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1. Parties: Identification of the Principal and the Agent, including full legal names, registration details, and addresses
2. Background: Context of the agreement, brief description of the parties' businesses, and purpose of the referral arrangement
3. Definitions: Definitions of key terms used throughout the agreement
4. Appointment and Scope: Terms of agent appointment, territory coverage, and scope of referral services
5. Referral Process: Detailed procedures for making and tracking referrals
6. Commission Structure: Commission rates, calculation methods, and payment terms
7. Obligations of the Agent: Agent's duties, responsibilities, and performance standards
8. Obligations of the Principal: Principal's commitments, support, and responsibilities
9. Representations and Warranties: Key promises and assurances made by both parties
10. Confidentiality: Protection of confidential information and trade secrets
11. Data Protection: Compliance with Philippine Data Privacy Act and data handling procedures
12. Term and Termination: Duration of agreement and grounds for termination
13. Post-Termination Obligations: Duties and restrictions after agreement ends
14. General Provisions: Standard legal clauses including governing law, notices, and amendments
1. Non-Compete: Restrictions on competitive activities, used when protecting market position is crucial
2. Training and Support: Details of training provided by principal, included when significant product/service knowledge is required
3. Marketing and Branding: Guidelines for using principal's branding, included when agent will conduct marketing activities
4. Insurance Requirements: Specific insurance coverage requirements, used in high-risk industries
5. Dispute Resolution: Detailed arbitration or mediation procedures, used for international agreements or high-value contracts
6. Compliance with Industry Regulations: Specific regulatory compliance requirements, included for regulated industries
7. Sub-Agents: Terms for appointing sub-agents, used when allowing agent to build referral network
1. Schedule 1 - Commission Rates: Detailed breakdown of commission structures and payment calculations
2. Schedule 2 - Referral Products/Services: List of products or services covered by the referral arrangement
3. Schedule 3 - Territory Definition: Detailed description of geographical or market coverage
4. Schedule 4 - Reporting Ƶ: Standard forms for referral tracking and commission calculations
5. Schedule 5 - Service Level Agreement: Performance metrics and service standards
6. Appendix A - Referral Process Flowchart: Visual representation of the referral process
7. Appendix B - Contact Details: Key contact information for both parties
Financial Services
Real Estate
Insurance
Professional Services
Technology
Healthcare
Education
Telecommunications
Business Consulting
Travel and Tourism
Banking
Retail
Legal
Business Development
Sales
Compliance
Partner Relations
Commercial Operations
Revenue Operations
Contract Administration
Partner Success
Business Development Manager
Sales Director
Channel Partner Manager
Legal Counsel
Compliance Officer
Partnership Manager
Agency Relations Manager
Commercial Director
Chief Revenue Officer
Business Development Executive
Sales Operations Manager
Contract Administrator
Partner Success Manager
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