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1. Parties: Identification of the principal company and the referral partner, including full legal names, registration numbers, and registered addresses
2. Background: Context of the agreement, brief description of the parties' businesses, and purpose of the referral arrangement
3. Definitions: Definitions of key terms used throughout the agreement, including 'Referral', 'Qualified Lead', 'Services', 'Territory', and 'Commission'
4. Appointment and Scope: Terms of appointment of the referral partner, scope of authority, and territorial limitations
5. Referral Process: Detailed process for making referrals, including lead qualification criteria and submission procedures
6. Commission Structure: Commission rates, calculation methods, payment terms, and conditions for commission eligibility
7. Obligations of the Principal: Principal's responsibilities regarding lead handling, support, and communication
8. Obligations of the Referral Partner: Partner's duties, performance standards, and compliance requirements
9. Intellectual Property: Usage rights for trademarks, logos, and marketing materials
10. Confidentiality: Protection of confidential information and trade secrets
11. Term and Termination: Duration of the agreement, renewal terms, and termination rights
12. General Provisions: Standard legal clauses including governing law, dispute resolution, and entire agreement
1. Exclusivity: Used when granting exclusive referral rights in specific territories or sectors
2. Marketing and Promotion: Include when specific marketing activities or brand guidelines need to be addressed
3. Training and Support: Required when the principal provides specific training or support programs
4. Data Protection: Necessary when handling personal data or when compliance with specific data protection regulations is required
5. Non-Compete: Include when restricting the partner from engaging with competitors
6. Insurance: Required when specific insurance coverage needs to be maintained
7. Compliance with Laws: Detailed section needed when operating in regulated industries or handling sensitive data
8. Sub-Referral Rights: Include when allowing or prohibiting the partner from using sub-referrers
1. Commission Structure Schedule: Detailed breakdown of commission rates, tiers, and special incentives
2. Referral Process Flow: Step-by-step process flow for referral submission and handling
3. Territory Definition: Detailed description of geographical or sector-based territories
4. Approved Marketing Materials: List of approved marketing materials and usage guidelines
5. Service Description: Detailed description of services/products eligible for referral
6. Reporting Templates: Standard templates for referral tracking and commission reporting
7. Contact Details: Key contact information for both parties
8. Compliance Requirements: Specific regulatory or compliance requirements applicable to the referral relationship
Applicable Law
Business Day
Commission
Confidential Information
Effective Date
Force Majeure
Initial Term
Intellectual Property Rights
Lead
Marketing Materials
Net Revenue
Principal
Principal's Business
Products
Qualified Lead
Qualified Referral
Referral
Referral Fee
Referral Partner
Referral Period
Referral Process
Renewal Term
Services
Successful Referral
Territory
Term
Trademarks
Valid Claim
Working Hours
Authority
Commission
Competition
Compliance
Confidentiality
Data Protection
Definitions
Dispute Resolution
Force Majeure
General Provisions
Governing Law
Independent Contractor
Indemnification
Intellectual Property
Liability
Marketing and Promotion
Non-Solicitation
Notices
Obligations
Payment Terms
Performance Standards
Referral Process
Relationship of Parties
Representations and Warranties
Severability
Term and Termination
Territory
Training and Support
Variation
Waiver
Information Technology
Financial Services
Professional Services
Management Consulting
Real Estate
Insurance
Telecommunications
Healthcare
Education
Manufacturing
Retail
Business Process Outsourcing
Legal
Business Development
Sales
Compliance
Operations
Partner Relations
Commercial
Strategy
Finance
Marketing
Business Development Manager
Partnership Manager
Sales Director
Legal Counsel
Compliance Officer
Channel Manager
Chief Executive Officer
Commercial Director
Operations Manager
Account Manager
Partner Relations Manager
Strategic Alliance Manager
Sales Operations Manager
Business Strategy Manager
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