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Referral Partner Agreement
"I need a Referral Partner Agreement for my UAE-based software company that will partner with IT consultancy firms, including specific clauses about data protection and cybersecurity compliance, with the agreement starting from March 1, 2025."
1. Parties: Identification of the principal company and the referral partner, including full legal names, registration details, and addresses
2. Background: Context of the agreement, brief description of the parties' businesses, and purpose of the referral relationship
3. Definitions: Key terms used throughout the agreement, including 'Referral', 'Qualified Lead', 'Services', 'Territory', and 'Referral Fee'
4. Appointment and Scope: Terms of appointment, nature of the referral relationship, and geographical scope/territory
5. Referral Process: Detailed process for making referrals, qualifying leads, and tracking referral sources
6. Referral Partner Obligations: Key responsibilities, performance standards, and compliance requirements for the referral partner
7. Principal Company Obligations: Responsibilities of the principal company, including lead processing and communication standards
8. Compensation: Referral fee structure, calculation method, payment terms, and conditions for fee eligibility
9. Intellectual Property: Usage rights for trademarks, logos, and marketing materials
10. Confidentiality: Protection of confidential information and trade secrets shared between parties
11. Term and Termination: Duration of the agreement, renewal terms, and termination rights
12. Data Protection: Compliance with UAE data protection laws and handling of personal information
13. Non-Solicitation: Restrictions on soliciting employees or clients from either party
14. Governing Law and Jurisdiction: Application of UAE law and jurisdiction for dispute resolution
15. General Provisions: Standard clauses including notices, amendments, assignment, and severability
1. Non-Compete: Restrictions on competing activities, used when the referral partner has access to sensitive business information
2. Training and Support: Details of training and support provided by the principal company, included when significant onboarding is required
3. Marketing Guidelines: Specific rules for marketing and promotion, included when the referral partner will conduct active marketing
4. Performance Targets: Specific referral targets and consequences for meeting/missing them, used in performance-based relationships
5. Audit Rights: Right to audit referral activities and documentation, included for high-value or regulated industries
6. Insurance Requirements: Specific insurance coverage requirements, included when referral activities carry significant risks
7. Compliance with Anti-Bribery Laws: Detailed anti-bribery provisions, included when dealing with government entities or regulated industries
8. Force Majeure: Provisions for unforeseen circumstances, included when long-term commitments are involved
1. Schedule 1 - Referral Fee Structure: Detailed breakdown of referral fees, commission tiers, and calculation methods
2. Schedule 2 - Referral Process Flow: Step-by-step process flow for referral submission, qualification, and tracking
3. Schedule 3 - Approved Marketing Materials: List of approved marketing materials and usage guidelines
4. Schedule 4 - Service Description: Detailed description of services/products eligible for referral
5. Schedule 5 - Reporting Templates: Standard templates for referral reporting and tracking
6. Schedule 6 - Territory Definition: Detailed description of geographical territory and any exclusions
7. Appendix A - Contact Details: Key contact information for both parties
8. Appendix B - Compliance Requirements: Specific regulatory and compliance requirements applicable to the referral relationship
Authors
Financial Services
Technology
Professional Services
Real Estate
Healthcare
Education
Consulting
Manufacturing
Telecommunications
Retail
Insurance
Banking
Legal
Business Development
Sales
Compliance
Commercial
Operations
Partner Success
Strategy
Finance
Risk Management
Business Development Manager
Partnership Manager
Channel Manager
Sales Director
Chief Commercial Officer
Legal Counsel
Compliance Officer
Managing Director
CEO
Chief Operating Officer
Commercial Manager
Regional Sales Manager
Account Executive
Partner Success Manager
Strategy Director
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