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Intermediary Fee Agreement

Intermediary Fee Agreement Template for Canada

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Key Requirements PROMPT example:

Intermediary Fee Agreement

"I need an Intermediary Fee Agreement for a financial services broker who will be helping us find acquisition targets in Canada, with a success fee structure of 2% and monthly retainer, starting March 2025."

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Document background
The Intermediary Fee Agreement is essential for businesses operating in Canada that engage third parties to facilitate transactions, provide agency services, or represent their interests. This document is particularly relevant in today's complex business environment where intermediaries play crucial roles in various commercial activities. The agreement addresses key aspects required under Canadian federal and provincial laws, including fee structures, service scope, regulatory compliance, and risk management. It is designed to protect both the principal and the intermediary by clearly defining their respective rights, obligations, and compensation arrangements. The document becomes necessary when engaging independent contractors, agents, brokers, or consultants who will represent the company's interests or facilitate business transactions for a fee.
Suggested Sections

1. Parties: Identifies and provides full details of the intermediary and the principal

2. Background: Explains the context and purpose of the intermediary arrangement

3. Definitions: Defines key terms used throughout the agreement

4. Scope of Services: Details the specific intermediary services to be provided

5. Fee Structure: Specifies the fees, calculation method, and any performance-based components

6. Payment Terms: Outlines payment timing, method, and handling of expenses

7. Term and Termination: Specifies duration, renewal terms, and termination conditions

8. Obligations of the Intermediary: Lists specific duties, responsibilities, and performance standards

9. Obligations of the Principal: Details principal's responsibilities and support requirements

10. Compliance: Addresses regulatory compliance requirements and reporting obligations

11. Representations and Warranties: Contains standard commercial warranties and representations

12. Liability and Indemnification: Specifies liability limits and indemnification obligations

13. Insurance: States required insurance coverage

14. Governing Law: Specifies applicable law and jurisdiction

15. General Provisions: Contains standard boilerplate clauses

Optional Sections

1. Confidentiality: Required when intermediary has access to confidential information

2. Intellectual Property: Needed when IP is created or used in providing services

3. Non-Competition: Used when restricting intermediary's ability to work with competitors

4. Non-Solicitation: Included when protecting against poaching of clients or employees

5. Delegation and Subcontracting: Required if intermediary may delegate services

6. International Services: Needed for cross-border intermediary services

7. Force Majeure: Optional clause for unforeseen circumstances

8. Data Protection: Required when personal data is processed

9. Audit Rights: Optional when principal requires audit capabilities

Suggested Schedules

1. Schedule A - Services Description: Detailed description of intermediary services

2. Schedule B - Fee Schedule: Detailed breakdown of fees, rates, and calculation methods

3. Schedule C - Service Levels: Performance metrics and service level requirements

4. Schedule D - Compliance Requirements: Specific regulatory requirements and procedures

5. Schedule E - Reporting Requirements: Templates and timing for required reports

6. Appendix 1 - Contact Information: Key contacts for both parties

7. Appendix 2 - Required Insurance: Detailed insurance requirements and coverage limits

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

Real Estate

Insurance

International Trade

Manufacturing

Technology

Professional Services

Retail

Healthcare

Energy

Telecommunications

Construction

Import/Export

Relevant Teams

Legal

Finance

Procurement

Business Development

Operations

Compliance

Risk Management

Commercial

Sales

Business Relations

Vendor Management

Partnership Management

Relevant Roles

Chief Financial Officer

Legal Counsel

Procurement Manager

Business Development Director

Operations Manager

Compliance Officer

Contract Manager

Risk Manager

Commercial Director

Finance Manager

Sales Director

Account Executive

Business Relations Manager

Agency Relations Manager

Partnership 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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