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1. Parties: Identification of the referring party and the recipient party, including full legal names and registered addresses
2. Background: Context of the referral relationship and brief description of the parties' businesses
3. Definitions: Key terms used throughout the agreement, including 'Referral', 'Referral Fee', 'Successful Referral', etc.
4. Scope of Agreement: Details of the referral arrangement, including types of referrals covered and territories
5. Referral Process: Step-by-step process for making and accepting referrals, including communication protocols
6. Compensation Terms: Structure and calculation of referral fees, payment terms, and conditions for payment
7. Obligations of the Referring Party: Responsibilities including quality of referrals, disclosure requirements, and compliance obligations
8. Obligations of the Recipient Party: Responsibilities including handling of referrals, reporting, and service standards
9. Confidentiality: Protection of confidential information exchanged during the referral process
10. Data Protection: Compliance with PDPO and handling of personal data in referrals
11. Intellectual Property: Protection and usage rights of each party's intellectual property
12. Term and Termination: Duration of agreement and circumstances for termination
13. General Provisions: Standard clauses including governing law, notices, and entire agreement
1. Non-Solicitation: Prevents parties from directly soliciting each other's clients or employees - include when dealing with competitive businesses
2. Exclusivity: Terms for exclusive referral arrangements - include when parties agree to exclusive referral rights
3. Marketing and Promotion: Guidelines for marketing the referral relationship - include when public promotion is intended
4. Training and Support: Details of any training or support provided - include when technical or specialized referrals are involved
5. Dispute Resolution: Specific dispute resolution procedures - include when parties prefer alternative dispute resolution methods
6. Insurance Requirements: Specific insurance coverage requirements - include when referrals involve high-risk activities
7. Compliance with Industry Regulations: Specific regulatory compliance requirements - include for regulated industries
1. Schedule 1 - Referral Fee Structure: Detailed breakdown of fee calculations, tiers, and special cases
2. Schedule 2 - Referral Process Flowchart: Visual representation of the referral process and timeline
3. Schedule 3 - Reporting Templates: Standard forms for referral submission and tracking
4. Schedule 4 - Service Level Agreement: Specific performance metrics and service standards
5. Appendix A - Data Processing Agreement: Detailed terms for handling personal data in compliance with PDPO
6. Appendix B - Approved Marketing Materials: Pre-approved templates and guidelines for promotional activities
Applicable Law
Business Day
Commencement Date
Confidential Information
Data Protection Laws
Effective Date
Excluded Referral
Force Majeure Event
Group Company
Intellectual Property Rights
Material Breach
Minimum Service Standards
Personal Data
Potential Client
Qualifying Referral
Recipient Party
Referring Party
Referral
Referral Commission
Referral Fee
Referral Information
Referral Period
Referral Process
Referral Territory
Related Company
Services
Successful Referral
Term
Territory
Appointment
Scope of Services
Referral Process
Compensation
Payment Terms
Obligations
Representations and Warranties
Confidentiality
Data Protection
Intellectual Property
Non-Competition
Non-Solicitation
Term and Duration
Termination
Force Majeure
Indemnification
Limitation of Liability
Insurance
Assignment
Amendments
Notices
Entire Agreement
Severability
Waiver
Governing Law
Dispute Resolution
Compliance with Laws
Anti-Bribery
Third Party Rights
Counterparts
Financial Services
Professional Services
Real Estate
Insurance
Technology
Healthcare
Education
Consulting
Legal Services
Recruitment
Banking
Wealth Management
Business Services
Legal
Compliance
Business Development
Sales
Partnerships
Commercial
Operations
Risk Management
Marketing
Finance
Business Development Manager
Partnership Manager
Legal Counsel
Compliance Officer
Commercial Director
Sales Director
Channel Manager
Chief Executive Officer
Chief Operating Officer
Relationship Manager
Alliance Manager
Head of Business Development
General Counsel
Head of Partnerships
Managing Director
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