Agent Referral Agreement Template for Hong Kong

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Agent Referral Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Agent Referral Agreement

I need an Agent Referral Agreement for my Hong Kong-based fintech company where we'll pay commission to financial advisors who refer clients to our wealth management platform, with a tiered commission structure and strict data privacy provisions.

What is a Agent Referral Agreement?

The Agent Referral Agreement is essential for businesses operating in Hong Kong's dynamic commercial environment who wish to expand their client base through formal referral networks. This document is particularly relevant in today's interconnected business landscape where strategic partnerships and referral networks play a crucial role in business development. The agreement provides a legal framework for managing referral relationships, detailing commission structures, and protecting both parties' interests while ensuring compliance with Hong Kong's regulatory requirements. It is commonly used when companies want to incentivize external parties to refer business opportunities, establishing clear terms for commission payments, referral processes, and performance expectations. The document addresses key aspects such as data privacy compliance under Hong Kong's PDPO, commission calculations, payment terms, and dispute resolution mechanisms, making it an essential tool for businesses seeking to grow through structured referral programs.

What sections should be included in a Agent Referral Agreement?

1. Parties: Identification of the principal and the referring agent, including full legal names and registered addresses

2. Background: Context of the agreement, nature of the parties' businesses, and purpose of the referral arrangement

3. Definitions: Key terms used throughout the agreement, including 'Referred Client', 'Successful Referral', 'Commission', and 'Services'

4. Appointment and Scope: Terms of agent appointment, territory/market coverage, and scope of referral services

5. Referral Process: Detailed procedure for making referrals, including notification requirements and information sharing protocols

6. Commission Structure: Commission rates, calculation methods, payment terms, and conditions for commission eligibility

7. Obligations of the Agent: Agent's duties, responsibilities, and performance standards in making referrals

8. Obligations of the Principal: Principal's commitments regarding referred clients, service delivery, and commission payments

9. Confidentiality: Protection of confidential information and trade secrets

10. Data Protection: Compliance with PDPO and data handling requirements

11. Term and Termination: Duration of the agreement and circumstances for termination

12. Post-Termination: Rights and obligations that survive termination, including commission on pipeline referrals

13. General Provisions: Standard legal clauses including governing law, notices, and entire agreement

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

1. Non-Compete: Restrictions on agent's ability to refer to competitors, used when exclusivity is required

2. Training and Support: Details of any training or support provided by the principal, included when the referral process requires specific expertise

3. Marketing and Branding: Guidelines for use of principal's branding and marketing materials, included when agent will represent the principal's brand

4. Service Level Agreement: Specific performance metrics and standards, included for high-volume or specialized referral arrangements

5. Compliance Requirements: Industry-specific regulatory compliance obligations, included for regulated sectors like financial services

6. Insurance: Insurance requirements and liability coverage, included for high-risk or regulated industries

7. Dispute Resolution: Specific dispute resolution procedures, included for international arrangements or high-value contracts

What schedules should be included in a Agent Referral Agreement?

1. Commission Structure: Detailed breakdown of commission rates, tiers, and calculation methods

2. Referral Process Flowchart: Visual representation of the referral process and procedures

3. Required Referral Information: Template or list of mandatory information needed for each referral

4. Approved Marketing Materials: List or samples of approved marketing materials and usage guidelines

5. Territory/Market Definition: Detailed description of geographical or market segment coverage

6. Service Description: Detailed description of services covered by the referral arrangement

7. Data Processing Agreement: Detailed terms for handling personal data in compliance with PDPO

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 | Serial Founder & Legal AI Author

Clauses
Relevant Industries

Financial Services

Professional Services

Real Estate

Insurance

Banking

Management Consulting

Information Technology

Legal Services

Healthcare

Education

Business Services

Marketing and Advertising

Telecommunications

Wealth Management

Property Development

Relevant Teams

Legal

Business Development

Sales

Compliance

Commercial

Operations

Finance

Marketing

Partner Relations

Account Management

Risk Management

Strategic Planning

Relevant Roles

Business Development Manager

Sales Director

Channel Partner Manager

Legal Counsel

Compliance Officer

Commercial Director

Partnership Manager

Chief Executive Officer

Managing Director

Sales Manager

Marketing Director

Account Manager

Chief Commercial Officer

Operations Manager

Relationship Manager

Business Development Director

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Referral Agreement And Commission Agreement

A Hong Kong law-governed agreement establishing terms for business referrals and associated commission payments between parties.

find out more

Agent Referral Agreement

A Hong Kong law-governed agreement establishing terms and conditions for business referral arrangements between a principal and an agent, including commission structures and mutual obligations.

find out more

Referral Compensation Agreement

A Hong Kong law-governed agreement establishing terms, conditions, and compensation structure for business referral arrangements between parties.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

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.