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Referral Agreement Contract

Referral Agreement Contract Template for Australia

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Key Requirements PROMPT example:

Referral Agreement Contract

"I need a Referral Agreement Contract for my financial advisory firm in Sydney to establish a referral program with accounting firms, including commission structures of 15% and strict privacy compliance requirements, to be implemented by March 2025."

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Document background
The Referral Agreement Contract is a crucial legal instrument used in Australian business contexts to formalize arrangements where one party refers clients or business opportunities to another in exchange for compensation. This document is essential when establishing structured referral programs, partner networks, or business development initiatives that involve customer introductions. It addresses key aspects required under Australian law, including privacy compliance under the Privacy Act 1988, consumer protection under the Australian Consumer Law, and relevant financial services regulations where applicable. The agreement typically includes detailed provisions for referral processes, commission structures, compliance obligations, and risk management, making it suitable for various business relationships from professional services to financial arrangements. The document needs to be carefully tailored to comply with specific industry regulations while protecting both parties' interests and ensuring transparency in the referral relationship.
Suggested Sections

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

2. Background: Explains 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 handled

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

7. Obligations of Referrer: Lists the duties and responsibilities of the referring party

8. Obligations of Recipient: Lists the duties and responsibilities of the party receiving referrals

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

10. Confidentiality: Addresses the protection of confidential information

11. Privacy and Data Protection: Specifies obligations regarding handling of personal information

12. Term and Termination: Sets out the duration and termination provisions

13. General Provisions: Standard legal provisions including governing law, notices, and interpretation

Optional Sections

1. Non-Compete: Restrictions on competitive activities, used when protecting market position is crucial

2. Marketing and Branding: Guidelines for using parties' brands and marketing materials, needed when public promotion is involved

3. Training and Support: Details of any training or support provided, included when complex products/services are involved

4. Quality Control: Standards and monitoring processes, important for maintaining service quality

5. Dispute Resolution: Specific dispute handling procedures, useful for high-value or complex arrangements

6. Insurance Requirements: Specific insurance obligations, important for high-risk industries

7. Regulatory Compliance: Industry-specific compliance requirements, needed for regulated industries

8. Performance Metrics: Specific KPIs and performance standards, useful for performance-based arrangements

Suggested Schedules

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

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

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

4. Schedule 4 - Compliance Checklist: Detailed compliance requirements and verification processes

5. Schedule 5 - Service Level Standards: Specific service standards and response time requirements

6. Appendix A - Reporting Templates: Standard templates for regular reporting requirements

7. Appendix B - Contact Details: Key contact information for both parties

8. Appendix C - Privacy and Data Handling Protocols: Detailed procedures for handling personal and sensitive information

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

Financial Services

Professional Services

Healthcare

Real Estate

Insurance

Legal Services

Information Technology

Management Consulting

Education and Training

Business Services

Property Services

Recruitment

Marketing and Advertising

Relevant Teams

Legal

Business Development

Partnerships

Compliance

Sales

Operations

Commercial

Marketing

Account Management

Risk Management

Finance

Customer Success

Relevant Roles

Business Development Manager

Partnership Manager

Legal Counsel

Compliance Officer

Sales Director

Channel Manager

Chief Executive Officer

Commercial Director

Operations Manager

Marketing Manager

Account Manager

Relationship Manager

General Counsel

Business Owner

Managing Director

Chief Commercial Officer

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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