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1. Parties: Identification of the introducer and the company receiving introductions, including full legal names and registered addresses
2. Background: Context of the agreement and brief description of the parties' business relationship
3. Definitions: Key terms used throughout the agreement, including 'Successful Introduction', 'Commission', 'Introduced Client', etc.
4. Appointment and Scope: Terms of appointment of the introducer and scope of introduction services
5. Introducer's Obligations: Key responsibilities of the introducer, including compliance with laws and regulatory requirements
6. Company's Obligations: Responsibilities of the company receiving introductions, including processing of introductions and payment of commissions
7. Commission Structure: Details of commission rates, calculation methods, and payment terms
8. Compliance Requirements: Regulatory compliance obligations, including AML requirements and required disclosures
9. Confidentiality: Obligations regarding confidential information and client data protection
10. Term and Termination: Duration of the agreement and circumstances for termination
11. Post-Termination: Rights and obligations that survive termination, including commission payments
12. General Provisions: Standard contractual provisions including governing law, notices, and entire agreement
1. Non-Compete: Restrictions on introducer's ability to work with competitors, used when exclusivity is required
2. Intellectual Property: IP rights and usage terms, necessary when branded materials or proprietary systems are involved
3. Training and Support: Details of any training or support provided to the introducer, included when the company provides significant support
4. Marketing Guidelines: Rules for marketing and promotion of services, included when introducer will be involved in marketing
5. Insurance Requirements: Specific insurance coverage requirements, needed for high-risk or regulated industries
6. Dispute Resolution: Specific dispute resolution procedures, recommended for high-value or complex arrangements
7. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in long-term or critical relationships
1. Commission Rates and Calculations: Detailed breakdown of commission structures, including any tiered rates or special arrangements
2. Introduction Process: Step-by-step process for making and recording introductions
3. Required Documentation: List of documents and information required for valid introductions
4. Compliance Procedures: Detailed compliance requirements and procedures
5. Approved Marketing Materials: List of approved marketing materials and usage guidelines
6. Reporting Templates: Standard forms for introduction records and commission calculations
7. Territory Schedule: Definition of geographical territories if territory-based restrictions apply
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