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Referral Letter for Philippines

Referral Letter Template for Philippines

A Referral Letter is a formal business document used in the Philippines to introduce and recommend an individual, professional, or business entity to another party. This document, governed by Philippine business law and professional practices, serves as an official introduction and recommendation, establishing the credibility of the referred party while potentially outlining any relevant terms or conditions of the referral relationship. It must comply with Philippine regulations, particularly the Civil Code of the Philippines for contract aspects and the Data Privacy Act of 2012 for handling personal information, while adhering to local business customs and professional standards.

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What is a Referral Letter?

The Referral Letter is a crucial business document in the Philippine business environment, where professional networks and formal introductions carry significant weight. This document type is commonly used when one party wishes to recommend a professional, service provider, or business to another party. The letter serves multiple purposes: it establishes the credibility of the referred party, outlines the basis for the recommendation, and may include terms of the referral arrangement if applicable. The document must comply with Philippine legislation, including the Civil Code for any contractual elements, the Data Privacy Act for personal information handling, and specific industry regulations where applicable. A well-crafted Referral Letter typically includes the referrer's credentials, the basis for recommendation, and clear contact information for all parties involved.

What sections should be included in a Referral Letter?

1. Letter Header: Including sender's complete contact details, date, and reference number if applicable

2. Recipient Details: Full name, title, company name, and complete address of the recipient

3. Subject Line: Clear indication that this is a referral letter and brief mention of the referral purpose

4. Salutation: Formal greeting to the recipient

5. Introduction: Brief introduction of the sender and the purpose of the letter

6. Referral Details: Information about the person/business being referred, including their qualifications, expertise, or relevant background

7. Basis for Referral: Explanation of why the referral is being made and the sender's relationship with the referred party

8. Call to Action: Clear statement of what is being requested from the recipient

9. Closing: Professional closing statement with contact information for follow-up

10. Signature Block: Sender's name, title, and signature

What sections are optional to include in a Referral Letter?

1. Referral Terms: Include when there are specific terms or conditions associated with the referral, such as referral fees or commission structures

2. Confidentiality Statement: Add when sensitive information is being shared about the referred party

3. Prior Experience: Include when there's relevant past business relationship or successful projects with the referred party

4. Disclaimer: Add when needed to limit liability or clarify the extent of recommendation

5. Additional References: Include when multiple references or testimonials would strengthen the referral

What schedules should be included in a Referral Letter?

1. Professional Profile: Detailed CV or company profile of the referred party

2. Referral Agreement: If there's a formal referral agreement between parties that needs to be referenced

3. Credentials: Copies of relevant certifications, licenses, or qualifications

4. Portfolio: Examples of previous work or projects, 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 | Serial Founder & Legal AI Author

Jurisdiction

Philippines

Publisher

Genie AI

Document Type

Service Letter

Cost

Free to use
Relevant legal definitions




















Clauses
















Relevant Industries

Professional Services

Financial Services

Healthcare

Legal Services

Real Estate

Information Technology

Management Consulting

Education

Manufacturing

Retail

Construction

Human Resources

Relevant Teams

Business Development

Sales

Human Resources

Recruitment

Professional Services

Executive Leadership

Account Management

Partner Relations

Marketing

Client Services

Legal

Compliance

Operations

Relevant Roles

Business Development Manager

Sales Director

Human Resources Manager

Recruitment Specialist

Professional Services Partner

Managing Director

Account Manager

Network Coordinator

Business Relationship Manager

Department Head

CEO

Marketing Director

Channel Partner Manager

Professional Services Consultant

Client Relations Manager

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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