Referral Partner Program Agreement

Referral Partner Program Agreement Template for England and Wales

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5

4.8 / 5

Let's create your Referral Partner Program Agreement

1. Select your governing law and document type:

2. Enter your key requirements:

3. Create your document to edit, review or download

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

"I need a Referral Partner Program Agreement for my fintech company to establish a network of independent financial advisors who will refer clients to our investment platform, with a tiered commission structure and strict FCA compliance requirements starting from March 2025."

Document background

The Referral Partner Program Agreement serves as the foundational document for businesses seeking to establish formal referral relationships under English and Welsh law. This agreement is essential when companies want to expand their customer base through partner networks while maintaining legal compliance and clear operational procedures. The document typically includes detailed provisions about commission structures, referral processes, compliance requirements, and data protection measures. It's particularly relevant in regulated industries where referral arrangements must adhere to specific legal requirements. The agreement ensures both parties understand their obligations and protects their interests while facilitating business growth through structured referral partnerships.

Suggested Sections

1. Parties: Identification and details of contracting parties

2. Background: Context and purpose of the agreement

3. Definitions: Key terms used throughout the agreement

4. Appointment and Scope: Terms of referral partnership and authorized activities

5. Referral Process: Mechanics of how referrals are made and tracked

6. Commission Structure: Payment terms, rates, and calculation methods

7. Obligations of Parties: Duties and responsibilities of each party

8. Term and Termination: Duration and conditions for ending the agreement

9. Confidentiality: Protection of sensitive information

Optional Sections

1. Marketing and Branding: Rules for using logos and marketing materials when partner will be promoting the principal's services

2. Training Requirements: Partner training obligations when specific knowledge is required to make referrals

3. Compliance Requirements: Specific regulatory obligations when referrals involve regulated activities

4. Territory Restrictions: Geographical limitations when referrals are limited to specific regions

Suggested Schedules

1. Commission Schedule: Detailed breakdown of commission rates and tiers

2. Referral Process Flow: Step-by-step guide to referral mechanics

3. Approved Marketing Materials: Pre-approved promotional content and guidelines

4. Data Processing Agreement: Detailed terms for handling personal data

5. Service Level Agreement: Performance metrics and standards

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok��˰� | 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
Technology
Professional Services
Real Estate
Healthcare

Relevant Teams

Business Development
Sales
Legal
Finance
Compliance
Marketing

Relevant Roles

Business Development Manager
Partnership Director
Sales Director
Compliance Officer
Channel Manager

Find the exact document you need

Exclusive Referral Agreement

A legally binding agreement under English and Welsh law establishing an exclusive referral relationship between parties, including commission terms and territorial rights.

find out more

Car Referral Fee Agreement

A legally binding agreement under English and Welsh law establishing terms for automotive sales referrals and associated fees.

find out more

Buyer Referral Agreement

A legally binding agreement under English and Welsh law that establishes terms for referring potential buyers to a business in exchange for compensation.

find out more

Consultant Referral Agreement

An English law agreement establishing terms for business referrals between consultants and service providers, including compensation and obligations.

find out more

Reciprocal Referral Agreement

An English law agreement establishing mutual client referral arrangements between parties, including commission structures and referral terms.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.

Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research

Oops! Something went wrong while submitting the form.

�ұ�Ծ��’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; �ұ�Ծ��’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.

tiktok���˰�

How tiktok���˰� reduced drafting time by 75% for a legal firm

Let's create your Referral Partner Program Agreement

Authors

Alex Denne

Find the exact document you need

Simple Finders Fee Agreement