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Agent Referral Agreement Template for England and Wales

An Agent Referral Agreement is a legal contract governed by English and Welsh law that establishes the terms and conditions under which an agent may refer clients or business opportunities to a principal company. The agreement details the referral process, commission structure, obligations of both parties, and compliance requirements. It incorporates provisions from the Commercial Agents (Council Directive) Regulations 1993 and related legislation, ensuring proper protection for both parties while maintaining regulatory compliance.

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What is a Agent Referral Agreement?

The Agent Referral Agreement is essential for businesses seeking to expand their client base through third-party referrals. This document, governed by English and Welsh law, sets out the framework for a successful referral relationship, including detailed commission structures, referral processes, and compliance requirements. It's particularly important in regulated industries where clear documentation of business relationships is required. The agreement ensures both parties understand their rights and obligations while providing legal protection under relevant legislation including the Commercial Agents Regulations 1993.

What sections should be included in a Agent Referral Agreement?

1. Parties: Identification and details of the principal and agent

2. Background: Context and purpose of the referral arrangement

3. Definitions: Key terms used throughout the agreement

4. Appointment and Scope: Terms of agent appointment and scope of authority

5. Referral Process: Procedures for making and tracking referrals

6. Commission Structure: Payment terms and calculation of referral fees

7. Obligations of the Parties: Responsibilities of both principal and agent

8. Term and Termination: Duration and termination provisions

9. Confidentiality: Protection of confidential information

10. General Provisions: Standard boilerplate clauses including governing law, notices, and entire agreement

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

1. Non-Compete: Restrictions on competitive activities during and after the agreement term

2. Intellectual Property: Protection and usage rights of trademarks, logos, and marketing materials

3. Data Protection: Compliance with GDPR and Data Protection Act requirements

4. Training and Support: Details of training, materials, and support provided to the agent

What schedules should be included in a Agent Referral Agreement?

1. Commission Schedule: Detailed breakdown of commission rates, calculations, and payment terms

2. Referral Process Flowchart: Visual representation of the referral process and procedures

3. Reporting Templates: Standard forms for tracking and reporting referrals

4. Territory Schedule: Definition of geographical or market territories if applicable

Authors

Alex Denne

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

Jurisdiction

England and Wales

Publisher

Genie AI

Document Type

Referral Agreement

Sector

Sales

Cost

Free to use

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