Sales Referral Agreement Template for Switzerland

1. Non-Compete: Restrictions on competing activities, used when protecting market position is crucial

2. Training and Support: Details of training and support provided by Principal, included for complex products/services

3. Marketing and Promotion: Guidelines for marketing activities, included when Referrer will conduct active promotion

4. Insurance: Insurance requirements, included for high-value or regulated services

5. Compliance with Laws: Specific regulatory compliance requirements, included for regulated industries

6. Audit Rights: Right to audit referral records, included for high-volume or complex fee structures

7. Sub-referrers: Terms for engaging sub-referrers, included when allowing delegation of referral activities

8. Force Majeure: Provisions for unforeseen circumstances, included for long-term or critical relationships

1. Schedule 1 - Compensation Structure: Detailed fee calculations, commission tiers, and bonus structures

2. Schedule 2 - Products and Services: List and description of products/services eligible for referral

3. Schedule 3 - Referral Process Flowchart: Visual representation of the referral process and requirements

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

5. Schedule 5 - Territory Definition: Detailed description of geographical or market segment limitations

6. Appendix A - Approved Marketing Materials: Pre-approved marketing content and usage guidelines

7. Appendix B - Data Protection Protocol: Detailed procedures for handling personal data in compliance with Swiss law