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Mutual Referral Agreement
"I need a Mutual Referral Agreement between my IT consulting firm and a software development company in Malaysia, with a 15% commission structure and specific provisions for protecting client data and intellectual property."
1. Parties: Identifies and provides full details of the parties entering into the referral agreement
2. Background: Sets out the context of the agreement and the parties' intentions to refer business to each other
3. Definitions: Defines key terms used throughout the agreement for clarity and consistency
4. Scope of Referral Arrangement: Outlines the nature and extent of referrals to be made between parties
5. Referral Process: Details the specific procedures for making and accepting referrals
6. Compensation and Payment Terms: Specifies referral fees, commission structures, and payment procedures
7. Obligations of the Parties: Sets out the duties and responsibilities of each party in the referral relationship
8. Confidentiality: Governs the handling of confidential information shared between parties
9. Term and Termination: Specifies the duration of the agreement and circumstances for termination
10. General Provisions: Contains standard legal clauses including governing law, notices, and entire agreement
1. Data Protection: Required when personal data will be shared as part of the referral process
2. Non-Compete: Include when parties wish to restrict competitive activities
3. Marketing and Branding: Include when parties need to specify how each other's brands and materials can be used
4. Training Requirements: Include when specific training is needed to make or handle referrals
5. Dispute Resolution: Include when parties want to specify alternative dispute resolution mechanisms
6. Insurance Requirements: Include when specific insurance coverage is required for the referral activities
1. Schedule 1 - Referral Fee Structure: Detailed breakdown of commission rates and payment calculations
2. Schedule 2 - Referral Procedures: Step-by-step process for making and handling referrals
3. Schedule 3 - Service Descriptions: Detailed description of services eligible for referral
4. Appendix A - Referral Forms: Templates and forms to be used in the referral process
5. Appendix B - Reporting Templates: Standard formats for tracking and reporting referrals
Authors
Professional Services
Financial Services
Insurance
Real Estate
Healthcare
Information Technology
Education
Consulting
Legal Services
Business Services
Legal
Business Development
Sales
Compliance
Operations
Commercial
Partnerships
Client Relations
Marketing
Strategy
Business Development Manager
Chief Executive Officer
Managing Director
Partnership Manager
Legal Counsel
Compliance Officer
Operations Director
Sales Director
Channel Manager
Alliance Manager
Chief Commercial Officer
Business Partner Manager
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