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1. Parties: Identification and details of the referrer and the company/individual receiving referrals
2. Background: Context of the agreement and brief description of the business relationship
3. Definitions: Key terms used throughout the agreement including 'Referral', 'Qualified Lead', 'Referral Fee', etc.
4. Appointment and Scope: Description of the referral arrangement and scope of services
5. Referral Process: Detailed process for making and accepting referrals
6. Referral Fee Structure: Calculation method and amounts of referral fees
7. Payment Terms: Timeline and method of payment, including invoicing requirements
8. Obligations of the Referrer: Duties and responsibilities of the referring party
9. Obligations of the Company: Duties and responsibilities of the party receiving referrals
10. Compliance Requirements: Legal and regulatory compliance obligations including data protection
11. Term and Termination: Duration of agreement and termination provisions
12. Confidentiality: Protection of confidential information shared between parties
13. Governing Law and Jurisdiction: Specification of Dutch law application and dispute resolution
14. General Provisions: Standard clauses including notices, amendments, and assignment
1. Non-Compete and Non-Solicitation: Restrictions on competitive activities, used when parties are in similar industries
2. Intellectual Property Rights: IP ownership and usage rights, included when referral involves branded materials or technology
3. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in long-term arrangements
4. Insurance Requirements: Specific insurance obligations, important in high-risk or regulated industries
5. Audit Rights: Right to audit referral records, useful in high-volume or high-value arrangements
6. Service Level Requirements: Specific performance standards, included when quality metrics are crucial
7. Data Protection Specifics: Detailed GDPR compliance provisions, when extensive personal data is processed
8. White Labeling Terms: Required when services are provided under the referrer's brand
1. Schedule 1: Fee Structure: Detailed breakdown of referral fees, commission tiers, and calculation methods
2. Schedule 2: Referral Process Flow: Step-by-step process flow for referrals including timelines and responsibilities
3. Schedule 3: Approved Marketing Materials: Templates and guidelines for referral marketing materials
4. Schedule 4: Compliance Checklist: Detailed compliance requirements and verification procedures
5. Schedule 5: Service Description: Detailed description of services/products eligible for referral
6. Appendix A: Contact Details: Key contact information for both parties
7. Appendix B: Reporting Templates: Standard forms for referral tracking and reporting
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Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your data is private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
