Broker Referral Agreement Template for New Zealand

1. Training and Support: Used when the broker provides training or resources to the referrer

2. Marketing and Branding: Include when parties need to establish guidelines for using each other's brands or marketing materials

3. Non-Compete Clause: Added when exclusivity or restrictions on competing activities are required

4. Dispute Resolution: Detailed dispute resolution procedures beyond standard jurisdiction clauses

5. Insurance Requirements: Include when specific insurance coverage is required for either party

6. Data Protection: Detailed section when extensive personal data handling is involved

7. Service Level Agreement: Used when specific performance metrics or response times need to be established

1. Schedule 1 - Commission Structure: Detailed breakdown of commission rates, tiers, and calculation methods

2. Schedule 2 - Referral Process Flow: Step-by-step process flow and requirements for making referrals

3. Schedule 3 - Required Client Information: List of required information and documentation for qualified referrals

4. Schedule 4 - Compliance Checklist: Checklist of regulatory requirements and compliance procedures

5. Appendix A - Referral Forms: Standard forms and templates for making referrals

6. Appendix B - Marketing Guidelines: Guidelines for use of marketing materials and branding elements