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Mutual Referral Agreement

Mutual Referral Agreement Template for Australia

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Key Requirements PROMPT example:

Mutual Referral Agreement

"I need a Mutual Referral Agreement under Australian law for my financial planning firm to establish a referral arrangement with an accounting practice, including a 20% commission structure and strict client data protection provisions."

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Document background
The Mutual Referral Agreement is essential for businesses in Australia seeking to establish formal referral partnerships. This document is particularly valuable when organizations wish to leverage each other's client bases and expertise while maintaining professional standards and regulatory compliance. It addresses key aspects such as referral processes, commission structures, confidentiality, and data protection under Australian law. The agreement is commonly used by professional service providers, financial institutions, and consulting firms to create mutually beneficial business relationships while ensuring compliance with Australian competition, consumer protection, and privacy laws. It includes specific provisions for handling client information, maintaining service quality, and managing the ongoing referral relationship.
Suggested Sections

1. Parties: Identifies and provides details of all parties entering into the agreement

2. Background: Explains the context and purpose of the agreement, including the nature of the parties' businesses

3. Definitions: Defines key terms used throughout the agreement

4. Scope of Agreement: Outlines the nature and extent of the referral relationship

5. Referral Process: Details the specific procedures for making and accepting referrals

6. Obligations of Each Party: Lists the specific duties and responsibilities of each party

7. Fees and Payment Terms: Specifies the referral fees, commission structures, and payment processes

8. Confidentiality: Addresses the handling and protection of confidential information

9. Privacy and Data Protection: Covers the handling of personal information and compliance with privacy laws

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

11. General Provisions: Standard legal clauses including governing law, notices, and assignment

Optional Sections

1. Service Level Requirements: Used when specific performance standards need to be maintained for referred clients

2. Non-Compete Provisions: Include when parties want to restrict competition within the referral relationship

3. Marketing and Promotion: Added when parties agree to specific marketing arrangements or co-branding

4. Dispute Resolution: Detailed dispute resolution procedures for complex arrangements

5. Insurance Requirements: Include when specific insurance coverage is required for the referral relationship

6. Compliance Requirements: Used when industry-specific regulatory compliance needs to be addressed

7. Quality Control: Include when specific quality standards need to be maintained

Suggested Schedules

1. Schedule 1 - Fee Schedule: Detailed breakdown of referral fees and commission structures

2. Schedule 2 - Referral Procedures: Step-by-step process for making and handling referrals

3. Schedule 3 - Required Information: Lists the minimum information required when making referrals

4. Schedule 4 - Approved Marketing Materials: Templates or guidelines for marketing and promotional materials

5. Appendix A - Contact Details: Key contacts and communication protocols for both parties

6. Appendix B - Reporting Templates: Standard forms for tracking and reporting referrals

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions

























Clauses






























Relevant Industries

Professional Services

Financial Services

Real Estate

Healthcare

Legal Services

Insurance

Consulting

Accounting

Wealth Management

Business Advisory

Relevant Teams

Business Development

Legal

Compliance

Operations

Sales

Client Relations

Commercial

Partnerships

Executive Leadership

Risk Management

Relevant Roles

Business Development Manager

Managing Director

Chief Executive Officer

Partnership Manager

Legal Counsel

Compliance Officer

Operations Manager

Client Relations Manager

Sales Director

Channel Manager

Commercial Director

Chief Operating Officer

Business Manager

Relationship Manager

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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