Document background
The Marketing Referral Agreement is essential for businesses operating in Canada who wish to formalize their referral partnerships and create systematic approaches to generating leads and business opportunities. This document is particularly valuable when establishing structured referral programs, whether for professional services, technology solutions, or other business offerings. The agreement addresses key aspects such as referral mechanisms, compensation structures, and compliance with Canadian regulations including PIPEDA and CASL. It provides clear guidelines on how referrals should be made, tracked, and compensated, while ensuring both parties understand their obligations and responsibilities. The document is designed to protect both the referring party and the recipient of referrals, establishing professional standards and expectations while maintaining compliance with relevant Canadian federal and provincial laws.
