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Mutual Referral Agreement
"I need a Mutual Referral Agreement under Irish law for my accounting firm to establish a referral relationship with a law firm, with strict GDPR compliance and professional services regulations, to be effective from March 2025."
1. Parties: Identifies and provides full details of all parties entering into the referral agreement
2. Background: Sets out the context of the agreement and brief description of the parties' businesses
3. Definitions: Defines key terms used throughout the agreement
4. Scope of Agreement: Outlines the nature and extent of the referral relationship
5. Referral Process: Details the specific procedures for making and accepting referrals
6. Compensation Structure: Specifies referral fees, commission rates, and payment terms
7. Obligations and Responsibilities: Lists the duties and commitments of each party
8. Compliance Requirements: Outlines regulatory compliance obligations, including data protection and consumer protection
9. Term and Termination: Specifies the duration of the agreement and termination conditions
10. Confidentiality: Addresses the handling of confidential information shared between parties
11. Data Protection: Details GDPR compliance and data handling requirements
12. Governing Law and Jurisdiction: Specifies Irish law as governing law and jurisdiction
13. General Provisions: Including standard boilerplate clauses such as force majeure, entire agreement, and severability
1. Non-Solicitation: Prevents parties from directly soliciting each other's clients or employees - include when dealing with professional services
2. Quality Standards: Sets minimum service standards - include when specific service levels need to be maintained
3. Marketing and Branding: Guidelines for using each other's brands - include when joint marketing is contemplated
4. Training Requirements: Specifies any training needed for handling referrals - include for complex products/services
5. Dispute Resolution: Alternative dispute resolution procedures - include for high-value agreements
6. Insurance Requirements: Specifies required insurance coverage - include for regulated industries
7. Compliance with Anti-Bribery Laws: Additional anti-bribery provisions - include for international referrals
8. Exclusivity Provisions: Defines any exclusive referral arrangements - include when exclusivity is agreed
1. Schedule 1 - Referral Fee Structure: Detailed breakdown of commission rates and payment calculations
2. Schedule 2 - Referral Process Flowchart: Step-by-step visualization of the referral process
3. Schedule 3 - Service Descriptions: Detailed descriptions of services covered by the referral arrangement
4. Schedule 4 - Reporting Templates: Standard forms for tracking and reporting referrals
5. Appendix A - Data Processing Agreement: Detailed GDPR-compliant data processing terms
6. Appendix B - Contact Details: Key contacts and escalation points for both parties
7. Appendix C - Required Documentation: List of documents required for valid referrals
Authors
Business Day
Commencement Date
Confidential Information
Data Protection Laws
Effective Date
Force Majeure Event
Initial Term
Intellectual Property Rights
Personal Data
Qualified Referral
Referral
Referral Fee
Referral Period
Referring Party
Receiving Party
Services
Successful Referral
Territory
Applicable Laws
Commission
Client
Customer Data
Disclosed Information
Documentation
GDPR
Group
Losses
Material Breach
Personnel
Professional Standards
Regulatory Requirements
Related Services
Service Provider
Term
Termination Date
Working Hours
Definitions
Referral Arrangement
Compensation
Payment Terms
Obligations
Representations and Warranties
Data Protection
Confidentiality
Intellectual Property
Non-Solicitation
Term and Termination
Force Majeure
Assignment
Compliance
Regulatory Requirements
Indemnification
Liability
Insurance
Notice
Governing Law
Jurisdiction
Entire Agreement
Severability
Variation
Waiver
Third Party Rights
Anti-Bribery
Marketing and Promotion
Quality Standards
Record Keeping
Audit Rights
Dispute Resolution
Exclusivity
Service Standards
Financial Services
Professional Services
Legal Services
Real Estate
Insurance
Technology
Healthcare
Consulting
Accounting
Wealth Management
Property Management
Business Services
Legal
Compliance
Business Development
Commercial
Sales
Operations
Risk Management
Partnership Management
Client Relations
Corporate Development
Business Development Manager
Commercial Director
Legal Counsel
Compliance Officer
Managing Director
Partnership Manager
Chief Executive Officer
Operations Director
Risk Manager
Sales Director
Channel Manager
Chief Commercial Officer
General Counsel
Relationship Manager
Business Partner Manager
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