Marketing Referral Agreement Template for England and Wales

A Marketing Referral Agreement is a legal contract governed by English and Welsh law that establishes the terms and conditions under which one party (the referrer) will refer potential customers or clients to another party (the recipient) in exchange for compensation. The agreement covers commission structures, referral processes, data protection requirements, marketing guidelines, and compliance with UK regulations including GDPR and consumer protection laws. It defines the rights and obligations of both parties and includes provisions for tracking referrals, payment terms, and dispute resolution.

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What is a Marketing Referral Agreement?

A Marketing Referral Agreement is essential for businesses looking to formalize their referral partnerships under English and Welsh law. This document is particularly relevant in today's interconnected business environment where companies increasingly rely on partner networks for growth. The agreement provides legal protection for both parties while ensuring compliance with UK data protection, marketing, and consumer protection regulations. It typically includes detailed provisions on commission structures, referral processes, performance metrics, and data handling requirements, making it suitable for both B2B and B2C contexts.

What sections should be included in a Marketing Referral Agreement?

1. Parties: Details of the referrer and recipient companies, including registered addresses and company numbers

2. Background: Context of the agreement and brief description of the parties' business relationship

3. Definitions: Key terms used throughout the agreement, including 'Referral', 'Commission', 'Territory', etc.

4. Appointment and Scope: Terms of appointment and scope of referral services

5. Referral Process: Detailed process for making and tracking referrals

6. Commission Structure: Payment terms, calculation methods, and timing of commission payments

7. Obligations of the Parties: Responsibilities and commitments of both parties

8. Term and Termination: Duration of agreement and termination provisions

9. Data Protection: Compliance with GDPR and data protection laws

What sections are optional to include in a Marketing Referral Agreement?

1. Non-Compete: Restrictions on competing activities - used when protecting market position is crucial

2. White Labelling: Terms for rebranding services - used when services are being resold under different branding

3. Service Levels: Performance metrics and standards - used when specific performance criteria need to be met

4. International Provisions: Cross-border considerations - used when referrals involve multiple jurisdictions

What schedules should be included in a Marketing Referral Agreement?

1. Commission Schedule: Detailed breakdown of commission rates and tiers

2. Referral Process Flow: Step-by-step guide to the referral process

3. Marketing Guidelines: Approved marketing methods and materials

4. Data Processing Agreement: Detailed terms for handling personal data

5. Service Description: Detailed description of services being referred

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

England and Wales

Publisher

Genie AI

Document Type

Marketing Agreement

Cost

Free to use

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