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Referral Contract

Referral Contract Generator for England and Wales

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Key Requirements PROMPT example:

Referral Contract

"I need a Referral Contract for my financial advisory firm to establish a referral arrangement with a mortgage broker, including a 20% commission structure and specific compliance requirements for FCA-regulated activities, starting from March 2025."

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Document background
A Referral Contract is essential when businesses wish to formalize arrangements for referring clients or opportunities to each other. This document, governed by English and Welsh law, establishes clear guidelines for referral processes, compensation structures, and mutual obligations. The contract typically includes provisions for data protection, quality standards, and compliance with relevant regulations such as the UK Bribery Act. It's particularly important in regulated industries where referral arrangements must meet specific legal requirements and professional standards.
Suggested Sections

1. Parties: Identification and details of the referring party and recipient party

2. Background: Context of the referral arrangement and business relationship

3. Definitions: Key terms used throughout the agreement

4. Referral Process: Detailed procedure for making and accepting referrals

5. Compensation Terms: Payment structure and referral fees

6. Obligations of Parties: Responsibilities of both referring and receiving parties

7. Term and Termination: Duration and termination provisions

Optional Sections

1. Non-Compete Provisions: Restrictions on competitive activities between parties, used in sensitive industry sectors or with direct competitors

2. Service Level Requirements: Quality standards for handling referrals, typically used in high-value or regulated service sectors

3. Marketing Requirements: Guidelines for promoting the referral relationship, used when public promotion of the relationship is intended

Suggested Schedules

1. Referral Fee Schedule: Detailed breakdown of fee structure and payment terms

2. Referral Process Flowchart: Visual representation of the referral workflow

3. Data Processing Requirements: Specific data handling and protection procedures

4. Service Level Metrics: Detailed performance indicators and measurement criteria

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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Clauses
Referral Process
Fees and Payment
Payment Terms
Commission Structure
Obligations of the Referring Party
Obligations of the Recipient Party
Representations and Warranties
Confidentiality
Data Protection
Intellectual Property Rights
Non-Compete
Non-Solicitation
Term and Duration
Termination
Force Majeure
Service Levels
Quality Standards
Record Keeping
Audit Rights
Marketing and Promotion
Regulatory Compliance
Anti-Bribery
Assignment
Variation
Notices
Entire Agreement
Severability
Third Party Rights
Governing Law
Dispute Resolution
Industries

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

Competition Act 1998: Ensures referral arrangements do not breach competition law or create anti-competitive practices

Consumer Rights Act 2015: Protects consumer interests in cases where referrals involve consumer transactions

Data Protection Act 2018 and UK GDPR: Governs the processing and handling of personal data in referral relationships

Financial Services and Markets Act 2000: Regulates referrals involving financial services and related activities

Legal Services Act 2007: Governs referral arrangements involving legal services providers

Bribery Act 2010: Controls and regulates referral fees and incentives to prevent corrupt practices

Consumer Protection from Unfair Trading Regulations 2008: Protects consumers from unfair commercial practices in referral arrangements

Electronic Commerce (EC Directive) Regulations 2002: Regulates online referral activities and electronic commerce aspects

Employment Rights Act 1996: Considers impact of referral schemes on employee rights and obligations

Unfair Contract Terms Act 1977: Controls unfair terms in contracts and limits ability to exclude liability

Limitation Act 1980: Sets time limits for bringing claims related to contract breaches

Money Laundering Regulations 2017: Ensures referral arrangements comply with anti-money laundering requirements where applicable

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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