disclosure, fund accounting — NOT loyalty, confidentiality, or obedience
  • Agency types: seller's agent (full fiduciary to seller), buyer's agent (full fiduciary to buyer), dual agent (limited duties to both; written informed consent from both BEFORE beginning), designated agent (full fiduciary each; same firm; separate agents), transaction broker (no fiduciary; ministerial only)
  • Agency created by: express agreement, implied conduct, ratification
  • Agency disclosure: at first substantive contact; in writing; written acknowledgment from client
  • Agency ends: performance, expiration, mutual agreement, revocation, renunciation, death/incapacity, destruction

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