抖阴视频

Referral Agreement Template for Canada

Create a bespoke document in minutes,聽or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your document

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership聽of your information

Key Requirements PROMPT example:

Referral Agreement

I need a referral agreement that outlines the terms for referring clients to our services, including a 10% commission on successful referrals, confidentiality clauses, and a 12-month duration with a 30-day termination notice period.

What is a Referral Agreement?

A Referral Agreement sets out the terms when one party gets paid for directing clients or customers to another business. These common contracts spell out the referral fees, performance standards, and how long the arrangement will last. In Canadian business, they're especially popular among professionals like real estate agents, financial advisors, and consultants.

The agreement protects both sides by clearly defining what counts as a successful referral and when payment is due. It must follow Canadian competition laws and industry-specific rules - for example, provincial regulations limit referral fees in real estate and legal services. Having everything in writing helps prevent disputes and ensures everyone understands their obligations.

When should you use a Referral Agreement?

Use a Referral Agreement any time you plan to pay someone for bringing clients to your business. This is essential when working with sales agents, business consultants, or industry partners who regularly send customers your way. Canadian businesses often need these agreements when expanding their client base through professional networks or starting affiliate marketing programs.

The timing is critical - put this agreement in place before accepting any referrals. It prevents misunderstandings about commission rates and payment terms that could damage business relationships or lead to legal disputes. Many regulated industries in Canada, like financial services and real estate, require documented referral arrangements to maintain compliance with professional standards.

What are the different types of Referral Agreement?

Who should typically use a Referral Agreement?

  • Business Owners: Sign Referral Agreements to expand their client base through formal partnerships and networks
  • Real Estate Agents: Use these contracts to share commissions when referring clients to other agents across regions
  • Financial Advisors: Create referral networks while staying compliant with securities regulations and professional standards
  • Marketing Agencies: Establish partner programs to reward other businesses for client introductions
  • Legal Professionals: Draft and review agreements to ensure compliance with provincial laws and industry regulations
  • Business Development Teams: Manage referral relationships and track commission payments

How do you write a Referral Agreement?

  • Basic Details: Gather full legal names and contact information for all parties involved in the referral arrangement
  • Fee Structure: Define exact commission rates, payment timing, and any minimum thresholds
  • Service Scope: List specific products or services covered by the referral arrangement
  • Performance Metrics: Outline how successful referrals will be tracked and verified
  • Term Length: Decide on agreement duration and renewal terms
  • Compliance Check: Review industry-specific regulations affecting referral fees in your sector
  • Documentation: Plan how referrals will be reported and tracked between parties

What should be included in a Referral Agreement?

  • Identification Section: Full legal names and addresses of all parties involved in the referral relationship
  • Service Description: Clear outline of what constitutes a qualified referral and expected services
  • Compensation Terms: Detailed fee structure, payment schedule, and conditions for earning referral fees
  • Confidentiality Clause: Protection of sensitive business information and client data
  • Term and Termination: Agreement duration, renewal options, and conditions for ending the relationship
  • Non-Solicitation: Restrictions on directly approaching referred clients
  • Dispute Resolution: Process for handling disagreements under provincial law
  • Signature Block: Space for dated signatures from authorized representatives

What's the difference between a Referral Agreement and an Affiliate Agreement?

While Referral Agreements and Affiliate Agreements both involve paying for business connections, they serve different purposes in Canadian business relationships. Let's explore their key differences:

  • Payment Structure: Referral Agreements typically involve one-time payments for specific client introductions, while Affiliate Agreements often use ongoing commission structures for continuous sales or leads
  • Relationship Duration: Referral arrangements usually focus on individual transactions, whereas affiliate partnerships establish long-term marketing relationships
  • Marketing Control: Affiliates actively promote products using their own marketing materials and strategies, while referral partners simply introduce potential clients without detailed product promotion
  • Legal Obligations: Referral contracts focus on defining successful introductions and payment terms, while affiliate agreements include detailed marketing guidelines and brand usage rules
  • Regulatory Compliance: Referral Agreements often face stricter regulatory oversight in Canadian professional services, particularly in financial and real estate sectors

Get our Canada-compliant Referral Agreement:

Access for Free Now
*No sign-up required
4.6 / 5
4.8 / 5

Find the exact document you need

Simple Referral Fee Agreement

A Canadian-jurisdiction agreement establishing terms for paid referral arrangements between parties, including referral process, compensation, and obligations.

find out more

Referral Agreement Contract

A Canadian-law governed agreement establishing terms and conditions for business referrals between parties, including referral process and compensation structure.

find out more

Referral Partner Program Agreement

Canadian-law governed agreement establishing terms and conditions for referral partnerships, including compensation, processes, and compliance requirements.

find out more

Exclusive Referral Agreement

A Canadian-law governed agreement establishing an exclusive referral relationship between two parties, defining terms of exclusivity, referral processes, and compensation structure.

find out more

Referral Finder's Fee Agreement

A Canadian-law governed agreement establishing terms for referral compensation and business introduction services, including payment terms and compliance requirements.

find out more

Car Referral Fee Agreement

A Canadian-law governed agreement establishing terms for automotive sales referral fees between a referrer and a dealership, including compensation structure and compliance requirements.

find out more

Property Finders Fee Agreement

A Canadian legal agreement establishing terms and compensation for property finding services, including property requirements and finder obligations.

find out more

Reciprocal Referral Agreement

A Canadian-compliant agreement establishing mutual client referral arrangements between two businesses, including referral processes and compensation terms.

find out more

Commercial Referral Fee Agreement

A Canadian law-governed agreement establishing terms and compensation for business referrals between commercial entities.

find out more

Real Estate Finders Fee Agreement

A Canadian-compliant agreement establishing terms for compensating a finder who successfully identifies and introduces real estate properties to a client.

find out more

Lead Referral Agreement

A Canadian-law governed agreement establishing terms for business lead referrals, including compensation structure and compliance with federal/provincial privacy regulations.

find out more

Mutual Referral Agreement

A Canadian-law governed agreement establishing terms for mutual business referrals between parties, including referral processes, compensation, and compliance requirements.

find out more

Affiliate Referral Agreement

A Canadian-law governed agreement establishing terms for affiliate marketing relationships, including commission structures and compliance requirements.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

骋别苍颈别鈥檚 Security Promise

Genie is the safest place to draft. Here鈥檚 how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; 骋别苍颈别鈥檚 AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a 拢1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.