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1. Parties: Identification of the principal company and the referral partner with full legal names and addresses
2. Background: Context of the agreement, brief description of the parties' businesses, and purpose of the referral relationship
3. Definitions: Definitions of key terms used throughout the agreement including 'Referral', 'Qualified Lead', 'Products/Services', 'Territory', etc.
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, lead qualification criteria, and acceptance procedures
6. Compensation: Commission structure, payment terms, calculation methods, and payment frequency
7. Obligations of the Referral Partner: Key responsibilities, performance standards, and compliance requirements
8. Obligations of the Principal Company: Support, training, and resources to be provided to the referral partner
9. Intellectual Property: Usage rights for trademarks, logos, and marketing materials
10. Confidentiality: Protection of confidential information and trade secrets
11. Data Protection: Compliance with data protection laws and handling of customer information
12. Term and Termination: Duration of the agreement, renewal terms, and termination rights
13. Post-Termination: Obligations and rights after agreement termination
14. General Provisions: Standard legal clauses including notices, governing law, dispute resolution, etc.
1. Non-Compete: Restrictions on partner's ability to work with competitors, used when sharing sensitive business information or in highly competitive markets
2. Training and Support: Detailed provisions for partner training and ongoing support, included when complex products/services require significant training
3. Marketing Guidelines: Specific rules for marketing and promotion, needed when partner will conduct active marketing
4. Service Level Agreement: Specific performance metrics and standards, used in high-volume or critical referral relationships
5. Compliance with Industry Regulations: Specific regulatory compliance requirements, included for regulated industries like financial services or healthcare
6. International Operations: Additional provisions for cross-border referrals, needed when operating internationally
7. Sub-Referral Partners: Rules for engaging sub-referral partners, included when allowing partner to build their own network
1. Schedule 1 - Commission Structure: Detailed breakdown of commission rates, tiers, and calculation methods
2. Schedule 2 - Products and Services: List of products/services covered under the referral arrangement
3. Schedule 3 - Territory Definition: Detailed description of geographical or market segments covered
4. Schedule 4 - Referral Quality Criteria: Specific criteria for qualified leads and referral acceptance
5. Schedule 5 - Reporting Templates: Standard formats for referral submission and tracking
6. Schedule 6 - Brand Guidelines: Guidelines for use of company logos and marketing materials
7. Appendix A - Contact Details: Key contact information for both parties
8. Appendix B - Compliance Checklist: Checklist of regulatory and compliance requirements
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