Consultant Referral Agreement Template for England and Wales

Create a bespoke document in minutes, or upload and review your own.

4.6 / 5

4.8 / 5

Let's create your Consultant Referral Agreement

1. Select your governing law and document type:

2. Enter your key requirements:

3. Create your document to edit, review or download

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Consultant Referral Agreement

"I need a Consultant Referral Agreement for my tech consulting firm based in London, where we'll be paying a 15% commission to independent IT consultants who refer new clients to us, starting from March 2025."

Document background

The Consultant Referral Agreement is essential for businesses operating in England and Wales that wish to formalize their referral relationships with consultants or other service providers. This document is particularly valuable when establishing clear frameworks for commission-based referral systems, ensuring compliance with UK regulations, and protecting both parties' interests. The agreement typically includes detailed provisions on referral processes, compensation structures, confidentiality obligations, and data protection requirements, while ensuring alignment with UK employment and tax regulations, particularly IR35 considerations.

Suggested Sections

1. Parties: Identification and details of the contracting parties

2. Background: Context and purpose of the referral arrangement

3. Definitions: Key terms used throughout the agreement

4. Scope of Services: Details of referral services and obligations

5. Referral Process: Procedure for making and accepting referrals

6. Fees and Payment Terms: Compensation structure and payment procedures

7. Term and Termination: Duration and termination provisions

8. Confidentiality: Protection of confidential information

Optional Sections

1. Non-Competition: Restrictions on competitive activities - use when protecting business interests from competition is crucial

2. Intellectual Property: IP ownership and usage rights - use when IP is created or shared during the referral process

3. Insurance: Insurance requirements - use when specific insurance coverage is needed

4. Data Protection: GDPR compliance provisions - use when personal data is processed

Suggested Schedules

1. Schedule 1 - Services Description: Detailed description of referral services

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees and commission structure

3. Schedule 3 - Referral Process: Step-by-step referral procedure

4. Appendix A - Referral Form Template: Standard form for making referrals

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

Relevant Teams

Relevant Roles

Industries

Contract Law: Common law principles governing formation and enforcement of contracts in England and Wales

Companies Act 2006: Primary legislation governing company operations and corporate relationships when parties are registered companies

Partnership Act 1890: Legislation governing partnership arrangements and business structures if relevant to the consulting relationship

Employment Rights Act 1996: Legislation defining employment rights and helping distinguish between employment and self-employment status

IR35 Legislation: Tax legislation affecting consultants and contractors, determining tax status and obligations

Agency Workers Regulations 2010: Regulations protecting agency workers and potentially affecting consultant relationships

UK GDPR: Data protection legislation governing the processing of personal data in the UK post-Brexit

Data Protection Act 2018: UK's implementation of data protection standards, working alongside UK GDPR

Privacy and Electronic Communications Regulations: Regulations governing electronic communications and marketing activities

Late Payment of Commercial Debts (Interest) Act 1998: Legislation governing late payment penalties and interest in commercial transactions

Financial Services and Markets Act 2000: Regulation of financial services and markets, relevant if consulting involves financial services

Bribery Act 2010: Anti-corruption legislation affecting business relationships and referral arrangements

Proceeds of Crime Act 2002: Legislation preventing money laundering and handling proceeds of crime

Competition Act 1998: Legislation preventing anti-competitive practices in business relationships

Enterprise Act 2002: Legislation governing fair trading and enterprise regulation

Trade Marks Act 1994: Protection of trademarks and branding in consulting relationships

Consumer Rights Act 2015: Protection of consumer rights if consulting services involve end consumers

Consumer Protection from Unfair Trading Regulations 2008: Regulations protecting consumers from unfair business practices

Alternative Dispute Resolution for Consumer Disputes Regulations 2015: Regulations governing alternative dispute resolution procedures for consumer disputes

Find the exact document you need

Exclusive Referral Agreement

A legally binding agreement under English and Welsh law establishing an exclusive referral relationship between parties, including commission terms and territorial rights.

find out more

Car Referral Fee Agreement

A legally binding agreement under English and Welsh law establishing terms for automotive sales referrals and associated fees.

find out more

Buyer Referral Agreement

A legally binding agreement under English and Welsh law that establishes terms for referring potential buyers to a business in exchange for compensation.

find out more

Consultant Referral Agreement

An English law agreement establishing terms for business referrals between consultants and service providers, including compensation and obligations.

find out more

Reciprocal Referral Agreement

An English law agreement establishing mutual client referral arrangements between parties, including commission structures and referral terms.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.

Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research

Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.

Read our Privacy Policy.

How Genie AI reduced drafting time by 75% for a legal firm

Let's create your Consultant Referral Agreement

Authors

Alex Denne

Find the exact document you need

Simple Finders Fee Agreement

Referral Partner Program Agreement

Referral Contract

Real Estate Referral Form

Insurance Referral Agreement

Agent Referral Fee Agreement

Agent Referral Agreement

Exclusive Referral Agreement

Car Referral Fee Agreement

Buyer Referral Agreement

Consultant Referral Agreement

Reciprocal Referral Agreement

Download our whitepaper on the future of AI in Legal

Genie’s Security Promise

Your documents are private:

Your documents are protected:

Organizational security

Innovation in privacy:

Want to know more?

Draft quality legal agreements or review documents in 3 minutes

Templates

Commercial

Employment

IP

Administration

Finance

R&D

Industries

Legal Services

Manufacturing

Construction

Solutions

Use Cases

Company Types

Comparisons

Business Categories

Teams

Information