The Consultant Referral Agreement is essential for businesses operating in England and Wales that wish to formalize their referral relationships with consultants or other service providers. This document is particularly valuable when establishing clear frameworks for commission-based referral systems, ensuring compliance with UK regulations, and protecting both parties' interests. The agreement typically includes detailed provisions on referral processes, compensation structures, confidentiality obligations, and data protection requirements, while ensuring alignment with UK employment and tax regulations, particularly IR35 considerations.
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1. Parties: Identification and details of the contracting parties
2. Background: Context and purpose of the referral arrangement
3. Definitions: Key terms used throughout the agreement
4. Scope of Services: Details of referral services and obligations
5. Referral Process: Procedure for making and accepting referrals
6. Fees and Payment Terms: Compensation structure and payment procedures
7. Term and Termination: Duration and termination provisions
8. Confidentiality: Protection of confidential information
1. Non-Competition: Restrictions on competitive activities - use when protecting business interests from competition is crucial
2. Intellectual Property: IP ownership and usage rights - use when IP is created or shared during the referral process
3. Insurance: Insurance requirements - use when specific insurance coverage is needed
4. Data Protection: GDPR compliance provisions - use when personal data is processed
1. Schedule 1 - Services Description: Detailed description of referral services
2. Schedule 2 - Fee Schedule: Detailed breakdown of fees and commission structure
3. Schedule 3 - Referral Process: Step-by-step referral procedure
4. Appendix A - Referral Form Template: Standard form for making referrals
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