Consulting Referral Fee Agreement Template for Hong Kong

1. Non-Solicitation: Prevents parties from directly soliciting each other's clients or employees - include when dealing with sensitive client relationships

2. Intellectual Property: Protects IP rights and usage - include when branding or materials are shared between parties

3. Data Protection: Addresses personal data handling - include when referrals involve sharing personal information

4. Training and Support: Details any training or support provided - include when referrer requires specific product knowledge

5. Marketing and Promotion: Sets rules for marketing the referral relationship - include when public promotion is contemplated

6. Audit Rights: Provides for audit of referral records - include for high-value or volume-based arrangements

7. Insurance: Specifies insurance requirements - include for high-risk or regulated sectors

1. Schedule 1 - Fee Structure: Detailed breakdown of referral fees, calculation methods, and payment terms

2. Schedule 2 - Referral Process: Step-by-step process for making and handling referrals

3. Schedule 3 - Reporting Requirements: Templates and timing for referral reporting

4. Schedule 4 - Approved Marketing Materials: Pre-approved materials and guidelines for promoting the referral relationship

5. Appendix A - Contact Details: Key contact information for both parties

6. Appendix B - Compliance Checklist: Checklist ensuring compliance with Hong Kong regulations