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Lead Referral Agreement

Lead Referral Agreement Template for New Zealand

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Key Requirements PROMPT example:

Lead Referral Agreement

"I need a Lead Referral Agreement for my real estate agency in Auckland to receive qualified property buyer leads from a mortgage broker, with a success-based commission structure and compliance with NZ privacy laws."

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Document background
A Lead Referral Agreement is essential for businesses operating in New Zealand who wish to formalize their referral relationships and create clear guidelines for lead sharing arrangements. This document is particularly valuable when establishing ongoing referral partnerships where one party regularly refers potential clients or customers to another business in exchange for compensation. The agreement ensures compliance with New Zealand's legal framework, including privacy laws, fair trading regulations, and commercial law requirements. It typically includes detailed provisions for lead qualification criteria, referral processes, compensation structures, data protection measures, and confidentiality obligations. This type of agreement is commonly used across various industries where networking and referrals form a significant part of business development strategy, and it helps protect both parties while promoting transparent and profitable referral relationships.
Suggested Sections

1. Parties: Identifies and provides details of the referrer and recipient parties

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

3. Definitions: Defines key terms used throughout the agreement

4. Appointment and Scope: Establishes the referral relationship and its general scope

5. Referral Process: Details the process for identifying and referring leads

6. Quality Requirements: Specifies the minimum quality criteria for acceptable leads

7. Data Protection and Privacy: Outlines obligations regarding handling of personal information

8. Compensation: Details the referral fees and payment terms

9. Representations and Warranties: States the parties' guarantees regarding their capacity and conduct

10. Confidentiality: Protects confidential information shared between parties

11. Term and Termination: Specifies the duration and termination conditions

12. General Provisions: Contains standard boilerplate clauses

Optional Sections

1. Territory Restrictions: Defines geographical limitations on referral activities

2. Exclusivity: Establishes any exclusive referral arrangements between the parties

3. Marketing and Promotion: Details how the referrer may market the recipient's services

4. Training and Support: Outlines any training or support provided to the referrer

5. Regulatory Compliance: Additional compliance requirements for regulated industries

6. Performance Targets: Sets minimum performance requirements and consequences

7. Intellectual Property: Governs use of trademarks and marketing materials

8. Non-Solicitation: Prevents poaching of referred clients or employees

Suggested Schedules

1. Schedule 1 - Referral Fee Structure: Detailed breakdown of fees and commission structures

2. Schedule 2 - Lead Qualification Criteria: Specific criteria for determining qualified leads

3. Schedule 3 - Referral Process Workflow: Step-by-step process for lead referrals

4. Schedule 4 - Reporting Requirements: Templates and timing for performance reporting

5. Schedule 5 - Approved Marketing Materials: List of approved marketing materials and usage guidelines

6. Appendix A - Data Protection Requirements: Detailed privacy and data handling procedures

7. Appendix B - Service Territory Map: Geographic boundaries for referral activities

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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Clauses
Appointment
Scope of Services
Referral Process
Lead Qualification
Compensation
Payment Terms
Data Protection
Privacy
Confidentiality
Intellectual Property
Non-Compete
Non-Solicitation
Representations and Warranties
Indemnification
Limitation of Liability
Term and Termination
Force Majeure
Compliance with Laws
Record Keeping
Reporting
Audit Rights
Territory Rights
Exclusivity
Marketing and Promotion
Performance Standards
Dispute Resolution
Governing Law
Assignment
Amendments
Notices
Entire Agreement
Severability
Relationship of Parties
Third Party Rights
Relevant Industries

Professional Services

Financial Services

Real Estate

Insurance

Technology

Consulting

Legal Services

Healthcare

Education

Telecommunications

Business Services

Marketing and Advertising

Relevant Teams

Business Development

Sales

Marketing

Legal

Compliance

Operations

Commercial

Partner Relations

Account Management

Executive Leadership

Relevant Roles

Business Development Manager

Sales Director

Partnership Manager

Marketing Manager

Commercial Director

Chief Revenue Officer

Account Manager

Channel Manager

Referral Program Coordinator

Sales Operations Manager

Legal Counsel

Compliance Officer

Business Owner

Managing Director

Chief Executive Officer

Industries
Privacy Act 2020: Governs how personal information must be collected, used, stored and disclosed, which is crucial when sharing lead information between parties
Contract and Commercial Law Act 2017: Provides the fundamental framework for contract formation, enforcement and remedies in New Zealand
Fair Trading Act 1986: Ensures fair trading practices and prohibits misleading and deceptive conduct in trade, relevant for how leads are obtained and represented
Commerce Act 1986: Promotes competition in markets and prohibits restrictive trade practices, relevant if the referral agreement could affect market competition
Financial Markets Conduct Act 2013: May be relevant if the lead referral involves financial products or services, governing how financial products can be promoted
Anti-Money Laundering and Countering Financing of Terrorism Act 2009: Relevant if the referral agreement involves reporting entities or financial services
Consumer Guarantees Act 1993: May apply if the leads being referred relate to consumer goods or services, ensuring consumer rights are protected
Unsolicited Electronic Messages Act 2007: Important if the lead referral process involves any form of electronic marketing or communication
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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