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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
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