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Referral Partner Agreement
"I need a Referral Partner Agreement under Indonesian law for my fintech company to engage independent financial advisors who will refer small business customers to our lending platform, with a tiered commission structure based on loan size."
1. Parties: Identification of the principal company and the referral partner, including registration details as required by Indonesian law
2. Background: Context of the agreement and brief description of the business relationship
3. Definitions: Key terms used in the agreement, including 'Referral', 'Qualified Lead', 'Services', and 'Commission'
4. Appointment and Scope: Terms of appointment of the referral partner and scope of referral services
5. Referral Process: Detailed process for making and tracking referrals, including qualification criteria
6. Partner Obligations: Responsibilities and commitments of the referral partner
7. Company Obligations: Responsibilities and commitments of the principal company
8. Commission Structure: Details of referral fees, calculation methods, and payment terms
9. Intellectual Property: Protection and usage rights of trademarks, logos, and marketing materials
10. Confidentiality: Protection of confidential information and trade secrets
11. Data Protection: Compliance with Indonesian data protection laws and data handling requirements
12. Term and Termination: Duration of agreement and termination provisions
13. General Provisions: Standard legal clauses including governing law, dispute resolution, and notices
1. Training and Support: Used when the company provides specific training or support systems to partners
2. Marketing Guidelines: Include when partners are allowed to conduct marketing activities
3. Performance Targets: Used when implementing specific referral targets or KPIs
4. Territory Restrictions: Include when partners are assigned specific geographic areas
5. Non-Compete: Used when restricting partner's ability to work with competitors
6. Insurance Requirements: Include when partners need to maintain specific insurance coverage
7. Compliance with Anti-Corruption Laws: Detailed section when dealing with government contacts or high-risk sectors
8. Online Referral Platform: Include when using specific online tools or platforms for referral management
1. Commission Structure: Detailed breakdown of commission rates, tiers, and calculation methods
2. Referral Process Flowchart: Visual representation of the referral process and procedures
3. Approved Marketing Materials: Templates and guidelines for permitted marketing activities
4. Service Description: Detailed description of products/services eligible for referral
5. Reporting Templates: Standard forms for referral tracking and commission calculations
6. Data Processing Requirements: Specific procedures for handling customer data in compliance with Indonesian law
7. Territory Map: If applicable, geographical boundaries for referral activities
Authors
Financial Services
Technology
Professional Services
Real Estate
Insurance
Telecommunications
Education
Healthcare
Manufacturing
Retail
Consulting
E-commerce
Tourism and Hospitality
Legal
Business Development
Sales
Compliance
Finance
Operations
Marketing
Partner Relations
Commercial
Account Management
Business Development Manager
Partnership Manager
Sales Director
Channel Manager
Chief Commercial Officer
Legal Counsel
Compliance Officer
Marketing Director
Operations Manager
Account Manager
Partner Success Manager
Chief Executive Officer
Chief Financial Officer
Business Owner
Relationship Manager
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