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Referral Partner Agreement

Referral Partner Agreement Template for Indonesia

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Key Requirements PROMPT example:

Referral Partner Agreement

"I need a Referral Partner Agreement under Indonesian law for my fintech company to engage independent financial advisors who will refer small business customers to our lending platform, with a tiered commission structure based on loan size."

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Document background
The Referral Partner Agreement is essential for businesses operating in Indonesia who wish to expand their customer base or market reach through strategic partnerships. This document is particularly relevant in today's interconnected business environment, where companies increasingly rely on partner networks for growth. The agreement provides a legal framework compliant with Indonesian laws, including Law No. 7 of 2014 on Trade and Law No. 27 of 2020 on Personal Data Protection. It defines the terms under which partners can refer customers, sets commission structures, establishes data handling protocols, and outlines compliance requirements. This type of agreement is commonly used by companies seeking to establish formal referral networks, manage partner relationships, and ensure regulatory compliance while protecting both parties' interests in the referral process.
Suggested Sections

1. Parties: Identification of the principal company and the referral partner, including registration details as required by Indonesian law

2. Background: Context of the agreement and brief description of the business relationship

3. Definitions: Key terms used in the agreement, including 'Referral', 'Qualified Lead', 'Services', and 'Commission'

4. Appointment and Scope: Terms of appointment of the referral partner and scope of referral services

5. Referral Process: Detailed process for making and tracking referrals, including qualification criteria

6. Partner Obligations: Responsibilities and commitments of the referral partner

7. Company Obligations: Responsibilities and commitments of the principal company

8. Commission Structure: Details of referral fees, calculation methods, and payment terms

9. Intellectual Property: Protection and usage rights of trademarks, logos, and marketing materials

10. Confidentiality: Protection of confidential information and trade secrets

11. Data Protection: Compliance with Indonesian data protection laws and data handling requirements

12. Term and Termination: Duration of agreement and termination provisions

13. General Provisions: Standard legal clauses including governing law, dispute resolution, and notices

Optional Sections

1. Training and Support: Used when the company provides specific training or support systems to partners

2. Marketing Guidelines: Include when partners are allowed to conduct marketing activities

3. Performance Targets: Used when implementing specific referral targets or KPIs

4. Territory Restrictions: Include when partners are assigned specific geographic areas

5. Non-Compete: Used when restricting partner's ability to work with competitors

6. Insurance Requirements: Include when partners need to maintain specific insurance coverage

7. Compliance with Anti-Corruption Laws: Detailed section when dealing with government contacts or high-risk sectors

8. Online Referral Platform: Include when using specific online tools or platforms for referral management

Suggested Schedules

1. Commission Structure: Detailed breakdown of commission rates, tiers, and calculation methods

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

3. Approved Marketing Materials: Templates and guidelines for permitted marketing activities

4. Service Description: Detailed description of products/services eligible for referral

5. Reporting Templates: Standard forms for referral tracking and commission calculations

6. Data Processing Requirements: Specific procedures for handling customer data in compliance with Indonesian law

7. Territory Map: If applicable, geographical boundaries for referral activities

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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Agreement
Applicable Laws
Business Day
Commissioning Company
Commission
Confidential Information
Customer
Data Protection Laws
Effective Date
Force Majeure
Intellectual Property Rights
Lead
Marketing Materials
Parties
Personal Data
Products
Qualified Lead
Referral
Referral Fee
Referral Partner
Referral Period
Services
Successful Referral
Territory
Term
Trademarks
Valid Claim
Proprietary Information
Business Opportunity
Contract Value
Conversion
Customer Data
Referral Code
Referral Link
Referral Platform
Performance Metrics
Commission Period
Payment Terms
Marketing Guidelines
Intellectual Property
Non-Compete Obligation
Qualified Transaction
Referral Process
Service Level Requirements
Target Market
Trade Secrets
Training Materials
Clauses
Appointment
Scope of Services
Referral Process
Commission
Payment Terms
Partner Obligations
Company Obligations
Exclusivity
Non-Compete
Confidentiality
Data Protection
Intellectual Property
Representations and Warranties
Limitation of Liability
Indemnification
Term and Termination
Force Majeure
Assignment
Compliance with Laws
Anti-Corruption
Marketing and Promotion
Audit Rights
Dispute Resolution
Governing Law
Notices
Entire Agreement
Amendment
Severability
Territory
Performance Requirements
Training and Support
Reporting Requirements
Service Levels
Insurance
Relationship of Parties
Relevant Industries

Financial Services

Technology

Professional Services

Real Estate

Insurance

Telecommunications

Education

Healthcare

Manufacturing

Retail

Consulting

E-commerce

Tourism and Hospitality

Relevant Teams

Legal

Business Development

Sales

Compliance

Finance

Operations

Marketing

Partner Relations

Commercial

Account Management

Relevant Roles

Business Development Manager

Partnership Manager

Sales Director

Channel Manager

Chief Commercial Officer

Legal Counsel

Compliance Officer

Marketing Director

Operations Manager

Account Manager

Partner Success Manager

Chief Executive Officer

Chief Financial Officer

Business Owner

Relationship Manager

Industries
Indonesian Civil Code (KUHPerdata): Sets out the fundamental principles of contract law, including requirements for valid agreements, rights and obligations of parties, and contract termination
Law No. 7 of 2014 on Trade: Regulates trading activities and business relationships, including partnership arrangements and commercial intermediary relationships
Law No. 11 of 2008 on Electronic Information and Transactions (EIT Law): Governs electronic transactions and digital communications, relevant for online referral systems and electronic agreements
Law No. 24 of 2007 on the Eradication of the Criminal Act of Corruption: Ensures referral fee structures and payment mechanisms comply with anti-bribery and corruption regulations
Law No. 27 of 2020 on Personal Data Protection: Regulates the collection, processing, and sharing of personal data in business relationships and referral arrangements
Law No. 8 of 1999 on Consumer Protection: Protects consumer interests and rights, affecting how referrals are made and what disclosures are required
Income Tax Law (Law No. 36 of 2008): Governs taxation of referral fees, commissions, and other forms of business income
Law No. 40 of 2007 on Limited Liability Companies: Relevant for understanding the legal framework of business entities entering into referral partnerships
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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