Introduction Fee Agreement Template for Switzerland

1. Exclusivity: Terms regarding whether the introducer has exclusive rights to make certain introductions - include when exclusivity is part of the arrangement

2. Non-Circumvention: Provisions preventing direct dealings between the client and introduced parties without the introducer's involvement - include for higher-value arrangements

3. Success Criteria: Detailed metrics for determining when an introduction is considered successful - include when fee structure is success-based

4. Reporting Requirements: Obligations to report on the progress of introductions and resulting transactions - include for ongoing introduction arrangements

5. Force Majeure: Provisions for unforeseen circumstances preventing performance - include for longer-term arrangements

6. Insurance: Requirements for professional indemnity or other insurance - include when dealing with regulated sectors

7. Data Protection: Specific provisions regarding handling of personal data - include when personal data will be shared

1. Fee Schedule: Detailed breakdown of fee structures, including any sliding scales or success-based calculations

2. Target Profile: Specific criteria and requirements for potential introduction targets

3. Excluded Parties: List of entities or individuals excluded from the scope of the agreement

4. Introduction Process: Step-by-step procedure for making and documenting introductions

5. Required Information: Template or list of information required for each introduction