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1. Parties: Identification and details of the parties entering into the agreement
2. Background: Context of the agreement and brief description of the parties' businesses
3. Definitions: Definitions of key terms used throughout the agreement
4. Appointment and Scope: Establishment of the referral relationship and its scope
5. Referral Process: Detailed process for making and accepting referrals
6. Compensation: Structure of referral fees, payment terms, and calculation methods
7. Obligations of the Referral Partner: Duties and responsibilities of the party making referrals
8. Obligations of the Service Provider: Duties and responsibilities of the party receiving referrals
9. Data Protection and Privacy: Compliance with FADP and handling of personal data
10. Confidentiality: Protection of confidential information exchanged between parties
11. Intellectual Property: Usage rights for trademarks, logos, and marketing materials
12. Term and Termination: Duration of agreement and termination provisions
13. Liability and Indemnification: Limitation of liability and indemnification obligations
14. General Provisions: Standard legal provisions including governing law, notices, and amendments
1. Non-Competition: Restrictions on competing activities, used when parties operate in similar markets
2. Marketing and Promotion: Guidelines for marketing the partnership, included when joint promotion is planned
3. Training and Support: Details of training provided to referral partners, included for complex service offerings
4. Quality Control: Standards and monitoring processes, included for regulated industries or sensitive services
5. Insurance: Insurance requirements, included when referrals involve high-value transactions or regulated activities
6. Audit Rights: Rights to audit referral records, included for high-volume or high-value partnerships
7. Minimum Performance Requirements: Performance targets and consequences, included for strategic partnerships
1. Schedule 1 - Compensation Structure: Detailed breakdown of referral fees, commission tiers, and bonus structures
2. Schedule 2 - Referral Process Flowchart: Visual representation of the referral process and procedures
3. Schedule 3 - Approved Marketing Materials: Pre-approved marketing content and usage guidelines
4. Schedule 4 - Data Processing Requirements: Detailed data handling procedures and FADP compliance requirements
5. Schedule 5 - Service Level Agreement: Performance metrics and service standards for handling referrals
6. Appendix A - Contact Details: Key contact information for both parties
7. Appendix B - Reporting Templates: Standard forms for referral tracking and reporting
Applicable Law
Business Day
Confidential Information
Commencement Date
Compensation
Customer Data
Data Protection Laws
Effective Date
Force Majeure Event
Initial Term
Intellectual Property Rights
Marketing Materials
Minimum Performance Requirements
Personal Data
Qualified Referral
Referral
Referral Fee
Referral Partner
Referral Process
Referred Customer
Renewal Term
Services
Service Provider
Successfully Converted Referral
Term
Territory
Trademarks
Scope
Term
Exclusivity
Referral Process
Compensation
Payment Terms
Performance Obligations
Representations and Warranties
Data Protection
Confidentiality
Intellectual Property
Marketing and Branding
Non-Competition
Non-Solicitation
Quality Standards
Compliance
Record Keeping
Audit Rights
Liability
Indemnification
Insurance
Force Majeure
Termination
Consequences of Termination
Assignment
Notices
Amendments
Severability
Entire Agreement
Governing Law
Dispute Resolution
Financial Services
Professional Services
Technology
Real Estate
Insurance
Healthcare
Management Consulting
Legal Services
Marketing and Advertising
Education and Training
Business Services
IT Consulting
Legal
Business Development
Sales
Compliance
Operations
Commercial
Partnerships
Marketing
Account Management
Strategy
Business Development Manager
Partnership Manager
Legal Counsel
Commercial Director
Chief Executive Officer
Sales Director
Operations Manager
Compliance Officer
Marketing Director
Channel Manager
Alliance Manager
Chief Commercial Officer
Business Strategy Manager
Account Manager
Chief Operating Officer
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