Which of the following documents would delineate the services provided by a broker?

The Terms of Business Agreement (TOBA) is the relevant document that outlines the services provided by a broker. This formal agreement specifies the contractual relationship between the broker and the client, detailing the scope of services, responsibilities, and obligations of the broker in fulfilling the needs of the client regarding insurance procurement and risk management.

A TOBA typically includes essential information such as the services offered (e.g., risk assessment, policy advice, claims handling), fee structures, and the legal duties of the broker. By clearly setting out these elements, it helps establish expectations and standards of service, ensuring that both the broker and the client have a mutual understanding of their relationship.

The other options do not serve the purpose of delineating broker services. An insurer’s policy portfolio contains information about the insurance products offered by the insurer rather than the services of the broker. A client satisfaction survey gathers feedback on the service experience but does not specify those services. A financial statement of the broker details financial performance and stability but doesn’t outline the specific services provided to clients.