Mutual Referral Agreement Template for Denmark

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Mutual Referral Agreement

Document background

The Mutual Referral Agreement is designed for businesses operating in Denmark who wish to establish formal referral relationships with complementary service providers. This document becomes necessary when businesses want to create a structured approach to cross-referring clients while ensuring compliance with Danish law and regulations. The agreement typically includes essential elements such as referral procedures, compensation mechanisms, data protection provisions (aligned with GDPR), and quality assurance standards. It's particularly valuable for professional service providers, financial institutions, and consultancy firms looking to expand their client base through strategic partnerships. The document provides legal protection for both parties while establishing clear protocols for the referral process and subsequent service delivery.

Suggested Sections

1. Parties: Identification and details of the contracting parties

2. Background: Context of the agreement and brief description of the parties' businesses

3. Definitions: Definitions of key terms used throughout the agreement

4. Scope of Agreement: Overview of the mutual referral arrangement and its purposes

5. Referral Process: Detailed procedures for making and receiving referrals

6. Obligations of the Parties: Specific duties and responsibilities of each party in the referral relationship

7. Compensation Structure: Terms and conditions for referral fees or commission payments

8. Confidentiality: Provisions for handling confidential information and trade secrets

9. Data Protection: GDPR compliance and data handling requirements

10. Term and Termination: Duration of the agreement and termination provisions

11. Governing Law and Jurisdiction: Specification of Danish law as governing law and jurisdiction for disputes

Optional Sections

1. Non-Compete Provisions: Restrictions on competing activities, if applicable to the business relationship

2. Quality Standards: Specific service quality requirements for referred business, if needed

3. Marketing and Branding: Guidelines for using each other's brands and marketing materials

4. Insurance Requirements: Specific insurance coverage requirements if relevant to the industry

5. Dispute Resolution: Alternative dispute resolution procedures if preferred over court proceedings

6. Force Majeure: Provisions for unforeseen circumstances affecting performance

7. Assignment Rights: Terms for transferring rights under the agreement to other parties

Suggested Schedules

1. Schedule 1: Referral Procedures: Detailed step-by-step process for making and handling referrals

2. Schedule 2: Fee Schedule: Detailed breakdown of referral fees and payment terms

3. Schedule 3: Referral Form Template: Standard form for documenting referrals

4. Schedule 4: Data Processing Agreement: Detailed GDPR-compliant data processing terms

5. Schedule 5: Service Standards: Specific service level requirements and quality metrics

6. Appendix A: Contact Information: List of key contacts and their roles for both parties

7. Appendix B: Approved Marketing Materials: Pre-approved marketing content and usage guidelines

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