Create a bespoke document in minutes, or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Marketing Referral Agreement
"I need a Marketing Referral Agreement for my fintech company to engage independent financial advisors who will refer clients to our investment platform, with a tiered commission structure and strict compliance with Australian financial services regulations."
1. Parties: Identification of the referrer and the company receiving referrals
2. Background: Context of the agreement and brief description of the parties' business relationship
3. Definitions: Key terms used throughout the agreement
4. Appointment and Scope: Terms of appointment and scope of referral services
5. Referral Process: Detailed process for making and accepting referrals
6. Compensation and Payment Terms: Commission structure, payment terms, and calculation methods
7. Obligations of the Referrer: Referrer's responsibilities, including marketing standards and compliance
8. Obligations of the Company: Company's responsibilities in handling referrals and supporting the referrer
9. Compliance with Laws: Requirements for compliance with relevant laws and regulations
10. Intellectual Property: Usage rights for trademarks, logos, and marketing materials
11. Confidentiality: Protection of confidential information and trade secrets
12. Term and Termination: Duration of the agreement and termination provisions
13. General Provisions: Standard legal provisions including governing law, notices, and assignment
1. Non-Compete: Restrictions on competing activities, used when the referrer works with multiple companies
2. Training and Support: Details of training provided by the company, included when significant support is offered
3. Performance Targets: Minimum referral requirements, included when specific targets are required
4. Marketing Guidelines: Specific rules for marketing activities, included when the referrer has significant marketing responsibilities
5. Dispute Resolution: Specific dispute resolution procedures, included for high-value or complex arrangements
6. Insurance Requirements: Specific insurance obligations, included when referrer needs particular coverage
7. Data Protection: Detailed data handling requirements, included when significant personal data is processed
8. Territory Restrictions: Geographic limitations on referral activities, included for territory-specific arrangements
1. Schedule 1 - Commission Structure: Detailed breakdown of commission rates and calculation methods
2. Schedule 2 - Referral Process Flow: Step-by-step process for making and tracking referrals
3. Schedule 3 - Approved Marketing Materials: List of pre-approved marketing materials and usage guidelines
4. Schedule 4 - Reporting Requirements: Templates and timing for regular reporting
5. Schedule 5 - Contact Details: Key contacts and escalation procedures
6. Appendix A - Compliance Checklist: Checklist of regulatory requirements and compliance procedures
7. Appendix B - Marketing Guidelines: Detailed marketing standards and brand guidelines
Authors
Approved Marketing Materials
Business Day
Commencement Date
Commission
Confidential Information
Customer
Disqualified Referral
Effective Date
Force Majeure Event
Initial Term
Intellectual Property Rights
Laws
Marketing Guidelines
Marketing Services
Personal Information
Principal
Products
Qualified Referral
Referral
Referral Fee
Referral Period
Referral Process
Referrer
Services
Successful Referral
Term
Territory
Trademarks
Valid Claim
Term
Exclusivity
Referral Process
Commission
Payment Terms
Marketing Standards
Compliance
Representations and Warranties
Confidentiality
Intellectual Property
Data Protection
Non-Compete
Non-Solicitation
Performance Requirements
Reporting
Audit Rights
Termination
Force Majeure
Indemnification
Limitation of Liability
Insurance
Assignment
Variation
Notices
Governing Law
Dispute Resolution
Entire Agreement
Severability
Third Party Rights
Professional Services
Financial Services
Technology
Real Estate
Healthcare
Education
Retail
E-commerce
Telecommunications
Consulting
Digital Marketing
Software and IT
Insurance
Banking
Property Management
Business Development
Marketing
Legal
Compliance
Sales
Partner Relations
Commercial
Strategy
Channel Management
Digital Marketing
Business Development Manager
Marketing Director
Partnership Manager
Sales Director
Chief Marketing Officer
Business Development Executive
Channel Manager
Affiliate Manager
Marketing Manager
Commercial Director
Legal Counsel
Compliance Officer
Partner Success Manager
Growth Manager
Strategic Alliance Manager
Find the exact document you need
Standard Marketing Agreement
An Australian-law governed agreement establishing terms for marketing services provision, including scope, deliverables, and compliance with local regulations.
