C.4  Duties and obligations of the broker

In providing the services under the contract, the broker must:

•  undertake a risk analysis;

•  provide, at their own expense, all materials, equipment and tools necessary to perform the services in line with the contract;

•  not interfere with, disrupt or hinder any of the principal's activities;

•  keep proper records of the time taken in supplying the services and give the principal copies of those records when asked;

•  use or copy the contract material and the principal's material only for providing the services and no other purpose;

•  use the principal's material only in line with conditions attaching to the that material's use-of which the principal or the principal's representative informs the broker;

•  keep the principal fully informed of all aspects of its performance of the services (including its safety and health performance), and when asked, discuss with the principal and the principal's representative the performance of the broker's obligations under the contract or the services;

•  if requested by the principal or the principal's representative, attend meetings arranged by the principal or the principal's representative to review the progress of, and any other matters related to, the services; and submit reports on the progress of the services at the frequency required, and in the format requested by the principal;

•  be responsible for the safekeeping and maintenance of all the principal's confidential information and intellectual property rights (except where confidential information and information on intellectual property rights has to be disclosed by the principal to insurers to comply with its statutory and common law duties of disclosure. In this case, disclosure is at the risk of the principal. However, the broker will require insurers to sign a confidentiality agreement in favour of the principal if the principal requires this.); and

•  take all steps necessary to protect the safety and health of people, and property at or in the vicinity of the site.