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1. Parties: Identifies and provides details of the Principal and the Agent
2. Background: Describes the context of the agreement and the parties' intentions
3. Definitions: Defines key terms used throughout the agreement
4. Appointment and Scope: Details the appointment of the agent and scope of referral services
5. Referral Process: Outlines the specific procedures for making and tracking referrals
6. Commission Structure: Details the compensation mechanism and payment terms
7. Obligations of the Agent: Lists the agent's duties, responsibilities, and performance standards
8. Obligations of the Principal: Specifies the principal's commitments and support to be provided
9. Representations and Warranties: States the parties' assurances and guarantees
10. Confidentiality: Covers protection of confidential information and trade secrets
11. Term and Termination: Specifies duration, renewal, and termination conditions
12. Post-Termination Obligations: Outlines obligations that survive after agreement termination
13. General Provisions: Includes standard clauses like notices, amendments, and governing law
1. Non-Compete: Restricts agent from engaging with competitors (include if exclusivity is required)
2. Data Protection: Detailed provisions for handling personal data (include if sensitive data is involved)
3. Training and Support: Specifies training provided to agent (include for complex products/services)
4. Minimum Performance Requirements: Sets performance targets (include if specific metrics are needed)
5. Insurance: Details required insurance coverage (include for high-risk industries)
6. Compliance with Industry Regulations: Industry-specific compliance requirements (include for regulated sectors)
7. Dispute Resolution: Detailed arbitration or mediation procedures (include if standard litigation is not preferred)
8. Force Majeure: Provisions for unforeseen circumstances (include if business is susceptible to external disruptions)
1. Commission Structure Details: Detailed breakdown of commission rates, tiers, and calculation methods
2. Referral Process Workflow: Step-by-step guide of the referral process including forms and procedures
3. Approved Marketing Materials: List and samples of approved marketing materials and usage guidelines
4. Territory Description: Detailed description of geographical or market segment coverage
5. Compliance Checklist: List of regulatory requirements and compliance procedures
6. Reporting Templates: Standard formats for periodic reports and performance tracking
7. Contact Details: Key contact persons and escalation matrix for both parties
Affiliate
Agent
Approved Territory
Business Day
Commencement Date
Commission
Confidential Information
Effective Date
Force Majeure Event
Initial Term
Intellectual Property Rights
Laws
Material Breach
Minimum Performance Requirements
Notice
Principal
Products/Services
Qualified Referral
Referral
Referral Fee
Referral Period
Renewal Term
Successful Referral
Term
Territory
Trademarks
Valid Claim
Regulatory Authority
Applicable Laws
Commission Period
Customer
Eligible Customer
Excluded Customer
Lead
Marketing Materials
Personal Data
Prospect
Referral Documentation
Rejected Referral
Services
Termination Date
Scope of Authority
Territory
Exclusivity
Referral Process
Commission
Payment Terms
Performance Requirements
Representations and Warranties
Confidentiality
Data Protection
Intellectual Property
Non-Competition
Non-Solicitation
Term
Termination
Force Majeure
Indemnification
Limitation of Liability
Insurance
Compliance
Anti-Bribery
Assignment
Amendments
Notices
Governing Law
Dispute Resolution
Entire Agreement
Severability
Waiver
Relationship of Parties
Third Party Rights
Counterparts
Costs
Survival
Financial Services
Real Estate
Insurance
Technology
Professional Services
Healthcare
Education
Telecommunications
Consulting
Manufacturing
Retail
Hospitality
Legal
Compliance
Sales
Business Development
Marketing
Operations
Commercial
Partnerships
Revenue
Channel Management
Account Management
Business Development Manager
Sales Director
Channel Partner Manager
Legal Counsel
Compliance Officer
Marketing Manager
Partnership Manager
Chief Revenue Officer
Commercial Director
Operations Manager
Account Manager
Business Development Representative
Sales Operations Manager
Chief Legal Officer
Referral Program Manager
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