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Referral Contract Agreement

Referral Contract Agreement Template for Australia

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Key Requirements PROMPT example:

Referral Contract Agreement

"I need a Referral Contract Agreement for my financial advisory firm to establish a referral partnership with a mortgage broker, including a 15% commission structure and quarterly performance reviews, to be effective from March 1, 2025."

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Document background
The Referral Contract Agreement is essential for businesses operating in Australia that wish to establish formal referral partnerships. This document is particularly relevant in today's interconnected business environment where strategic partnerships and referral networks are crucial for growth. The agreement addresses key aspects including commission structures, referral processes, compliance with Australian regulatory requirements (including the Competition and Consumer Act 2010 and Privacy Act 1988), and risk management. It is designed to protect both parties' interests while ensuring transparency and fairness in the referral relationship. The document is commonly used when businesses want to formalize their referral arrangements, establish clear compensation mechanisms, and ensure compliance with relevant Australian laws and regulations.
Suggested Sections

1. Parties: Identifies and provides full legal details of all parties to the agreement

2. Background: Outlines the context and purpose of the referral arrangement

3. Definitions: Defines key terms used throughout the agreement

4. Appointment and Scope: Establishes the referral relationship and its scope

5. Referral Process: Details the mechanics of how referrals will be made and tracked

6. Compensation and Payment Terms: Specifies referral fees, commission structures, and payment procedures

7. Obligations and Responsibilities: Lists the duties and responsibilities of each party

8. Compliance Requirements: Outlines regulatory compliance obligations and required standards

9. Confidentiality: Addresses the handling of confidential information

10. Intellectual Property: Covers the use of trademarks, logos, and other IP in the referral process

11. Term and Termination: Specifies agreement duration and termination conditions

12. General Provisions: Contains standard legal clauses including governing law, notices, and assignment

Optional Sections

1. Non-Compete and Non-Solicitation: Include when parties wish to restrict competitive activities

2. Data Protection and Privacy: Required when personal data will be shared between parties

3. Marketing and Promotion: Include when specific marketing arrangements need to be documented

4. Training and Support: Include when one party will provide training on referral processes

5. Quality Control: Include when specific service standards need to be maintained

6. Dispute Resolution: Include when parties want specific dispute resolution procedures

7. Insurance Requirements: Include when specific insurance coverage is required

8. Regulatory Compliance: Include for regulated industries with specific compliance requirements

Suggested Schedules

1. Schedule 1 - Commission Structure: Detailed breakdown of commission rates and calculation methods

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

3. Schedule 3 - Approved Marketing Materials: List of approved marketing materials and usage guidelines

4. Schedule 4 - Service Level Agreement: Performance metrics and service standards

5. Schedule 5 - Compliance Checklist: Regulatory and operational compliance requirements

6. Schedule 6 - Contact Details: Key contact persons and their details for both parties

7. Appendix A - Referral Forms: Standard forms and templates for making referrals

8. Appendix B - Reporting Templates: Templates for regular reporting and tracking

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

Financial Services

Real Estate

Professional Services

Healthcare

Information Technology

Insurance

Legal Services

Education

Consulting

Telecommunications

Construction

Business Services

Relevant Teams

Legal

Business Development

Sales

Compliance

Operations

Risk Management

Marketing

Partner Relations

Account Management

Contract Administration

Relevant Roles

Business Development Manager

Partnership Manager

Legal Counsel

Compliance Officer

Sales Director

Channel Manager

Chief Executive Officer

Operations Manager

Contract Administrator

Risk Manager

Marketing Director

Account Manager

Network Coordinator

Referral Program 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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