Create a bespoke document in minutes, or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Referral Agreement Contract
"I need a Referral Agreement Contract for my financial advisory firm in Sydney to establish a referral program with accounting firms, including commission structures of 15% and strict privacy compliance requirements, to be implemented by March 2025."
1. Parties: Identifies and provides full details of all parties to the agreement
2. Background: Explains the context and purpose of the referral arrangement
3. Definitions: Defines key terms used throughout the agreement
4. Appointment and Scope: Establishes the referral relationship and its scope
5. Referral Process: Details the mechanics of how referrals will be made and handled
6. Compensation and Payment Terms: Specifies referral fees, commission structures, and payment processes
7. Obligations of Referrer: Lists the duties and responsibilities of the referring party
8. Obligations of Recipient: Lists the duties and responsibilities of the party receiving referrals
9. Compliance Requirements: Outlines regulatory compliance obligations and required standards
10. Confidentiality: Addresses the protection of confidential information
11. Privacy and Data Protection: Specifies obligations regarding handling of personal information
12. Term and Termination: Sets out the duration and termination provisions
13. General Provisions: Standard legal provisions including governing law, notices, and interpretation
1. Non-Compete: Restrictions on competitive activities, used when protecting market position is crucial
2. Marketing and Branding: Guidelines for using parties' brands and marketing materials, needed when public promotion is involved
3. Training and Support: Details of any training or support provided, included when complex products/services are involved
4. Quality Control: Standards and monitoring processes, important for maintaining service quality
5. Dispute Resolution: Specific dispute handling procedures, useful for high-value or complex arrangements
6. Insurance Requirements: Specific insurance obligations, important for high-risk industries
7. Regulatory Compliance: Industry-specific compliance requirements, needed for regulated industries
8. Performance Metrics: Specific KPIs and performance standards, useful for performance-based arrangements
1. Schedule 1 - Commission Structure: Detailed breakdown of commission rates, tiers, and calculation methods
2. Schedule 2 - Referral Process Workflow: Step-by-step process flow for handling referrals
3. Schedule 3 - Approved Marketing Materials: List and examples of approved marketing materials and usage guidelines
4. Schedule 4 - Compliance Checklist: Detailed compliance requirements and verification processes
5. Schedule 5 - Service Level Standards: Specific service standards and response time requirements
6. Appendix A - Reporting Templates: Standard templates for regular reporting requirements
7. Appendix B - Contact Details: Key contact information for both parties
8. Appendix C - Privacy and Data Handling Protocols: Detailed procedures for handling personal and sensitive information
Authors
Applicable Laws
Business Day
Commencement Date
Confidential Information
Effective Date
Eligible Referral
Fees
Force Majeure Event
Intellectual Property Rights
Marketing Materials
Personal Information
Privacy Laws
Qualified Lead
Referral
Referral Fee
Referral Period
Referral Process
Referral Services
Referred Client
Representative
Services
Successful Referral
Term
Territory
Commission
Conversion
Customer
Data Protection Laws
Dispute
Documentation
Initial Term
Lead
Material Terms
Network
Performance Metrics
Products
Prospective Client
Regulatory Requirements
Related Entity
Relevant Industry
Service Level Standards
Termination Date
Trade Marks
Definitions
Interpretation
Appointment
Term
Exclusivity
Referral Process
Commission
Payment Terms
Obligations
Representations and Warranties
Compliance
Privacy
Confidentiality
Intellectual Property
Data Protection
Record Keeping
Reporting
Quality Control
Marketing
Non-Competition
Non-Solicitation
Termination
Force Majeure
Liability
Indemnification
Insurance
Assignment
Variation
Waiver
Severability
Entire Agreement
Notices
Governing Law
Dispute Resolution
Costs
GST
Relationship of Parties
Survival
Performance Standards
Audit Rights
Financial Services
Professional Services
Healthcare
Real Estate
Insurance
Legal Services
Information Technology
Management Consulting
Education and Training
Business Services
Property Services
Recruitment
Marketing and Advertising
Legal
Business Development
Partnerships
Compliance
Sales
Operations
Commercial
Marketing
Account Management
Risk Management
Finance
Customer Success
Business Development Manager
Partnership Manager
Legal Counsel
Compliance Officer
Sales Director
Channel Manager
Chief Executive Officer
Commercial Director
Operations Manager
Marketing Manager
Account Manager
Relationship Manager
General Counsel
Business Owner
Managing Director
Chief Commercial Officer
Find the exact document you need
Referral Agreement Contract
An Australian-law governed agreement establishing terms and conditions for business referral relationships, including compensation and compliance requirements.
Referral Partner Program Agreement
An Australian-law governed agreement establishing terms for referral partnerships, including compensation, processes, and compliance requirements.
Business Referral Fee Agreement
An Australian-law governed agreement establishing terms for business referrals and associated fee arrangements between a referrer and a company.
Exclusive Referral Agreement
An Australian law-governed agreement establishing exclusive referral arrangements between parties, including terms of exclusivity, referral processes, and compensation structures.
Buyer Referral Agreement
An Australian-law governed agreement establishing terms and conditions for business referral partnerships, including commission structures and mutual obligations.
Reciprocal Referral Agreement
An Australian-law governed agreement establishing mutual client referral arrangements between two parties, including referral processes and fee structures.
Loan Referral Agreement
An Australian agreement governing the relationship between a lender and referral partner for loan customer introductions, including regulatory compliance and commission arrangements.
Mutual Referral Agreement
An Australian law-governed agreement establishing terms and conditions for mutual client referrals between businesses, including commission structures and compliance requirements.
Introduction Fee Agreement
An Australian law-governed agreement establishing terms for paying fees for business introductions, including service scope, success criteria, and payment terms.
Download our whitepaper on the future of AI in Legal
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our Trust Centre for more details and real-time security updates.
Read our Privacy Policy.