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1. Parties: Identification and details of the principal and referral partner
2. Background: Context of the agreement and business relationship
3. Definitions: Key terms used throughout the agreement
4. Appointment and Scope: Terms of appointment and territorial/product scope
5. Referral Process: Detailed process for making and accepting referrals
6. Commission Structure: Calculation methodology and rates of commission
7. Payment Terms: Timing, method, and currency of commission payments
8. Obligations of Principal: Principal's duties and responsibilities
9. Obligations of Referral Partner: Referral partner's duties and responsibilities
10. Reporting and Administration: Requirements for tracking and reporting referrals
11. Intellectual Property: Usage rights of trademarks and marketing materials
12. Confidentiality: Protection of confidential information
13. Data Protection: GDPR compliance and data handling requirements
14. Term and Termination: Duration and termination provisions
15. General Provisions: Standard legal clauses including governing law
1. Non-Compete: Restrictions on competing activities, used when protecting market position
2. Marketing and Promotion: Guidelines for marketing activities, included when referral partner will conduct marketing
3. Training and Support: Details of training provided, included when principal offers significant support
4. Service Levels: Performance metrics and standards, used in more sophisticated relationships
5. Audit Rights: Right to audit referral activities, included for high-value agreements
6. Insurance: Insurance requirements, included when referral activities carry significant risk
7. Minimum Performance Requirements: Performance targets, included when wanting to ensure active participation
8. Dispute Resolution: Specific dispute resolution procedures, included for international agreements
1. Commission Rates: Detailed breakdown of commission rates by product/service type
2. Referral Territory: Detailed description of geographical territory or market segment
3. Approved Marketing Materials: List of approved marketing materials and usage guidelines
4. Reporting Templates: Standard forms for reporting referral activities
5. Product/Service Description: Detailed description of products/services covered by the agreement
6. Data Processing Agreement: Detailed GDPR-compliant data processing terms
7. Service Level Agreement: Detailed performance metrics and standards
8. Contact Details: Key contact persons and escalation procedures
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