Consulting Referral Fee Agreement Template for Philippines

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Key Requirements PROMPT example:

Consulting Referral Fee Agreement

"I need a Consulting Referral Fee Agreement for my IT consulting firm based in Manila, where we'll pay 15% commission to business partners who refer new clients to us, with the agreement starting January 2025 and including strict confidentiality provisions."

Document background
The Consulting Referral Fee Agreement is essential for businesses and professionals operating in the Philippines who wish to formalize referral arrangements in the consulting sector. This document is particularly relevant when one party (the referrer) has valuable business connections and wishes to refer potential clients to a consultant or consulting firm in exchange for compensation. The agreement ensures compliance with Philippine laws, including the Civil Code of the Philippines, tax regulations, and anti-corruption laws. It covers crucial elements such as fee calculations, payment terms, confidentiality obligations, and the specific responsibilities of each party. This type of agreement is commonly used by consulting firms, professional service providers, and individual consultants to expand their client base through formal referral networks while maintaining legal compliance and professional standards.
Suggested Sections

1. Parties: Identifies the parties to the agreement - typically the referrer and the consulting firm/consultant receiving the referrals

2. Background: Explains the context of the agreement, including the nature of the consulting services and the purpose of the referral arrangement

3. Definitions: Defines key terms used throughout the agreement, including 'Successful Referral', 'Referral Fee', 'Consulting Services', etc.

4. Scope of Referral Arrangement: Details the nature of referrals to be made and the specific consulting services covered

5. Referral Process: Outlines the procedure for making and accepting referrals, including any documentation requirements

6. Fee Structure and Payment Terms: Specifies the referral fee calculation method, payment timing, and payment procedures

7. Obligations of the Referrer: Lists the referrer's responsibilities, including quality of referrals and compliance with laws

8. Obligations of the Consultant: Details the consultant's responsibilities regarding referred clients and service delivery

9. Confidentiality: Addresses the protection of confidential information shared during the referral process

10. Term and Termination: Specifies the duration of the agreement and conditions for termination

11. General Provisions: Includes standard legal clauses such as governing law, amendments, and notices

Optional Sections

1. Non-Compete: Restricts parties from competing activities - include when protecting business interests is crucial

2. Intellectual Property Rights: Addresses ownership of IP - include when referrals involve creation or sharing of intellectual property

3. Data Protection: Detailed data handling procedures - include when significant personal data is processed

4. Marketing and Promotion: Guidelines for marketing the referral relationship - include when public promotion is planned

5. Dispute Resolution: Specific procedures for resolving disputes - include when parties prefer alternative dispute resolution

6. Insurance Requirements: Specifies required insurance coverage - include when dealing with high-value consulting services

7. Force Majeure: Addresses unforeseen circumstances - include when long-term or high-value relationships are involved

Suggested Schedules

1. Schedule A - Fee Schedule: Detailed breakdown of referral fee calculations and payment structures

2. Schedule B - Referral Process Flow: Step-by-step process for making and processing referrals

3. Schedule C - Approved Marketing Materials: Templates and guidelines for promoting the referral relationship

4. Schedule D - Compliance Requirements: Specific regulatory requirements and compliance procedures

5. Appendix 1 - Referral Form Template: Standard form for submitting referrals

6. Appendix 2 - Service Categories: List of consulting services covered by the referral arrangement

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

Relevant legal definitions
Clauses
Relevant Industries

Professional Services

Management Consulting

Information Technology

Financial Services

Business Process Outsourcing

Healthcare Consulting

Education and Training

Human Resources

Legal Services

Engineering Consulting

Environmental Consulting

Real Estate Advisory

Relevant Teams

Business Development

Legal

Compliance

Sales

Partner Relations

Professional Services

Operations

Strategic Alliances

Account Management

Executive Leadership

Risk Management

Relevant Roles

Business Development Manager

Consulting Partner

Managing Director

Professional Services Lead

Business Consultant

Account Manager

Sales Director

Channel Partner Manager

Professional Services Director

Chief Executive Officer

Legal Counsel

Compliance Officer

Operations Manager

Strategic Alliance Manager

Business Network Coordinator

Industries
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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