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Marketing Referral Agreement Template for Australia

A comprehensive legal agreement governed by Australian law that establishes and regulates the relationship between a referrer and a company for marketing and business referral services. The agreement outlines the terms and conditions for referring potential customers or clients, including commission structures, referral processes, compliance requirements with Australian marketing and consumer protection laws, and the parties' respective obligations. It incorporates essential provisions for data protection, marketing compliance, and fair trading practices in accordance with Australian federal and state legislation.

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What is a Marketing Referral Agreement?

The Marketing Referral Agreement is essential for businesses operating in Australia that wish to formalize their referral partnerships and marketing collaboration arrangements. This document is particularly relevant in today's interconnected business environment where companies increasingly rely on referral networks and marketing partnerships for growth. The agreement ensures compliance with Australian consumer protection laws, privacy regulations, and marketing standards while protecting both parties' interests. It typically includes detailed provisions for commission structures, referral processes, marketing guidelines, and compliance requirements. The document is designed to adapt to various business models and industries, making it suitable for both B2B and B2C contexts while maintaining alignment with Australian federal and state regulatory requirements.

What sections should be included in a Marketing Referral Agreement?

1. Parties: Identification of the referrer and the company receiving referrals

2. Background: Context of the agreement and brief description of the parties' business relationship

3. Definitions: Key terms used throughout the agreement

4. Appointment and Scope: Terms of appointment and scope of referral services

5. Referral Process: Detailed process for making and accepting referrals

6. Compensation and Payment Terms: Commission structure, payment terms, and calculation methods

7. Obligations of the Referrer: Referrer's responsibilities, including marketing standards and compliance

8. Obligations of the Company: Company's responsibilities in handling referrals and supporting the referrer

9. Compliance with Laws: Requirements for compliance with relevant laws and regulations

10. Intellectual Property: Usage rights for trademarks, logos, and marketing materials

11. Confidentiality: Protection of confidential information and trade secrets

12. Term and Termination: Duration of the agreement and termination provisions

13. General Provisions: Standard legal provisions including governing law, notices, and assignment

What sections are optional to include in a Marketing Referral Agreement?

1. Non-Compete: Restrictions on competing activities, used when the referrer works with multiple companies

2. Training and Support: Details of training provided by the company, included when significant support is offered

3. Performance Targets: Minimum referral requirements, included when specific targets are required

4. Marketing Guidelines: Specific rules for marketing activities, included when the referrer has significant marketing responsibilities

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

6. Insurance Requirements: Specific insurance obligations, included when referrer needs particular coverage

7. Data Protection: Detailed data handling requirements, included when significant personal data is processed

8. Territory Restrictions: Geographic limitations on referral activities, included for territory-specific arrangements

What schedules should be included in a Marketing Referral Agreement?

1. Schedule 1 - Commission Structure: Detailed breakdown of commission rates and calculation methods

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

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

4. Schedule 4 - Reporting Requirements: Ƶ and timing for regular reporting

5. Schedule 5 - Contact Details: Key contacts and escalation procedures

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

7. Appendix B - Marketing Guidelines: Detailed marketing standards and brand guidelines

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

Australia

Publisher

Ƶ

Document Type

Marketing Agreement

Sector

Cost

Free to use

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