Introducer Fee Agreement Template for Switzerland

1. Regulatory Status: Required if introducer is operating within regulated financial services sector

2. Exclusivity: Optional section defining any exclusive arrangements between parties

3. International Provisions: Required if introductions involve cross-border elements

4. Training and Support: Optional section detailing any training or support provided to the introducer

5. Marketing and Branding: Optional section governing use of company brands and marketing materials

6. Data Protection: Detailed FADP compliance section if significant personal data processing is involved

7. Non-Compete: Optional restrictions on introducer's activities with competitors

8. Force Majeure: Optional provisions for unforeseen circumstances affecting performance

1. Schedule 1 - Fee Schedule: Detailed breakdown of fee structures, calculations, and examples

2. Schedule 2 - Introduction Process: Step-by-step process for making and documenting introductions

3. Schedule 3 - Compliance Requirements: Detailed compliance procedures and checklists

4. Schedule 4 - Approved Marketing Materials: List of approved marketing materials and usage guidelines

5. Appendix A - Introduction Form Template: Standard form for documenting new introductions

6. Appendix B - Due Diligence Requirements: Checklist of required due diligence for different types of introductions