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1. Parties: Identifies and provides full details of the referring party and the recipient party
2. Background: Explains the context of the agreement and the parties' intentions to enter into a referral arrangement
3. Definitions: Defines key terms used throughout the agreement including 'Referral', 'Referral Fee', 'Qualified Referral', etc.
4. Scope of Agreement: Outlines the nature and extent of the referral relationship between the parties
5. Referral Process: Details the specific procedures for making and accepting referrals
6. Referral Fees and Payment Terms: Specifies the compensation structure, payment timing, and calculation methods for referral fees
7. Obligations of the Referring Party: Lists the responsibilities and commitments of the party making the referrals
8. Obligations of the Recipient Party: Details the responsibilities and commitments of the party receiving the referrals
9. Confidentiality: Addresses the handling and protection of confidential information shared between parties
10. Data Protection: Ensures compliance with Hong Kong's Personal Data (Privacy) Ordinance
11. Term and Termination: Specifies the duration of the agreement and conditions for termination
12. General Provisions: Contains standard legal clauses including governing law, notices, and entire agreement
1. Non-Compete Clause: Used when parties wish to restrict competitive activities during and after the agreement
2. Marketing and Promotion: Include when parties need to specify how they can market or promote each other's services
3. Quality Control: Added when specific service quality standards need to be maintained
4. Training and Support: Include when one party needs to provide training or support to the other
5. Audit Rights: Used when parties want the right to verify referral calculations or compliance
6. Insurance Requirements: Include when specific insurance coverage is required for the referral activities
7. Dispute Resolution: Added when parties want to specify alternative dispute resolution methods
1. Schedule 1 - Referral Fee Structure: Detailed breakdown of fee calculations, tiers, and special cases
2. Schedule 2 - Referral Procedures: Step-by-step process flow for making and handling referrals
3. Schedule 3 - Approved Marketing Materials: Templates or guidelines for marketing and promotional materials
4. Schedule 4 - Data Processing Requirements: Specific procedures for handling personal data in compliance with privacy laws
5. Schedule 5 - Service Level Agreement: Performance metrics and service standards if applicable
6. Appendix A - Reporting Templates: Standard forms for tracking and reporting referrals
7. Appendix B - Contact Information: Key contacts and escalation procedures for both parties
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