The Real Estate Referral Form is essential for property professionals in England and Wales who wish to formalize referral arrangements with other agents or professionals. This document ensures compliance with UK property laws while protecting the interests of all parties involved. It includes crucial details about referral fees, commission structures, data protection requirements, and the specific responsibilities of both the referring and receiving parties. The form is particularly important given the regulatory requirements of the Estate Agents Act 1979 and the need for transparency in property transactions.
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1. Parties: Details of the referrer and referee parties, including full legal names and addresses
2. Background: Brief context explaining the purpose of the referral arrangement
3. Definitions: Key terms used throughout the document including 'Referral Fee', 'Property', 'Client'
4. Referral Terms: Core terms of the referral arrangement including process and obligations
5. Fee Structure: Details of referral fees, payment terms and conditions
6. Data Protection: Compliance with GDPR and Data Protection Act 2018
7. Duration and Termination: Term of agreement and termination provisions
1. Non-Competition: Restrictions on competing activities, used when parties want to prevent referrals to competitors
2. Marketing Rights: Terms for using each other's branding/marketing materials, used when parties plan joint marketing activities
3. Professional Indemnity: Insurance requirements and liability provisions, used when dealing with high-value properties or complex arrangements
1. Schedule 1 - Fee Schedule: Detailed breakdown of referral fees and commission structures
2. Schedule 2 - Referral Process: Step-by-step process for making and handling referrals
3. Appendix A - Data Processing Agreement: Detailed GDPR compliance terms if extensive personal data is processed
4. Appendix B - Referral Form Template: Standard form to be used for each individual referral
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