Agent Referral Form Template for New Zealand

The Agent Referral Form is a crucial document in New Zealand's real estate industry, designed to formalize referral arrangements between licensed real estate professionals. This document is typically used when one agent or agency wishes to refer a client to another agent or agency, either due to geographic limitations, specialization requirements, or capacity constraints. The form ensures compliance with the Real Estate Agents Act 2008 and other relevant New Zealand regulations, while clearly documenting the terms of the referral arrangement, including compensation structures, confidentiality obligations, and service expectations. It serves as a protective measure for all parties involved and helps maintain professional standards in the industry by clearly documenting the referral relationship and associated responsibilities.

1. Parties: Identification of the referring agent/agency and the receiving agent/agency, including license numbers and contact details

2. Background: Brief context explaining the purpose of the referral arrangement

3. Definitions: Key terms used in the agreement including 'Referral Fee', 'Client', 'Transaction', and 'Services'

4. Client Information: Details of the referred client, including contact information and service requirements

5. Referral Terms: Specific details of the referral arrangement, including the scope of services to be provided

6. Compensation: Clear statement of the referral fee or commission structure, including payment terms and conditions

7. Confidentiality: Obligations regarding the handling of client information and confidential data

8. Duration: Period for which the referral arrangement is valid

9. Execution: Signature blocks for both parties and date of agreement