Introduction Fee Agreement Template for New Zealand

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Key Requirements PROMPT example:

Introduction Fee Agreement

"I need an Introduction Fee Agreement for my business consulting firm based in Auckland, where we'll receive 2% of transaction value for successful introductions to potential merger targets in the New Zealand manufacturing sector, with the agreement starting March 1, 2025."

Document background
This Introduction Fee Agreement is designed for use in New Zealand business contexts where one party provides valuable introduction or referral services to another party in exchange for specified fees. The document is particularly relevant in situations involving business development, mergers and acquisitions, investment opportunities, or client acquisitions. It establishes clear parameters for what constitutes a qualifying introduction, specifies fee structures and payment terms, and includes necessary protections for both parties under New Zealand law. The agreement ensures compliance with relevant legislation including the Contract and Commercial Law Act 2017 and Fair Trading Act 1986, while providing flexibility to accommodate various business scenarios and industry-specific requirements.
Suggested Sections

1. Parties: Identifies and provides full details of all parties to the agreement

2. Background: Sets out the context of the agreement and the parties' intentions

3. Definitions and Interpretation: Defines key terms used in the agreement and establishes interpretation rules

4. Scope of Introduction Services: Clearly defines what constitutes an 'introduction' and the services to be provided

5. Fee Structure: Details the introduction fees, calculation methods, and payment terms

6. Payment Terms: Specifies when and how payments should be made, including invoicing procedures

7. Duration and Termination: Sets out the term of the agreement and circumstances for termination

8. Obligations of the Introducer: Lists the introducer's duties and responsibilities

9. Obligations of the Client: Details what the client must do to facilitate introductions and payments

10. Confidentiality: Provisions for protecting confidential information shared during introductions

11. General Provisions: Standard contractual clauses including governing law, notices, and entire agreement

Optional Sections

1. Exclusivity: Used when the introducer has exclusive rights to make introductions in certain areas or to certain targets

2. Non-Circumvention: Added when there's a risk of the client bypassing the introducer for future dealings

3. Success Criteria: Included when fees are contingent on specific outcomes or successful transactions

4. Regulatory Compliance: Required when introductions involve regulated activities or sectors

5. Intellectual Property: Added when proprietary information or IP is involved in the introduction process

6. Dispute Resolution: Optional detailed dispute resolution procedures beyond standard court jurisdiction

7. Force Majeure: Added when needed to address unforeseen circumstances affecting introductions

8. Insurance Requirements: Included when specific insurance coverage is required for the services

Suggested Schedules

1. Schedule 1 - Fee Schedule: Detailed breakdown of fees, including any sliding scales or success-based components

2. Schedule 2 - Target Companies/Individuals: List of specific targets for introductions, if applicable

3. Schedule 3 - Territory Definition: Geographical or market scope of the introduction services

4. Schedule 4 - Introduction Process: Step-by-step procedure for making and documenting introductions

5. Appendix A - Reporting Template: Standard format for reporting introductions and tracking progress

6. Appendix B - Success Criteria Metrics: Detailed metrics for measuring successful introductions if fee is success-based

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant Industries

Financial Services

Professional Services

Real Estate

Mergers & Acquisitions

Recruitment

Management Consulting

Investment Banking

Private Equity

Commercial Property

Business Advisory

Corporate Finance

Technology

Manufacturing

Wholesale Trade

Relevant Teams

Legal

Business Development

Corporate Development

Finance

Commercial

Mergers & Acquisitions

Strategy

Executive Leadership

Corporate Advisory

Business Operations

Relevant Roles

Business Development Manager

Corporate Development Director

Chief Executive Officer

Managing Director

Business Broker

Financial Advisor

Investment Banker

Corporate Lawyer

Commercial Director

Chief Financial Officer

Partner

Business Consultant

Relationship Manager

Head of Mergers & Acquisitions

Business Development Executive

Chief Commercial Officer

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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