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Mutual Referral Agreement

Mutual Referral Agreement Template for United Arab Emirates

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Key Requirements PROMPT example:

Mutual Referral Agreement

"I need a Mutual Referral Agreement between my Dubai-based management consultancy and a local law firm, with a tiered commission structure starting from 5% for basic referrals up to 15% for high-value clients, to be effective from March 1, 2025."

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Document background
This Mutual Referral Agreement is designed for businesses operating in the UAE seeking to establish formal referral relationships with other organizations. The document is particularly relevant in today's interconnected business environment where strategic partnerships and referral networks are crucial for growth. It provides a legal framework compliant with UAE laws for managing referral relationships, protecting both parties' interests, and ensuring clear understanding of referral processes, compensation structures, and mutual obligations. The agreement is commonly used across various sectors including professional services, financial services, healthcare, and real estate, where business referrals are a significant source of new clients and revenue. It includes essential provisions for data protection, confidentiality, and compliance with UAE commercial regulations.
Suggested Sections

1. Parties: Identification of the parties entering into the referral agreement

2. Background: Context of the agreement and brief description of the parties' businesses

3. Definitions: Key terms used throughout the agreement

4. Scope of Agreement: Nature and extent of the referral relationship

5. Referral Process: Detailed procedures for making and accepting referrals

6. Obligations of the Parties: Specific duties and responsibilities of each party

7. Compensation and Payment Terms: Referral fees, payment structure, and payment procedures

8. Confidentiality: Protection of confidential information and trade secrets

9. Data Protection: Handling and protection of personal data in compliance with UAE laws

10. Representations and Warranties: Parties' assurances regarding their authority and capabilities

11. Term and Termination: Duration of agreement and termination provisions

12. Governing Law and Jurisdiction: Application of UAE law and dispute resolution procedures

Optional Sections

1. Non-Solicitation: Used when parties wish to prevent poaching of employees or direct client solicitation

2. Exclusivity: Include when parties agree to exclusive referral arrangements

3. Industry-Specific Compliance: Required for regulated industries like healthcare or financial services

4. Marketing and Branding: Include when parties need to specify how each other's brands can be used

5. Force Majeure: Added for protection against unforeseen circumstances affecting performance

6. Insurance Requirements: Include when specific insurance coverage is required for the referral relationship

Suggested Schedules

1. Schedule 1 - Referral Fee Structure: Detailed breakdown of referral fees and commission calculations

2. Schedule 2 - Referral Process Flowchart: Step-by-step visualization of the referral process

3. Schedule 3 - Service Categories: List of services or products covered under the referral arrangement

4. Schedule 4 - Reporting Templates: Standard forms for tracking and reporting referrals

5. Schedule 5 - Contact Details: Key contact persons and communication protocols

6. Appendix A - Compliance Requirements: Specific regulatory requirements and compliance procedures

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Agreement
Applicable Law
Business Day
Confidential Information
Effective Date
Force Majeure Event
Initial Term
Intellectual Property Rights
Personal Data
Qualifying Referral
Referral
Referral Fee
Referral Notice
Referral Period
Referred Client
Services
Territory
Trade Secrets
Commencement Date
Contact Person
Business Opportunity
Commission
Data Protection Laws
Dispute
Marketing Materials
Payment Date
Professional Standards
Renewal Term
Service Level Requirements
Termination Date
Relevant Industries

Professional Services

Financial Services

Healthcare

Real Estate

Legal Services

Information Technology

Education

Insurance

Marketing and Advertising

Management Consulting

Construction

Hospitality

Relevant Teams

Business Development

Legal

Commercial

Sales

Operations

Compliance

Marketing

Client Relations

Strategy

Partnerships

Relevant Roles

Business Development Manager

Commercial Director

Partnership Manager

Legal Counsel

Chief Executive Officer

Managing Director

Sales Director

Operations Manager

Compliance Officer

Marketing Director

Client Relations Manager

Strategy Director

Industries
UAE Civil Code (Federal Law No. 5 of 1985): Governs general contractual principles, obligations between parties, and the basic requirements for valid contracts in the UAE
UAE Commercial Transactions Law (Federal Law No. 18 of 1993): Regulates commercial transactions and business relationships between parties, including provisions relevant to commercial agreements and business introductions
UAE Commercial Agency Law (Federal Law No. 18 of 1981, as amended): While not directly applicable to all referral agreements, its principles may be relevant if the referral arrangement could be interpreted as an agency relationship
UAE Competition Law (Federal Law No. 4 of 2012): Ensures that the referral arrangement does not create anti-competitive practices or unfair market advantages
UAE Cyber Crime Law (Federal Law No. 5 of 2012): Relevant for protection of electronic data and information exchanged during referral processes
DIFC Data Protection Law (DIFC Law No. 5 of 2020): If operating in or with DIFC entities, governs the handling and protection of personal data in referral relationships
UAE Anti-Bribery Law (Federal Decree Law No. 3 of 1987): Ensures referral fees and arrangements comply with anti-bribery and corruption regulations
UAE Consumer Protection Law (Federal Law No. 24 of 2006): Relevant when referrals involve consumer services or products to ensure consumer rights are protected
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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