Create a bespoke document in minutes, or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Introducer Agreement Commission
"I need an Introducer Agreement Commission for my Hong Kong wealth management firm to engage independent financial advisors who will refer high-net-worth clients to us, with a tiered commission structure based on assets under management and a 3-year term starting January 2025."
1. Parties: Identification of the introducer and the company receiving introductions, including full legal names and registered addresses
2. Background: Context of the agreement and brief description of the parties' business relationship
3. Definitions: Key terms used throughout the agreement, including 'Successful Introduction', 'Commission', 'Introduced Client', etc.
4. Appointment and Scope: Terms of appointment of the introducer and scope of introduction services
5. Introducer's Obligations: Key responsibilities of the introducer, including compliance with laws and regulatory requirements
6. Company's Obligations: Responsibilities of the company receiving introductions, including processing of introductions and payment of commissions
7. Commission Structure: Details of commission rates, calculation methods, and payment terms
8. Compliance Requirements: Regulatory compliance obligations, including AML requirements and required disclosures
9. Confidentiality: Obligations regarding confidential information and client data protection
10. Term and Termination: Duration of the agreement and circumstances for termination
11. Post-Termination: Rights and obligations that survive termination, including commission payments
12. General Provisions: Standard contractual provisions including governing law, notices, and entire agreement
1. Non-Compete: Restrictions on introducer's ability to work with competitors, used when exclusivity is required
2. Intellectual Property: IP rights and usage terms, necessary when branded materials or proprietary systems are involved
3. Training and Support: Details of any training or support provided to the introducer, included when the company provides significant support
4. Marketing Guidelines: Rules for marketing and promotion of services, included when introducer will be involved in marketing
5. Insurance Requirements: Specific insurance coverage requirements, needed for high-risk or regulated industries
6. Dispute Resolution: Specific dispute resolution procedures, recommended for high-value or complex arrangements
7. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in long-term or critical relationships
1. Commission Rates and Calculations: Detailed breakdown of commission structures, including any tiered rates or special arrangements
2. Introduction Process: Step-by-step process for making and recording introductions
3. Required Documentation: List of documents and information required for valid introductions
4. Compliance Procedures: Detailed compliance requirements and procedures
5. Approved Marketing Materials: List of approved marketing materials and usage guidelines
6. Reporting Templates: Standard forms for introduction records and commission calculations
7. Territory Schedule: Definition of geographical territories if territory-based restrictions apply
Authors
Affiliate
Business Day
Commission
Confidential Information
Effective Date
Force Majeure Event
Group
Hong Kong
Intellectual Property Rights
Introduced Client
Introduction
Introduction Date
Introduction Period
Laws
Marketing Materials
Personal Data
Prohibited Person
Qualified Introduction
Regulatory Requirements
Related Person
Relevant Laws
Services
Successful Introduction
Term
Territory
Transaction
Fees
Commission Payment Date
Commission Period
Competing Business
Client Information
Documentation
Material Breach
Notice
Qualifying Criteria
Referral
Representatives
Working Hours
Scope of Services
Exclusivity
Commission
Payment Terms
Obligations
Representations and Warranties
Compliance
Anti-Money Laundering
Data Protection
Confidentiality
Non-Compete
Non-Solicitation
Intellectual Property
Record Keeping
Audit Rights
Term
Termination
Force Majeure
Assignment
Variation
Waiver
Notices
Severability
Entire Agreement
Third Party Rights
Governing Law
Jurisdiction
Regulatory Compliance
Marketing Restrictions
Territory
Training
Indemnification
Insurance
Dispute Resolution
Anti-Corruption
Client Due Diligence
Performance Standards
Reporting Requirements
Financial Services
Banking
Insurance
Wealth Management
Professional Services
Real Estate
Corporate Services
Investment Management
Fund Management
Legal Services
Consulting Services
Legal
Compliance
Business Development
Sales
Finance
Operations
Risk Management
Commercial
Partner Relations
Corporate Development
Business Development Manager
Compliance Officer
Legal Counsel
Commercial Director
Partnership Manager
Relationship Manager
Chief Operating Officer
Head of Sales
Risk Manager
Managing Director
Chief Financial Officer
Head of Business Development
Compliance Manager
Sales Director
Find the exact document you need
Broken Leg Risk Assessment
A Hong Kong-compliant workplace risk assessment document focusing on broken leg injury prevention and risk mitigation, aligned with local safety regulations.
Time And Material Invoice
A Hong Kong-compliant invoice document for billing actual time spent and materials used in project execution, with detailed breakdowns of labor and material costs.
Exclusive Artist Agreement
A Hong Kong law-governed agreement establishing exclusive rights between an entertainment company and an artist, defining their professional relationship and mutual obligations.
Employment Contract For Casual Employee
A Hong Kong-compliant employment contract for casual workers establishing flexible working arrangements and statutory entitlements under Hong Kong law.
Buyer Commission Agreement
A Hong Kong-governed agreement between an estate agent and property buyer establishing terms for property search services and commission payment.
