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Lead Referral Agreement Template for Australia

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Key Requirements PROMPT example:

Lead Referral Agreement

"I need a Lead Referral Agreement for my financial advisory firm to receive client referrals from accounting practices across New South Wales, with a 15% commission structure and strict privacy controls for handling sensitive financial information."

Document background
This Lead Referral Agreement is designed for use in the Australian business context where parties wish to establish a formal arrangement for the referral of potential customers or business opportunities. The document is particularly relevant when businesses want to leverage their networks and customer relationships to generate additional revenue through referral fees or commissions. It addresses key requirements under Australian law, including privacy obligations under the Privacy Act 1988 (Cth) and fair trading requirements under the Competition and Consumer Act 2010. The agreement includes comprehensive provisions for lead qualification criteria, referral processes, fee structures, and data protection measures, making it suitable for both simple and complex referral arrangements across various industries.
Suggested Sections

1. Parties: Identifies and provides details of the referring party and recipient party

2. Background: Sets out the context of the agreement and basic premises of the referral arrangement

3. Definitions and Interpretation: Defines key terms used throughout the agreement and establishes interpretation rules

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

5. Referral Process: Details the mechanics of how leads will be referred, including timing and format

6. Fees and Payment Terms: Specifies referral fees, calculation methods, and payment procedures

7. Obligations of Referrer: Sets out the referring party's duties and responsibilities

8. Obligations of Recipient: Details the recipient's duties in handling and pursuing leads

9. Confidentiality: Governs the treatment of confidential information shared between parties

10. Privacy and Data Protection: Ensures compliance with privacy laws in handling customer data

11. Term and Termination: Specifies duration of agreement and termination rights

12. General Provisions: Standard boilerplate clauses including governing law, notices, and amendment procedures

Optional Sections

1. Non-Compete: Restricts parties from competing activities - used when parties operate in similar markets

2. Service Levels: Establishes performance metrics - relevant for high-volume referral arrangements

3. Marketing and Branding: Controls use of parties' brands - important when public promotion is involved

4. Audit Rights: Grants right to audit referral records - useful for complex fee structures

5. Training and Support: Details any training requirements - relevant when specific expertise is needed

6. Insurance Requirements: Specifies required insurance coverage - important in high-risk industries

7. Dispute Resolution: Sets out specific dispute resolution procedures - useful for high-value arrangements

Suggested Schedules

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

2. Schedule 2 - Referral Process: Step-by-step process flow and technical requirements for making referrals

3. Schedule 3 - Approved Lead Criteria: Specific criteria that qualify as valid leads

4. Schedule 4 - Reporting Requirements: Templates and specifications for required reports

5. Schedule 5 - Contact Details: Key contact information for both parties

6. Appendix A - Data Protection Requirements: Detailed privacy and data handling procedures

7. Appendix B - Service Level Requirements: Detailed performance metrics and measurement methods

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions





































Clauses

































Relevant Industries

Financial Services

Real Estate

Professional Services

Insurance

Technology

Healthcare

Education

Consulting

Legal Services

Accounting

Mortgage Broking

Construction

Telecommunications

Relevant Teams

Business Development

Sales

Partnerships

Legal

Compliance

Operations

Marketing

Commercial

Account Management

Channel Management

Relevant Roles

Business Development Manager

Sales Director

Partnership Manager

Chief Commercial Officer

Marketing Manager

Account Manager

Channel Manager

Referral Program Coordinator

General Counsel

Legal Counsel

Compliance Officer

Operations Manager

Chief Executive Officer

Managing Director

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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