Company Referral Letter Template for England and Wales

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Key Requirements PROMPT example:

Company Referral Letter

"I need a Company Referral Letter to establish a referral arrangement with ABC Tech Solutions Ltd, where we'll receive 15% commission for successful client introductions in the cybersecurity sector, with the arrangement to commence from March 2025."

Document background

A Company Referral Letter is commonly used in business relationships governed by English and Welsh law when one company wishes to formally refer business opportunities, clients, or services to another company. The document typically includes details about the referral arrangement, compensation terms, confidentiality provisions, and any specific conditions or requirements. It serves multiple purposes: documenting the referral relationship, establishing clear terms and expectations, ensuring regulatory compliance, and protecting both parties' interests. This type of document is particularly important in regulated industries where formal documentation of business relationships is required.

Suggested Sections

1. Letter Date: Current date of the referral letter

2. Recipient Details: Full name and address of the recipient company

3. Introduction: Brief introduction of the referring party

4. Referral Purpose: Clear statement of the referral's purpose and nature

5. Referral Details: Specific details about the business opportunity or client being referred

6. Terms of Referral: Any fees, commissions, or compensation arrangements

7. Confidentiality Statement: Statement regarding confidential handling of information

8. Signature Block: Space for signature and company details

Optional Sections

1. Duration of Referral: Timeframe for the referral arrangement if there is a specific time limitation

2. Exclusivity Provisions: Terms regarding exclusive referral rights when exclusive arrangements are agreed

3. Performance Metrics: Expected outcomes or targets when specific performance standards are required

4. Compliance Requirements: Specific regulatory compliance statements for regulated activities or services

Suggested Schedules

1. Commission Schedule: Detailed breakdown of commission structures and payment terms

2. Service Description: Detailed description of services being referred

3. Company Profiles: Background information about the companies involved

4. Compliance Certificates: Relevant regulatory or compliance documentation

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Professional Services
Financial Services
Technology
Real Estate
Healthcare

Relevant Teams

Business Development
Sales
Legal
Compliance
Finance

Relevant Roles

Business Development Manager
Partnership Manager
Sales Director
Chief Executive Officer
Commercial Director

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Let's create your Company Referral Letter

Authors

Alex Denne

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