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
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.
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
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
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
Agent
Agreement
Business Day
Commencement Date
Commission
Confidential Information
Effective Date
Force Majeure Event
Initial Term
Intellectual Property Rights
Lead
Material Breach
Minimum Performance Requirements
Notice
Personal Data
Principal
Products
Qualified Lead
Referral
Referral Fee
Referred Client
Renewal Term
Services
Successful Referral
Term
Territory
Trademarks
Transaction
Valid Referral
Scope of Authority
Territory
Exclusivity
Commission
Payment Terms
Referral Process
Performance Requirements
Representations and Warranties
Confidentiality
Data Protection
Intellectual Property
Non-Compete
Non-Solicitation
Term
Termination
Force Majeure
Assignment
Severability
Entire Agreement
Variation
Notices
Governing Law
Dispute Resolution
Indemnification
Insurance
Compliance with Laws
Record Keeping
Audit Rights
Marketing and Branding
Relationship of Parties
Third Party Rights
Survival
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
Legal
Business Development
Sales
Compliance
Commercial
Operations
Finance
Marketing
Partner Relations
Account Management
Risk Management
Strategic Planning
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
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.
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.
Referral Compensation Agreement
A Hong Kong law-governed agreement establishing terms, conditions, and compensation structure for business referral arrangements between parties.
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.