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Agent Referral Fee Agreement Template for England and Wales

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Key Requirements PROMPT example:

Agent Referral Fee Agreement

"I need an Agent Referral Fee Agreement for my real estate consultancy business where we'll be referring clients to property developers, with a 5% commission structure and quarterly payments starting from March 2025."

Document background
The Agent Referral Fee Agreement is essential for businesses operating in England and Wales that wish to formalize referral arrangements and ensure compliance with legal requirements. This document is particularly crucial when establishing ongoing referral relationships, setting out clear terms for fee payments, and ensuring transparency in business relationships. The agreement addresses key aspects such as referral processes, fee calculations, payment terms, and regulatory compliance, while providing protection for all parties involved. It's designed to comply with relevant legislation including the Estate Agents Act 1979, Consumer Protection Regulations, and data protection laws.
Suggested Sections

1. Parties: Details of the referring party and recipient party

2. Background: Context of the referral arrangement and business relationship

3. Definitions: Key terms used throughout the agreement

4. Referral Terms: Core terms of the referral arrangement including scope and process

5. Fee Structure: Details of referral fees, calculation method, and payment terms

6. Obligations: Responsibilities of each party

7. Term and Termination: Duration of agreement and termination provisions

8. Confidentiality: Protection of confidential information

9. Governing Law: Specification of applicable law and jurisdiction

Optional Sections

1. Non-Compete: Restrictions on competitive activities - include when protecting business interests from competition is crucial

2. Intellectual Property: Protection of IP rights - include when referrals involve branded or proprietary materials

3. Force Majeure: Provisions for unforeseen circumstances - include when long-term arrangements need protection against external events

4. Regulatory Compliance: Specific regulatory requirements - include when referrals involve regulated activities

Suggested Schedules

1. Fee Schedule: Detailed breakdown of fee structures and calculations

2. Referral Process: Step-by-step process for making and handling referrals

3. Service Level Agreement: Performance metrics and service standards

4. Data Processing Agreement: Terms for handling personal data in compliance with GDPR

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


























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Industries

Estate Agents Act 1979: Key legislation governing property-related referrals, requiring transparency in fee arrangements and disclosure obligations for estate agents and related services

Consumer Protection from Unfair Trading Regulations 2008: Regulations ensuring transparency in business practices, prohibiting misleading practices, and requiring disclosure of commercial relationships in referral arrangements

Data Protection Act 2018 and UK GDPR: Legislative framework governing the handling and sharing of personal data, including privacy requirements and data protection obligations in referral relationships

Bribery Act 2010: Anti-corruption legislation ensuring referral arrangements are legitimate business practices and not disguised bribes, including provisions for prevention of corrupt practices

Financial Services and Markets Act 2000: Legislation governing regulated financial services, including requirements for referral arrangements involving regulated activities and FCA compliance

Consumer Rights Act 2015: Act ensuring fair contract terms, transparency requirements, and consumer protection provisions in business arrangements including referral agreements

Common Law Principles: Fundamental legal principles governing contract formation, consideration, and agency relationships that must be considered in referral agreements

Competition Act 1998: Legislation preventing anti-competitive practices and market restrictions in business arrangements including referral agreements

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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