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Referral Partner Program Agreement
"I need a Referral Partner Program Agreement for my fintech company to establish a network of independent financial advisors who will refer clients to our investment platform, with a tiered commission structure and strict FCA compliance requirements starting from March 2025."
1. Parties: Identification and details of contracting parties
2. Background: Context and purpose of the agreement
3. Definitions: Key terms used throughout the agreement
4. Appointment and Scope: Terms of referral partnership and authorized activities
5. Referral Process: Mechanics of how referrals are made and tracked
6. Commission Structure: Payment terms, rates, and calculation methods
7. Obligations of Parties: Duties and responsibilities of each party
8. Term and Termination: Duration and conditions for ending the agreement
9. Confidentiality: Protection of sensitive information
1. Marketing and Branding: Rules for using logos and marketing materials when partner will be promoting the principal's services
2. Training Requirements: Partner training obligations when specific knowledge is required to make referrals
3. Compliance Requirements: Specific regulatory obligations when referrals involve regulated activities
4. Territory Restrictions: Geographical limitations when referrals are limited to specific regions
1. Commission Schedule: Detailed breakdown of commission rates and tiers
2. Referral Process Flow: Step-by-step guide to referral mechanics
3. Approved Marketing Materials: Pre-approved promotional content and guidelines
4. Data Processing Agreement: Detailed terms for handling personal data
5. Service Level Agreement: Performance metrics and standards
Authors
Business Day
Commencement Date
Commission
Confidential Information
Data Protection Laws
Effective Date
Force Majeure Event
Initial Term
Intellectual Property Rights
Partner Marketing Materials
Principal
Principal's Business
Principal's Products/Services
Qualified Referral
Referral
Referral Fee
Referral Partner
Referral Partner Program
Referred Customer
Referred Opportunity
Revenue Share
Services
Successful Referral
Term
Territory
Trade Marks
Working Hours
Scope of Services
Term and Termination
Referral Process
Commission Structure
Payment Terms
Partner Obligations
Principal Obligations
Representations and Warranties
Confidentiality
Data Protection
Intellectual Property
Non-Solicitation
Non-Competition
Marketing and Branding
Compliance
Record Keeping
Audit Rights
Limitation of Liability
Indemnification
Force Majeure
Assignment
Variation
Notices
Entire Agreement
Severability
Waiver
Third Party Rights
Governing Law
Dispute Resolution
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