Agency Referral Agreement Template for South Africa

1. Non-Compete: Restrictions on competitive activities, used when protecting market position is crucial

2. Service Levels: Specific performance metrics and standards, included when quantifiable targets are required

3. Regulatory Compliance: Specific regulatory obligations, included when referrals involve regulated industries

4. Marketing and Branding: Rules for using marketing materials and branding, needed when agent will promote principal's services

5. Training and Support: Details of training provided by principal, included when complex products/services are involved

6. Insurance: Insurance requirements, included when risk profile requires specific coverage

7. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in long-term agreements

1. Schedule 1: Compensation Structure: Detailed breakdown of referral fees, commission rates, and calculation methods

2. Schedule 2: Referral Criteria: Specific criteria for qualified referrals and exclusions

3. Schedule 3: Reporting Templates: Standard forms for referral reporting and tracking

4. Schedule 4: Service Territory: Geographic or market scope of the referral arrangement

5. Schedule 5: Approved Marketing Materials: Pre-approved marketing content and usage guidelines

6. Appendix A: Data Processing Terms: Detailed POPIA compliance requirements and procedures

7. Appendix B: Contact Details: Key contacts and notification details for both parties