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Reciprocal Referral Agreement

Reciprocal Referral Agreement Template for Australia

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Key Requirements PROMPT example:

Reciprocal Referral Agreement

"I need a Reciprocal Referral Agreement between my financial advisory firm and an accounting practice in Sydney, with specific provisions for AFSL compliance and a 20% referral fee structure, to be effective from March 1, 2025."

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Document background
A Reciprocal Referral Agreement is essential for businesses looking to formalize their mutual referral arrangements in Australia. This document is typically used when two organizations wish to establish a formal relationship for referring clients to each other, particularly in industries such as professional services, financial services, or healthcare. The agreement covers crucial aspects such as referral processes, compensation structures, quality standards, and compliance with Australian regulations. It's designed to protect both parties' interests while ensuring transparency and maintaining professional standards. The document includes specific provisions to comply with Australian legislation, including the Competition and Consumer Act 2010, Privacy Act 1988, and relevant industry-specific regulations.
Suggested Sections

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

2. Background: Sets out the context and purpose of the agreement, including the nature of each party's business

3. Definitions: Defines key terms used throughout the agreement

4. Referral Arrangements: Details the core referral process, including how and when referrals will be made

5. Obligations of the Parties: Specifies the mutual responsibilities of each party in handling referrals

6. Compensation and Payment Terms: Outlines the fee structure, payment mechanisms, and timing for referral fees

7. Quality Standards: Establishes the required service standards and customer care expectations

8. Confidentiality: Addresses the handling of confidential information and trade secrets

9. Privacy and Data Protection: Specifies requirements for handling personal information in compliance with privacy laws

10. Term and Termination: Sets out the duration of the agreement and circumstances for termination

11. Dispute Resolution: Establishes procedures for resolving disagreements between parties

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

Optional Sections

1. Exclusivity: Used when parties agree to exclusive referral arrangements within specified parameters

2. Professional Indemnity Insurance: Required when parties are providing professional services

3. Regulatory Compliance: Needed for regulated industries such as financial services or healthcare

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

5. Training Requirements: Used when staff training is needed for proper referral handling

6. Performance Metrics: Include when specific KPIs or performance standards are required

7. Territory Restrictions: Used when referrals are limited to specific geographic areas

8. Non-Solicitation: Include when parties want to prevent direct solicitation of referred clients

Suggested Schedules

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

2. Schedule 2 - Referral Process: Step-by-step procedures for making and accepting referrals

3. Schedule 3 - Service Standards: Detailed quality and service level requirements

4. Schedule 4 - Approved Marketing Materials: Templates and guidelines for co-branded marketing

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

6. Appendix A - Compliance Requirements: Industry-specific regulatory requirements and compliance procedures

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

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 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

Healthcare

Real Estate

Legal Services

Insurance

Banking & Finance

Accounting

Technology

Business Consulting

Relevant Teams

Business Development

Legal

Compliance

Commercial

Operations

Sales

Partnerships

Risk Management

Client Services

Professional Services

Relevant Roles

Business Development Manager

Partnership Manager

Legal Counsel

Compliance Officer

Chief Executive Officer

Managing Director

Commercial Director

Operations Manager

Professional Services Director

Head of Sales

Relationship Manager

Chief Commercial Officer

Practice Manager

Business 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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