The Referral Partner Program Agreement serves as the foundational document for businesses seeking to establish formal referral relationships under English and Welsh law. This agreement is essential when companies want to expand their customer base through partner networks while maintaining legal compliance and clear operational procedures. The document typically includes detailed provisions about commission structures, referral processes, compliance requirements, and data protection measures. It's particularly relevant in regulated industries where referral arrangements must adhere to specific legal requirements. The agreement ensures both parties understand their obligations and protects their interests while facilitating business growth through structured referral partnerships.
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1. Parties: Identification and details of contracting parties
2. Background: Context and purpose of the agreement
3. Definitions: Key terms used throughout the agreement
4. Appointment and Scope: Terms of referral partnership and authorized activities
5. Referral Process: Mechanics of how referrals are made and tracked
6. Commission Structure: Payment terms, rates, and calculation methods
7. Obligations of Parties: Duties and responsibilities of each party
8. Term and Termination: Duration and conditions for ending the agreement
9. Confidentiality: Protection of sensitive information
1. Marketing and Branding: Rules for using logos and marketing materials when partner will be promoting the principal's services
2. Training Requirements: Partner training obligations when specific knowledge is required to make referrals
3. Compliance Requirements: Specific regulatory obligations when referrals involve regulated activities
4. Territory Restrictions: Geographical limitations when referrals are limited to specific regions
1. Commission Schedule: Detailed breakdown of commission rates and tiers
2. Referral Process Flow: Step-by-step guide to referral mechanics
3. Approved Marketing Materials: Pre-approved promotional content and guidelines
4. Data Processing Agreement: Detailed terms for handling personal data
5. Service Level Agreement: Performance metrics and standards
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