Agent Referral Agreement Template for South Africa

1. Non-Compete: Restricts Agent from working with competitors (include when exclusivity is required)

2. Training and Support: Details training provided by Principal (include when significant product knowledge is required)

3. Marketing Guidelines: Specifies how Agent may market Principal's services (include when Agent will conduct marketing activities)

4. Performance Targets: Sets minimum referral requirements (include when specific targets are necessary)

5. Data Protection: Detailed POPIA compliance procedures (include when significant personal data processing is involved)

6. Insurance Requirements: Specifies required insurance coverage (include for high-risk industries)

7. Audit Rights: Allows Principal to audit Agent's activities (include for regulated industries or high-value contracts)

8. Sub-Agents: Rules for appointing sub-agents (include when sub-agents may be needed)

1. Schedule 1: Commission Structure: Detailed breakdown of referral fees, commission tiers, and calculation methods

2. Schedule 2: Referral Process: Step-by-step process for making and tracking referrals

3. Schedule 3: Approved Marketing Materials: List of pre-approved marketing materials and templates

4. Schedule 4: Service Description: Detailed description of Principal's services that may be referred

5. Schedule 5: Reporting Templates: Standard forms for regular reporting and commission calculations

6. Appendix A: Compliance Checklist: Checklist of regulatory requirements and compliance procedures

7. Appendix B: Contact Details: Key contact information for both parties