Broker Referral Agreement Template for Switzerland

1. Regulatory Compliance: Specific section for financial services or real estate compliance requirements, necessary when dealing with regulated activities

2. Non-Solicitation: Restrictions on soliciting referred clients or employees, included when protecting client relationships is crucial

3. Marketing and Branding: Guidelines for using each other's brands and marketing materials, needed when joint marketing is contemplated

4. Insurance Requirements: Specific insurance obligations, included when dealing with high-value transactions or regulated activities

5. Data Protection: Detailed data handling procedures, expanded section when extensive personal data processing is involved

6. Dispute Resolution: Alternative dispute resolution procedures, included when parties prefer arbitration or mediation

7. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in long-term arrangements

1. Schedule 1 - Fee Structure: Detailed breakdown of referral fees, calculation methods, and payment examples

2. Schedule 2 - Referral Procedures: Step-by-step process flow, including forms and templates for referral submissions

3. Schedule 3 - Compliance Requirements: Specific regulatory requirements, checklists, and compliance procedures

4. Schedule 4 - Approved Services: List of services covered under the referral arrangement

5. Appendix A - Contact Details: Key contact information for both parties, including escalation procedures

6. Appendix B - Required Documentation: Templates and forms required for client referrals and fee claims