Consulting Referral Fee Agreement Template for Indonesia

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Key Requirements PROMPT example:

Consulting Referral Fee Agreement

"I need a Consulting Referral Fee Agreement for my Jakarta-based IT consulting firm to engage with individual tech professionals who will refer potential clients to us, with a tiered commission structure and exclusivity provisions for certain market segments."

Document background
The Consulting Referral Fee Agreement is essential for businesses operating in Indonesia's consulting sector who wish to formalize their referral network arrangements. This document is particularly relevant when consulting firms seek to expand their client base through third-party referrals while ensuring compliance with Indonesian regulations. The agreement sets out clear terms for referral fee calculations, payment structures, and service expectations, providing protection for both the consulting firm and the referrer. It incorporates necessary provisions to comply with Indonesian tax laws, anti-corruption regulations, and business licensing requirements. The document is commonly used when establishing new business relationships or formalizing existing referral arrangements in the Indonesian market.
Suggested Sections

1. Parties: Identification of the referrer and the consulting company, including their full legal names, registration numbers, and addresses

2. Background: Context of the agreement, explaining the consulting company's services and the referrer's role in introducing potential clients

3. Definitions: Key terms used throughout the agreement, including 'Referral', 'Successful Introduction', 'Referral Fee', and 'Qualified Client'

4. Scope of Referral Services: Detailed description of the referral services, including the process for making introductions and qualifying potential clients

5. Referral Fee Structure: Terms of payment, including fee calculation method, payment timing, and conditions for fee eligibility

6. Rights and Obligations: Specific duties and responsibilities of both parties, including quality standards and communication requirements

7. Payment Terms: Details of payment process, currency, tax implications, and invoice requirements under Indonesian law

8. Term and Termination: Duration of the agreement and conditions for termination by either party

9. Confidentiality: Obligations regarding confidential information and client data protection

10. Non-Solicitation: Restrictions on soliciting clients or employees during and after the agreement

11. Compliance with Laws: Commitment to comply with Indonesian laws, including anti-corruption and business regulations

12. Dispute Resolution: Process for resolving disputes, including jurisdiction and governing law provisions

13. General Provisions: Standard clauses including force majeure, severability, and entire agreement provisions

Optional Sections

1. Exclusivity: Optional clause defining whether the referrer has exclusive rights in certain territories or client segments

2. Training and Support: Include when the consulting company will provide training or materials to the referrer

3. Insurance Requirements: Include when specific insurance coverage is required for the referral activities

4. Marketing Guidelines: Include when the referrer will be conducting marketing activities using the consulting company's name or materials

5. Data Protection: Detailed section on data protection obligations when handling sensitive client information

6. Foreign Currency Provisions: Include when payments will be made in non-Indonesian currency

7. Non-Compete Clause: Include when restricting the referrer from working with competitors

Suggested Schedules

1. Schedule 1 - Referral Fee Calculation: Detailed breakdown of fee calculations, including percentages, tiers, and examples

2. Schedule 2 - Referral Process: Step-by-step procedure for making and qualifying referrals

3. Schedule 3 - Approved Marketing Materials: List of approved materials and guidelines for their use

4. Schedule 4 - Reporting Templates: Standard forms for tracking and reporting referrals

5. Schedule 5 - Territory Definition: Detailed description of any geographical or sector-based limitations

6. Appendix A - Required Documentation: List of documents required for processing referrals and payments

7. Appendix B - Contact Details: Key contact information for both parties for various purposes

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

Relevant legal definitions
Clauses
Relevant Industries

Management Consulting

Information Technology

Financial Services

Professional Services

Business Advisory

Human Resources

Strategy Consulting

Digital Transformation

Healthcare Consulting

Environmental Consulting

Education and Training

Legal Services

Relevant Teams

Legal

Business Development

Compliance

Finance

Operations

Sales

Partnerships

Contract Administration

Risk Management

Commercial

Relevant Roles

Business Development Manager

Managing Director

Legal Counsel

Compliance Officer

Partnership Manager

Chief Executive Officer

Operations Manager

Finance Director

Contract Administrator

Sales Director

Channel Manager

Relationship Manager

Chief Operating Officer

Business Consultant

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

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