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1. Parties: Identifies and provides full details of the referring party and the recipient party
2. Background: Explains the context of the agreement and the parties' intentions to enter into a referral arrangement
3. Definitions: Defines key terms used throughout the agreement including 'Referral', 'Referral Fee', 'Qualified Referral', etc.
4. Scope of Agreement: Outlines the nature and extent of the referral relationship between the parties
5. Referral Process: Details the specific procedures for making and accepting referrals
6. Referral Fees and Payment Terms: Specifies the compensation structure, payment timing, and calculation methods for referral fees
7. Obligations of the Referring Party: Lists the responsibilities and commitments of the party making the referrals
8. Obligations of the Recipient Party: Details the responsibilities and commitments of the party receiving the referrals
9. Confidentiality: Addresses the handling and protection of confidential information shared between parties
10. Data Protection: Ensures compliance with Hong Kong's Personal Data (Privacy) Ordinance
11. Term and Termination: Specifies the duration of the agreement and conditions for termination
12. General Provisions: Contains standard legal clauses including governing law, notices, and entire agreement
1. Non-Compete Clause: Used when parties wish to restrict competitive activities during and after the agreement
2. Marketing and Promotion: Include when parties need to specify how they can market or promote each other's services
3. Quality Control: Added when specific service quality standards need to be maintained
4. Training and Support: Include when one party needs to provide training or support to the other
5. Audit Rights: Used when parties want the right to verify referral calculations or compliance
6. Insurance Requirements: Include when specific insurance coverage is required for the referral activities
7. Dispute Resolution: Added when parties want to specify alternative dispute resolution methods
1. Schedule 1 - Referral Fee Structure: Detailed breakdown of fee calculations, tiers, and special cases
2. Schedule 2 - Referral Procedures: Step-by-step process flow for making and handling referrals
3. Schedule 3 - Approved Marketing Materials: Templates or guidelines for marketing and promotional materials
4. Schedule 4 - Data Processing Requirements: Specific procedures for handling personal data in compliance with privacy laws
5. Schedule 5 - Service Level Agreement: Performance metrics and service standards if applicable
6. Appendix A - Reporting Templates: Standard forms for tracking and reporting referrals
7. Appendix B - Contact Information: Key contacts and escalation procedures for both parties
Affiliate
Business Day
Commencement Date
Confidential Information
Data Protection Laws
Effective Date
Force Majeure Event
Initial Term
Intellectual Property Rights
Personal Data
Qualified Lead
Qualified Referral
Recipient
Referral
Referral Fee
Referral Notice
Referral Period
Referring Party
Renewal Term
Services
Successful Referral
Term
Territory
Trademarks
Working Hours
Appointment
Referral Process
Referral Fees
Payment Terms
Obligations and Duties
Representations and Warranties
Confidentiality
Data Protection
Intellectual Property
Non-Competition
Non-Solicitation
Term and Duration
Termination
Force Majeure
Assignment
Variation
Waiver
Severability
Entire Agreement
Notices
Third Party Rights
Governing Law
Dispute Resolution
Compliance with Laws
Record Keeping
Audit Rights
Marketing and Promotion
Relationship of Parties
Indemnification
Insurance
Service Standards
Performance Metrics
Territory Restrictions
Exclusivity
Financial Services
Professional Services
Technology
Real Estate
Insurance
Healthcare
Consulting
Legal Services
Education
Recruitment
Investment Management
Business Services
Legal
Business Development
Compliance
Sales
Partnerships
Commercial
Operations
Risk Management
Client Relations
Contract Administration
Business Development Manager
Partnership Manager
Legal Counsel
Compliance Officer
Chief Executive Officer
Commercial Director
Sales Director
Channel Manager
Relationship Manager
Chief Operating Officer
Head of Business Development
General Counsel
Managing Director
Partner (Professional Services)
Chief Commercial Officer
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