Mutual Referral Agreement Template for New Zealand

1. Quality Standards: Used when specific service levels or quality metrics need to be maintained for referrals

2. Training and Support: Include when parties need to provide training or support for handling referrals

3. Marketing and Branding: Required when the agreement needs to address how parties can use each other's brands and marketing materials

4. Data Protection: Include detailed data protection provisions when significant personal information will be shared

5. Non-Solicitation: Add when parties want to prevent direct solicitation of referred clients

6. Dispute Resolution: Include specific dispute resolution procedures when parties want to specify mediation or arbitration processes

7. Insurance Requirements: Used when specific insurance coverage needs to be maintained by either party

1. Schedule 1 - Referral Fee Structure: Detailed breakdown of commission rates and payment calculations

2. Schedule 2 - Referral Procedures: Step-by-step process for making and handling referrals

3. Schedule 3 - Contact Details: List of key contacts and their roles for each party

4. Schedule 4 - Products and Services: Description of products or services covered by the referral arrangement

5. Appendix A - Referral Forms: Standard forms and templates used in the referral process

6. Appendix B - Reporting Templates: Templates for tracking and reporting referral activities