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Real Estate Agent Referral Form for Hong Kong

Real Estate Agent Referral Form Template for Hong Kong

A standardized form used in Hong Kong's real estate industry for facilitating and documenting referral arrangements between licensed real estate agents. The document complies with the Estate Agents Ordinance and related regulations, establishing the terms of the referral relationship, commission arrangements, and responsibilities of all parties involved. It includes provisions for client data protection under Hong Kong's Personal Data (Privacy) Ordinance and incorporates necessary compliance elements required by the Estate Agents Authority (EAA).

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What is a Real Estate Agent Referral Form?

The Real Estate Agent Referral Form is a crucial document in Hong Kong's property market that formalizes referral arrangements between licensed real estate agents. It is used when one agent refers a client to another agent, typically due to specialization, geographical location, or specific property requirements. The form ensures compliance with the Estate Agents Authority's regulations and the Estate Agents Ordinance, while protecting all parties' interests. It includes essential details such as agent licensing information, client requirements, commission arrangements, and data protection provisions. This document is particularly important in Hong Kong's complex property market where cross-agency collaboration is common and regulatory compliance is strictly enforced.

What sections should be included in a Real Estate Agent Referral Form?

1. Referring Agent Details: Full details of the referring agent including license number, company name, contact information and EAA registration details

2. Receiving Agent Details: Full details of the agent receiving the referral including license number, company name, contact information and EAA registration details

3. Client Information: Details of the referred client including full name, contact information, and preferred method of contact

4. Property Requirements: Specific details of the client's property requirements including type, location, budget range, and timing

5. Referral Terms: Core terms of the referral including duration of the referral agreement and any exclusivity provisions

6. Commission Structure: Clear specification of the referral fee or commission split arrangement between the agents

7. Acknowledgement and Consent: Client's acknowledgement of the referral and consent to share their information

8. Execution: Signature blocks for all parties with dates and declaration of understanding

What sections are optional to include in a Real Estate Agent Referral Form?

1. Special Instructions: Any specific requirements or special handling instructions for the referral, used when there are unique circumstances or specific client needs

2. Previous Property History: Details of any previous property transactions or attempts, used when the client has relevant property transaction history

3. Additional Services Required: Specification of any additional services needed beyond standard property search, used for complex requirements such as legal or financial services

4. International Client Provisions: Special provisions for overseas clients, used when the referred client is not based in Hong Kong

5. Commercial Property Terms: Additional terms specific to commercial property referrals, used when the referral involves commercial rather than residential property

What schedules should be included in a Real Estate Agent Referral Form?

1. Schedule 1 - Client Requirements Checklist: Detailed checklist of client's specific property requirements and preferences

2. Schedule 2 - Commission Calculation Method: Detailed breakdown of how referral fees or commission splits will be calculated

3. Schedule 3 - Required Documentation: List of documents required from the client to proceed with the property search

4. Appendix A - Privacy Policy Statement: Statement regarding handling of personal data in compliance with the Personal Data (Privacy) Ordinance

5. Appendix B - Terms and Conditions: Standard terms and conditions governing the referral arrangement

Authors

Alex Denne

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

Jurisdiction

Hong Kong

Publisher

Ƶ

Document Type

Termination Letter

Cost

Free to use
Relevant legal definitions






























Clauses

























Relevant Industries

Real Estate

Residential Property

Commercial Property

Property Management

Property Investment

Property Development

Professional Services

Financial Services

Relevant Teams

Sales

Operations

Compliance

Legal

Commission Processing

Business Development

Property Management

Agency Relations

Client Services

Documentation

Relevant Roles

Real Estate Agent

Property Consultant

Sales Director

Branch Manager

Compliance Officer

Property Manager

Business Development Manager

Real Estate Operations Manager

Agency Relations Manager

Senior Property Advisor

Managing Director

Legal Counsel

Commission Administrator

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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