All Countries
Sales
Business Referral Fee Agreement

Business Referral Fee Agreement Template for Australia

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Business Referral Fee Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Business Referral Fee Agreement

"I need a Business Referral Fee Agreement for my financial advisory firm based in Sydney, where we'll pay professional accountants a 10% commission for referring clients to our wealth management services, with quarterly payments and a minimum referral threshold of 5 clients per year."

Celebrated by
Collaborations with
Investors
Document background
The Business Referral Fee Agreement is a crucial document for organizations looking to expand their business through formal referral partnerships in Australia. This agreement is commonly used when a business wishes to incentivize third parties to refer potential clients or business opportunities, establishing a clear legal framework for such arrangements. The document outlines the specific terms of the referral relationship, including qualification criteria for referrals, fee calculations, payment terms, and mutual obligations. It ensures compliance with Australian federal and state regulations, including consumer protection laws and financial services regulations where applicable. The agreement is particularly important for businesses operating in regulated industries or where significant commercial relationships need to be formalized, providing legal protection for all parties involved while clarifying the expectations and responsibilities within the referral arrangement.
Suggested Sections

1. Parties: Identifies and provides full details of all parties to the agreement

2. Background: Explains the context and purpose of the agreement, including the business relationship between the parties

3. Definitions: Defines key terms used throughout the agreement for clarity and consistency

4. Appointment and Scope: Establishes the referrer's role and the nature of the referral relationship

5. Referral Process: Details the specific process for making and accepting referrals

6. Referral Fee Structure: Specifies the fees payable for successful referrals and calculation methods

7. Payment Terms: Outlines when and how payments will be made, including invoicing requirements

8. Obligations of the Referrer: Lists the duties and responsibilities of the party making the referrals

9. Obligations of the Company: Lists the duties and responsibilities of the party receiving the referrals

10. Confidentiality: Protects confidential information shared during the referral process

11. Term and Termination: Specifies the duration of the agreement and circumstances for termination

12. General Provisions: Standard legal clauses including governing law, notices, and entire agreement

Optional Sections

1. Non-Compete: Restrictions on competitive activities, used when protecting market position is crucial

2. Intellectual Property: Protects IP rights when branded materials or proprietary information is shared

3. Marketing and Promotion: Guidelines for how the referrer may market or promote the company's services

4. Training and Support: Details any training or support provided to the referrer, used in complex service arrangements

5. Dispute Resolution: Specific procedures for resolving disputes, recommended for high-value arrangements

6. Insurance Requirements: Specifies required insurance coverage, important for regulated industries or high-risk activities

7. Data Protection: Detailed privacy and data handling requirements, essential when personal data is involved

8. Service Level Agreements: Performance metrics and standards, used in more formal or large-scale referral arrangements

Suggested Schedules

1. Fee Schedule: Detailed breakdown of referral fees, commission rates, and payment calculations

2. Referral Procedures: Step-by-step process for making and tracking referrals

3. Approved Marketing Materials: List of approved marketing materials and usage guidelines

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

5. Territory Definition: Geographic or market segment definitions if referral rights are territory-based

6. Service Description: Detailed description of services or products covered by the referral arrangement

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
Business Day
Commencement Date
Company
Confidential Information
Effective Date
Fees
Force Majeure Event
GST
Initial Term
Intellectual Property Rights
Laws
Material
Personnel
Potential Client
Qualified Referral
Referral
Referral Fee
Referral Period
Referrer
Representatives
Services
Successful Referral
Term
Territory
Commission Rate
Payment Period
Marketing Materials
Qualifying Revenue
Referral Process
Related Body Corporate
Customer
Business Opportunity
Reporting Period
Gross Revenue
Net Revenue
Conversion
Completion Date
Performance Targets
Minimum Requirements
Exclusivity Period
Clauses
Interpretation
Appointment
Term
Referral Process
Qualification Criteria
Fee Structure
Payment Terms
GST
Obligations
Representations and Warranties
Confidentiality
Intellectual Property
Data Protection
Non-Compete
Non-Solicitation
Record Keeping
Audit Rights
Reporting
Marketing and Promotion
Training and Support
Termination
Force Majeure
Liability and Indemnity
Insurance
Assignment
Relationship of Parties
Dispute Resolution
Governing Law
Notices
Severability
Entire Agreement
Variation
Waiver
Costs
Further Assurance
Relevant Industries

Financial Services

Professional Services

Real Estate

Insurance

Information Technology

Business Consulting

Healthcare

Education

Legal Services

Recruitment

Property Management

Marketing and Advertising

Relevant Teams

Legal

Business Development

Sales

Partnerships

Operations

Finance

Compliance

Marketing

Commercial

Executive Leadership

Relevant Roles

Business Development Manager

Sales Director

Partnership Manager

Legal Counsel

Commercial Manager

Chief Executive Officer

Managing Director

Operations Manager

Account Manager

Channel Manager

Referral Program Coordinator

Chief Financial Officer

Compliance Officer

Business Owner

Marketing Director

Industries
Competition and Consumer Act 2010 (Cth): This federal law governs business conduct, competition, and consumer protection in Australia. It's relevant for ensuring the referral arrangement doesn't contain unfair contract terms or misleading/deceptive conduct.
Australian Consumer Law: As part of the Competition and Consumer Act, it specifically deals with consumer protection and fair trading. Important for disclosure requirements and ensuring the referral arrangement is transparent.
Corporations Act 2001 (Cth): Relevant for business structures and corporate governance requirements, particularly if any party is a corporation or if the referral arrangement involves financial services.
Income Tax Assessment Act 1997: Crucial for understanding the tax implications of referral fees, including their treatment as assessable income and GST considerations.
Privacy Act 1988 (Cth): Important when handling personal information in the referral process, ensuring compliance with Australian Privacy Principles.
Australian Securities and Investments Commission Act 2001: Relevant if the referral arrangement involves financial services or products, ensuring compliance with financial services regulations.
Contract Law (Common Law): While not legislation per se, Australian contract law principles are essential for ensuring the agreement is legally binding and enforceable.
Anti-Money Laundering and Counter-Terrorism Financing Act 2006: May be relevant if the referral arrangement involves financial services or significant payment arrangements.
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

Find the exact document you need

Referral Agreement Contract

An Australian-law governed agreement establishing terms and conditions for business referral relationships, including compensation and compliance requirements.

find out more

Referral Partner Program Agreement

An Australian-law governed agreement establishing terms for referral partnerships, including compensation, processes, and compliance requirements.

find out more

Business Referral Fee Agreement

An Australian-law governed agreement establishing terms for business referrals and associated fee arrangements between a referrer and a company.

find out more

Exclusive Referral Agreement

An Australian law-governed agreement establishing exclusive referral arrangements between parties, including terms of exclusivity, referral processes, and compensation structures.

find out more

Buyer Referral Agreement

An Australian-law governed agreement establishing terms and conditions for business referral partnerships, including commission structures and mutual obligations.

find out more

Reciprocal Referral Agreement

An Australian-law governed agreement establishing mutual client referral arrangements between two parties, including referral processes and fee structures.

find out more

Loan Referral Agreement

An Australian agreement governing the relationship between a lender and referral partner for loan customer introductions, including regulatory compliance and commission arrangements.

find out more

Mutual Referral Agreement

An Australian law-governed agreement establishing terms and conditions for mutual client referrals between businesses, including commission structures and compliance requirements.

find out more

Introduction Fee Agreement

An Australian law-governed agreement establishing terms for paying fees for business introductions, including service scope, success criteria, and payment terms.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.

Read our Privacy Policy.