Commercial Referral Fee Agreement Template for South Africa

1. Non-Compete: Restrictions on competing activities, used when parties want to prevent referrals to competitors

2. Marketing and Branding: Rules for using each party's branding and marketing materials, included when joint marketing is contemplated

3. Training and Support: Details of any training or support provided to the referring party, relevant for complex products/services

4. Performance Targets: Minimum referral requirements and consequences for not meeting them, used in volume-based arrangements

5. Dispute Resolution: Specific dispute resolution procedures, recommended for high-value or complex arrangements

6. Insurance Requirements: Specific insurance obligations, important when referrals involve regulated activities or high-risk services

7. Sub-referral Rights: Rights to engage sub-referrers, included when allowing referral network expansion

8. Cross-Border Provisions: Additional provisions for international referrals, needed for cross-border arrangements

1. Schedule 1: Fee Structure: Detailed breakdown of referral fees, commission tiers, and payment calculations

2. Schedule 2: Referral Process Flow: Step-by-step procedure for making and processing referrals

3. Schedule 3: Approved Products/Services: List of products or services covered by the referral arrangement

4. Schedule 4: Reporting Templates: Standard forms for referral tracking and reporting

5. Schedule 5: Service Level Requirements: Specific performance standards and response times

6. Appendix A: Data Protection Requirements: Detailed POPIA compliance requirements and data handling procedures

7. Appendix B: Marketing Guidelines: Approved marketing materials and usage guidelines