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.
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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
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
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
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
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