Marketing Representation Agreement
An Australian-law governed agreement establishing terms for marketing representation services, including territorial rights, commissions, and compliance requirements.
Simple Marketing Contract
An Australian-compliant agreement for the provision of marketing services, suitable for standard marketing engagements between service providers and clients.
Marketing Manager Contract
An Australian-compliant employment contract template for Marketing Manager positions, covering essential terms and conditions under Australian employment law.
Freelance Marketing Contract
An Australian-compliant contract for engaging freelance marketing professionals, defining service terms and protecting both parties' interests under Australian law.
Freelance Digital Marketing Contract
An Australian-law governed contract for engaging freelance digital marketing services, outlining services, deliverables, and compliance requirements.
Cross Promotion Agreement
An Australian agreement governing collaborative promotional activities between two or more parties, including terms for brand usage, responsibilities, and compliance requirements.
Marketing Confidentiality Agreement
An Australian law-governed agreement protecting confidential marketing information between parties engaging in marketing activities.
Advertising Sponsorship Agreement
An Australian-law governed agreement establishing sponsorship terms between a sponsor and rights holder, including financial commitments, brand usage rights, and promotional obligations.
Marketing Sponsorship Agreement
An Australian-law governed agreement establishing marketing sponsorship terms between sponsors and rights holders, including marketing rights, obligations, and compliance requirements.
Advertising Sales Contract
An Australian-law governed agreement for advertising services provision, defining terms between advertising providers and clients.
Marketing Referral Agreement
An Australian-law governed agreement establishing terms for marketing referral services, including commission structures and compliance requirements.
Cross Marketing Agreement
An Australian-law governed agreement establishing terms for collaborative marketing activities between parties, including brand usage rights and compliance requirements.
Marketing Rights Agreement
An Australian-law governed agreement that grants and regulates marketing rights between parties, including terms for brand usage, territories, and promotional activities.
Marketing Commission Agreement
An Australian-governed agreement establishing terms for commission-based marketing services between a principal company and marketing representative.
Cooperative Marketing Agreement
An Australian-law governed agreement establishing terms for collaborative marketing efforts between parties, including resource sharing and compliance with local marketing regulations.
Advertising Sales Agreement
An Australian agreement governing the provision of advertising services, including media placement, creative services, and campaign management.
Marketing License Agreement
An Australian-law governed agreement granting rights to use marketing materials and brand assets, with associated terms and conditions for brand protection.
Marketing Fee Agreement
An Australian-law governed agreement establishing marketing services terms, fees, and obligations between a marketing service provider and client.
Exclusive Marketing Agreement
An Australian law-governed agreement granting exclusive rights to market and promote products/services within a defined territory, with comprehensive terms for marketing services and performance requirements.
Social Media Marketing Agreement
An Australian-law governed agreement setting out terms and conditions for social media marketing services, including scope, deliverables, and compliance requirements.
Contract For Marketing Services
An Australian-law governed agreement establishing terms between a marketing service provider and client, covering service scope, deliverables, and compliance requirements.
Marketing Consultant Contract
An Australian-governed agreement establishing terms and conditions between a business and marketing consultant, covering services, deliverables, and mutual obligations.
Sales And Marketing Agency Agreement
An Australian law-governed agreement establishing terms for a sales and marketing agency relationship, including appointment, territory rights, and commission structures.
Digital Marketing Services Agreement
An Australian-law governed agreement for digital marketing services, outlining terms, conditions, and obligations between marketing service providers and their clients.
Digital Marketing Contract
An Australian-law governed contract for digital marketing services, outlining service delivery, performance metrics, and compliance requirements.
Co Marketing Agreement
An Australian-law governed agreement establishing terms for collaborative marketing activities between two or more parties, including rights, responsibilities, and compliance requirements.
Download our whitepaper on the future of AI in Legal
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.