Mutual Referral Agreement Template for Indonesia

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Key Requirements PROMPT example:

Mutual Referral Agreement

"I need a Mutual Referral Agreement under Indonesian law between my technology consulting firm and a software development company, with specific provisions for data protection and a 5% referral fee structure, to be effective from March 1, 2025."

Document background
The Mutual Referral Agreement serves as a crucial legal instrument for businesses operating in Indonesia who wish to establish formal referral partnerships. This document is particularly relevant in today's interconnected business environment where strategic partnerships can significantly enhance market reach and business growth. It is designed to comply with Indonesian legal requirements, including the Civil Code (Kitab Undang-undang Hukum Perdata) and relevant business regulations. The agreement typically includes detailed provisions on referral mechanisms, commission structures, confidentiality obligations, and data protection requirements. It's commonly used when businesses want to leverage each other's networks and capabilities while maintaining legal compliance and protecting their interests. The document is especially important in regulated industries where formal documentation of business relationships is required.
Suggested Sections

1. Parties: Identification of the parties entering into the referral agreement, including full legal names, registration numbers, and addresses

2. Background: Context of the agreement, brief description of each party's business, and purpose of entering into the referral arrangement

3. Definitions: Definitions of key terms used throughout the agreement for clarity and legal certainty

4. Scope of Agreement: Description of the referral arrangement, including types of referrals covered and territorial scope

5. Referral Process: Detailed process for making and accepting referrals, including communication methods and timeframes

6. Compensation and Payment Terms: Structure of referral fees, payment calculations, payment schedule, and invoicing requirements

7. Obligations of Parties: Specific responsibilities and commitments of each party in the referral relationship

8. Representations and Warranties: Standard representations and warranties from each party regarding their capacity and authority

9. Confidentiality: Provisions protecting confidential information shared during the referral process

10. Term and Termination: Duration of the agreement and circumstances under which it can be terminated

11. Governing Law and Dispute Resolution: Specification of Indonesian law as governing law and dispute resolution mechanisms

12. General Provisions: Standard boilerplate clauses including notices, amendments, and entire agreement provisions

Optional Sections

1. Data Protection and Privacy: Detailed provisions for handling personal data, recommended when referrals involve sharing customer information

2. Non-Compete and Non-Solicitation: Restrictions on competitive activities, recommended for high-value or sensitive business sectors

3. Marketing and Branding: Guidelines for using each party's branding in referral activities, useful when public promotion is involved

4. Quality Control: Standards and metrics for referral quality, important for maintaining service standards

5. Training and Support: Provisions for training and supporting staff involved in referral process, useful for complex products/services

6. Compliance with Industry Regulations: Specific compliance requirements, necessary for regulated industries like financial services

7. Force Majeure: Provisions for unforeseen circumstances, recommended for long-term agreements or volatile markets

Suggested Schedules

1. Schedule A - Referral Fee Structure: Detailed breakdown of referral fees, commission rates, and calculation methods

2. Schedule B - Referral Process Flowchart: Visual representation of the referral process and procedures

3. Schedule C - Required Information for Referrals: List of mandatory information needed when making referrals

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

5. Appendix 1 - Contact Details: Key contact persons and their details for both parties

6. Appendix 2 - Service Level Agreement: Specific performance metrics and service standards if applicable

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

Financial Services

Technology

Healthcare

Professional Services

Real Estate

Education

Insurance

Telecommunications

Consulting

Retail

Tourism and Hospitality

Manufacturing

Relevant Teams

Legal

Business Development

Sales

Marketing

Compliance

Operations

Commercial

Partnerships

Strategy

Account Management

Relevant Roles

Business Development Manager

Partnership Manager

Legal Counsel

Chief Executive Officer

Commercial Director

Sales Director

Marketing Manager

Channel Manager

Compliance Officer

Operations Manager

Account Manager

Strategic Alliance Manager

Chief Commercial Officer

Business Strategy Manager

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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