The Real Estate Agent Referral Form serves as a crucial document in the property sector of England and Wales, facilitating professional collaboration between estate agents while ensuring regulatory compliance. This document is essential when one agent wishes to refer a client to another agent, typically due to geographic limitations, specialization requirements, or workload management. The form captures essential details including client information, property specifications, commission arrangements, and data protection provisions, while ensuring compliance with the Estate Agents Act 1979, Consumer Protection Regulations, and GDPR requirements. It provides a clear framework for managing referral relationships and protecting all parties' interests.
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1. Parties: Details of referring agent and receiving agent
2. Background: Context of the referral arrangement
3. Definitions: Key terms used in the agreement
4. Referral Details: Specific information about the referred client and property
5. Commission Structure: Details of referral fees and payment terms
6. Confidentiality: Protection of sensitive information
7. Data Protection: GDPR compliance and data handling procedures
1. Territory Restrictions: Geographic limitations of the referral arrangement - used when dealing with agents in different regions
2. Exclusivity: Terms of exclusive referral rights - used when establishing exclusive referral partnerships
3. Marketing Arrangements: Terms for joint marketing efforts - used when collaboration includes marketing activities
1. Schedule 1: Commission Calculator: Detailed breakdown of commission calculations
2. Schedule 2: Service Level Agreement: Specific service standards and response times
3. Appendix A: Client Data Processing Agreement: Detailed GDPR compliance procedures
4. Appendix B: Referral Process Flowchart: Step-by-step visualization of the referral process
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