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The Referral Agreement (Real Estate) is essential for businesses operating in the Swiss real estate market who wish to establish formal referral partnerships. This document is particularly relevant in Switzerland's multi-lingual, canton-based system where real estate professionals often need to refer clients across different regions or specialties. It addresses key aspects including referral processes, fee structures, and compliance with Swiss federal and cantonal regulations. The agreement is designed to protect both parties' interests while ensuring transparency in referral relationships, incorporating necessary provisions for data protection, anti-money laundering compliance, and professional licensing requirements specific to Swiss real estate operations. It's commonly used between real estate agencies, property managers, wealth management firms, and other professionals involved in real estate transactions.

1. Parties: Identification of the referring party and the receiving party, including full legal names, addresses, and registration details

2. Background: Context of the agreement, including the parties' business activities and their intention to enter into a referral relationship

3. Definitions: Key terms used throughout the agreement, including 'Referral', 'Referral Fee', 'Qualified Lead', 'Territory', and 'Real Estate Transaction'

4. Scope of Agreement: Details of the referral arrangement, including territory coverage and types of real estate transactions covered

5. Referral Process: Step-by-step process for making and accepting referrals, including communication requirements and timeframes

6. Obligations of the Referring Party: Responsibilities including lead qualification, information provision, and compliance with laws

7. Obligations of the Receiving Party: Responsibilities including lead handling, professional service delivery, and status updates

8. Compensation: Referral fee structure, calculation method, payment terms, and conditions for fee eligibility

9. Compliance with Laws: Obligations regarding real estate regulations, licensing requirements, and anti-money laundering laws

10. Confidentiality: Protection of confidential information and trade secrets

11. Data Protection: Compliance with Swiss data protection laws and handling of personal information

12. Term and Termination: Duration of agreement, renewal terms, and termination rights

13. General Provisions: Standard clauses including governing law, jurisdiction, entire agreement, and amendments