Co Branding Partnership Agreement
A Hong Kong law-governed agreement establishing terms and conditions for brand collaboration between two or more parties, including joint marketing and brand usage rights.
Broker Agreement Commission
A Hong Kong law-governed agreement establishing broker services terms and commission structures between a principal and broker.
Business Bank Guarantee
A Hong Kong law-governed bank guarantee document where a bank provides financial security for a business's contractual obligations.
Real Estate Assignment Of Contract Form
A Hong Kong law-governed document that transfers rights and obligations under an existing property contract from an Assignor to an Assignee.
Introducer Agreement Commission
Hong Kong law-governed agreement setting out terms for business introductions and associated commission payments, including regulatory compliance requirements.
Broker Fee Contract
A Hong Kong law-governed agreement establishing brokerage service terms, fee structures, and mutual obligations between broker and client.
Real Estate Agent Agreement Contract
A Hong Kong-compliant agreement establishing the terms and conditions between a licensed real estate agent and their client for property transactions.
Re Employment Letter After Termination
A Hong Kong law-governed letter establishing new employment terms for a previously terminated employee returning to the same organization.
Co Broker Agreement
A Hong Kong law-governed agreement establishing collaboration terms between real estate brokers, including commission sharing and operational procedures.
Sales Authorization Letter
A Hong Kong law-governed document that formally authorizes specified parties to conduct sales activities on behalf of a company, outlining scope and terms of representation.
Estate Agency Agreement
A regulated agreement under Hong Kong law establishing the terms of engagement between an estate agent and their client for property transactions.
Buyer Agent Exclusive Agreement
A Hong Kong-governed agreement establishing an exclusive relationship between a property buyer and licensed estate agent for property acquisition services.
Liquidation Letter To Employees
A formal notice under Hong Kong law informing employees of company liquidation, employment termination, and their rights and entitlements during the liquidation process.
Commercial Loan Agreement
A Hong Kong law-governed agreement setting out terms and conditions for a commercial loan facility between a lender and corporate borrower.
Real Estate Broker Commission Agreement
A Hong Kong-compliant agreement establishing commission terms and service scope between property owners and licensed real estate brokers.
Real Estate Broker Agreement
Hong Kong-governed agreement between property owner and real estate broker establishing terms for property marketing and sale/lease services.
Real Estate Agent Commission Agreement
A Hong Kong-compliant agreement establishing commission terms and service scope between real estate agents and their clients for property transactions.
Real Estate Agent Agreement
A Hong Kong-governed agreement establishing the terms between a property owner and real estate agent, compliant with local real estate regulations.
Broker Contract Agreement
A Hong Kong law-governed agreement establishing the terms and conditions between a licensed broker and client for securities trading and related financial services.
Broker Commission Agreement
A Hong Kong law-governed agreement establishing commission terms and conditions between a principal and broker, compliant with SFC regulations and local securities laws.
Broker Agent Agreement
A Hong Kong law-governed agreement establishing the terms and conditions between a principal and a broker/agent, including regulatory compliance, duties, and compensation structure.
Commission Agreement Between Seller And Agent
A Hong Kong law-governed agreement establishing terms for a commission-based sales agency relationship between a seller and their appointed agent.
Broker To Broker Agreement
A Hong Kong law-governed agreement establishing cooperation terms between licensed brokers, compliant with SFC regulations.
Broker Lease Agreement
A Hong Kong-governed agreement establishing the terms and conditions between a licensed real estate broker and client for lease-related services, including commission structure and service scope.
Broker Exclusive Agreement
A Hong Kong law-governed agreement establishing an exclusive relationship between a licensed securities broker and their client, outlining service terms and regulatory compliance requirements.
Real Estate Agent Contract With Seller
A Hong Kong law-governed agreement between a real estate agent and property seller establishing terms for property marketing and sale services.
Real Estate Agent Contract With Broker
A Hong Kong law-governed agreement establishing the professional relationship and operating terms between a licensed real estate broker and agent, compliant with local real estate regulations.
Estate Agent Contract
A regulated agreement between estate agents and clients in Hong Kong, establishing terms of property agency services and commission structures under Hong Kong law.
Sponsorship Agreement Contract
A Hong Kong law-governed agreement establishing terms and conditions for a sponsorship relationship between a sponsor and sponsored party.
Loan Assumption Agreement
A Hong Kong law-governed agreement that transfers existing loan obligations from an original borrower to a new assuming borrower, detailing the terms and conditions of the assumption.
Investment And Shareholders Agreement
A Hong Kong law-governed agreement setting out investment terms and shareholder relationships, including rights, obligations, and governance structures.
Split Bill Of Lading
A Hong Kong law-governed shipping document that legally divides an original Bill of Lading into multiple parts, each representing a portion of the original cargo.
Commercial Bill Of Lading
A Hong Kong law-governed transport document serving as a receipt, contract of carriage, and document of title for maritime cargo shipments.
Estate Affidavit
A formal sworn statement used in Hong Kong probate proceedings to provide verified information about a deceased person's estate and the application for grant of representation.
Download our whitepaper on the future of AI in Legal
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.