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Referral Agent Agreement
"I need a Referral Agent Agreement for our software company based in Munich, to be used with multiple independent sales agents across Germany who will refer our cloud services to enterprise clients, with a tiered commission structure and GDPR compliance requirements."
1. Parties: Identification of the principal company and the referral agent, including full legal names, registration details, and addresses
2. Background: Context of the agreement and brief description of the business relationship
3. Definitions: Definitions of key terms used throughout the agreement, including 'Referred Customer', 'Successful Referral', 'Products/Services', and 'Territory'
4. Appointment and Scope: Terms of appointment, territory coverage, and whether the appointment is exclusive or non-exclusive
5. Referral Agent's Obligations: Core duties including lead generation, information sharing, and compliance requirements
6. Principal's Obligations: Company's commitments regarding support, training, and information provision
7. Referral Process: Detailed procedure for making and tracking referrals, including acceptance criteria
8. Compensation: Fee structure, calculation method, payment terms, and conditions for earning referral fees
9. Intellectual Property: Usage rights and restrictions regarding trademarks, logos, and marketing materials
10. Confidentiality: Protection of confidential information and trade secrets
11. Data Protection: GDPR compliance requirements and data handling procedures
12. Term and Termination: Duration of agreement, renewal terms, and termination conditions
13. Post-Termination: Obligations and restrictions after agreement ends
14. General Provisions: Standard clauses including notices, amendments, assignment, and governing law
1. Non-Compete: Restrictions on competing activities - include when exclusivity is important
2. Training and Support: Detailed provisions for agent training - include for complex products/services
3. Marketing Guidelines: Specific rules for marketing activities - include when agent will conduct marketing
4. Service Levels: Performance metrics and standards - include for performance-based relationships
5. Compliance with Industry Regulations: Specific industry compliance requirements - include for regulated industries
6. Insurance Requirements: Required insurance coverage - include for high-risk activities
7. Dispute Resolution: Specific dispute resolution procedures - include for international agreements
1. Schedule 1 - Commission Structure: Detailed breakdown of commission rates, tiers, and calculation methods
2. Schedule 2 - Products and Services: List of products/services covered by the referral arrangement
3. Schedule 3 - Referral Process Workflow: Step-by-step process flow for handling referrals
4. Schedule 4 - Reporting Templates: Standard forms for referral tracking and commission reporting
5. Schedule 5 - Approved Marketing Materials: Pre-approved marketing content and usage guidelines
6. Appendix A - Data Processing Agreement: GDPR-compliant data processing terms and procedures
7. Appendix B - Territory Definition: Detailed description of geographical or market coverage
Authors
Applicable Law
Business Day
Commencement Date
Commission
Competing Business
Confidential Information
Customer
Data Protection Laws
Effective Date
Force Majeure Event
Intellectual Property Rights
Marketing Materials
Personal Data
Principal
Products
Qualified Lead
Referral
Referral Agent
Referral Fee
Referral Period
Referred Customer
Services
Successful Referral
Term
Territory
Trade Secrets
Valid Claim
Scope of Authority
Territory
Exclusivity
Referral Process
Commission
Payment Terms
Reporting
Obligations of Principal
Obligations of Agent
Representations and Warranties
Intellectual Property
Confidentiality
Data Protection
Non-Competition
Non-Solicitation
Term and Duration
Termination
Force Majeure
Compliance with Laws
Anti-Bribery
Marketing and Promotion
Record Keeping
Audit Rights
Insurance
Indemnification
Limitation of Liability
Assignment
Severability
Entire Agreement
Governing Law
Dispute Resolution
Notices
Amendment
Independent Contractor
Survival
Technology and Software
Financial Services
Professional Services
Real Estate
Insurance
Healthcare
Education
Manufacturing
Telecommunications
Consulting
E-commerce
Business Services
Legal
Business Development
Sales
Partnerships
Compliance
Operations
Marketing
Finance
Account Management
Business Development Manager
Sales Director
Partnership Manager
Channel Manager
Legal Counsel
Compliance Officer
Commercial Director
Chief Revenue Officer
Marketing Director
Account Manager
Business Development Representative
Partner Success Manager
CEO/Managing Director
Operations Manager
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