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Introduction Fee Agreement Template for United States

A legally binding agreement governed by U.S. law that establishes the terms and conditions under which one party (the Introducer) will receive compensation for successfully introducing potential business partners, investors, or customers to another party (the Client). The agreement specifies the scope of introductions, fee structure, payment triggers, and includes provisions for confidentiality and non-circumvention.

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What is a Introduction Fee Agreement?

An Introduction Fee Agreement is essential when businesses or individuals seek to formalize arrangements for paid introductions to potential partners, investors, or customers. This document, governed by U.S. law, outlines the specific terms of the introduction service, including fee structures, payment conditions, and protection mechanisms for the introducer. It's particularly important in regulated industries where clear documentation of business relationships is required and helps prevent future disputes about compensation for successful introductions.

What sections should be included in a Introduction Fee Agreement?

1. Parties: Identification of introducer and client, including full legal names and addresses

2. Background: Context of the agreement and general purpose of the introduction services

3. Definitions: Key terms used throughout the agreement, including 'Introduction', 'Target', 'Fee', 'Successful Transaction'

4. Scope of Services: Detailed description of introduction services to be provided

5. Fee Structure: Terms of payment, calculation method, and payment triggers

6. Term and Termination: Duration of agreement and termination provisions

7. Confidentiality: Obligations regarding confidential information

What sections are optional to include in a Introduction Fee Agreement?

1. Exclusivity: Terms of exclusive rights for making introductions

2. Non-Circumvention: Prevention of direct dealings bypassing introducer in high-value introductions

3. International Provisions: Specific terms for cross-border introductions when involving international parties

4. Regulatory Compliance: Industry-specific compliance requirements for regulated sectors

What schedules should be included in a Introduction Fee Agreement?

1. Fee Schedule: Detailed breakdown of fee calculations and payment terms

2. Target List: List of potential introduction targets if pre-identified

3. Service Level Agreement: Specific performance metrics and service standards

4. Compliance Requirements: Industry-specific compliance documentation or certifications

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

United States

Publisher

Genie AI

Document Type

Referral Agreement

Sector

Sales

Cost

Free to use

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