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1. Parties: Identification and details of the principal company and the referral partner
2. Background: Context of the agreement and brief description of both parties' business activities
3. Definitions: Definitions of key terms used throughout the agreement
4. Appointment and Scope: Terms of appointment and territorial scope of the referral partnership
5. Referral Process: Detailed process for making and accepting referrals
6. Obligations of the Principal: Principal company's commitments and responsibilities
7. Obligations of the Referral Partner: Referral partner's commitments and responsibilities
8. Compensation and Payment Terms: Structure of referral fees, payment timing, and calculation methods
9. Intellectual Property Rights: Usage rights and restrictions regarding trademarks and marketing materials
10. Confidentiality: Protection of confidential information and trade secrets
11. Data Protection: GDPR compliance and data handling requirements
12. Term and Termination: Duration of agreement and termination provisions
13. Post-Termination: Obligations and rights after agreement termination
14. General Provisions: Standard clauses including notices, amendments, and governing law
1. Non-Compete: Restrictions on competing activities, used when sharing sensitive market information
2. Training and Support: Details of training provided to referral partner, included when complex products/services are involved
3. Marketing Guidelines: Specific rules for marketing and promotion, needed when partner conducts active marketing
4. Service Levels: Performance metrics and standards, included for high-volume referral relationships
5. Audit Rights: Right to audit referral activities, important for regulated industries
6. Insurance Requirements: Specific insurance coverage requirements, needed for high-risk activities
7. Compliance with Industry Regulations: Specific regulatory requirements, included for regulated sectors
8. Sub-referral Rights: Rights to appoint sub-referral partners, used in multi-tier referral structures
1. Schedule 1 - Compensation Structure: Detailed breakdown of referral fees, commission tiers, and bonus structures
2. Schedule 2 - Referral Criteria: Specific criteria for qualified referrals and acceptance process
3. Schedule 3 - Reporting Requirements: Templates and timing for referral reporting
4. Schedule 4 - Approved Marketing Materials: Pre-approved marketing content and materials
5. Appendix A - Data Processing Agreement: Detailed GDPR-compliant data processing terms
6. Appendix B - Service Description: Detailed description of products/services covered by referral arrangement
7. Appendix C - Territory Definition: Detailed description of geographical or market segment coverage
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