Agent Referral Agreement Template for Switzerland

1. Non-Competition: Restrictions on agent's competing activities, used when the principal wants to prevent competition during and after the agreement

2. Training and Support: Details of training and support provided by principal, included when significant onboarding or ongoing support is required

3. Marketing and Branding: Guidelines for use of principal's branding and marketing materials, included when agent will be involved in marketing activities

4. Insurance: Insurance requirements for the agent, included when the referral activities involve significant risks

5. Audit Rights: Principal's rights to audit agent's referral activities, included for high-value or regulated services

6. Force Majeure: Provisions for unforeseen circumstances, included when business continuity is critical

7. Assignment and Subcontracting: Rules for transferring rights or delegating duties, included when flexibility in business structure is needed

1. Schedule 1 - Compensation Structure: Detailed breakdown of referral fees, commission tiers, and bonus structures

2. Schedule 2 - Referral Process Flow: Detailed steps and documentation requirements for the referral process

3. Schedule 3 - Approved Territory: Definition and/or map of the geographical territory covered by the agreement

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

5. Schedule 5 - Service Level Requirements: Performance metrics and service standards for both parties

6. Appendix A - Contact Details: Key contact information for both parties

7. Appendix B - Compliance Requirements: Specific regulatory and compliance requirements applicable to the referral activities