Law of Agency and Representation: Acting for Others Without Getting Burnt

Acting on behalf of a client can expose you to serious legal risk if you don’t understand agency. This session explains how agency and representation work and how to protect yourself.

2 CPD units February 24, 2026 1 presenter

What will set you apart

By completing this course you will gain the following competencies

  • What agency and representation mean in law
  • When an agency relationship is created
  • The authority an agent has and where it ends
  • The duties and responsibilities of an agent
  • The legal risks of acting beyond authority
  • How liability can arise for agents and principals
  • How to protect yourself when acting for clients

Event breakdown

  • Introduction to agency and representation
  • How agency relationships are formed
  • Types of authority in agency
  • Duties and responsibilities of agents
  • Liability of agents and principals
  • Acting beyond authority and consequences
  • Implied authority and common risks
  • Protecting yourself through clear mandates
  • Professional boundaries and best practice
Category: Law and ComplianceType: CPD CourseCPD category: Other

Description

Accountants and business professionals often act on behalf of clients without fully realising the legal consequences. This session explains the law of agency and representation in simple, practical terms, focusing on everyday professional situations. Delegates will learn when an agency relationship exists, what authority an agent has, and how liability can arise if that authority is exceeded. The session highlights common risk areas, including implied authority and unauthorised actions, and explains how professionals can protect themselves through clear mandates and boundaries. Designed for professionals who interact with third parties on behalf of clients, this session helps delegates understand their legal position and avoid personal exposure. By the end of the session, delegates will be able to act with greater confidence and reduced legal risk.

Presenters

Heynes Kotze

Heynes Kotze — Heynes Kotze is the Head of Legal Services at CIBA and an admitted attorney of the High Court with rights of appearance in the superior courts. With extensive experience in litigation and legal advisory roles, Heynes specialises in guiding professionals through complex regulatory compliance (including FIC requirements) before issues arise. He is known for his creative problem-solving, helping firms turn compliance challenges into practical opportunities for growth.

You will earn a certificate

On successful completion you will receive a certificate for 2 CPD units in Other.

Requirements

  • Laptop, desktop, or mobile device with internet access
  • Microsoft Edge, Google Chrome, Safari, or Firefox browser